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.
- ...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...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
$230k - $265k
...plays a critical role within AssetMark's Wealth Solutions group. You will influence the... ...strategies Serve as a key thought partner to senior leadership and external stakeholders,... ...us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right...SeniorRemote workFlexible hours$158.01k - $276.46k
...leading technology and exceptional service. Wealth Strategist/Client Development Sales Executive... ...are responsible for cultivating new relationships with individuals, families, non-profit... ...development sales executive role. As a senior member of the Northern Trust team, you...SeniorLocal areaFlexible hours- ...business success. We build long-lasting relationships. Texas Capital provides a variety of benefits... ...to develop and deliver integrated wealth planning solutions tailored to each client... ...Interact, negotiate, and influence at senior levels of the organization as well as with...SeniorImmediate startDay shift
- 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
- ...largest pools of capital in the world. A senior strategist seat for someone who has invested, and... ...- pensions, endowments, sovereign wealth funds and central banks. The seat... ...investment process Own the intellectual relationship with a portfolio of the firm's most...SeniorFull timeVisa sponsorship
$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$191k - $305k
Join Wells Fargo's Wealth & Investment Management team and help some of the... ...while maintaining a consultative, relationship-driven approach. This is an excellent... ...role:Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO)Working at Wells Fargo | Jobs...SeniorFull timeWork experience placementWork at office- ...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...Full time
- 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
$123k - $273k
...Position Overview Employer: DWS Group Title: Team Lead Relationship Management, Head of RIA Enterprise Location: Remote - West... ...we are here. Team / Division Overview The Americas Wealth RIA Enterprise team lead drives the promotion and growth of DWS...SeniorFull timeWork at officeLocal areaRemote workWork from homeFlexible hours- 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
- ...Deployment Strategist We are a growth stage start-up backed 3 of the top VCs on the market building a complex, multi-agent platform... ...— confident leading architecture conversations and building relationships with technical stakeholders. Sharp product instincts: Skilled...Senior
- ...What we are Looking for An experienced strategist with brilliant storytelling capabilities, who can make the complex simple, write... ...understanding by being a brand guardian on key clients and building relationships with key stakeholders in our US team. What you will be...SeniorFull timeShift work
$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...SeniorWork at office$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- .... 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
$130.9k - $251.9k
...Strategic Account TechnologyCompany: MicrosoftOverviewThe Senior Strategic Account Technology Strategist, Financial Services provides technology guidance to... ...or "go-to" person in established, long-term relationships with technical and/or business decision-makers at the...SeniorOngoing contractWork at officeLocal areaImmediate start$108.12k - $180.36k
...Senior Strategist, SEO Content New York, NY, United States Full time Schedule $108,120 - $180,360 Annually* * based on... ...an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers...SeniorFull timeFlexible hoursAfternoon shift$250k
...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management....SeniorFull time- ...Pfizer seeks a Senior Oncology Account Specialist (SOAS) to promote the oncology portfolio to healthcare providers, educate on appropriate... ...enhance patient care. Responsibilities include building relationships with key accounts, assessing customer needs, and executing...Senior
- BNY Wealth is seeking a dynamic and market-savvy Head of Fixed Income Strategy & Advisor... ...clients.This leader will serve as a senior fixed income expert for the business, bringing... ...portfolios.Build strong, collaborative relationships across the wealth organization, serving...SeniorFlexible hours
- ...Channel Partner Manager in New York to support sales efforts for channel partnerships and act as the liaison to maximize partner relationships. You will tailor partners’ sales programs, align with product knowledge, and drive competitive advantage in customer...Senior
- ...competitors with 10x the budget. We're looking for full-time Senior SEO Strategists who can build that kind of work here at Contact. Sr. SEO... ..., Google AI Overviews) Lead and nurture multiple client relationships (strategy and execution, together) Work alongside clients...SeniorFull time
- ...As a Senior Strategist, Enterprise, you will work with global organizations as they transform for the AI era. Our clients are leaders in... ...committed program, and take an active role in growing your client relationships. You are comfortable leading conversations with executives,...SeniorWork at officeWork from homeWorldwideFlexible hours
$70k - $80k
Overview: 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 business goals...SeniorFull timeWork at office- ...Broadridge Financial Solutions is seeking a Field CISO - Senior Cyber Security Leader to serve as the external face of our security... ...control environments, and compliance posture. This consultative, relationship-driven position does not own internal security controls and...Senior
$150k - $180k
...Fortune 500 primes with billions in annual awards. Senior Federal Deployment Strategist Washington, DC or New York, NY • Full-time •... .... You'll work directly with the CPO and own the agency relationship from the moment an award is signed: onboarding, activation...SeniorFull timeContract workFor contractorsWork at office3 days per week- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full... ...of referral sources Partner with Trust and Wealth Strategists to develop and deepen client relationships by...SeniorFull timeLocal area
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