Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Relationship Manager, HNW Advisory

Citigroup Inc.

Citigroup Inc. seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to drive client engagement with affluent and high net worth segments. You will identify needs, propose holistic financial solutions, and coordinate with product specialists to grow wallet share. Strong communication and leadership are essential. The role emphasizes KYC/AML compliance, regulatory adherence, and mortgage licensing processes. #J-18808-Ljbffr Citigroup Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager, HNW Advisory in Boca Raton, FL vacancy
  • Jobot is seeking a Senior Tax Manager in a hybrid Florida role to work with high-net-worth clients on wealth transition, estate planning, and comprehensive tax strategies. You...  ...with clients to deliver proactive advisory services. The position offers a flexible hybrid... 
    Senior
    High net worth
    Flexible hours

    Jobot

    Boca Raton, FL
    4 days ago
  • Citigroup Inc. is looking for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Boca Raton, Florida. This seasoned professional will enhance...  ...needs, ensuring compliance with regulations, and actively managing high-value customer relationships. Ideal candidates should possess... 
    High net worth

    Citigroup Inc.

    Boca Raton, FL
    3 days ago
  • Citibank is seeking a Sr. Analyst for Wealth Relationship Management in Boca Raton to deepen relationships with affluent clients and deliver holistic...  ..., FINRA registrations, and a commitment to compliant advisory services. It offers competitive salary and comprehensive... 
    Senior
    High net worth

    Citibank (Switzerland) AG

    Boca Raton, FL
    2 days ago
  • $72.88k - $109.32k

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing...  ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding.... 
    High net worth
    Full time
    Work at office

    Citigroup Inc.

    Boca Raton, FL
    2 days ago
  • BMO Financial Group in Boca Raton, FL seeks a senior wealth relationship manager to deliver comprehensive banking, investment and planning services for high-net-worth clients. The role coordinates multidisciplinary teams to craft tailored solutions and drive wallet share... 
    High net worth

    BMO U.S.

    Boca Raton, FL
    3 days ago
  • $120k - $160k

     ...team? We’re on the hunt for a Senior Tax Manager to join our team where you'...  ...effective transition of wealth across generations. Our clients...  ...tax expertise, client advisory, and team leadership. Typical...  ...support. Managing client relationships by proactively identifying... 
    Senior
    High net worth
    Local area
    Flexible hours

    Jobot

    Boca Raton, FL
    5 days ago
  • Crowe is seeking a Senior Tax Manager with ultra‑high‑net‑worth experience to guide sophisticated families and family offices on complex...  ...ensure quality and compliance, and cultivate long‑term client relationships while mentoring junior professionals and staying abreast of... 
    Senior
    High net worth
    Work at office

    Crowe

    Boca Raton, FL
    5 days ago
  • Withum's BEA team in the United States is seeking a Manager to join our hybrid-based practice (3 days in the office) in Boca Raton, FL. This role provides tax, assurance, and advisory services to private companies, acting as a single point of contact for business needs.... 
    Senior
    Work at office

    Withum

    Boca Raton, FL
    3 days ago
  • $225k - $250k

     ...Job Description Tax Manager (Real Estate OR High-Net-Worth/Trusts) Compensation: $225,000-$250,000 Location: Fully Remote...  ...~2+ years as a Tax Manager ~ Deep technical knowledge of HNW individual and fiduciary tax matters Minimum Requirements... 
    Senior
    High net worth
    Remote work

    gpac

    Boca Raton, FL
    3 days ago
  • $130k - $170k

     ...rated CPA and business advisory services firm here in the...  ...and having a strong management perspective as far as tax...  ..., advisory, finance, wealth planning accounting firm...  ...of 5-7 years for a more senior tax role. ~ CPA...  ...Corp, S-Corp, individual, HNW, and complex entity arrangements... 
    High net worth
    Full time
    Remote work

    Caliber Recruiting Group

    Boca Raton, FL
    26 days ago
  • $132.7k - $303.2k

     ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...  ...grow, and contribute — building new relationships and discovering the satisfaction...  ...Functional Leader across compliance, advisory or annuity tax service delivery.... 
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Boca Raton, FL
    5 days ago
  •  ...Job Description Position Overview: As Senior Asset Manager, you will play an instrumental role in managing investments in renewable...  ...records of operating assets ~ Establish and manage relationships with key project counterparties relationships, including but... 
    Senior
    Work at office
    Work from home
    Monday to Friday

    MN8 Energy

    Boca Raton, FL
    3 days ago
  • Withum’s Private Client Services Tax team in Boca Raton, FL is seeking a Tax Manager to lead engagements, supervise staff, and build client relationships. You will work alongside seasoned CPAs and industry leaders to ensure high-quality tax services. You will review returns... 
    Senior

    Withum

    Boca Raton, FL
    4 days ago
  • WithumSmith+Brown, PC in Boca Raton, FL seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and build strong client relationships. You will review returns, identify planning opportunities, manage multiple engagements, mentor teams, and... 
    Senior

    Withum

    Boca Raton, FL
    2 days ago
  • WithumSmith+Brown, PC is seeking a Private Client Services Tax Manager in Boca Raton, FL. You will lead tax engagements for...  ...and corporations, mentoring staff and building strong client relationships. The role requires a CPA license or JD/MS in Taxation and at least... 
    Senior

    Withum

    Boca Raton, FL
    2 days ago
  • A leading financial advisory firm in Boca Raton seeks a Senior Associate to support complex financial analyses and restructuring engagements. The role involves analyzing financial statements, conducting financial analyses, and assisting clients in navigating complex financial... 
    Senior

    GlassRatner

    Boca Raton, FL
    1 day ago
  • CohnReznick LLP is seeking a Senior Associate to join the M&A Insurance Advisory team. This hybrid role supports a broad suite of due diligence services for mergers and acquisitions, collaborating with colleagues across the firm. The successful candidate will have a CPA... 
    Senior
    Flexible hours

    Cohnreznick LLP

    Boca Raton, FL
    1 day ago
  •  ...us: Based out of the beautiful Chicago area, we’re an independent, fast-growing accounting and advisory firm. We are expanding our division and and looking for Tax Seniors who are interested in joining an Award-Winning Team! We believe that providing quality service to... 
    Senior
    High net worth
    Summer work
    Local area

    Jobot

    Boca Raton, FL
    3 days ago
  • $100k - $120k

     ...Based out of the beautiful Chicago area, we’re an independent, fast-growing accounting and advisory firm. We are expanding our division and and looking for Tax Seniors who are interested in joining an Award-Winning Team! We believe that providing quality service... 
    Senior
    High net worth
    Summer work
    Local area

    Jobot

    Boca Raton, FL
    33 minutes ago
  • $140.1k - $219.5k

     ...returns Develop and nurture long-term relationships with client Develop solutions for...  ...and overall feedback on performance Manage groups to ensure profitability in the short...  ...name under which Armanino LLP and Armanino Advisory LLC, independently owned entities,... 
    Senior
    High net worth
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    Armanino LLP

    Boca Raton, FL
    6 days ago
  • Crowe is seeking a SALT Senior Manager within its M&A Tax Transaction Advisory practice to advise clients on complex state and local tax matters during transactions...  ...You will lead multiple engagements, manage client relationships, and develop team members while applying deep SALT... 
    Senior
    Local area

    Crowe

    Boca Raton, FL
    5 days ago
  • We are seeking a Senior Tax Accountant or Tax Associate to support a growing practice serving privately held businesses...  ...provide tax planning guidanceCollaborate with partners and managers on consulting and advisory engagementsMentor and assist entry level staff as... 
    Senior
    High net worth
    Local area

    Robert Half

    Boca Raton, FL
    2 days ago
  • $75k - $90k

     ...seeking a detail-oriented and experienced Senior Accountant to join our finance team. The ideal...  ..., and annual financial statements. Manage and reconcile general ledger accounts. Coordinate...  ...Senior Accountant and Client Services - HNW Family Office in Pompano Beach - $125-$150... 
    Senior
    High net worth
    Full time
    Local area
    Remote work

    Ledgent

    Deerfield Beach, FL
    2 days ago
  • PNC Financial Services Corp. in Boca Raton, FL, seeks a Relationship Manager I - CIB within its Real Estate organization. You will build and expand client relationships, originate and analyze credit and non-credit products, and drive revenue while managing risk. This in... 
    Work at office

    PNC Financial Services

    Boca Raton, FL
    5 days ago
  •  ...RPM Living is seeking a Maintenance Manager to coordinate with the Community Manager and Assistant Manager to maintain the property to RPM standards while staying on budget and boosting resident satisfaction. You will supervise maintenance staff, manage the operating budget... 
    Senior

    RPM Living

    Boca Raton, FL
    2 days ago
  •  ...and industry regulations, and participate in supervision and surveillance processes to support regulatory compliance. Responsibilities include trade and principal review for retail and advisory accounts, guiding staff on supervision matters, #J-18808-Ljbffr Confidental
    Senior

    Confidental

    Boca Raton, FL
    2 days ago
  • Forvis Mazars US in Boca Raton, Florida, seeks a Transaction Advisory professional to lead buy-side and sell-side financial due diligence...  ...work environment. Join us in building a culture where relationships matter and every person feels valued. #J-18808-Ljbffr Forvis... 
    Senior
    Work at office
    Flexible hours

    Forvis Mazars US

    Boca Raton, FL
    2 days ago
  • As a Relationship Manager I - C&IB within PNC's Real Estate division, based in Boca Raton, FL, you will manage client relationships to grow revenue and market share. You will originate, analyze, negotiate and document credit and non-credit products, while mitigating risk... 

    PNC

    Boca Raton, FL
    2 days ago
  • Modernizing Medicine, Inc. is seeking a Manager, RCM Client Success to lead a team of Enterprise...  ...and growth. As a key liaison with senior leadership, you will identify KPI...  ...verticals, while maintaining strong client relationships and strategic account management. #J-18... 
    Senior

    Modernizing-Medicine,-Inc.

    Boca Raton, FL
    4 days ago
  • $70k - $95k

     ...coordinate closing documents for both commercial and residential properties. 6. Collaborate with attorneys and other paralegals to manage case schedules, deadlines, and case documentation. 7. Conduct research on legal matters related to real estate, including zoning... 
    Senior
    High net worth
    Local area
    Flexible hours

    Jobot

    Boca Raton, FL
    33 minutes ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Manager, HNW Advisory. Be the first to apply!