Senior Wealth Relationship Architect
JPMorganChase
A leading financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of financial solutions. Responsibilities include cultivating new business opportunities, collaborating with wealth advisors, and providing tailored wealth management counsel to clients. A competitive compensation package and diverse benefits are offered. #J-18808-Ljbffr JPMorganChase
- ...worth clients. This role requires the ability to generate new business from referrals and existing relationships. Candidates should have over 7 years of experience in wealth management, hold Series 7 and 63 licenses, and possess excellent communication skills. The...Senior
- Fiduciary Trust International in New York is seeking a Senior Relationship Manager to enhance client relations and ensure satisfaction. In this role, you will identify client goals, facilitate family meetings, and coordinate with portfolio managers on risk assessment. The...Senior
$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio... ...is pivotal for fostering complex client relationships and delivering bespoke investment strategies... ...should have over 12 years of experience in wealth advisory or client management,...Senior$90k - $150k
...driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities... .... The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills...SeniorFull time$250k - $300k
Vaco by Highspring in New York is seeking a seasoned Senior Financial Advisor to manage high-net-worth and... ...bespoke investment strategies, and manage key client relationships. With at least 12 years of experience in wealth advisory or private banking, a strong command of...Senior- ...A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
- ...A financial institution in the United States is seeking a Trust Officer to enhance business through marketing and manage client relationships effectively. Applicants should have a Bachelor’s degree, 5 years of relevant experience, and strong communication skills. The role...Senior
- Fwainvest is seeking a Senior Wealth Strategist to plan and manage the asset lifecycle for clients in the $5-$15 million investable assets range. This remote role involves delivering customized financial planning solutions while acting as a subject matter expert and ensuring...SeniorRemote job
- Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management in Woodside, NY. This role focuses on building and managing relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with relevant regulations. The ideal candidate...Senior
$88.4k - $132.6k
6AM City, LLC is seeking a Wealth Relationship Management Sr. Analyst for their New York office. This seasoned professional will leverage their analytical skills to foster relationships with affluent clients while ensuring compliance with financial regulations. The successful...SeniorWork at office$88.4k - $132.6k
A global financial services company in New York is looking for a Wealth Relationship Mgmt. Sr. Analyst to enhance relationships with affluent clients. This role involves anticipating financial needs and providing tailored solutions, requiring strong analytical and communication...SeniorFull time- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Bronx, NY. This role involves identifying and deepening client relationships within the affluent and High Net Worth segments, providing holistic financial solutions tailored to their needs. The ideal...Senior- A major financial services corporation is seeking a Wealth Relationship Management Sr. Analyst in New York City. The role involves building and deepening relationships with affluent clients, anticipating complex financial needs, and providing holistic financial solutions...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience, strong analytical and financial skills, and effective communication abilities. You will build relationships with high-net-worth...Senior- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively...Senior
- ...established financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth... ...advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15 years...SeniorVisa sponsorship
- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior$136k - $185k
...Senior Director, Relationship Marketing Strategy Merkle is a leading data-driven, technology-enabled, global performance marketing agency that... ...Relationship Marketing Strategy, supporting an Insurance/Wealth Management client in the B2B space, you will report into the...SeniorTemporary workLocal areaFlexible hours$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior$180k - $250k
Franklin Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with portfolio managers and advisors. Candidates should have over 10 years of experience in relationship...Senior$250k
...positive impact on the communities we serve. About Citi Wealth Citi Wealth is focused on serving the needs of... ...International Private Bank and Citi Private Bank brands . The Senior Wealth Management Relationship Manager is responsible for coordinating and managing...SeniorFull time- A financial services company in Kentucky is seeking a Wealth Portfolio Manager to deliver investment advice and manage portfolios for high-net-worth clients. This role requires strong client relationship management skills, experience in portfolio construction, and a collaborative...
- ...technology consultancy in the United States is seeking an experienced Senior Microsoft Consultant to enhance their Microsoft practice. The... ...leading technical discussions, managing enterprise client relationships, and implementing strategic technology solutions. The position...SeniorRemote work
$227.5k - $245k
...tech solutions company is looking for an experienced candidate to lead complex AI deployments and manage customer relationships. You will also architect multi-agent solutions and mentor junior team members. The role requires strong system architecture expertise, excellent...SeniorRemote work$140.2k - $182k
...About the Role Qualified Success Architect will own the successful implementation and adoption of the Qualified Conversational Marketing... ...customers business objectives Establish a deep consultative relationship with various client business units Provide coaching and...Senior- A telehealth startup is seeking a Customer Success Manager to enhance customer relationships and oversee the customer lifecycle from onboarding to renewal. Ideal candidates will have over 7 years of experience in Customer Success within a SaaS environment, combined with...Senior
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