Elite Wealth Relationship Strategist
Citi Group
A leading global financial services company is seeking a Sr. Analyst for Wealth Relationship Management. This role involves building relationships with affluent clients, providing tailored financial solutions, and ensuring adherence to regulatory requirements. Candidates should have 5-8 years of experience, strong analytical and communication skills, and must possess relevant FINRA registrations. Competitive salary and growth opportunities are offered. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Elite Wealth Relationship Strategist in Miami, FL vacancy
- ...complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients... ...appropriate systems. # Networking: Create strong working relationships with internal partners and external COI’s (attorneys,...SuggestedFull timePart timeWork experience placementWork at officeShift workDay shift
- Santander Investment Securities Inc. seeks a seasoned Director, HNW Wealth Planner to deliver advanced financial planning, cross-border... ...-dealer setting. The role partners with financial advisors, relationship managers, and product teams to craft customized planning...Suggested
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects. You will educate on advanced retirement tax planning and Roth strategies, guiding decision-making with a consultative framework...SuggestedRemote job
- ...accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping... ...executive steering committees and governance forums.* Build trusted relationships with client executives, program leaders, architects, and...SuggestedTemporary workLocal area
- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs, communicate...Suggested
$72k - $85k
As a Strategist, your primary job is to understand what is happening with our clients, what is happening in the world, and what is happening... ...Strategist collaborates with teams from Insights, Community, Relationships, Insights, and Accounts to be the bridge between what the...Temporary work- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate planning strategists and teams of investment... ...estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients...Temporary work
- Communications Strategist Location: Miami, FL | Employment Type: Full-Time Schedule: Hybrid (Tues - Thurs onsite... ...teams and external stakeholders. • Build trusted client relationships, provide strategic counsel, and identify opportunities to add...Full timeRemote work
- Bankers Life in Miami is seeking a driven Financial Advisor to build a client base and deliver personalized financial solutions. You’ll benefit from award-winning training, mentorship, and a supportive office structure to grow your practice. Expect licensing support for...Work at office
- ...strategic rate proposals that balance customer value with company profitability. Collaborate with Sales, Operations, and logistics partners to build lasting relationships, win new business, and deliver exceptional service on every shipment. #J-18808-Ljbffr Tech Cargo, LLC.
- ...wrinkle-free travel collections tailored for fashion-forward women. You will manage a remote, high-energy social presence, build relationships with followers, and collaborate with e-commerce and buying teams to highlight current inventory and promotional events. #J-1880...Remote work
- ...Foundation’s Journalism Program is seeking a technology product strategist, visionary and impact-oriented leader to help shape our... ...Foundation at local and national convenings to develop grantee relationships and expand the foundation’s network. Monitor grantee reporting...Work at officeLocal areaRemote work
- ...analyze private equity client data, coordinate client team efforts, and translate insights into actionable strategies that strengthen relationships and drive growth while collaborating across practices in a fast-paced, confidential environment. #J-18808-Ljbffr Holland &...Work at office
$102k - $115k
...initiatives in the Energy, Infrastructure, and Technology sectors. This hands-on role involves developing marketing strategies, client relationship management, and supporting high-impact business development initiatives. Ideal candidates need a Bachelor’s degree and at least...- ...affiliate treasury divisions to understand ongoing changes in business activities and developments Build and maintain the Bank relationship with other Banks, Broker or investors improving Itau presence in the US seeking enhanced pricing conditions for the Bank locally...
- ...and arcade operations across the fleet. You will oversee daily technical operations, performance analytics, projects, and vendor relationships to maximize reliability, compliance, and revenue. This role also includes leading newbuild and dry dock projects, developing...
- Lennar is seeking a Sr. Land Acquisitions Manager in Florida to lead the land acquisitions program, build relationships with land sellers and brokerages, and oversee negotiations, due diligence, and documentation. This role reports to the VP of Land Acquisitions and requires...
$47k - $55k
...Stakeholder Communications and Engagement plans. This role is crucial for enhancing brand awareness, customer leads, and building relationships with stakeholders. The ideal candidate should possess proven relationship management and communication skills, with a strong...- ...channels driving influence. Role Overview As a Senior Paid Search Strategist at Avenue Z, you will be responsible for managing a portfolio... ...management, and competitor analysis. Build strong client relationships by delivering expert advice on campaign performance and...Full timeFor contractors
- ...or an alternative application process. Social & Influencer Strategist- Miami, FL (Onsite) Full Time Miami, Miami, FL, US *This is... ...client programs. The ideal candidate is equal parts strategist, relationship builder, and social marketer, with a deep understanding of...Full timeWork at officeFlexible hoursShift workWeekend workAfternoon shift
- ...drive content and influencer strategy across client campaigns. This senior individual-contributor role focuses on building creator relationships, shaping market-ready content, and translating data into sharper hooks and briefs. You will collaborate with strategy, media...Remote job
- ...experience in the food service industry. Responsibilities include developing strategies, identifying opportunities, and fostering relationships with prospects. The successful candidate will utilize CRM tools and collaborate across teams to execute effective sales plans,...
- ...media relations and crisis communications. This pivotal role involves developing a proactive communications strategy and managing relationships with stakeholders. Candidates must have at least 15 years of experience counseling senior leaders, a Bachelor’s degree in a...
- ...Miami is seeking a Marketing Liaison to help drive growth through patient referrals. This role involves cultivating strong referral relationships within a geographic territory and requires solid experience in healthcare. The ideal candidate will have a background in...
- Join Encompass Health as a Marketing Liaison in Miami, FL. This role focuses on cultivating referral relationships and driving patient growth within your community. You will have opportunities for robust benefits, including affordable healthcare plans and tuition reimbursement...
- A leading cruise line company is seeking a Destination Pricing Analyst in Miami, Florida. This role involves end-to-end pricing analysis for shore excursions, hotels, and more. Candidates should have a Bachelor's degree and a minimum of 3 years of experience in a business...
- A leading property management company in Miami is seeking a Listing Optimization / Marketing Analyst to enhance the visibility of vacation rental listings across multiple platforms. The candidate will utilize data analysis and digital marketing skills to improve booking...
- DP World in Miami is seeking an Air Freight Pricing Specialist to manage RFQs for domestic and international shipments, negotiate rates with airlines, and ensure competitive pricing and service quality. You will collaborate with internal sales, operations, and carriers ...
- LLORENTE & CUENCA is hiring to help shape strategic communications with a focus on deep analysis of the national political, social, and economic landscape. You will craft content, manage stakeholders, and deliver data-driven insights to strengthen client positioning with...Internship
$60.8k - $84k
...SEO Strategist Hi there—at Razorfish, we're leaders in what's next. Since the dawn of the internet, we've helped brands move first through every era of transformation, defining what digital means for business and now leading brands into the age of AI. Everyone has...Temporary workFreelanceWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Wealth Relationship Strategist. Be the first to apply!
Related searches

