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
$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- 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
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Senior
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...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
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...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$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications. The position...Senior- Citi is currently looking for a Wealth Relationship Manager in West Palm Beach, Florida. This role emphasises building strong relationships with affluent clients and requires a solid understanding of financial products to provide tailored solutions. The ideal candidate...SeniorFull time
- 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
$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$192k - $288k
..., Banking & InternationalCompany: CitiCiti is looking for a Senior Relationship Manager to join its Commercial Banking team, owning and deepening... ...individual contributor role, you will act as a trusted advisor to the valued subsidiaries of Citi’s Multinational clients,...SeniorFull timeWork at officeRemote workShift work- About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting... ...expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationshipsAct...SeniorFull timeWork experience placement
- 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
- OceanFirst Bank is seeking a Sr. Relationship Manager for our Commercial Banking division. The role focuses on acquiring new commercial banking clients and expanding existing relationships while building and managing a diverse loan portfolio. You will leverage centers...Senior
- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires... ..., and a proven track record in wealth management with a significant AUM. Series...Senior
$108k - $154k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and developing an... .... Google Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer...Senior- .... We're looking for a Forward Deployed Strategist to embed with our customers, take our RCM... ...for them, and represents UiPath with senior client leadership. You'll sit on the same... ...deployment playbooksCustomer Relationship & Executive EngagementManage the day-to...SeniorWork at officeLocal areaImmediate startRemote work
$85k - $125k
...everyone's role to make health more human.About The Role: The Senior Brand Strategist supports the development and execution of strategic... ...agency's creative excellence. You will learn to manage client relationships, support presentations, and collaborate across different...SeniorRemote workFlexible hours- ...Subfunction: StrategyJob Description:About the Job:As a Senior Engagement Strategist, you'll develop innovative engagement plans that deliver... ...propel brand growth.A Day in the Life:Develop collaborative relationships with cross-functional teams to drive brand goals and...SeniorFull timeWork at officeLocal area3 days per week
$163.6k - $221.3k
...trust to join our team as a Sr. WFP Strategist. The ideal candidate combines the subject... ...domain expert in the room, a trusted advisor leaders turn to for critical... ...unique. You will own a portfolio of relationships with senior leaders, develop the tools and automation...SeniorFlexible hoursDay shift$200k - $260k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement...SeniorFull timeRemote work- ...embedded into the creative development process. Job SummaryAs a Senior Strategist at Droga5, you are emerging as a leader in the strategy... ...processes and client/team needsAdept at developing strong relationships both internally and externallyPreferred QualificationsBachelor...SeniorFull timeLive inWork at officeLocal areaShift work
$174k - $261k
...ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital... ...registered investment advisor and trust company, offering comprehensive wealth management, and overseeing... ...relatively small number of client relationships, we are able to tap into...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours$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- ## Senior Relationship BankerApplylocations: Tannersville, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-01729## Primary Office Location:2871 Route 611. Tannersville, Pennsylvania. 18372.## **Join our team. Make a difference - for us and for your...SeniorWork at officeShift work
$140k - $250k
...RoleThe position of Commercial Banking Sr. Relationship Manager is responsible for the... ...to existing customers; acts in a trusted advisor role to companies generating ideas, advice... ...of capital structures and experience in senior debt structures.Extensive knowledge of financial...SeniorWork experience placementLocal area$26 - $29 per hour
...confidence to reach further. Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class... ...: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires...Senior$54.38k - $90k
## Consumer & Business Banking Senior Relationship Banker, Langhorne, PABewerbenlocations: Langhornetime type: Vollzeitposted on: Heute ausgeschriebenjob requisition id: Req1599003Consumer & Business Banking Senior Relationship Banker, Langhorne, PACountry: Vereinigte Staaten...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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