Senior Wealth Relationship Manager
Citi Group
A major financial services corporation is seeking a Wealth Relationship Management Sr. Analyst in New York City. The role involves building and deepening relationships with affluent clients, anticipating complex financial needs, and providing holistic financial solutions. Candidates should have 5-8 years of relevant experience, strong analytical skills, and must be registered with US FINRA. Knowledge of financial planning software is preferred and a Bachelor's degree is required. Compliance with KYC/AML standards is essential. #J-18808-Ljbffr Citigroup Inc.
$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior- Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management in Woodside, NY. This role focuses on building and managing relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with relevant regulations. The ideal candidate...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$180k - $250k
Franklin Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with portfolio managers and advisors. Candidates should have over 10 years of experience in relationship...Senior- 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
$160k - $230k
...Relationship Manager, Asset Managers - Vice President / Senior Vice President New York, New York, United States iCapital is looking for a Relationship Manager... ...new and existing relationships with Asset and Wealth Managers and support other Relationship Managers....SeniorFull timeWork at officeRemote work- J.P. Morgan Advisors is seeking a Client Service Group Manager to oversee sales and administrative staff in Pennsylvania. The ideal candidate will manage training and performance reviews while supporting strategic initiatives for the branch. Qualifications include a degree...Senior
$104k - $254.15k
PNC is looking for a Relationship Manager III to join its Commercial Real Estate team in New York, NY. In this role, you'll be responsible for developing client relationships, managing risk, and driving revenues. The ideal candidate will have at least 8 years of relevant...Senior$122.54k - $208.72k
*RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE * WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and...SeniorRemote work- Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal...SeniorWork at officeLocal area
$150k - $180k
...banking activities. Source new customer relationship opportunities, including; New loans... ...(e.g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products. Analyze... ..., Credit Administration and senior lending personnel to effect efficient...SeniorBank staffWork at office$200k - $250k
...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals... ...Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi‑family (MFO) team in New York, NY. In this...SeniorWork at officeLocal area$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding....Full timeWork at office- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding....Work at office
- Overview The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to new techniques and process/workflow improvements. Integrates subject matter and industry expertise within...Work at office
- Fiduciary Trust International seeks a Relationship Manager to join our New York team. This role involves managing UHNW client relationships, tailoring services to meet their goals, and coordinating with various professionals to deliver a seamless client experience. The...
- ...A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role... ...Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive...Senior
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placement$160k - $230k
...iCapital is seeking a Relationship Manager, Asset Managers - Vice President / Senior Vice President in New York. This senior-level role entails developing and maintaining... ...relevant experience, especially within Asset or Wealth Management firms. A competitive salary range of $1...Senior- ...we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice.... ...for internal and external clients; build and manage client relationships Oversee teams of tax professionals/assistants working on...SeniorFull timeLocal area
$113.2k - $164.05k
...with Moody’s Corporation to find a skilled sales professional in New York. This role requires strong experience in sales and relationship management, particularly within the Professional Services sector and law firms. The successful candidate will manage key client...Senior$85k - $105k
Brown Brothers Harriman & Co. is seeking a Relationship Management Analyst (RMA) to join their Futures Commission Merchant team in New York. The RMA will be responsible for managing day-to-day client relationships, ensuring high service standards while monitoring financial...Senior- LHH is looking for an Asset Manager to join their New York team. This role offers exposure to portfolio oversight, borrower interaction, asset management, and real estate credit analysis. Responsibilities include monitoring commercial and multifamily loans, analyzing financial...Senior
- A leading energy company is seeking a Technical and Business Lead for its coal plant investments in Georgia. This role involves managing technical and business interests, ensuring compliance with regulations, and supporting power generation efficiency. Qualified candidates...Senior
- ...Vice President, Senior Relationship Manager About the Company A well-capitalized banking platform with real product capability and client ownership. Industry Banking Type Privately Held About the Role The Company is seeking a VP, Senior Relationship...Senior
- Morgan Stanley is seeking an Institutional Consulting Relationship Manager in New York, NY. This senior role involves cultivating institutional client relationships while supporting Financial Advisors and teams. The position requires a minimum of 10 years of experience...Senior
- ...Publicis Groupe in New York is seeking a Vice President, Account Director to manage client relationships and lead high-level marketing strategies. The ideal candidate will have a four-year degree, 0-12 years of experience, and 4 years of leadership in integrated marketing...SeniorHourly pay
- Shoptalk is hiring a Relationship Manager to enhance relationships within the payments industry, focusing on the Fiserv Debit Network. The role includes developing client strategies and collaborating across teams to drive business growth. The ideal candidate has over 1...Senior
- New-York-Housing-Trust-Fund in New York is seeking a Sr. Asset Manager responsible for compliance audits and interactions with property managers. The ideal candidate requires a Bachelor’s degree and four years of relevant experience, including LIHTC compliance and certifications...Senior
$150k - $225k
...Atlas Search is looking for a Senior Tax Manager / Director in Teaneck, NJ, to manage tax strategies for ultra-high net worth individuals, their trusts, and estates. The ideal candidate will have extensive experience with private client services and a robust background...SeniorFull time
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