Senior Wealth Relationship Strategist
Citi
Citi is hiring a Sr. Analyst in Wealth Relationship Management (Branch) at the Yorktown Heights, NY location. The role develops deep client relationships, identifies financial needs, and offers holistic solutions with product specialists. You will drive high-value wallet share while maintaining strict regulatory compliance and excellent client service. The position requires 5–8 years of experience, strong financial skills, and FINRA registrations. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Yorktown Heights, NY vacancy
- Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs...Senior
- A reputable accounting firm is seeking a Tax Senior Manager to lead client relationships and oversee tax compliance. You will manage a diverse set of clients, ensuring excellent service and proactive communication. The role requires at least 5 years in public accounting...Senior
- ...reputable and forward‑thinking accounting firm, is seeking a Tax Senior Manager with strong client management skills, tactical... ...lifecycle including onboarding, tax planning, compliance, and relationship management Review and manage tax return preparation (individual...SeniorFlexible hours
- A technology solutions company is seeking a Senior Electronics Fabrication Technician to work in a research environment in Yorktown Heights, NY. The role requires expertise in electronics fabrication and assembly, including assembling and wiring electronic chassis, soldering...Senior
- A leading IT recruitment consultancy is seeking a Senior Electronics Fabrication Technician in Yorktown Heights. This role involves electronics fabrication and assembly in a research environment. Key responsibilities include assembly, soldering PCB boards, and troubleshooting...Senior
$38 per hour
...are required (MOD rotation). How We Work Working at Artis Senior Living, you'll play an integral role on a dynamic team helping... ...Marketing to assist in the development of and continued engagement of relationships with referral sources. Participate in monthly sales...SeniorFull timeLocal areaMonday to FridayWeekend workArtis Senior Living of Somers
Yorktown Heights, NY2 days ago- Meridian Senior Living’s The Country House in Yorktown Heights, NY seeks a Part-Time Driver to provide safe, reliable transportation for residents and to prepare and maintain the bus for daily service. The role requires a high school diploma, being 21+, a valid driver’...SeniorPart time
- ...results, and propose synthetic approaches to new targets. Discuss biological data and new targets to support structure-activity relationship (SAR) directions. Identify new strategies/technologies suited for synthetic execution of targets. Work within cross-functional and...Senior
- COUNTRY HOUSE IN WESTCHESTER, located in Yorktown Heights, NY, is seeking a part-time Driver to provide safe and reliable transportation services for our residents. The ideal candidate will have excellent customer service skills, effective communication abilities, and a...SeniorPart time
- ...Senior Data Scientist, IBM Corporation, New York, NY (Up to 40% telecommuting permitted): Design, build, and deploy AI and machine... ...programming to extract actionable insights. Manage stakeholder relationships, including sourcing business requirements, their translation into...SeniorRemote work
IBM
Armonk, NY2 days ago - ...Senior HRBP will be responsible for strategic HR initiatives across the organization as well as their respective areas of business... ...policies and procedures Builds and maintains effective working relationships with leadership team and employees to advise both on employee...Senior
Allied Solutions
Carmel, NY5 days ago $140k - $180k
...Falcon Rappaport & Berkman is seeking an Estate Planning Partner/Senior Associate. Falcon Rappaport & Berkman is a growing, full-... ...advanced directives and funding documents) • Advising on various wealth transfer and asset protection strategies for high-net-worth...SeniorFull timeWork at officeFlexible hoursFalcon Rappaport & Berkman
Mount Kisco, NYa month ago$120k - $200k
...organizational significance. About the Role: As a Senior Auditor specializing in Property & Casualty actuarial topics,... ...and support team members while building effective stakeholder relationships. Contribute to a strong, forward-looking risk culture at...SeniorTemporary workSwiss Re
Armonk, NY11 days ago$50k - $65k
...Senior Office Assistant (Automated Systems) Under general supervision of the Director of Pupil Personnel Services, the incumbent performs a wide variety of advanced level tasks providing office support to administrative or professional staff. This position requires...SeniorPermanent employmentWork at officeYorktown Central School District
Yorktown, NY5 days ago- ...growing organization to grow your career Position Summary The Senior Commercial HVAC Technician is responsible for performing... ...planning, and customer communication. Build strong client relationships and communicate findings, options, and recommendations clearly...SeniorFull timeApprenticeshipLocal areaRelocation package
Encon Heating & AC
Peekskill, NY3 days ago $100k - $130k
...Commissioning Senior Project Engineer FST Technical Services Commissioning (Cx) division is one of the leading Cx firms in the... ...supporting revenue targets and quality assurance goals by expanding relationships with existing clients. Candidate must be able to travel to...SeniorContract workInternshipWork at officeFST SERVICES INC
Putnam Valley, NY2 days ago$90k - $125k
...analytical credit information for use by lending officers and senior management in making credit decisions. Also require active participation... ...-depth financial statement analysis.Research debt and deposit relationships from all internal bank systems.Spread financials to generate...SeniorSelf employmentWork at officeLocal areaTompkins Financial
Brewster, NY1 day ago- HStaf in the Town of Bedford, New York, seeks a Compliance Advisor to provide legal guidance to healthcare providers. Responsibilities include advising on compliance and legal matters, engaging in legal research, and developing training programs. The ideal candidate will...Senior
HStaf
Bedford Hills, NY1 day ago $110k
...work and a strong regional reputation, we are now looking for a Senior Civil Engineer ready to step into leadership and long-term... ...projects from concept through completion Client engagement and relationship management Mentoring and supporting junior staff...SeniorWork at officeRelocation packageFlexible hoursHire Resolve.com
Cold Spring, NY16 days ago$121.5k - $135k
...skills and ability to meet tight deadlines in an environment of competing priorities Ability to build strong internal and external relationships and foster an environment of teamwork and collaboration Understanding of market trends, customer needs, financial data, and...SeniorContract workWork at officeFlexible hours- ...WSP USA is seeking a Senior Environmental Compliance Specialist / Environmental Scientist for the New York City area and other offices in the Northeast. Join the Earth & Environment Team to tackle audits, ESAs, permits, training and EMS program support. The role requires...Senior
WSP in the U.S.
Ossining, NY1 day ago - Regeneron is seeking an Associate Director (Peptidomimetics) in R&D Chemistry to lead a team focused on expanding peptidomimetic antibody-conjugate drug discovery capabilities. You will drive discovery, SAR optimization, and bioconjugation strategies, collaborating across...Senior
$134.4k - $219.2k
...Build our future together: The Senior Manager, Clinical Drug Supply & Logistics is responsible for providing oversight of individual... ...for IP-related services; Develops, manages, and maintains relationships with external partners; Effectively communicates with CROs,...SeniorContract workWork at office3 days per weekRegeneron
Armonk, NYa month ago- Job Title Guides Ultrasound Technologists in performing ultrasound exams for interpretation to aid in patient diagnosis. Performs all functions of an Ultrasound Technologist Job Description Participates in orientation and ongoing training of staff. Handles and...SeniorHourly pay
FlexStaff Careers
Chappaqua, NY3 days ago - ...and therapeutic activities, collaborating with nursing and social services to support resident-centered care and quality of life for seniors in our community. Ideal candidates bring experience with seniors, strong communication, and a compassionate, team-oriented #J-1880...Senior
- Novant Health is seeking a medical office administrator to accurately record patient demographics, insurance data, charges and collections. The role includes scheduling appointments and cross-training across administrative functions. Required: high school diploma or GED...SeniorWork at office
Novant Health
Ossining, NY5 days ago $100k - $150k
...Senior Master TechnicianWe are seeking a Senior Master Technician who is Ford-certified to join our team! This individual will be responsible for performing a variety of mechanical services on vehicles, diagnosing and repairing complex mechanical issues, and providing...SeniorLocal areaPark Ford of Mahopac Inc
Mahopac, NY1 day ago- ...Job Description Tax Senior Position Overview Our firm is seeking a motivated Tax Senior to join our growing tax department. This individual will work closely with managers and partners to prepare and review tax returns, assist with tax planning...Senior
gpac
Carmel, NY5 days ago - HFS Company is seeking an experienced Project Manager for the EHRM Infrastructure Upgrades project at the Hudson Valley Health Care System in Montrose, NY. This full-time position involves project coordination, scheduling, budget monitoring, and risk tracking. The ideal...SeniorFull time
- Leads and guides Medical Assistants in the performance of duties. Administers para-professional nursing care. Duties include, but are not limited to, preparing patient for physician and administering and/or recording laboratory tests. Assists in coordinating organization...SeniorHourly pay
Northwell Health
Ossining, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!
