Senior Wealth Relationship Strategist

Citi

Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and growing wallet share for affluent and high-net-worth clients. The position requires 5–8 years of experience, FINRA registrations, and mortgage licensing under SAFE Act, with proficiency in MS Office and planning tools. On-site, full-time role with strong compliance expectations. #J-18808-Ljbffr

Apply

Vacancy posted 15 hours ago

Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Naperville, IL vacancy

Senior Tax Strategist
$80.7k - $121.1k
About the RoleWe are seeking a dynamic and highly skilled Senior Tax Strategist to join our innovative financial team. In this pivotal role... ...of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a...
Senior
Minimum wage
Temporary work
Local area
H&R Block
Naperville, IL
2 days ago
Sr. Equity ETF Strategist
$120k - $180k
...stock purchase planJob DescriptionThe role:The Sr. Equity ETF Strategist will leverage his/her capital markets, investment management,... ...skills and a collaborative mindset; able to build effective relationships across all levels.• Self-directed professional who can set objectives...
Senior
Full time
Work at office
Flexible hours
Invesco
Downers Grove, IL
3 days ago
Senior Mortgage Lending Strategist
...TwinThread is looking for a Senior Home Lending Advisor in Channahon, Illinois. In this role, you will leverage your expertise in home lending products to assist clients throughout their loan process while collaborating with our dedicated team at Chase Home Lending. You...
Senior
TwinThread LLC
Channahon, IL
4 days ago
Senior Relationship Manager - End User Asset Management Governance & Vendor Management
$112.2k - $209k
Application Deadline:09/29/2026Address:13220 California St.Job Family Group:TechnologyPosition SummaryThe Senior Relationship Manager is responsible for the strategic governance, oversight, and continuous improvement of the Bank's End User Asset Management and Asset Reclamation...
Senior
Full time
Contract work
Part time
Local area
BMO Bank
Naperville, IL
17 hours ago
Senior Relationship Manager, Commercial Banking
...PNC Financial Services Group, Inc. invites a Relationship Manager II – C&IB to join its Commercial Banking team. Based in Libertyville, Downers Grove, or Chicago, you will coordinate relationship management for a book of business, grow sales and market share, and maintain...
Senior
PNC Financial Services Group
Downers Grove, IL
4 days ago
Senior Equity ETF Strategist - Market Insights Leader
$120k - $180k
1240 Invesco Distributors Inc. is seeking a Sr. Equity ETF Strategist in Downers Grove. This role leverages capital markets and investment management knowledge to provide macro and equity market insights while collaborating with various teams to enhance the product line...
Senior
1240 Invesco Distributors Inc.
Downers Grove, IL
4 days ago
Senior Relationship Manager
$117.5k - $178.6k
...professionals dedicated to helping customers achieve their financial goals.Role SummaryTBK Bank is seeking a driven and relationship-focused Senior Relationship Manager to join our Commercial Lending team. In this high-impact role, you’ll help businesses grow by delivering...
Senior
Full time
Work at office
Triumph Bancorp
Elgin, IL
4 days ago
Senior Tax Manager
$120k - $200k
...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager... ...firm taking ownership of both client relationships and team management. This individual will... ...accounting, assurance, IT consulting, and wealth management services to small and medium...
Senior
Work experience placement
Work at office
Local area
Flexible hours
Platform Accounting Group
Naperville, IL
2 days ago
Senior Philanthropy Officer
...database ( CRM ), reporting tools, and wealth screening information is a requirement.... ...the College and the community to develop relationships leading to gifts and commitments for annual... ...required. Position Summary: The Senior Philanthropy Officer ( SPO ) is a visible...
Senior
Local area
Remote work
Flexible hours
Afternoon shift
North Central College, IL
Naperville, IL
1 day ago
Senior Relationship Manager
$117.5k - $178.6k
...professionals dedicated to helping customers achieve their financial goals. Role Summary TBK Bank is seeking a driven and relationship-focused Senior Relationship Manager to join our Commercial Lending team. In this high‑impact role, you'll help businesses grow by...
Senior
Work at office
Triumph Financial
Carol Stream, IL
1 day ago
Senior Tax Manager
...Sikich LLC is seeking a Tax Principal in Naperville, IL, to manage client relationships and develop actionable strategies. You must have a BA/BS degree, with a CPA certification strongly preferred, and ten years of relevant experience. The role involves strategic client...
Senior
Flexible hours
Sikich
Naperville, IL
1 day ago
Audit Senior
...consulting firm delivering quality service with integrity. The Senior Auditor leads nonprofit audit engagements, mentors staff, and... ...ensures accurate financial reporting while building trusted client relationships. The role emphasizes collaboration with partners, staying...
Senior
Socket
Naperville, IL
1 day ago
Senior Philanthropy Officer
...The Senior Philanthropy Officer ( SPO ) is a visible member of the Institutional Advancement... ...College, building strong and sustained relationships with constituents, including alumni,... ...database ( CRM ), reporting tools, and wealth screening information is a requirement....
Senior
Full time
Temporary work
Work at office
Local area
Remote work
Flexible hours
Afternoon shift
North Central College
Naperville, IL
2 days ago
Senior Tax Associate
$90k - $120k
...Looking for a Tax Senior opportunity where you'll gain exposure to a wide variety of tax work, build strong client relationships, and continue developing your career? We're partnering with a well-established public accounting firm seeking a Tax Senior to join its growing...
Senior
Casual work
Work at office
Verital Advisory Search
Naperville, IL
21 hours ago
Senior Nonprofit Audit Manager — Impact & Growth
...provide high-level service to clients and drive firm growth. Responsibilities include managing multiple engagements, building client relationships, and participating in business development. Prospective candidates should possess a Bachelor’s degree in accounting or related...
Senior
CapinCrouse LLP
Naperville, IL
3 days ago
ETF Sales (Senior) Manager
...Deadline: 01 September 2026Title ETF Sales (Senior) ManagerDepartment ETF Distribution... ...Independent Financial Advisers (IFAs), Wealth Managers and Family Offices in Switzerland... ...important role in strengthening client relationships, identifying market opportunities and helping...
Senior
Full time
Work at office
Flexible hours
Fidelity
Geneva, IL
2 days ago
Senior Trust and Wealth Advisor
...can be a part of a dynamic wealth management team. We are seeking... ...Together. JOB TITLE: SENIOR TRUST & WEALTH ADVISOR... ...REPORTS TO: CHIEF WEALTH STRATEGIST FLSA STATUS: EXEMPT... ...expands and deepens existing relationships. DUTIES AND RESPONSIBILITIES...
Senior
Full time
Work experience placement
Monday to Friday
TrustBank
Wheaton, IL
14 days ago
Senior Account Executive - Industrial Sales
$120k - $140k
Senior Account Executive - Industrial SalesLocation: Naperville, IL (Hybrid / Remote / Field-Based) - MUST LIVE IN CHICAGO AREA / SUBURBSCompensation... ...· Proven ability to develop new business and expand existing relationships· Strong mechanical aptitude with the ability to communicate...
Senior
Live in
Work at office
Remote work
Technology Recruiting Solutions
Naperville, IL
1 day ago
Tax Senior
...Job Description As a Tax senior at this firm, you will play a crucial role in overseeing our clients' tax matters. You will be... ...complex tax regulations. Establish and maintain strong client relationships. Assist in resolving tax-related issues Stay up-to-...
Senior
Local area
gpac
Naperville, IL
3 days ago
Senior Sales Consultant
...confidence, guiding customers through high-value purchasing decisions. Leverage your sales experience to build strong, trust-based relationships with discerning customers. Consistently exceed sales goals through consultative selling, upselling, and competitive drive....
Senior
Flexible hours
Weekend work
Afternoon shift
American Sale
Naperville, IL
3 days ago
Senior Technical Writer
$120k - $150k
...coverage terms and pricing to achieve company profit objectives. You’ll work with agents/brokers to develop productive and profitable relationships while also ensuring compliance with company underwriting guidelines and insurance regulators. Responsible for profitable results...
Senior
Berkley Technology Underwriters (a Berkley Company)
Naperville, IL
1 day ago
Senior Electrical Project Manager
...Job Description Senior Electrical Project Manager Gpac is a national executive search firm specializing in recruitment... ...development efforts by building and maintaining client relationships Provide mentorship and leadership to junior project managers...
Senior
For contractors
For subcontractor
Local area
G-PAC
Naperville, IL
3 days ago
Tax Senior Manager - Real Estate
$151k - $226k
...extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People... ...professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a...
Senior
Temporary work
Local area
Flexible hours
Wipfli
Naperville, IL
1 day ago
Senior Tax Accountant
$100k - $120k
...Excellent active listening, negotiation and presentation skills. 7. Competence to build and effectively manage interpersonal relationships at all levels of the company. 8. In-depth knowledge of labor law and HR best practices. 9. Degree in Human Resources or related...
Senior
Work experience placement
Local area
Jobot
Woodridge, IL
2 days ago
Senior Consultant Prof Services
$110.6k - $166k
...architecture skills.• Client Engagement: Build strong client relationships, identify needs, and deliver tailored strategic solutions.• Billable... ...path includes multiple positions at the I09 level, the more senior role entails higher sales targets, broader scope, and greater...
Senior
Temporary work
Work at office
Local area
AT&T
Warrenville, IL
5 days ago
Senior Electrical Estimator
...Job Description Senior Electrical Estimator Gpac is a national executive search firm specializing in recruitment for... ...walkthroughs to verify project conditions Build and maintain relationships with vendors, subcontractors, and clients to secure...
Senior
Contract work
For contractors
For subcontractor
Local area
gpac
Naperville, IL
2 days ago
PT Senior Sales Associate Store 3202
$15 - $16 per hour
...objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Essential... ..., churches, and community organizations Develop customer relationships and provide compelling sales presentations based on sales training...
Senior
Work experience placement
Local area
Music & Arts
Naperville, IL
-120
PT Senior Sales Associate Store 3201
$15 - $16 per hour
...objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Essential... ..., churches, and community organizations Develop customer relationships and provide compelling sales presentations based on sales training...
Senior
Work experience placement
Local area
Music & Arts
Naperville, IL
-120
Senior Marketing Manager, Ecolab Digital - Life Sciences
$133.7k - $200.6k
...Excellent verbal and written communication skills; ability to work well in a group as a solid team player Ability to build and maintain relationships and coordinate projects across different functional groups regionallySolid business acumen Strong problem solving / Analytical...
Senior
Hourly pay
Minimum wage
Full time
Local area
Visa sponsorship
Ecolab
Naperville, IL
5 days ago
Senior Account Manager
...on yourself? Circle Logistics is on the hunt for a proven Senior Account Manager. At Circle, we're not just offering a job; we'... ...solutions to established and prospective customers and nurture these relationships into long-term partnerships. You must be able to handle high...
Senior
Flexible hours
Night shift
Circle Logistics
Naperville, IL
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!