Senior Private Wealth Advisor
Citi Group
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical skills and be adept at relationship building. Key responsibilities include managing client interactions, providing high-quality service, and collaborating with product specialists to meet client needs. The role requires a Bachelor's degree and several years of relevant experience. #J-18808-Ljbffr Citigroup Inc.
- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...SeniorPrivate
- The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...SeniorPrivate
$10k
...pay, with additional time available at reduced pay Employee Assistance Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at‑home care via eMed x Livi Workplace pension through Penfold, with salary...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours$119k
...About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners... ...relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally...SeniorPrivateFull timeWork at officeLocal areaRemote workNight shift$122.4k - $228k
...net‑worth clients with an objective of becoming their trusted advisor. Develops relationship with client’s professional advisors in developing... ...review of the client’s banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in‑depth...SeniorPrivateLocal areaShift work$122.4k - $228k
...Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages,... ...with an objective of becoming their trusted advisor. Develops relationship with client’s... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivateContract workPart timeLocal areaShift work- ...involve large, complex transactions, high volume roll-ups, carve-outs, divestitures and sell-side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high-quality analyses that drive informed decision-making. What You'll...SeniorPrivateLocal areaFlexible hours
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$192k - $288k
...insights and knowledge externally to clients and internally to senior leadership. The banker will work closely with cross‑functional... ...companies and their investor ecosystems, including venture capital and private equity sponsors.Develop and execute outbound business...SeniorPrivateFull timePart time- ...Kranz Consulting while providing fractional consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial staff position that collaborates very closely...SeniorPrivateFull timePart timeWork at officeLocal areaRemote work
$120k - $130k
...Senior Fund Accountant A real estate investment and operating platform is seeking a Senior Fund Accountant to join its growing finance... ...preferred ~ Real estate experience preferred, though private equity/investment management backgrounds will also be considered...SeniorPrivateWork at office2 days per week- ...opportunities. Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable... ...discipline ~3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company. ~ Ability to...SeniorPrivateRemote work
- ...Senior Product Manager Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative... ...end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private...SeniorPrivateWork visa
$80k - $100k
...Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At Gen II, you will gain deep exposure to the full private equity fund lifecycle, including newly launched and first-to-market...SeniorPrivateWork at officeRemote work2 days per week$50 - $60 per hour
...The Association of Test Preparation, Admissions, and Private Tutoring is seeking a Senior Tutor for SAT and ACT prep. Ideal candidates will have at least 3 years of tutoring experience, proven success with high scores on the exams, and flexibility in scheduling. Responsibilities...SeniorPrivateHourly payPart timeRemote workFlexible hours- ...Senior Fund Accountant Our client, a leading venture capital investment firm, is seeking a Senior Fund Accountant to join its fund finance... ...years of experience in public accounting, venture capital, or private equity. Strong fund accounting experience, including valuations...SeniorPrivateWork at officeLocal area3 days per week
- ...accounting or related business degree; CPA preferred 3+ years of relevant professional experience at a venture capital, private equity, or other investment advisors Strong proficiency in Microsoft Excel and other Microsoft Office applications office or public accounting firm,...SeniorPrivateWork at office
- ...Senior Wealth Advisor About the Company Prominent independent investment management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on a leadership role, providing guidance...SeniorLocal area
- ...Search Group has been retained by a California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth...PrivateLocal area
- ...industry in their search for Financial Advisors. Well-backed and recognized as such, the... ...and is dedicated to delivering optimal wealth management solutions. This is a growth hire... ...financial planning software and tools. Seniority level Mid-Senior level Employment type Full...PrivateFull time
$100k - $115k
...About Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent... ...their journey with confidence. About The Opportunity As a Senior Fund Accountant, you'll play a pivotal role in supporting our SPV...SeniorPrivateBank staffWork at officeNight shift2 days per week- ...What you'll do in the role: Build our Product. Own and implement software features that help to power our AI platform helping private markets investors analyze deals with velocity and accuracy. In this role you will be actively coding and delivering critical platform...SeniorPrivateFull time
- ...scaling the functions that sustain that growth — and they need a Senior Recruiter to own Finance and Marketing hiring from the ground... ...and total comp conversations at publicly traded and late-stage private companies Comfortable with the fact that the playbook gets written...SeniorPrivateFull timeWork at office2 days per week
$365k - $415k
...Job Description McGuireWoods is seeking an Associate to support its Corporate and Private Equity practice. Shape the Future of Private Equity at a Firm That Invests in Yours Join a nationally recognized private equity practice where your deal‑making expertise meets cutting...SeniorPrivatePrivate practice$180.27k - $220.33k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...PrivateTemporary workWork experience placementLocal area$135k - $150k
...About the Role We’re looking for a strategic, analytically minded Senior Financial Analyst to build and scale our financial planning and... ...Skills 3–5+ years of experience in FP&A, investment banking, private equity, corporate finance, or consulting. Strong proficiency in...SeniorPrivateFull time$310k - $420k
...lawyers advise multinational corporations, financial institutions, private equity funds, domestic corporations, joint ventures, emerging... ...The Tax Department is conducting a national search for senior associates with a minimum of 4 years of law-firm experience dedicated...SeniorPrivate$250k - $400k
...security and compliance (e.g., SOC2, ISO27001, HIPAA, FedRAMP) Experience implementing private connectivity services (AWS PrivateLink, Azure Private Link, GCP Private Service Connect) Senior‑level accountability: Drive the infrastructure roadmap, lead architecture...SeniorPrivateFull time- ...enjoy a full life while preserving their wealth for future generations and supporting the... ...Role We are seeking a results‑driven Wealth Advisor to join our growing team. This role is... ...client acquisition in financial services, private banking, or wealth management. Minimum 8‑...PrivatePermanent employmentTemporary workWork at officeFlexible hours
$115k - $135k
...Cypress Creek Energy is seeking a talented and highly motivated Senior Analyst, Structured Finance, to support our solar and battery... ...least three years of finance experience in investment banking, private equity, principal investing, structured/project finance, corporate...SeniorPrivateWork at office3 days per week
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