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
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Bronx, New York, to identify and deepen relationships with affluent clients. You will anticipate their financial needs and provide tailored solutions while adhering to compliance obligations. This role...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
$200k - $250k
The Canadian Imperial Bank of Commerce is seeking a Senior Wealth Strategist to collaborate with Relationship Managers and high-net-worth clients. This role involves developing comprehensive wealth plans, including estate and tax planning, and requires a minimum of 10 years...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- 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
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...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
- TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of...Senior
- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional will contribute to process improvements and lead client engagements to enhance relationships with affluent clients. The role demands strong analytical capabilities...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...Senior
- Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on... ...clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time$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- ...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$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- Chris Baily in New York is looking for a skilled service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong background...Senior
- Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...Senior
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Relationship Manager (RM) for their multi-family office team in New York. The RM will engage with high-net-worth clients, managing complex accounts and delivering exceptional client service. Ideal candidates should have over 1...SeniorWork at office$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- ...changing, high-quality solutions. As a Senior Lead Architec t at JPMorganChase... ...seamless, and scalable digital experiences by architecting and optimizing CIAM platforms,... ...mission is to create engaged, lifelong relationships and put our customers at the heart of everything...Senior
- Fanatics Collectibles seeks a Senior Sourcer to build and maintain a talent CRM, transforming it into a dynamic resource for recruiting... ...use of sourcing tools, and expertise in long-term candidate relationship management. Ideal candidates will have 4+ years of experience...Senior
- ...searching for a Private Equity Lead in New York, NY, to manage and scale its private equity segment. This senior role requires owning the go-to-market strategy, relationship development with private equity firms, and driving revenue growth through strategic partnerships....Senior
- MDAEdge is seeking an experienced Architect/Senior Developer with a strong background in Money Movement or Trade Monitoring. The ideal candidate... ...have at least 3 years of experience in these areas within Wealth Management, alongside 8+ years of overall IT experience. Your...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Architect. Be the first to apply!
- senior practice manager New York, NY
- senior warehouse manager New York, NY
- senior game producer New York, NY
- senior electronic design engineer New York, NY
- senior robotics software engineer New York, NY
- senior java software engineer New York, NY
- senior specialist New York, NY
- senior research manager New York, NY
- senior director corporate development New York, NY
- senior merchandise planner New York, NY

