Senior Wealth Relationship Strategist
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Palm Springs is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act. You will identify and deepen client relationships within the affluent and HNW segments, offering holistic financial planning and a broad suite of banking and investment solutions. This role requires strong analytics, regulatory awareness, and a client-centric approach. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Brooklyn, NY vacancy
$80k - $230k
## Senior Relationship Strategist - PNC Private BankApplylocations: OH - Cincinnati (45202)time type: Full timeposted on: Posted 8 Days Agojob requisition id: R212262# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in...SeniorFull timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Brooklyn, NY3 days ago$120k - $140k
...influenced. About the Role Uplinq is hiring a Senior Tax Strategist to manage our Strategy team,... ...with credibility, builds strong client relationships, and sees AI as a tool that will... ...designing and implementing complex tax and wealth strategies for business owners,...SeniorRemote workFlexible hours- ...Level: Senior Type: Full-time Location: Daytona Beach, FL Hybrid Compensation: Base + bonus + equity The role. You will lead long-... ...Diagnostic, Strategy, Build, Launch, Steward. You will own the client relationship, the engagement cadence, and the public record. You will work...SeniorFull time
Coastal Vanguard LLC
Brooklyn, NY3 days ago - ...Ammunition Senior Strategist Atlanta, GA·Full time The Senior Strategist is responsible for leading the creation and execution of strategic... ...ensure strategies remain relevant and competitive. Client Relationship Management: Serve as a strategic partner to clients,...SeniorFull timeWorldwide
Ammunition
Brooklyn, NY1 day ago - ...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
Clients Blackbox, Inc.
Brooklyn, NY3 days ago - ...from strategy to execution—and shape narratives around AI, cybersecurity, and IT. You will mentor teams, build influential media relationships, and drive integrated campaigns that elevate credibility and reputation. This role blends strategic leadership with hands-on...Senior
- ...collaborates with Donor Relations to demonstrate philanthropy outcomes and engage major donors. Responsibilities include building relationships with research programs, guiding gift proposals, and coordinating announcements of principal gifts with university #J-18808-...Senior
- ...to turn insights into a coordinated release strategy and speaking engagements. You will report to the Senior Director of Integrated Marketing and manage awards, speaking opportunities, and media relationships to elevate the brand in a #J-18808-Ljbffr Snorkel AI, Inc.Senior
- ...Advertising in New York seeks a Sr. Account Executive to lead strategy and execution across a portfolio of high-value advertiser relationships, with a focus on QSR, Sports Betting, Retail, and other verticals. You will drive revenue growth by developing net-new client-...Senior
- ...Enterprise Bank & Trust seeks a Senior Vice President, Relationship Manager to develop and manage new commercial deposits and loans while strengthening... ...client relationships. The role drives treasury, wealth, and other banking solutions to mid-sized businesses, with...Senior
Enterprise Financial Services Corp
Brooklyn, NY3 days ago - Description Job Summary: The Senior Client Data Strategist is responsible for owning audience strategy, data application, and performance insights... .... Rally Respect - Respect is the foundation of our relationships. We rally together, supporting and valuing each team member...SeniorPermanent employmentRelocation
- Clients Blackbox is seeking a Senior Paid Media Strategist / Account Strategist to own client accounts from strategy through execution. You will... ...to the Associate Director of Operations, builds strong relationships for retention and referrals, configures tracking and...Senior
$145.68k - $178.05k
Job Description: Job Title: Global Communications Senior Strategist Collaborate with Innovative 3Mers Around the World Choosing where to... ...timely, compelling ideas that advance 3M’s brand Build relationships with key media contacts and conduct outreach around enterprise...SeniorFull timeH1bRelocation packageFlexible hours- Northern Trust in Lake Forest, IL seeks a Senior Portfolio Advisor II in Wealth Management to manage high net worth client portfolios and lead investment... ...clients' long-term goals. Work closely with sales and relationship teams to drive new business, coordinate complex...Senior
- Northern Trust Corp seeks a Relationship Advisor in Houston to manage fiduciary and agency client relationships, delivering high-quality... ...with the service team. You will guide clients on goals-based wealth management and coordinate with internal resources to meet evolving...Senior
$265k - $305k
## Senior Vice President, Defined Contribution Solutions StrategistApply: New York, NY... .... Our flexible capital base and deep relationships with issuers have helped us become one... ...**Defined Contribution (DC) Solutions Strategist** to join the Defined Contribution Solutions...SeniorFull timeFlexible hours- ...Hospital for Special Surgery is seeking an Internal Communications Senior Specialist in New York, NY. The role focuses on developing and executing programs that engage employees, support organizational priorities, and enhance the corporate culture. You will create communications...Senior
Hospital for Special Surgery
Brooklyn, NY3 days ago - ...portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client... ...sheet, including asset allocation, investment management, wealth planning, credit and banking needs Ensure that proposed...SeniorTemporary workWork experience placement
First Horizon
Brooklyn, NY1 day ago - ...Spire Inc. in Kentucky seeks a Senior Communications Specialist to manage, produce and implement internal and external communications for employees and customers. The role requires an accomplished writer who can craft effective content across channels, including digital...Senior
Spire
Brooklyn, NY2 days ago - ...Acosta Group’s Product Connections is seeking a Senior Communications Specialist to strengthen internal communications across the organization and support HR initiatives. You will partner with the Internal Communications team and company leaders to craft engaging content...Senior
Acosta Sales & Marketing
Brooklyn, NY3 days ago - ...to build long-term and profitable client relationships in order to maximize portfolio revenue... ...Relationship Manager, Market President, Senior Credit Officer, and Underwriter CRM and... ...private banking, consumer, small business, wealth and trust management, retail brokerage,...Senior
First Horizon
Brooklyn, NY3 days ago - ## Senior Wealth PlannerApply: Onsite: Nashville Office: Full time: Posted Today: R883**Position Summary:**A Wealth Planner will provide... ...colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop...SeniorFull timeContract workWork at officeLocal areaFlexible hours
Cerity Partners
Brooklyn, NY16 hours ago $10 per hour
...you are customer focused, enjoy building relationships and providing financial advice to your... ...you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking... ...banking products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork at officeJP Morgan Chase
Brooklyn, NY4 days ago- ENS Solutions, LLC seeks a senior Public Affairs Officer to develop and execute comprehensive communication strategies, advising senior leadership on public positioning and messaging. You will lead news/media relations, internal/external communications, and high-level...Senior
- Samsara in Washington, DC, seeks a Senior Public Policy & Government Affairs Manager to expand Capitol Hill engagements and drive new tailwind opportunities. Remote role based in DC, reporting to the Head of Global Public Policy & Government Affairs. You will represent...SeniorRemote work
- Owner.com seeks a Senior Associate, Product Analytics to shape the product roadmap with close collaboration to Product Managers, establishing opportunity sizing, tracking product effectiveness, and contributing to strategy and tactics. The role is 100% remote and can be...SeniorRemote job
- EnergySolutions seeks a Health and Safety Specialist to analyze workplaces and design programs that control hazards and prevent disease or injuries. You will interpret regulations, develop training, and support EMR/TRC/DART goals to protect workers and the public. Responsibilities...Senior
- Empower LLC is seeking a Senior Participant Communication Strategist to lead high-profile client communications within the LMN participant communications team. You will develop multi-channel strategies that connect plan activity with behavioral outcomes, while ensuring...SeniorRemote jobFlexible hours
- Korsmo Construction is seeking a senior proposal specialist to join our Business Development and Marketing team in the Pacific Northwest. You will lead pursuit strategies, craft qualifications, and oversee content, infographics, and presentations for complex bids. Ideal...Senior
- MSL in Chicago is seeking a digitally fluent Senior Account Supervisor for our Consumer Brands practice. You will lead social-first ideas and integrated programs that break through culture, while managing day-to-day account activities for iconic brands. Bring hands-on...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!
Related searches
- senior strategy consultant Brooklyn, NY
- communications strategist Brooklyn, NY
- digital strategist Brooklyn, NY
- strategy consultant Brooklyn, NY
- media strategist Brooklyn, NY
- design strategist Brooklyn, NY
- account strategist Brooklyn, NY
- investment strategist Brooklyn, NY
- brand strategist Brooklyn, NY
- workplace strategist Brooklyn, NY