Senior Wealth Relationship Strategist
Citi
Citi is searching for a seasoned Wealth Relationship Management Sr. Analyst in Las Vegas, Nevada. In this full-time role, you will identify and deepen relationships with affluent clients, anticipating their complex financial needs and offering comprehensive solutions. The position demands strong analytical skills, compliance knowledge, and the ability to communicate effectively with clients. You will be responsible for managing client follow-ups, ensuring compliance with KYC/AML regulations, and leading client events to enhance bonding. Citi provides competitive employee benefits including medical, dental, vision coverage, and wellness programs. #J-18808-Ljbffr Citi
$126.82k - $149.2k
...skills and discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with...SuggestedFull timeWork experience placementWork at officeLocal area- ...PWM Wealth Strategist The PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with client discovery and works with wealth management...SuggestedTemporary workWork experience placementWork at officeLocal area
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team... ...and utilizing networks of client relationships- Managing resource requirements and project...SeniorFull timeH1bLocal areaOverseas$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial... ...procedures, practices, and direction. Provides support to the relationship team by providing asset level expertise and coordinating...SeniorRemote work- TwinThread is seeking a Senior Home Lending Advisor to join our dynamic Chase Home Lending team in Las Vegas, Nevada. In this crucial role, you will serve as the primary contact for clients throughout the loan process, adhering to regulatory requirements while promoting...Senior
$93k - $171.3k
...Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering... ...create meaningful impact across the firm while building deep relationships with senior Finance stakeholders Recruiting for this role ends...SeniorRemote workVisa sponsorship- City National Bank in Las Vegas, NV is seeking a Senior Relationship Manager for Business Banking to develop and manage relationships with business banking clients and drive profitable growth. You will present product solutions, ensure credit quality, and manage portfolio...Senior
$185k
Las Vegas, Nevada • Job Type: Direct Hire • Posted: 1 month agoIT Senior Director - Technical Business Relationship ManagerOur client is seeking an IT Senior Director - Technical Business Relationship Manager to serve as the strategic bridge between IT capabilities and...SeniorLocal areaVisa sponsorshipFlexible hours- ...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset... ...technology and exceptional service. Sr Relationship Advisor The Sr Relationship Advisor manages... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorFull timeH1bWorldwideFlexible hours
$74.93k - $153k
...Yes!” to these questions, we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research...SeniorPrivate practiceWork at officeLocal area$77k - $214k
...obligations while minimising risks of non-compliance. Focused on relationships, you are building meaningful client connections, and learning... ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others,...SeniorH1b$128k - $252.5k
...’s Technology Strategy practice helps clients drive business agility and long-term value through technology. Deloitte is seeking a Senior Consultant to join Tech Strategy to assist in designing integrated business and technology strategies, operating models, platforms,...SeniorContract workLocal areaVisa sponsorship$77k - $214k
...obligations while minimising risks of non-compliance. Focused on relationships, you are building meaningful client connections, and learning... ...to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorH1b- ...Private Banker in Las Vegas, NV to build and manage full-service relationships with high income/high net worth clients. You will provide... ...for the remaining days. A bachelor's degree and 10+ years of wealth management experience are preferred, along with #J-18808-Ljbffr...Senior3 days per week
- ...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset... ...service. Major Duties :• Develops new relationships. Identifies prospects and develops the marketing... ...according to guidelines established by senior bank and business unit management•...SeniorFull timeH1bWorldwideFlexible hours
$96.05k - $206.08k
...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, Workday Security to join our... ...may have a direct, adverse, and negative relationship with some of the material job duties of...SeniorH1bLocal area$95.86k - $208.27k
...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, SailPoint Identity Governance... ...may have a direct, adverse, and negative relationship with some of the material job duties of...SeniorH1bLocal area$92.11k - $156.88k
RELATIONSHIP MANAGER BUSINESS BANKING SRLas Vegas, NVWHAT IS THE OPPORTUNITY?Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure...SeniorRemote work$97.76k - $204.59k
...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate in Enterprise Solutions for our... ...client issues and build long-term business relationships with key executives through engagement...SeniorH1bWork at officeLocal area$189.2k - $372.9k
...Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions... ...to build and sustain professional relationships • Ability to lead projects or workstreams... ...their customers. Our clients include asset, wealth, and investment advisers and...SeniorOdd jobWork experience placementLocal area- Company Description Arista Wealth Management is an investment advisory firm that focuses... ...aristawealth.com. Role Description The Senior Financial Planner is a full-time, on-... ...clear communication, and long-term client relationship building. Qualifications Demonstrated...SeniorFull time
- A leading technology firm in Las Vegas seeks a Senior Account Executive to drive revenue growth and manage Mid-Market Accounts. The role includes cultivating client relationships and executing sales strategies. Candidates should have at least 5 years of relevant sales experience...Senior
- ...profitable CPA firm in Las Vegas, NV is in search of an experienced Senior Tax Manager to join their growing tax team. This is a unique... ...complex tax returns for various entities.Manage client relationships and act as the primary advisor.Lead tax planning and compliance...SeniorFlexible hours
- ...Senior Technical Project Manager As a Senior Technical Project Manager at Kovach Enclosure... ...you a powerful opportunity to build wealth and benefit from our long-term success.... ...Founded on robust client and vendor relationships, Kovach boasts a unique and influential...SeniorFull timeFor contractorsWork at officeFlexible hours
- ...to join its Las Vegas, NV clinic. The physician will provide comprehensive outpatient primary care to senior patients, with a focus on longitudinal care and relationship-building within a value-based model. The role emphasizes a patient-centric approach, collaborative...Senior
- ...Department of Defense(DoD).Position OverviewWe are currently seeking a Senior Federal Resources Project Manager - Engineer to join our Hawai... ...the primary point of contact for clients, maintaining strong relationships and ensuring expectations are met orexceeded.- Supervise and...Senior
- LV Search Partners is looking for a Senior Business Development Manager in Las Vegas to drive revenue growth through new client acquisition and relationship development. This role requires 4+ years in business development within the staffing industry and offers an opportunity...Senior
- ...a branch culture that promotes teamwork, service excellence, relationship building, and staff professionalism. Leads and develops branch... ...standards, policies, and guidelines. In addition to the above, the Senior Branch Manager mentors new branch managers may oversee more...Senior
- Description The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized Construction industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk...Senior
- ...leader in the travel industry, we're looking to hire a talented Senior Marketing Specialist to join our dynamic team.About the... ...reach our members every day, and email is where those member relationships live.Your impact shows up fast. Your segmentation, testing, and...SeniorFull timeRemote work
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