Senior Private Wealth Advisor
Citi
Citi is hiring a Wealth Relationship Manager for the San Lorenzo, CA area to manage and grow relationships with affluent clients through comprehensive financial planning and personalized service. The role requires in-depth knowledge of investment and banking products, strong communication, and adherence to FINRA and regulatory requirements. On-site role with ful time hours and a focus on high-touch client service. #J-18808-Ljbffr
$100k - $275k
...role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client management, and have a strong business development orientation. The...SeniorPrivate$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorPrivate- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...SeniorPrivate
$120k - $140k
# Senior Associate, Finance Private Debt OriginationConfidential Alt Investment ManagerAssociatePrivate CreditLocationNew York, United StatesCompensation$120k - 140kDate PostedJune 20, 2026Stay ahead of the marketGet instant notifications when new job openings matching...SeniorPrivate- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the... ...backing of one of the countrys largest private banks, this could be your new home.... ...integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed...SeniorPrivate
- ...the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will... ...90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended... ...Investment Banking Analyst/Associate | Private Capital Advisory (GP, Real Assets) New York...SeniorPrivateFull timeTemporary work
- ...Senior Associate, Gaming and Hospitality Financial Advisory RSM's Accounting and Finance Consulting (AFC) practice's National Gaming... ...accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on...SeniorPrivate
$10k
...pay, with additional time available at reduced pay Employee Assistance Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at‑home care via eMed x Livi Workplace pension through Penfold, with salary...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours- ...Senior Associate, Project Finance Since 2008, we've been driving the adoption of renewable... ..., lenders, investors, and third-party advisors to negotiate and finalize documentation.... ...energy project finance, investment banking, private equity, or infrastructure finance....SeniorPrivateWork at officeRemote workRelocation
$69.8k - $132k
...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC)... ...functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on...SeniorPrivateWork experience placementInternshipLocal areaFlexible hours$310k
FUND FINANCE/SUBSCRIPTION LINES - SENIOR ASSOCIATE/COUNSEL ATTORNEY Global Finance Practice Group Location: Charlotte, NCew York, NY\... ...vehicles in asset-backed financing s, particularly within the private debt space Demonstrated experience serving as a key member of...SeniorPrivateRelocation package- ...Senior Portfolio Accountant - Real Estate Systems Implementation Group (RESIG) We are seeking a seasoned professional to join our Real... ...in delivering comprehensive financial services to real estate private fund clients. Responsibilities Contribute to a team covering one...SeniorPrivateLocal area
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$65 - $75 per hour
...offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation... ...and quality control Collaborate with partners and wealth advisors on estate and wealth transfer strategies Requirements...SeniorPrivateContract work- ...lead a client-facing accounting function for a client in the Private Wealth space that we've partnered with, providing strategic oversight... ...strong client relationships. You will serve as a key member of our senior leadership team, helping guide a growing accounting function...SeniorPrivate
$95k - $115k
...Kranz Consulting while providing fractional consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial staff position that collaborates very closely...SeniorPrivateFull timePart timeWork at officeLocal areaRemote work$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside in Texas. Vaco... ...of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax Associate to help with federal...SeniorPrivateRemote work- ...Senior Fund Accountant At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking...SeniorPrivateLocal area
- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...SeniorPrivate
- ...Job Overview Senior Fund Accountant: Compensation: $150,000 – $160,000/year + bonus Location: New York, NY Schedule: Monday to Friday... ..., reconcile P&L allocations, and ensure accurate reporting for private funds. You will also review incentive fees, capital calls, and...SeniorPrivateWork at officeMonday to Friday
- ...stage protocols, and fund-of-funds strategies. We are seeking a Senior Fund Accountant to join our New York team and support a complex... ...Prior experience with hedge funds, venture capital, private equity, or digital asset funds preferred Detail-oriented with strong...SeniorPrivate
- ...and asset based lending (ABL) business, and one of the largest private, commercial finance firms in the United States. Headquartered in... ...arrangements aimed at addressing clients’ particular needs. Senior Credit Analyst Milberg Factors, Inc. is seeking a highly motivated...SeniorPrivateFull timeWork at office
$100k - $120k
...741-9979 A growing investment firm with $700M AUM is seeking a Senior Fund Accountant / Analyst to join its lean, entrepreneurial team... ...s in Accounting/Finance ( CPA or Master’s a plus ) 3+ years in private equity fund accounting, fund administration, or public...SeniorPrivate16 hoursFull timeRemote workWork from home$115k - $150k
...office, retail, logistics, hospitality, and alternative assets. The Senior Financial Analyst will support the preparation and maintenance... ...senior management and investors Assist with the oversight of private fund investment valuations on a quarterly basis Review changes...SeniorPrivateWork at office$90k - $110k
...compensation types Annual Bonus and Stock options Direct message the job poster from Howard-Sloan Search Excellent private equity firm in midtown is seeking a Senior Fund Accountant. The role is hybrid with great benefits, bonus, free lunch, commute and career growth. Must...SeniorPrivateFull time- ...Overview Seekins Senior Accountant with Public Accounting and Private Accounting experience. Must have started career in Public Accounting. Ideal candidate is not more than 8 years experience with growth ahead. Responsibilities Month End Financial Statement and Management...SeniorPrivate
$92k - $115k
...- 115,000 p.a. We areseekinga detail-oriented and experienced Senior Accountant to join our growing Fund Accounting team at Ocorian.... ...technical accounting skills and hands-on experience supporting private investment funds in a fast-paced, client-facing environment. The...SeniorPrivate$235k - $280k
...Opto is engineering the future of private markets to improve client outcomes and drive capital to the most... ...Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to...SeniorPrivateFull timeWork visa$80k - $100k
...Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At Gen II, you will gain deep exposure to the full private equity fund lifecycle, including newly launched and first-to-market...SeniorPrivateWork at officeRemote work3 days per week$110k - $135k
...from Atlas Search A leading investment services firm is seeking a Senior Fund Accountant to join its dynamic and growing fund accounting... ...related field 3–6 years of fund accounting experience (hedge, private equity, or fund admin) Solid understanding of partnership...SeniorPrivateFull timeRemote work
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