Senior Wealth Relationship Strategist - Manhattan
Citi
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$192k - $288k
..., WealthCompany: CitiOverview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated... ...markets, market structure, and cross asset relationships. Experience analyzing companies and industries,...SeniorFull time$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated actionable... ...capital markets, market structure, and cross‑asset relationships. Experience analyzing companies and industries, including...SeniorFull time$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 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
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorWork at office
$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- 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
- 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
- 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
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...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 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 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
$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 Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...Senior
- Wells Fargo is seeking a Senior Branch Premier Banker LP to lead relationship growth with affluent customers and provide comprehensive banking, credit, and investment... ...own a defined book of business, collaborate with Wealth, Home Lending, and Business Banking teams, and drive...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...Senior
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$174k - $261k
...learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s... ...company, offering comprehensive wealth management, and overseeing some $3... ...relatively small number of client relationships, we are able to tap into in-depth,...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours$136k - $185k
...performance media, customer experience, customer relationship management, loyalty, and enterprise... ...for all. Merkle is an agency of dentsu.As the Senior Director, Relationship Marketing Strategy, supporting an Insurance/Wealth Management client in the B2B space, you will...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the... ...’s Credit Platform, targeting private wealth investors and expanding to institutional... ...requires deep credit knowledge, strong relationship skills, and the ability to articulate complex...Senior
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