Senior Wealth Relationships Manager
Citigroup Inc.
Citigroup Inc. in San Francisco is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act to deepen client relationships and deliver holistic financial solutions to affluent clients. The role requires strong analytical skills, regulatory knowledge, and effective communication within a team. It involves high-touch engagements and collaboration with product specialists to meet client needs. #J-18808-Ljbffr Citigroup Inc.
$88.4k - $132.6k
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates...Senior- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists,...Senior
- ...based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client... ...ideal candidate has 10-15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication...SeniorFull timeWork at office
$135k - $160k
Side is seeking a Manager of Partner Success to manage a team and serve as the primary account owner for a portfolio of real estate partners. You will drive partner performance and retention, collaborate closely on business goals, and enhance adoption of Side’s brokerage...Senior- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...Senior
$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$140k - $160k
...services company specializing in program management, project management, cost management... ...DescriptionAMCL is looking to recruit a Senior Asset Management Consultant to lead and... ...professionalism, establishes rapport and builds relationships with teammates and external clients...SeniorFull timeFlexible hours$133.1k - $295.67k
...Oversee engagement process and other risk management activities; lead teams of tax... ...projects Additional Responsibilities for Senior Manager: Manage risk and financial performance... ...Ability to develop and deepen client relationships and expand the KPMG footprint in the...SeniorFull timeLocal area$344k - $411k
...'s the opportunity? Fin is transforming how businesses build relationships with their customers by embedding AI deeply into our platform... ...to build, scale, and evolve a team of Mid-Market Relationship Managers. This role is ideal for someone who excels at developing high...SeniorWork at officeLocal areaWork from homeFlexible hours3 days per week$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ..., Financial Advisors, Small Business Partners, Relationship Managers, etc.). Organize client events to enhance client bonding....Work at office- ...assessments with current and potential Wealth customers and recommend appropriate banking... ...grow a referral network for additional relationship opportunities while maintaining an... ...regulatory framework relevant to wealth management. Strong client focus and ability to deliver...Local area
- ...UHNW Wealth Management Senior Relationship Manager- AsiaWe are looking for a Senior Relationship Manager to join our team catering to UHNW clients for the Asia market. The ideal candidate will have a strong understanding of the Asian market and a proven track record of...Senior
- ...Mizuho Americas in San Francisco seeks a Corporate Banking Relationship Manager to develop and manage relationships with corporate clients, focusing on origination, portfolio risk and delivering a wide range of product solutions to meet client needs. You will lead calls...Senior
- ...independence.POSITION SUMMARY:The Property Manager is responsible for all aspects of... ...financial activities to managing important relationships with our tenants, property owners and vendors... ...duties or projects as assigned by Senior Leadership and the Client/Ownership.POSITION...SeniorFull timeContract workRemote workShift work
$150k - $175k
...join our team as we help shape a brighter way forward. Senior Director, Property and Asset Management Healthcare Division Position Overview The Senior... ...account while engaging and leveraging current client relationships and cultivating new ones. Creating Strategic and Collaborative...SeniorFull timeWork at officeLocal areaRemote work- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive...SeniorFull timeWork experience placementWork at office
$140k - $160k
...Senior Asset Management Consultant AMCL, a Turner & Townsend Company, is looking to recruit a Senior Asset Management Consultant to lead... ...acts with professionalism, establishes rapport and builds relationships with teammates and external clients based on trust and integrity...SeniorFull timeFlexible hours- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance... ...advice tailored to client goals. In person collaboration is emphasized to foster client relationships. #J-18808-Ljbffr Charles SchwabSenior
$121.13k - $127.5k
...Senior Asset ManagerThe Senior Asset Manager will join CCDC's Asset Management team to promote and preserve the financial and fiscal health of the organization's substantial and diverse affordable housing portfolio. CCDC builds housing and community, and our organizing...SeniorPermanent employmentFull timeContract workMonday to FridayNight shift$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...their tax obligations while managing the impact tax has on their business... ..., now and in the future.As a Senior Manager, you'll work as part... ...utilizing networks of client relationships- Managing resource...SeniorFull timeH1bLocal areaOverseas- ...RockBridge Search & Recruitment is seeking a Vice President, Relationship Manager in the San Francisco Bay Area. You will build strategic client partnerships, manage a high-quality commercial portfolio, and drive opportunities across diverse industries. Expect to lead...Senior
$115.42k - $125.56k
...Senior Asset Manager 145 Taylor St, San Francisco, CA 94102 Overview Salary Range $115,415.00 - $125,559.00 Salary/year Position... ...) Provide timely information to and maintain excellent relationships with lenders, investors, and government agencies Preparing...SeniorFull timeContract workRelocationShift work$150k - $170k
...Senior Renewable Energy Asset Manager (Utility‑Scale Solar) Location: Denver, CO | Austin, TX | San Francisco, CA - Fully Remote Work may be available... ...complex assets, financial structures, and stakeholder relationships. This position is responsible for maximizing...SeniorContract workWork at officeLocal areaRemote workMonday to Friday$180.9k - $226.1k
...The Product Partnerships team maintains Mercury’s external relationships and streamlines our collective workflows to keep customers, partners, and Mercury employees happy. As Senior Product Partnerships Manager for Lending, you’ll own and evolve Mercury’s portfolio of strategic...SeniorContract work$155.67k - $255.72k
...Senior Relationship ManagerBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office.This is a full-time position that requires...SeniorFull timeWork experience placementBank staffWork at office- City National Bank seeks an experienced asset manager to oversee a portfolio of Specialty Wealth assets within fiduciary accounts. You will manage operations... ...ensure regulatory compliance, and coordinate with relationship teams, clients, and third-party providers to...Senior
$119k - $299.93k
...ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager within our Assurance practice, you will play a pivotal role... ...and opportunities- Excelling in client management and relationship building within banking and capital markets- Innovating processes...SeniorFull timeH1b- Visa is seeking a Relationship Manager focused on driving Acceptance Solutions revenue growth across North America partner portfolios. You will collaborate with cross-functional teams to craft proposals, navigate complex sales cycles, and close strategic deals with enterprise...SeniorWork at office
- Cathay Bank is seeking a VP, Relationship Manager (Project Management) in the San Francisco area. The role blends client-facing business development with portfolio management, requiring responsibility for new loan client acquisition and active management of existing loans...Senior
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