Senior Wealth Relationship Strategist - Manhattan
Citi Group
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 of finance and compliance regulations. The successful candidate will engage clients through personal meetings while ensuring adherence to all compliance mandates. Candidates must possess 5-8 years of experience and relevant regulatory registrations. #J-18808-Ljbffr Citi
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...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$200k - $260k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with...SeniorFull timeRemote work$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- Citi seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, to steward affluent client relationships and drive growth through tailored financial planning and advisory services. You will engage clients with a high-touch approach, coordinate with...
$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...Strategists are responsible for cultivating new relationships with individuals, families, non-profit... ...sales executive role. As a senior member of the Northern Trust team, you...SeniorLocal areaFlexible hours- 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
- Neuberger is seeking an Investment Strategist to lead the investment process for the Wealth Advisor Team’s clients by developing comprehensive portfolio solutions, including strategic and tactical asset allocation. The role leverages institutional capabilities and deep...Senior
- Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You... ..., draft reference outputs, and write rubrics that capture how senior investment professionals think. In this role, you’ll build tasks...Senior
- J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to...Senior
- Neuberger Berman’s Wealth Advisor Team seeks an Investment Strategist to lead the investment process for private wealth clients by developing strategic and tactical asset allocation models and customized portfolio solutions. The role leverages the firm’s institutional...Senior
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...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
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
- ...revenue by selling ETF and mutual fund products to ambitious wealth clients in a national/account framework. You will identify prospective... ...-functional partners, deep product knowledge, and strategic relationship management with RIAs and institutions in a fast-paced...Senior
$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- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive...Senior
- 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
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should...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- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...Senior
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...Senior
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...Senior
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...Senior
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications. The position...Senior- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...Senior
- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires... ..., and a proven track record in wealth management with a significant AUM. Series...Senior
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