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
- ...Northern Trust Corp in New York, NY is seeking a Sr. Wealth Strategist to lead client development and strengthen relationships with ultra-high net worth individuals and families. This key role involves a consultative approach to wealth management, focusing on developing...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...SeniorFull time- ...Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will... ...in financial planning, compliance, and client relationship management. Candidates should expect significant travel...SeniorRemote work
- ...investable assets spectrum to deliver customized solutions in multiple wealth–planning areas based on their goals and objectives. Act as... ...clients with colleagues and Advisors. Cultivate and maintain relationships with Advisors directly and in partnership with colleagues....Senior
$200k - $250k
...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...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$160k - $200k
...will work closely with the customer credit team and be responsible for ensuring compliance with Bank policies while cultivating relationships with borrowers to enhance service offerings. Qualifications include a Bachelor’s Degree with at least 6 years in Financial Services...Senior- ...Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote work
$104.7k - $174.5k
...M&T Bank seeks a Wealth Management Senior Associate in New York City to join its Family Wealth Division. This role focuses on delivering customized solutions for High Net Worth clients through advanced legal research and strategic wealth planning. The successful candidate...Senior- ...Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a...SeniorWork at officeRemote work
$158.01k - $276.46k
...Overview Northern Trust is seeking a Wealth Strategist / Client Development Sales Executive. This senior business development sales role focuses on cultivating new relationships with ultra‑high net worth individuals, families, non‑profit institutions and other high‑value...SeniorLocal area- 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
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type:... ...exceptional service.**Wealth Strategist/Client Development Sales Executive... ...for cultivating new relationships with individuals, families,... ...development sales executive role.As a senior member of the Northern Trust...SeniorLocal areaFlexible hours- ...Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of...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
$88.4k - $132.6k
6AM City, LLC is seeking a Wealth Relationship Management Sr. Analyst for their New York office. This seasoned professional will leverage their analytical skills to foster relationships with affluent clients while ensuring compliance with financial regulations. The successful...SeniorWork at office- 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
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hours- ...financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of...Senior
- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...customized financial strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess...Senior
- ...Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing... ...clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong...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- 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...Senior
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth... ...advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15 years...SeniorVisa sponsorship
$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- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...Senior
$131.61k - $219.48k
...Position Title Senior Relationship Manager - Middle Market (Manhattan, The Bronx & Westchester) Location New York, NY 10018 Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or...SeniorLocal area- ...Principal / Managing Director, Private Equity Product Specialist to drive marketing and distribution of private equity solutions. This senior position requires over 10 years of relevant experience in private equity and secondaries, along with strong analytical and...Senior
- ...Chris Baily in New York is looking for a skilled service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong...Senior
$136k - $185k
...Senior Director, Relationship Marketing Strategy – Merkle Location: New York Type: Full time, Permanent Responsibilities Lead the building, development... ...client’s business. Qualifications Experience working with Wealth Management (Financial Advisor) or Group Insurance clients...SeniorPermanent employmentFull timeTemporary workLocal areaFlexible hours
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