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
- 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
- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
- 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
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork 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- ...Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth... ...customized financial strategies, maintaining strong relationships, and advising on investment opportunities. Candidates should possess...Senior
- ...A leading financial institution is seeking a Personal Banker I to provide exceptional customer service and foster relationships in The Colony, Texas. The candidate will be responsible for processing transactions, understanding client needs, and suggesting appropriate banking...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
- A financial institution is seeking a Commercial Banking Relationship Manager III to serve as a trusted advisor to clients in Pennsylvania. The role involves developing client relationships, managing a commercial loan portfolio, and collaborating with product partners....Senior
$128k - $268k
KeyBank is seeking a Senior Relationship Manager, Commercial to serve as the primary contact and financial advisor for commercial clients in the United States. This role involves leading business development and relationship management in a designated area while collaborating...SeniorRemote job$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- ...Clients Blackbox, Inc. is seeking a Senior Paid Media Strategist who will own client accounts and manage comprehensive Meta advertising campaigns. You will directly engage with clients, optimize lead generation efforts, and ensure campaign success through strategic execution...SeniorRemote work
- ...What Will You Do? As a Senior Measurement Lead at Reddit, you will execute measurement strategies, consult clients on brand lift,... ...client growth and efficiency. Additionally, you will manage vendor relationships, develop mutual learning plans, and support sales teams with...Senior
$80k - $95k
...Vultr is seeking a Senior Talent Acquisition Specialist in the United States to drive recruitment efforts for various corporate roles... ...talent, managing the recruitment process, and building strong relationships with hiring managers. The position offers a competitive salary...Senior- ...enterprise corporate accounts valued at over $200M. The role involves developing account-specific business plans and building relationships with senior decision-makers. Candidates should have a bachelor's degree and 8+ years of experience in the tire industry, with strong...Senior
- 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
$170k - $200k
...Mercer Advisors is seeking a Senior Wealth Strategist who will utilize their estate planning and tax knowledge to enhance client relationships and support advisors. This role involves business development, guiding teams, and reviewing planning structures for high-net-worth...Senior$80k - $100k
...SEO Account Manager to create innovative digital marketing strategies and drive client success. The role involves building client relationships, utilizing SEO strategies, and collaborating with various teams. Candidates should have strong SEO experience and data-driven...SeniorRemote work- ...Anywhere Real Estate is seeking a Senior Growth Consultant to drive growth and brand engagement strategies for Coldwell Banker franchisees... ...have at least 5 years of consulting experience, excellent relationship management skills, and knowledge of real estate trends....SeniorRemote work
- ...A rapidly growing tech firm is seeking a Senior Event Manager to oversee in-person and virtual events. The ideal candidate will have... ...initiatives that align with business goals, while managing relationships across teams. This fully remote role offers competitive equity...SeniorRemote workFlexible hours
- ...A dynamic technology firm is seeking a Senior Revenue Manager in the US to lead revenue strategies for short-term rental properties... ...expertise in data analysis, revenue management systems, and strong relationship skills. Candidates will manage diverse portfolios, optimizing...SeniorTemporary workRemote workFlexible hours
- ...knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful... ...disposition. Ability to demonstrate confidence and act as a trusted advisor. Ability to communicate effectively both verbally and in...SeniorWork at officeLocal areaDay shift
- ...and proud B-Corp. Overview We’re looking for a contract Brand Strategist to help define, shape, and launch brands with clarity and... ...and persuasively to clients and founders Build strong working relationships, particularly with early-stage teams Support new business efforts...SeniorContract work
$45k - $65k
...BPM-PR Firm is seeking a Senior Publicist in New York, NY. In this role, you will shape and execute PR campaigns, secure media coverage, and build relationships with journalists and influencers. Ideal candidates will have a minimum of 5 years in public relations, a strong...SeniorRemote workWork from homeFlexible hours- ...providers. This role requires a BA/BS degree and 4+ years of pharmaceutical sales experience. The successful candidate will build relationships with healthcare professionals and improve patient care quality. The position offers a competitive salary, benefits, and...SeniorRelocation package
- ...Sand Cherry Associates is seeking a Senior Procurement Specialist to manage procurement activities for high-value CAPEX materials... ...role involves developing sourcing strategies, managing supplier relationships, and supporting procurement processes. Candidates must possess...SeniorContract workTemporary workRemote work
- ...household-name eCommerce brands. We’re looking for an exceptional Senior Email Strategist to elevate client performance, deepen strategic impact,... ...to improve retention and lifetime value Client Relationship Management Manage relationships with 5–8 clients Lead client...SeniorRemote workFlexible hours
- ...powered advice on this job and more exclusive features. The Senior Digital Strategist plans and strategically oversees the execution of paid... ...entire Digital Marketing team on strategic oversight and relationship management of Carnegie’s higher education clients, with particular...SeniorContract workTemporary workRemote work
- ...Senior Social Strategist The Senior Social Strategist is a self-sufficient expert responsible for the end-to-end execution of complex social campaigns and the independent management of client relationships. They serve as a strategic lead, capable of mapping high-level...Senior
$65k - $90k
...Consultant in the United States to design, implement, and maintain retirement plans. This role requires strong sales expertise, client relationship management, and compliance knowledge to ensure competitive and effective retirement strategies. Ideal candidates will possess a...Senior
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