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$75k - $105k
...met and exceeded? We’re looking for a Senior Wealth Strategy Associate to: perform all tasks related... ...the financial services industry and a leader amongst your peers bachelor's degree proactive... ...manager and the leading universal bank in Switzerland. We also provide diversified...SeniorFull timeFlexible hours$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- 2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program Embark on a transformative... ...and the chance to work with industry leaders in wealth management. Develop your skills... ...through training classes, our senior speaker series, market discussions and...PrivateWork experience placementSummer workInternship
- ...additional information or questions regarding this listing.Senior Accountant | Private Foundation | Palo Alto; Hybrid (1-2 Days Onsite)Join a... ...annual budgeting, forecasting, and variance analysisManage banking relationships and treasury activitiesSupport accounting treatment...SeniorPrivate
- ...Senior Associate, Digital Product Becoming a Client JPMorgan Private Bank | Digital Team About the Role We're... ...management, digital strategy, or a related discipline... ...opening processes in wealth management or banking... ...and today we are a leader in investment banking...PrivateCasual workBank staff
$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$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 Banker...PrivateFull time$125k - $140k
Senior Accountant Location: Menlo Park, CA Work Schedule: Hybrid 3 Days Onsite / 2 Days Remote... ...transactions Support cash disbursements, banking activities, and other operational... ...preferred A combination of public accounting and private‑industry accounting experience is...SeniorPrivatePermanent employmentFull timeWork at officeImmediate startRemote work3 days per week$88.4k - $132.6k
...Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act The Wealth... ...and understand a client's banking, credit and investment needs... ...investment and financial planning strategies preferred. ~ Must be a self... ...Job Family Group: Private Client Coverage Job Family...Full timeWork at office- ...top-notch technology products. As a Senior Lead Software Engineer at JPMorgan Chase... ...SaaS) and deployment models (Public, Private, Hybrid Cloud). Foundational... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking,...SeniorPrivateFor contractors
- ...world. With commercial, international and private banking services, The Company helps address the... ...conferences. About the role: · Define strategy with respect to enterprise related... ...models, etc) Experience in interacting w/ senior leadership, including to C-suite Extraordinary...SeniorPrivateShift work
- ...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
- ...Service Associate within the Private Bank Global Families Group at JP Morgan... ...200 years and today we are a leader in investment banking,... ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-... ...advisors and institutions with strategies and expertise that span the full...PrivateWork at office
- ...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
- ...within J.P. Morgan's U.S. Private Bank. If you have an... ...asset class investments, wealth advisory and estate planning... ...customized financial strategies for existing and... ...interacting frequently with senior management and working... ...and today we are a leader in investment banking,...PrivateWork experience placement
- ...to negotiate internally, often at a senior level. Some external communication... ...determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its... ...and alternative investments with wealth planning and private banking services...PrivateLocal area
- ...Private Banker We are actively looking for exceptionally... ...Morgan's U.S. Private Bank. If you have an... ...preserving and managing their wealth. You will use your... ...years and today we are a leader in investment banking,... ...and institutions with strategies and expertise that span...PrivateTemporary workWork experience placementLocal area
$106k - $150k
...Join First Citizens Bank Be part of a team dedicated to helping clients build stronger... ...lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...Services relationship management, banking, Private Banking or Wealth Management OR High...PrivateTemporary workLocal area- ...Job Description Job Description Senior Accountant Location: Bay Area (hybrid)... ...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
$168k - $207k
...drive the business forward. We also develop advanced capital strategies to support the company's short- and long-term future. In... ...Years of High-Impact Experience: A background in Investment Banking, Private Equity, Public Markets Investing, Corporate Development, or...SeniorPrivateFull timeTemporary workRemote work- ...Senior Team Leader Crisis24, a GardaWorld company, is widely regarded as the leading integrated risk management, crisis response, consulting... ...teams, global security operations center assets, other private security firms, security vendors and local law enforcement to...SeniorPrivateLocal areaShift workNight shift
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate...SeniorPrivate
$129k - $152k
...dedicated to supporting leaders and organizations... ...classes such as public and private equities, venture capital... ...and with various senior team members on all aspects... ...performance and investment strategy Participate in meetings... ...consulting, investment banking, or other) Knowledge,...SeniorPrivateFull timeWork experience placementWork at officeVisa sponsorshipWork visa3 days per week$140k - $180k
...recognized as an industry leader and has been adopted by many... ...and operationally minded Senior Strategic Financial... ...customer segmentation, pricing strategies, and sales team productivity... ...SaaS company and prior private equity or investment banking experience preferred. Technical...SeniorPrivateContract work$129k - $152k
...dedicated to supporting leaders and organizations... ...classes such as public and private equities, venture capital... ...and with various senior team members on all aspects... ...performance and investment strategy Participate in... ...consulting, investment banking, or other) Knowledge...SeniorPrivateFull timeWork experience placementWork at officeVisa sponsorshipWork visa3 days per week- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...’ success and the goals of the bank, while fostering a culture of diversity... ...solutions, and out-of-the-box thinking we're known for as a global leader....
- ...commercialization of an Ethernet product portfolio, spanning PHY, multi-PHY, NIC, and Ethernet switching platforms. You will own end-to-end strategy across hardware and software, including silicon capabilities and platform software, with executive visibility and substantial...Senior
- ...be at the heart of delivering exceptional wealth management services to ultra-high net... ...mutual fund orders, fixed income trades and private investments Provide support across a diverse... ...Based planning, liabilities planning, banking & lending solutions, mortgages and...SeniorPrivateLocal area
$102k - $120k
...decades. The largest transfer of wealth in human history. If you’re... ...innovate, and manage cash. As the Senior Treasury Analyst, you will... ...positioning, direct cash forecasting, bank account management, bank fee... ...implement cash optimization strategies. Take primary responsibility...SeniorWork at officeFlexible hoursShift work3 days per week- Electronic Arts (EA) seeks a Senior Finance Manager to lead EA Mobile Finance, partnering with leaders across EA Mobile's live-service titles and new investments. Reporting... ...planning, performance, and mobile growth strategy. This hybrid role requires three days in-...SeniorWork at office
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