Senior Wealth Relationship Strategist
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Milpitas is seeking a Wealth Relationship Manager to cultivate relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical and communication skills, alongside compliance with regulatory requirements. With 5-8 years of relevant experience, the candidate will also hold necessary FINRA registrations. Citibank offers competitive salaries and various employee benefits including health insurance and 401(k). #J-18808-Ljbffr Citibank (Switzerland) AG
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Santa Clara, California, to deepen client relationships and deliver tailored financial solutions. In this full-time role, you will utilize your analytical and communication skills while adhering to compliance...SeniorFull time$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Senior- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...Senior
$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and experience in relationship management with affluent clients. Responsibilities include deepening client relationships, providing...Senior$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience,...Senior- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager for its Newark, CA office. The ideal candidate will build strong client relationships, identify financial needs, and provide comprehensive financial solutions to affluent clients. Responsibilities include...SeniorWork at office
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- ...Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals. The...SeniorFlexible hours
$117.5k - $159k
...Intuit is looking for a Senior Employee Relations Partner in Mountain View, CA. This hybrid position involves fostering a connected work environment and managing employee relationships while supporting strategic changes. The ideal candidate should have 3-5 years of experience...Senior$110 - $129 per hour
...is seeking a Lighthouse Customer Engagement Manager to foster relationships with key customers, ensuring they maximize the company's ecosystem... ...instincts and communication skills, with over 7 years in a senior customer-facing role. The position is hybrid, based in...Senior- Unity Technologies in Mountain View, California is seeking a Senior Robotics Sales Specialist to lead customer engagement and drive... ...role requires strategic thinking and a strong ability to build relationships with decision makers at enterprise accounts. You will...Senior
- Unity is looking for a Senior Robotics Sales Specialist in Mountain View, CA, to drive the adoption of simulation technology. This... ...high-value deals within industrial software, alongside strong relationships in manufacturing and logistics sectors. The position offers a...Senior
$38.29 - $57.43 per hour
A non-profit healthcare organization in Mountain View is seeking a Senior Specialist to assess community grants and build relationships with various organizations. The role entails project management responsibilities and community outreach. Candidates should have at least...SeniorHourly pay- ...impressions are captured as high‑fidelity intent signals to fuel our downstream demand engine. Media Partnerships: Lead high‑level relationships with global editorial houses like Forbes, WSJ, and Bloomberg, etc. Architect bespoke content partnerships and deep editorial...SeniorImmediate start
$126k - $196k
...engineering the data backbone of global wealth management. ADX is a state‑of‑the‑art,... ...for operational efficiency. Migration Strategist: Skilled at using Sandbox and testing environments... ...to quickly build trust and strong relationships with internal stakeholders—sales,...SeniorWorldwideVisa sponsorship$138k - $222k
...This model supports real‑time problem‑solving, stronger relationships, and the kind of precision that drives great outcomes.... ...We are looking for a master weaver to serve as our Senior Integrated Campaign Strategist. This is a high‑visibility role for a 10‑year veteran...SeniorFull timeLive inWork at officeLocal areaVisa sponsorshipWork visaShift work- ...Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will form strong relationships built on trust while providing tailored financial planning advice to existing Schwab...SeniorFlexible hours
- Beacon Pointe Advisors is seeking experienced Wealth Advisors to join their team in Fremont, California. The role focuses on building long-lasting relationships with high-net-worth clients and delivering personalized financial strategies. Qualified candidates should have...Senior
- ...Investor Relations or related fields, exceptional communication skills, and a proactive nature. Responsibilities include building relationships with investors, preparing for earnings calls, and driving investor targeting strategies. This role offers a competitive...Senior
- ...Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...solution providing clients with a personal relationship, specialized service and ongoing advice... ...risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and...SeniorWork at office
- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...risks of non-compliance. Focused on relationships, you are building meaningful client connections... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1b$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ...compliance Developing and maintaining client relationships to understand and address their tax...SeniorFull timeH1bLocal area$95.89k - $157.54k
...Senior Brand Strategist Role Overview McAfee is seeking a world-class Senior Brand Strategist to serve as the strategic engine powering our brand, creative, and marketing communications. Reporting to the Director of Brand Marketing, this senior individual contributor will...SeniorTemporary workWork at officeWork from homeHome officeRelocation package$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...risks of non-compliance. Focused on relationships, you are building meaningful client connections... ...implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1b- Netflix, Inc. is seeking a Senior Manager, Compensation in Los Gatos, California to shape compensation strategy within the Product and Technology division. You will partner with senior leaders, provide analytics for competitive compensation, and lead strategic initiatives...Senior
- ...Based Marketing Manager focused on the Public Sector. You will design and lead ABM initiatives, collaborate with sales, and engage senior government officials to drive significant revenue outcomes. This role combines strategic planning with execution to enhance Elastic...Senior
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