Senior Wealth Relationship Manager
$72k - $109k00002 Citibank, N.A.
00002 Citibank, N.A. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in West Palm Beach, FL. This role involves enhancing relationships with affluent clients through understanding their financial needs and providing tailored solutions. The ideal candidate will have 5-8 years of experience, strong analytical skills, and be proficient in financial planning software. A Bachelor's degree or equivalent experience is required. Citi offers a competitive salary range of $72,000 - $109,000, along with comprehensive employee benefits. #J-18808-Ljbffr 00002 Citibank, N.A.
- Bessemer Trust in West Palm Beach is seeking a Senior Client Advisor to develop and manage client relationships. This role involves overseeing a team of advisors while delivering quality investments and estate planning services. The ideal candidate holds a Master’s degree...Senior
$72.88k - $109.32k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to... ...Consultants, Financial Advisor, Small Business Partners, Relationship Manager, etc.). Organize client events to enhance client bonding....SuggestedWork at office- ...business banking professional in West Palm Beach, Florida, to manage a diverse portfolio of clients with revenues between $20 million... ...delivering financial advisory services and managing client relationships. Applicants should have a minimum of five years of experience...Senior
- New Edge Associates a Talent Acquisition Firm is seeking a senior-level role to serve as the primary advisor and relationship manager for real estate investors, overseeing transactions from prospecting to portfolio management. The ideal candidate will have extensive commercial...Senior
- Nautilus 220 is managed by Black Briar Management in Lake Park, Florida. The Engineer will maintain luxury residential systems, including electrical, HVAC, pumps, and life safety, ensuring safe, efficient operation for residents. The role requires preventative maintenance...Senior
- A leading real estate company in West Palm Beach seeks an experienced events director. This role involves developing and leading comprehensive event strategies aligned with corporate goals and executing high-profile events to strengthen community ties. The ideal candidate...Senior
$95k - $110k
Senior Accountant - Commercial Real Estate Firm in West Palm Beach A leading South Florida real estate development firm is seeking a... ...projects. In this role, you'll play a key part in the financial management of active development and construction projects, partnering...- A leading tax advisory firm in West Palm Beach is seeking a Manager for their Private Client Services. The role involves overseeing multiple engagement teams and managing sophisticated clients, including high-net-worth families. Candidates should have over 4 years of relevant...
- ...Sr Relationship Manager - Global Commercial Bank - West Palm Beach WEST PALM BEACH, Florida To proceed with your application, you must... ...the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product...SeniorWork at officeLocal areaShift workDay shift
$115k - $140k
A wealth management firm is seeking a Tax Senior Associate to deliver tax planning and compliance services for high net-worth clients. The candidate should have at least 5 years of experience in public accounting or RIA, with an EA designation required and CPA/JD preferred...SeniorFull time- Cohen Commercial Management LLC is seeking a Commercial Property Manager for its North Palm Beach office. The ideal candidate will oversee... ...service standards. Responsibilities include managing vendor relationships, maintaining detailed property records, and ensuring...SeniorWork at office
- Firsthorizon is seeking a Commercial Relationship Manager to foster client relationships and drive revenue through commercial banking services. Ideal candidates will have 6-8 years of experience in commercial real estate loan origination and a strong track record in client...Senior
- ..., deepening, and maintaining profitable relationships, collaborating with cross‑functional teams... ...Product Specialists. Responsibilities Manage an extensive portfolio of complex clients... ...Banking, Foreign Exchange, and Wealth Management, and facilitate client relationships...SeniorLocal areaShift workDay shift
- ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating... ...client satisfaction. Responsibilities Manage an extensive portfolio of complex... ...Investment Banking, Foreign Exchange, and Wealth Management, and facilitate client...SeniorWork at officeLocal areaShift workDay shift
- ...precise and reliable testing, with the goal of making personalized medicine more practical and accessible. Job Summary The Senior Client Experience Manager is responsible for leading and elevating the end‑to‑end client experience across Access Medical Labs. This strategic...SeniorWork at office
$160k - $199k
...Location: West Palm Beach, FL, US Date Posted: 06-06-2026 Experience: Senior Level Salary: $160,000 - $199,000 per year Job Details 7+ years... ...and closely held businesses Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting...SeniorWork at office- A luxury spa group is seeking a Senior Travel Sales Manager to oversee operations in various states. This senior-level position requires strong sales leadership experience in high-end services, with compensation including a base salary, uncapped commission, and extensive...Senior
$170k - $220k
...services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Why join us? 216... ...held businesses Experience mentoring and managing staff and senior staff Active CPA required Masters in Accounting/Taxation preferred...SeniorWork at officeLocal area- ...with vendors, and ensure quality build delivery to customers. This role emphasizes strong communication, problem-solving, and relationship management. Requires 2-4 years of relevant experience and a university degree or equivalent; drivers license is needed for site-...Senior
$160k - $199k
Australia-Employment, located in West Palm Beach, seeks a Senior Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management during the busy season. The ideal candidate will have over 7 years of experience, a CPA...Senior$160k - $199k
LeoForce, a growing CPA firm in West Palm Beach, FL, seeks a Senior-Level professional with extensive experience in serving high-net-worth individuals. This role demands 7+ years of experience, an active CPA, and preferably a Master's in Accounting or Taxation. We offer...Senior- ...objective is to enhance the ability of ASR Group to identify, manage, and mitigate internal and external risks facing the organization... ...Skills, Abilities and Personal Attributes) Ability to develop relationships across the organization to facilitate knowledge gathering and...SeniorWork experience placementLocal area
- ...Fort Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of risk and... ...assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality... ...banking, consumer, small business, wealth and trust management, retail brokerage,...Senior
- ...Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of risk and... ...assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality... ...banking, consumer, small business, wealth and trust management, retail brokerage,...Senior
$70k
A nonprofit organization is seeking a Program Manager to design and manage travel and engagement programs. The role focuses on creating educational experiences in Israel and supporting organizational initiatives. Candidates should possess strong organizational and interpersonal...- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application... ...top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement...SeniorFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
$117.5k - $234.5k
...02, we lead with purpose: enhancing the lives we live and the world we share. About This Role The Customer Service Business Relationship Manager is responsible for driving digital initiatives that improve customer experiences, operational efficiency, and business outcomes...Temporary work- ..., deepening, and maintaining profitable relationships, collaborating with teammates and facilitating... .... Responsibilities: Manages an extensive portfolio of complex clients... ...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- Citi is seeking a Wealth Relationship Management Sr. Analyst in West Palm Beach, Florida. In this seasoned professional role, you will utilize your analytical and leadership skills to deepen relationships with affluent clients and offer tailored financial solutions. The...Senior
$50k - $125k
...Palm Beach, Florida, allowing you to build your own practice with support from various teams. This role involves building client relationships, overseeing branch processes, and creating personalized strategies for clients. With a flexible compensation structure, you can...SeniorFlexible hours
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