Senior Wealth Advisor & Relationship Manager
Citi Group
Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and investment solutions and ensure strict KYC/AML compliance. Expect to lead teams, coach juniors, and expand the client base while navigating SAFE Act requirements and mortgage licensing responsibilities. #J-18808-Ljbffr Citigroup Inc.
- ...business. Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote... ...network to drive supplier engagement by collaborating with Relationship Managers and Coverage BankersPartner with the program manager...SeniorContract work
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$140k - $155k
...with new potential clients in that space.Work with portfolio management team to monitor the existing portfolio at its existing level... ...mentioned above, to maintain and cultivate an effective working relationship with Internal (credit administration, middle market lending...SeniorFull timeLocal area$138.82k - $163.32k
...expectations and answer any questions you have.We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client Relations Manager, you will own the vault's relationship with its most valuable customers —...SeniorFull timeWork at officeRemote workWorldwideFlexible hoursShift work- ...Dormont Manufacturing Co is seeking a Relationship Manager for their Jersey City office to provide exceptional service to private clients. This full-time position requires at least 5 years of client management experience and proficiency in relevant software. The successful...SeniorFull timeWork at office
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$125k - $150k
...seeking a highly experienced Senior Client Executive to join our... ...contributor will be responsible for managing complex Property & Casualty... ...risk exposures and strong relationships within the New York City,... ...individual will serve as a strategic advisor to clients and ongoing...SeniorHourly payContract workFor contractorsWork at officeLocal area$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Albertson, NY, to enhance relationships with affluent clients. The role requires strong analytical and financial skills, as well as effective communication abilities to meet client needs through personalized...SeniorFull time- Citigroup Inc. is seeking a seasoned Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent clients using sophisticated profiling and discovery techniques. You will work closely with product specialists to tailor holistic financial...Senior
$20 - $31 per hour
...Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general queries by telephone, email or in person Organize and accurately maintains filing...SeniorWork experience placementWork at office- We are seeking a Senior Vice President to lead our Institutional Trade Maintenance and Fail Management processing teams. This leader will be responsible for overseeing day... ...-solving skills.Strong communication and relationship management skills, with the ability to work...SeniorWork experience placementLocal areaWorldwideFlexible hours
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- The Baldwin Group, an employee benefits brokerage, seeks a Client Relationship Manager to oversee middle-market benefit programs and renewals. You will be the primary liaison between carriers and clients, ensuring compliance and providing guidance on coverage while fostering...Senior
$80k - $132k
Position Title: Senior Analyst, Financial Planning and AnalysisPosition Summary:The Senior Analyst Financial... ...the Finance Team as well as cross-functional relationships. Among other responsibilities, the Senior Analyst manages short and long-term forecasts, understands the...SeniorTemporary workWork at officeImmediate startFlexible hoursNight shift$110k - $175k
...Director to provide strategic leadership and mentor a team of Account Managers. The role focuses on driving client success through collaboration and advocacy at the enterprise level, while managing relationships with key stakeholders. Candidates should have a background in...Senior- Shearer’s Foods is seeking a Sr. Sales Account Manager, Grocery, to source, develop and nurture customer relationships with strategic grocery partners. This remote role reports to the Director of Grocery Sales and involves interdepartmental collaboration to meet sales objectives...SeniorRemote job
$26 - $29 per hour
...Senior Relationship Banker Being the next generation Senior Relationship Banker at East West Bank... ..., you will play a key role in: managing, retaining, and acquiring long-lasting... ...mortgage, treasury management, deposits, wealth management investment products, international...Senior- The Case Comprehensive Cancer Center is seeking a Program Manager to coordinate community outreach and engagement activities. This role involves designing programming, managing advisory board logistics, and providing administrative support. The ideal candidate will have...SeniorWork at office
- ## Senior Customer Relations Manager -WholesaleApplylocations: Chouteau, Oklahomatime type: Full timeposted on: Posted 5 Days Agojob requisition... ...cultivating and maintaining strong trustworthy client relationships, and leading customer focused initiatives in collaboration...SeniorContract workWork at officeWeekend workAfternoon shift
$91.9k - $138.7k
...of the biggest names in payments. We’re looking for a Senior Client Relations Account Manager to join our ever evolving Enterprise Operations team and... .... What you’ll own Ensure a positive and consistent relationship for one or more assigned clients Serve as primary point...SeniorFull time- A leading beverage brand is seeking a Senior Key Account Manager in the United States to manage key accounts across MI, KY, OH, or TN. This role involves building relationships, executing sales strategies, and collaborating with distributor management to drive sales of...Senior
- ...contribute to the company’s success by building strong business relationships with new and existing customers in Public Safety markets... ...and issue resolution. This role will report directly to the Senior Manager, Sales/Account Management and is responsible for successfully...SeniorLive inRemote work
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