Senior Wealth Relationship Strategist
$88.4k - $132.6kCitigroup Inc.
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in New York, NY. This role requires a seasoned professional to integrate financial planning expertise, manage client relationships, and ensure compliance with regulations. Candidates should possess 5-8 years of relevant experience and strong analytical skills. The position offers a competitive salary range of $88,400 to $132,600, with additional benefits including health coverage and paid time off. #J-18808-Ljbffr Citigroup Inc.
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- ...investable assets spectrum to deliver customized solutions in multiple wealth–planning areas based on their goals and objectives. Act as... ...clients with colleagues and Advisors. Cultivate and maintain relationships with Advisors directly and in partnership with colleagues....Senior
$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management...SeniorRemote work$200k - $250k
Dormont Manufacturing Co is seeking a Senior Wealth Strategist in New York City. You will work closely with Relationship Managers to develop and implement wealth planning for high net worth clients. The ideal candidate has 10-15+ years of estate planning experience, a...Senior- M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment... ...develop Individual Policy Statements, and manage fiduciary relationships. Required qualifications include a Bachelor's degree with a...Senior
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team... ..., consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations...SeniorWork experience placementWork at office- ...Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a...SeniorWork at officeRemote work
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
$80k - $150k
...requires deep expertise in financial markets and involves advising clients on investment strategies while collaborating with the relationship management team to exceed client expectations. A competitive salary range of $80,000 to $150,000 is offered. #J-18808-Ljbffr...Senior- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...Senior
$160k - $200k
...will work closely with the customer credit team and be responsible for ensuring compliance with Bank policies while cultivating relationships with borrowers to enhance service offerings. Qualifications include a Bachelor’s Degree with at least 6 years in Financial Services...Senior- TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary...Senior
$170k - $260k
JPMorgan Chase Bank, N.A. is seeking a Client Specialist to manage and deepen wealth relationships with high net worth clients. The ideal candidate should have over 7 years of experience in wealth management and relevant licenses, demonstrating strong communication and...Senior- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type:... ...exceptional service.**Wealth Strategist/Client Development Sales Executive... ...for cultivating new relationships with individuals, families,... ...development sales executive role.As a senior member of the Northern Trust...SeniorLocal areaFlexible hours$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business development... .... Wealth Strategists cultivate new relationships with individuals, families, non‑profit... ..., and other entities. As a senior member of the team, you will oversee new...SeniorLocal area- A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...Senior
- ...financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office$180k - $250k
Fiduciary Trust International is seeking a Senior Relationship Manager for their New York team. The role entails serving as a primary client... ...ensuring satisfaction by developing tailored strategies for wealth management. Candidates should possess over 10 years of experience...Senior- Franklin Templeton is seeking a Senior Relationship Manager in New York to oversee client satisfaction and manage wealth strategies for high-net-worth individuals. The role demands extensive experience in relationship management and wealth planning. The ideal candidate...Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Bronx, New York, to identify and deepen relationships with affluent clients. You will anticipate their financial needs and provide tailored solutions while adhering to compliance obligations. This role...Senior$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience, strong analytical and financial skills, and effective communication abilities. You will build relationships with high-net-worth...Senior- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of...Senior
- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional will contribute to process improvements and lead client engagements to enhance relationships with affluent clients. The role demands strong analytical capabilities...Senior
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth... ...advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15 years...SeniorVisa sponsorship
- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!
- workplace strategist New York, NY
- business strategist New York, NY
- strategy consultant New York, NY
- technology strategist New York, NY
- brand strategist New York, NY
- communications strategist New York, NY
- investment strategist New York, NY
- account strategist New York, NY
- strategist New York, NY
- entry level strategy consultant New York, NY

