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
- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with product...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.com What you’ll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely...SeniorRemote work- Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance. The role requires multi-product knowledge, high-touch client engagement, and collaboration...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
- 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 San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and...Senior
- Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach. You will work with product...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
- 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
- ...hedge funds, pension funds, sovereign wealth funds, family offices, and investment... .... They are seeking to hire a senior China Strategist to play a leading role in the continued... ...and asset allocators. Someone whose relationships are not conditional on the firms they...Senior
$123k - $273k
...Position Overview Employer: DWS Group Title: Team Lead Relationship Management, Head of RIA Enterprise Location: Remote - West... ...we are here. Team / Division Overview The Americas Wealth RIA Enterprise team lead drives the promotion and growth of DWS...SeniorFull timeWork at officeLocal areaRemote workWork from homeFlexible hours$133k - $247k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in St Louis / Clayton, MO offices. PNC is an in-office company...SeniorFull timeTemporary workPart timeWork experience placementWork at office$191k - $305k
...Join Wells Fargo's Wealth & Investment Management team and help some of the... ...while maintaining a consultative, relationship-driven approach. This is an excellent... ...role: Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo |...SeniorFull timeWork experience placementWork at office- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning... ...and wealth transfer strategies in collaboration with relationship teams and external advisors Serve as expert on estate, gift...
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join their team focusing on retirement tax planning. The position entails conducting 25-30 pre-scheduled Zoom consultations weekly with high-net-worth individuals, helping them navigate comprehensive tax strategies...SeniorRemote jobFlexible hours
$120k - $196k
About this role:Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more about... ...and mortgage lending, and trust and fiduciary relationships, including penetration, balances, cash and sweep...SeniorFull timeWork experience placementRelocation package- ...complex families and family offices. As a senior member of the team, you will own and... ..., empower advisors to win and deepen relationships, and elevate the client experience. This... ...~6+ yrs experience in private banking, wealth management, family office, or a related...SeniorWork at office
$86k - $124.7k
...are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs... ...working across levels, geographies, and functions, including senior stakeholders ~ Basic understanding of artificial intelligence...SeniorFull time$75k - $105k
...for clients provide support for client relationship building and business development activities... ...’ll be working as part of a team in our Manhattan Market. We help high net worth and ultra... ...Us UBS is a leading and truly global wealth manager and the leading universal bank...SeniorFull timeTraineeshipWork experience placementFlexible hours- ...Blackbox is in a major growth period, and we're looking for a Senior Paid Media Strategist / Paid Media Lead who can own client performance across... ...and be directly accountable for client performance, relationships, and retention. What You'll Own Client Strategy &...SeniorWork from homeFlexible hours
- ...day users and executives, ensuring customers achieve measurable ROI from Rogo and contribute to revenue growth. You will manage relationships with finance-sector clients, run QBRs, forecast renewal timelines, and mitigate churn while relaying feedback to product teams for...Senior
- ...BNPL, Pay Later and PayPal Credit solutions. This hunter role targets merchants without PayPal at checkout, building strategic relationships with C‑level executives across named verticals. The ideal candidate combines deep BNPL expertise with a proven track record in solution...Senior
- Knix is seeking a Senior Manager, PR + Communications to lead strategy and execution for Knix, Kt by Knix, and Mntd brands in North... ...partnerships across regions. The ideal candidate has strong media relationships, agency experience, and a track record in end-to-end PR...Senior
- Willis Towers Watson is seeking a Senior Cyber Broker to serve as a trusted advisor, design and place complex cyber programs, and guide... ...The role emphasizes deep knowledge of cyber products, strong relationship skills, and ability to deliver innovative solutions in a fast-...Senior
- ...seeking an Account Growth Manager to drive strategic growth for Fractal Analytics in the US market. The role focuses on expanding relationships with CPG accounts through data engineering and analytics capabilities, while leading cross-functional teams in pre-sales and...Senior
- ...Channel Partner Manager in New York to support sales efforts for channel partnerships and act as the liaison to maximize partner relationships. You will tailor partners’ sales programs, align with product knowledge, and drive competitive advantage in customer...Senior
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