Senior Wealth Advisor & Relationship Strategist
$88.4k - $132.6kPowerToFly
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 have 5–8 years of financial industry experience and possess strong analytical, verbal, and written communication skills. This full-time position is based in New York City with a competitive salary range of $88,400.00 - $132,600.00, and offers comprehensive benefits. #J-18808-Ljbffr PowerToFly
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...Senior
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...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
$160k - $200k
...will work closely with the customer credit team and be responsible for ensuring compliance with Bank policies while cultivating relationships with borrowers to enhance service offerings. Qualifications include a Bachelor’s Degree with at least 6 years in Financial Services...Senior- Northern Trust is a global leader in wealth management and related banking services, seeking a senior wealth planning professional... ...plans, collaborate with advisors, implement strategies, and mentor... ..., and proactive client relationship development within a high-net-...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
- 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
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive...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$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- 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
$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- Santander in Brooklyn, NY is seeking a Senior Relationship Banker to manage and grow a high‑value portfolio of consumer and small business clients. You will engage clients in branch, by phone, and through digital channels to deliver personalized service and drive cross‑...Senior
- Banco Santander SA is seeking a Senior Relationship Banker for their branch in Brooklyn, NY. You will manage a high-value portfolio, focusing on attracting and retaining clients while providing an exceptional banking experience. Your day-to-day includes strengthening existing...Senior
- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
- M&T Bank Corporation is seeking a Senior Relationship Banker in New York, NY. The ideal candidate will develop and expand customer relationships, providing proactive sales solutions through effective communication and understanding customer needs. This role focuses on financial...SeniorHourly pay
- Bank of America is looking for a client-focused professional in New York to manage customer relationships and provide financial solutions. You'll assist clients with banking needs by recommending products and addressing inquiries. The ideal candidate will have sales experience...Senior
$23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...SeniorHourly pay$150k - $180k
Citizens is seeking a Business Banking professional in New York City to manage and grow commercial customer relationships. This role requires experience in banking, strong negotiation skills, and community engagement. With a salary range of $150,000 - $180,000, we offer...SeniorFlexible hours- Kearny Bank is hiring a Senior Personal Banker to deliver exceptional service to clients in New Jersey. This full-time onsite position involves managing client relationships, executing transactions, and ensuring operational excellence. The ideal candidate will have at least...SeniorFull timeWork at office
- ...federal and state returns for several entity types and review colleagues’ work while mentoring staff. The role emphasizes client relationships, proactive planning, and timely delivery of tax projects. CPA eligibility is preferred and strong communication is essential. #J...Senior
$23.17 - $26 per hour
Webster Bank is looking for a Banking Center Relationship Banker 2 to provide exceptional services to our clients in New York. This role involves processing financial transactions, understanding customer needs to recommend appropriate products, and achieving sales targets...SeniorHourly pay$54.38k - $90k
Consumer and Business Banking, Senior Relationship Banker - 65th Street, Brooklyn, NY, United States of America. Overview Santander is a global leader and innovator in the financial services industry, evolving into a technology‑driven organization. As a Senior Relationship...SeniorFull timeAfternoon shift- ## Senior Relationship BankerApplylocations: Wilkes Barre, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-01530## Primary Office Location:120 Highland Park Blvd.. Wilkes Barre, Pennsylvania. 18702.## **Join our team. Make a difference - for us and...SeniorWork at officeShift work
$192k - $288k
As a Senior Vice President in Commercial Banking, this role is responsible for the origination and growth of Textiles, Apparel and... ...understanding of financial markets, lending practices and client relationship management, the Senior Vice President plays a pivotal role in...SeniorFull time- ...deliver customized solutions in multiple wealth–planning areas based on their goals and... ...objectives. Act as subject‑matter expert for Advisors on financial planning and financial‑... ...and Advisors. Cultivate and maintain relationships with Advisors directly and in partnership...Senior
$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop... ...as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies...SeniorRemote work$54.38k
...real difference. If you are interested in exploring the possibilities we want to talk to you! The Difference You Make As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients...SeniorHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The... ...goals, executing client projects, and maintaining strong relationships. Candidates should have 5-7+ years of experience in consulting...SeniorWork at officeRemote work
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