Senior Wealth Advisory & Relationship Lead
$88.4k - $132.6kCitigroup Inc
Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and experience in relationship management with affluent clients. Responsibilities include deepening client relationships, providing tailored financial solutions, and ensuring compliance with regulations. Candidates should possess strong communication skills, relevant financial licenses, and a bachelor's degree. Competitive salary range is $88,400.00 to $132,600.00, along with comprehensive employee benefits including medical and paid time off. #J-18808-Ljbffr
- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance...SeniorFull time
$88.4k - $132.6k
...Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience...Senior- ...Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and... ...providing clients with a personal relationship, specialized service and ongoing advice... ...mitigation, and liquidity needs. As a Senior Regional Manager you will coach and...SeniorWork at office
- ...Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- ...Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing...Senior
- ...Schwab Corporation in California is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong client relationships and grow your practice through asset consolidation and referrals. A valid...SeniorFlexible hours
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior$86.5k - $128.69k
...Baker Tilly Advisory Group, LP is seeking a Tax Compliance Consultant role based in Santa Clara, CA. This position involves providing tax compliance and consulting services to various clients and participating in tax research projects. Candidates should possess a Bachelor...Senior- ...client service team, the Wealth Management Associate... ..., and Investment Advisory Services. The Associate... ...We are Aspiriant , a leading, independent, 100% employee... ...in-person) alongside senior advisors; assist with... ...the comparison. Our relationships with clients are professional...SeniorWork at office
- ...Range Energy in Mountain View, CA is looking for a Sr. Technical Program Manager to manage supplier relationships in Asia. This high-visibility role demands deep hardware fluency and accountability for schedule and quality, ensuring timely delivery and robust communication...Senior
- ...Normal, IL, for the role focused on technical sourcing and supply chain management. This position involves leading sourcing strategies, managing supplier relationships, and supporting capital projects within Rivian's manufacturing operations. The successful candidate will...Senior
- ...Construction or related field and at least 8 years' experience in project scheduling, along with demonstrated ability in risk assessment and team leadership. The role includes significant responsibilities in managing schedules and client relationships. #J-18808-Ljbffr...Senior
- ...Amazon Lab126 is seeking a Senior Global Commodity Manager for its Devices Supply Chain & Logistics team. This role involves developing supplier relationships and managing procurement strategies for leading electronics like the Kindle and Fire TV. The ideal candidate will...Senior
$135k - $150k
...startup in Palo Alto, is looking for an Engagement Manager to lead the implementation of their channel management solution. This... ...communication and collaboration skills necessary for successful client relationships. Claritas Rx offers a competitive salary of $135,000 to $150,0...Senior$250k - $300k
...Endor Labs is seeking a Channel Sales Executive to manage relationships with Cyber Security providers and hunt for new business opportunities. The ideal candidate will have over 10 years of experience in AppSec or DevSecOps, with a proven track record of exceeding sales...Senior$120k - $140k
...Senior Financial Systems Lead The Senior Financial Systems Lead is responsible for supporting, maintaining, and enhancing the firm's global... ...technical solutions, developing reports, managing vendor relationships, and delivering training to end users including...SeniorWork at office$85k - $110k
...in Cupertino, CA to oversee branch operations and drive business growth. This role includes managing staff, developing banking relationships, and ensuring compliance. Candidates should have 3-5 years of banking experience and leadership abilities. The position offers a...SeniorBank staff- ...should have 5+ years of facilities management experience, particularly in regulated settings. You will work closely with leadership and cross-functional teams to manage vendor relationships and ensure compliance in a fast-paced environment. #J-18808-Ljbffr Nelson ConnectsSenior
- A leading global e-commerce firm is seeking a Procurement Specialist in Sunnyvale, CA. The successful candidate will develop strategies for customs clearance and logistics, build relationships with authorities, oversee supplier performance, and negotiate contracts. A Bachelor...Senior
- Accenture is seeking a Workday Financials Lead in Mountain View, California. In this role, you will manage teams and oversee the... ...solutions. You will be responsible for project planning, vendor relationships, and advising clients on best practices. The position requires...Senior
$252k - $274k
Google Inc. is seeking a Senior Program Manager at DeepMind in Mountain View, CA. This role involves leading multi-disciplinary engineering projects, managing complex stakeholder relationships, and driving operational efficiency. The successful candidate will have extensive...Senior- Point is seeking a Senior Affiliate Marketing Manager based in California. This pivotal role involves leading the development of Point’s affiliate marketing channel, driving... ...sustainable growth and optimizing partner relationships. The ideal candidate will have over 8...SeniorRemote jobFlexible hours
$67.88k - $128.69k
...Overview Baker Tilly is a leading advisory, tax and assurance firm with a nationwide presence... ...compliance and consulting services to private wealth and flow-through clients. Provide tax... ...skills to network and build strong relationships internally and with your clients....SeniorLocal area- ...About the job Recruiter / Talent Acquisition Junior / Senior / Lead About Us Catalyst Labs is a specialized talent agency... ...will stand out. Why Work With Us? Leverage the relationships we've built with CHROs, Heads of Talent, and leadership across...SeniorRemote work
$113k - $161k
Strategic Partner Development Senior Associate, Android Ecosystem corporate_fare Google... ...degree in a related field. Experience leading and closing complex partnership agreements... ...product initiatives and key strategic relationships that support our online advertising business...SeniorFull time$77k - $202k
...In capital markets accounting advisory services at PwC, you will... ...organisation’s value. Focused on relationships, you are building meaningful... ...and experiences you need to lead and deliver value at this level... ...events. As a Senior Associate you analyze complex...SeniorH1bWork at office$180k - $200k
...Private Banking Team Lead Location: Peninsula... ...Serve as the primary relationship manager for HNW and UHNW... ...Leadership Track Senior candidates may be considered... ...in private banking, wealth management, or... ...fluent in lending and advisory, capable of serving clients...Flexible hours- ...maintaining a positive atmosphere. Ideal candidates are self-motivated, have a strong background in coaching, and can build professional relationships. Flexibility to work during weekends and evenings is required. Competitive hourly compensation is offered. #J-18808-Ljbffr i9...SeniorHourly payLocal areaWeekend workAfternoon shift
$140k - $235k
...Investment Banking Services, Wealth Management and Financial Life... ..., and maintaining profitable relationships, collaborating with teammates... ...solutions to clients and prospects Leads and facilitates dialogue with... ...Management Client Solutions Advisory Prospecting Relationship...SeniorWork experience placementWork at officeShift workDay shift$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...include Support new and existing client relationships Provide compliance and consulting delivery...SeniorSummer holidayWork at officeLocal areaFlexible hours
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