Senior Private Banking & Wealth Strategy Leader
Citi
Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management.
The ideal candidate will have over 15 years of experience in Private Banking and a strong track record of success working with ultra-high-net-worth clients. This position offers comprehensive employee benefits, including medical coverage and a 401(k) plan.
#J-18808-Ljbffr$86k - $101k
...The largest transfer of wealth in human history. If... ...subscribers.As a Finance & Strategy Senior Analyst, Growth &... ...finance, FP&A, investment banking, consulting, or a... ...partners and senior business leaders.An AI-first and... ...opportunity to invest in a private employee fund that...SeniorPrivateWork at officeFlexible hoursShift work3 days per week- JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to translate... ...collaborates with field leadership to craft regional strategies and deliver sophisticated planning solutions across investments, banking, and lending platforms. The successful...SeniorLocal area
$88.4k - $132.6k
...8 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE... ...recognize and understand a client's banking, credit and investment needs and... ...and financial planning strategies preferred.Must be a self-starter...SuggestedFull timeWork at office$88.4k - $132.6k
...8,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... ...recognize and understand a client's banking, credit and investment needs and... ...and financial planning strategies preferred.Must be a self-starter...SuggestedFull timeWork at office$250k
...0 - $500 000,00Category: Private Client Product Services,... ...negotiate internally, often at a senior level. Some external... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further... ...investments with wealth planning and private banking...PrivateFull timeLocal area$250k
...Managing Director, Private Banker, Palo... ...manages a team of senior professionals. The... ...executes functional strategies for the market under... ...businesses and sources of wealth generation.*... ...of the Private Bank.* Help team members... ...GMM and other Team Leaders to lead the business...PrivateFull time- Citigroup Inc. is looking for an Investment Counselor Principal in Palo Alto, CA. In this strategic role, you will develop and manage relationships with ultra-high net worth clients, leveraging extensive investment experience to provide innovative solutions and advice. ...SeniorPrivate
$109.12k - $163.68k
...in the creation of sales and marketing strategies designed to generate revenue growth... ...pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients... ...equivalent experience Job Family Group Private Client Coverage Job Family Private...PrivateFull time$141k - $205k
...consulting, sales operations, business strategy, investment banking, venture capital, private equity , or corporate advisory,... ...metrics, is used by our leaders to make strategic company decisions... ...control processes. You'll provide senior level management with insightful...SeniorPrivate- JPMorgan Private Client in Palo Alto, CA seeks a seasoned Relationship Manager to nurture high-net-worth client relationships, provide... ...guidance, and expand the client base across private banking and wealth management services. The role requires 10+ years in financial...Private
- ...advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to join the NorCal... ...and flow-through entities, partnering with leaders on complex projects and developing client strategies. As a valued business advisor, you’ll...SeniorPrivate
- ...Join the Payments and Global Banking Technology team as an Executive Director and Senior Principal Engineer for Applied AI/ML. This is a hands‑on, code-every... ...architecture and implementation decisions across retrieval strategies, agent design, orchestration patterns, and system...Senior
- Applied Intuition seeks a strategic Global Treasury leader to build and scale treasury operations for a multinational tech company. You will oversee cash management, banking infrastructure, liquidity strategy, FX risk, compliance, and treasury systems while supporting...Work at office
$10 per hour
...for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable... ...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal...SeniorPrivateWork experience placementWork at office- Egnyte, Mountain View, CA, seeks a Senior Product Manager for Fintech industry to own the FSI product strategy and priorities. You will translate PE/VC, wealth management, banking, and insurance needs into clear use cases and requirements, partnering with PMs to drive...Senior
- ...Intuit, Inc. is seeking a Principal on the Services Portfolio Strategy & Growth team. You will shape long-range growth, define how services... ...insights for executives, and deliver a clear narrative to senior leadership. This role requires high-level collaboration, urgency...Senior
- ...ServiceNow is seeking an experienced product leader to guide AI-enabled product strategy. You will coordinate across teams to turn cutting-edge AI research into differentiated features, integrating usability studies and market assessments into clear product requirements...Senior
$171k - $247k
...Technology and Applied AI strategy and roadmaps in close partnership... ...Marketing and Engineering leaders.Be a thought partner for... ...strategy, investment banking, venture capital or private equity role.5 years of experience... ...changing environment.As a Senior Strategy and Operations...SeniorPrivate- ...ServiceNow in Mountain View seeks a senior software product leader to guide AI-native product strategy as we scale toward $10B+ in revenue. You will work with multiple teams to shape roadmaps, define requirements, and translate complex AI concepts into practical features...Senior
- Intapp is seeking a Senior Director of Revenue Strategy, Planning and AI to own the annual operating plan, forecast discipline, territory and quota strategy, and AI adoption for the global Revenue organization. You will present to senior leadership and board-level audiences...Senior
- Inflection AI, Inc. is seeking a senior marketing leader who can own the strategy and execution across product launches, content, social and technical thought leadership. You will bridge strategy and hands‑on delivery, building systems for a lean team to publish at scale...Senior
- ...The Private Banker Sr. Principal is an internally... ...Is a true thought leader who develops new... ...externally at a senior levels.... ...technical approaches and strategies for the area. Responsibilities... ...and sources of wealth generation.... ...the Citi Private Bank. Effectively...Private
- Intuit’s Global Business Solutions Group Data Science team seeks a Senior Staff Data Scientist to lead analytics for high-growth areas and drive action from insights. You will influence strategy, define success metrics, and implement ML/LLM capabilities in collaboration...Senior
- ...analytically rigorous, commercially sharp Senior Portfolio Analytics & Investment... ..., and help architect financial strategy alongside our pre-seed and seed-... ...in either Venture Capital, Private Equity, Growth Equity, or Investment Banking.Financial Modeling Mastery: Elite...SeniorPrivateFull timeFlexible hours
- ...Job Description Wealth Planning & Advice is a group of experts... ...entities (operating businesses, private foundations, etc.). Our role... ...with the various investment, banking, and lending products and... ...management to develop regional strategies and provide guidance on their...PrivateLocal area
- ...Senior Accountant Location: Bay Area (hybrid) About the client In the non-profit... ...policy Serve as a primary contact with banking and treasury partners and handle research... ...Nice to have CPA Experience in a private foundation or nonprofit environment Concur...SeniorPrivateWork at office
- Google DeepMind is hiring for a senior data scientist to partner with product, engineering and UX to drive data-driven strategies and measurable product enhancements. You will translate complex questions into experiments and analyze large datasets to extract actionable...Senior
- Intuit is seeking a Senior Staff Product Designer to lead cross-domain experience strategy and raise interaction and visual quality across QuickBooks product areas. You will shape long-term direction, reduce fragmentation, and connect design investments to measurable customer...Senior
- ...Senior Principal Architect - Payments Platform Job Information... ...Unit Commercial & Investment Bank Posting Date 03/27/2026, 10... ...200 years and today we are a leader in investment banking, consumer... ...intersection of technology and business strategy. You will collaborate with...SeniorFull time
$390k
Considine Search seeks experienced attorneys for their Private Funds Group in San Francisco, CA. You will handle high-profile matters, contributing to the formation and operation of private funds while enjoying a collaborative culture. The firm offers industry-leading benefits...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banking & Wealth Strategy Leader. Be the first to apply!
- executive team lead asset protection Palo Alto, CA
- key team leader Palo Alto, CA
- quality control team lead Palo Alto, CA
- IT team lead Palo Alto, CA
- site leader Palo Alto, CA
- leader Palo Alto, CA
- focus group leader Palo Alto, CA
- merchandise team leader Palo Alto, CA
- office team lead Palo Alto, CA
- operational excellence leader Palo Alto, CA



