Senior Private Wealth Advisor
Citigroup Inc
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical skills and be adept at relationship building. Key responsibilities include managing client interactions, providing high-quality service, and collaborating with product specialists to meet client needs. The role requires a Bachelor's degree and several years of relevant experience. #J-18808-Ljbffr
- The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...SeniorPrivate
- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...SeniorPrivate
$70k - $200k
...The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy... ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...SeniorPrivateFull time$10k
...pay, with additional time available at reduced pay Employee Assistance Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at‑home care via eMed x Livi Workplace pension through Penfold, with salary...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours$119k
...About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners... ...relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally...SeniorPrivateFull timeWork at officeLocal areaRemote workNight shift- Daily Recruits, LLC is partnering with a boutique private bank headquartered in New York City to recruit a Senior Private Banker for its San Francisco office. The... ...individuals, families, and businesses with bespoke wealth solutions, combining personalized, discreet...SeniorPrivateWork at office
$122.4k - $228k
...Wealth Management Relationship Manager Develops, manages, retains and grows profitable... ...with an objective of becoming their trusted advisor. Develops relationship with client's... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivatePart timeShift work- ...involve large, complex transactions, high volume roll-ups, carve-outs, divestitures and sell-side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high-quality analyses that drive informed decision-making. What You'll...SeniorPrivateLocal areaFlexible hours
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$122.4k - $228k
...net‑worth clients with an objective of becoming their trusted advisor. Develops relationship with client’s professional advisors in... ...review of the client’s banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in‑depth understanding...SeniorPrivateLocal areaShift work- ...Kranz Consulting while providing fractional consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial staff position that collaborates very closely...SeniorPrivateFull timePart timeWork at officeLocal areaRemote work
$120k - $130k
...Senior Fund Accountant A real estate investment and operating platform is seeking a Senior Fund Accountant to join its growing finance... ...preferred ~ Real estate experience preferred, though private equity/investment management backgrounds will also be considered...SeniorPrivateWork at office2 days per week$80k - $100k
...Senior Fund Accountant Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At Gen II, you will gain deep exposure to the full private equity fund lifecycle, including newly launched...SeniorPrivateWork at officeRemote work2 days per week$270k - $410k
...Senior Associate Or Counsel Direct Counsel represents a prestigious AmLaw firm seeking a Senior Associate or Counsel to join its... ...particularly involving public company matters, M&A transactions, and private equity deals. Responsibilities: Advise public and...SeniorPrivate- ...Senior Fund Accountant Our client, a leading venture capital investment firm, is seeking a Senior Fund Accountant to join its fund finance... ...years of experience in public accounting, venture capital, or private equity. Strong fund accounting experience, including valuations...SeniorPrivateWork at officeLocal area3 days per week
$50 - $60 per hour
...The Association of Test Preparation, Admissions, and Private Tutoring is seeking a Senior Tutor for SAT and ACT prep. Ideal candidates will have at least 3 years of tutoring experience, proven success with high scores on the exams, and flexibility in scheduling. Responsibilities...SeniorPrivateHourly payPart timeRemote workFlexible hours- ...accounting or related business degree; CPA preferred 3+ years of relevant professional experience at a venture capital, private equity, or other investment advisors Strong proficiency in Microsoft Excel and other Microsoft Office applications office or public accounting firm,...SeniorPrivateWork at office
- ...Senior Wealth Advisor About the Company Prominent independent investment management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on a leadership role, providing guidance...SeniorLocal area
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...our team.Our experienced team of wealth advisors has knowledge and access to the full spectrum... ...acquisition in financial services, private banking, or wealth management.* Minimum 8...PrivatePermanent employmentTemporary workWork at office
$125k - $135k
...About Turn/River Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering... ...on North America and Europe. About the Role We are seeking a Senior Fund Accountant to join our finance team. Reporting directly to...SeniorPrivateFull timeSummer workWork at officeWork from homeHome officeMonday to FridayFlexible hours- ...Search Group has been retained by a California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth...PrivateLocal area
- ...industry in their search for Financial Advisors. Well-backed and recognized as such, the... ...and is dedicated to delivering optimal wealth management solutions. This is a growth hire... ...financial planning software and tools. Seniority level Mid-Senior level Employment type Full...PrivateFull time
- ...is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their... ...We are seeking a results‑driven Wealth Advisor to join our growing team. This role is... ...client acquisition in financial services, private banking, or wealth management. Minimum 8–...PrivatePermanent employmentTemporary workWork at officeFlexible hours
- ...Senior Vice President of Operations A residential home services platform focused on technical trade services and branch-level execution. About the Company A private, equity-backed company in the consumer services industry, focused on residential HVAC and broader home...SeniorPrivate
- ...What you'll do in the role: Build our Product. Own and implement software features that help to power our AI platform helping private markets investors analyze deals with velocity and accuracy. In this role you will be actively coding and delivering critical platform...SeniorPrivateFull time
$100k - $115k
...About Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent... ...their journey with confidence. About The Opportunity As a Senior Fund Accountant, you'll play a pivotal role in supporting our SPV...SeniorPrivateBank staffWork at officeNight shift2 days per week- ...Senior Fund Accountant Our client, an investment management firm, is seeking a Senior Fund Accountant to join its growing finance... ...~3 years of experience in public accounting, fund accounting, private equity, venture capital, or investment management ~ Experience...SeniorPrivateFor contractorsWork at officeLocal area3 days per week
- ...scaling the functions that sustain that growth — and they need a Senior Recruiter to own Finance and Marketing hiring from the ground... ...and total comp conversations at publicly traded and late-stage private companies Comfortable with the fact that the playbook gets written...SeniorPrivateFull timeWork at office2 days per week
$365k - $415k
...Job Description McGuireWoods is seeking an Associate to support its Corporate and Private Equity practice. Shape the Future of Private Equity at a Firm That Invests in Yours Join a nationally recognized private equity practice where your deal‑making expertise meets cutting...SeniorPrivatePrivate practice$180.27k - $220.33k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...PrivateTemporary workWork experience placementLocal area
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