Senior Wealth Relationship Strategist
$88.4k - $132.6kCiti Group
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 will have 5-8 years of experience and be adept at financial planning, with strong analytical and communication skills. Additional perks include competitive benefits and salary range of $88,400.00 - $132,600.00. #J-18808-Ljbffr Citigroup Inc.
- 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 in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with product...Senior
$88.4k - $132.6k
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...SeniorFull time$200k - $260k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with...SeniorFull timeRemote work$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...Strategists are responsible for cultivating new relationships with individuals, families, non-profit... ...sales executive role. As a senior member of the Northern Trust team, you...SeniorLocal areaFlexible hours- J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to...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 in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...Senior
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and...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- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...Senior
- Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach. You will work with product...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
$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$120k - $196k
...About this role: Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more... ...based and mortgage lending, and trust and fiduciary relationships, including penetration, balances, cash and sweep...SeniorFull timeWork experience placementRelocation package$174k - $261k
...learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s... ...company, offering comprehensive wealth management, and overseeing some $3... ...relatively small number of client relationships, we are able to tap into in-depth,...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- Brookfield Asset Management LLC is seeking a Senior Vice President in New York to join the... ...’s Credit Platform, targeting private wealth investors and expanding to institutional... ...requires deep credit knowledge, strong relationship skills, and the ability to articulate complex...Senior
- ...hedge funds, pension funds, sovereign wealth funds, family offices, and investment... .... They are seeking to hire a senior China Strategist to play a leading role in the continued... ...and asset allocators. Someone whose relationships are not conditional on the firms they...Senior
- TD Wealth U.S. is seeking an experienced investment leader to design, develop and manage... ...platform. The role collaborates with senior portfolio managers to optimize asset allocation... ...to governance committees while supporting relationship managers and #J-18808-Ljbffr TDSenior
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...Work at officeLocal area
- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning... ...and wealth transfer strategies in collaboration with relationship teams and external advisors Serve as expert on estate, gift...
$200k - $250k
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a...SeniorFull timeWork at officeLocal area$70k - $140k
..., intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client relationship, working closely alongside senior wealth strategists to deliver comprehensive, hyper-personalized financial planning...For contractorsWork at officeFlexible hours$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 understanding of their business issues, marketing objectives, and success metrics.Plan for, and achieve, growth goals including but...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
- ...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
- Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager within a Financial Advisor team to develop and oversee... ...you will assess client circumstances and objectives, offering wealth-building and preservation services. #J-18808-Ljbffr 711 MS...
- ...execute talent strategies, build candidate pipelines and manage the full recruitment lifecycle. The role requires strong client relationships, time management and a process-driven approach, with a focus on delivering a positive candidate experience and a best-in-class recruitment...Senior
- ...day users and executives, ensuring customers achieve measurable ROI from Rogo and contribute to revenue growth. You will manage relationships with finance-sector clients, run QBRs, forecast renewal timelines, and mitigate churn while relaying feedback to product teams for...Senior
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