Senior Wealth Relationship Strategist
$88.4k - $132.6kCitigroup Inc
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Senior Analyst based in Pleasant Hill, California. This role requires a seasoned professional who can develop new techniques and improve processes while integrating industry expertise. Forming strong client relationships is key, as the analyst will manage clients' complex financial needs and provide comprehensive solutions. Candidates should have a Bachelor's degree and 5-8 years of relevant experience along with strong analytical and communication skills. Compensation ranges from $88,400 to $132,600, alongside competitive benefits packages. #J-18808-Ljbffr
$88.4k - $132.6k
...Citi in Pleasant Hill, California is looking for a financial professional to strengthen client relationships and provide tailored financial solutions. You will be responsible for a range of client engagement activities, including face-to-face meetings and financial planning...Senior$150k - $165k
...Mohr Talent is seeking a Wealth Management Relationship Manager in Alamo, CA, with a focus on managing high-value client relationships. Candidates should have over 10 years of experience in wealth management and a Series 65 license. Responsibilities include providing...Senior$154k - $207k
Novogradac & Company LLP is seeking a Senior LIHTC Development Consultant in Walnut Creek, California. The role involves leading low... ...credit transactions, advising developers, and managing client relationships. Ideal candidates have 9+ years of relevant experience and a...SeniorRemote job- ...financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning....Senior
- ...requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience while adhering to risk...Senior
- ...Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...solution providing clients with a personal relationship, specialized service and ongoing advice... ...mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel...SeniorWork at office
$130k - $160k
Overview The Wealth Specialist is a regional subject matter expert who represents Allspring’ s full investment platform and... ...and custom fixed income SMAs. This specialist will build relationships with senior leaders, financial advisors, and centers of influence across...SeniorWork at officeLocal areaImmediate start$85k - $110k
An independent college preparatory school in California seeks an Associate Director of Admission to enhance enrollment through relationship-building and management. The role involves guiding prospective families, conducting interviews, and analyzing admissions data. Candidates...Senior$10 per hour
...you are customer focused, enjoy building relationships and providing financial advice to your... ...you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking... ...products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork experience placementWork at office$170k - $210k
...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and...SeniorTemporary workWork at officeRemote workFlexible hours$100k - $275k
...interactions, and understanding client needs. Ideal candidates will possess over 12 years of experience in private banking, strong relationships skills, and a focus on creating a branded client experience. This role offers a competitive salary ranging from $100,000 to $275...Senior$80k - $90k
...Allworth Financial is seeking a full-time Service Administrator in Walnut Creek, CA. This role focuses on enhancing client relationships and streamlining service processes to support Financial Advisors. Ideal candidates should have over ten years in financial services...SeniorFull timeFlexible hours$104k - $168k
...begins with you. About this role: Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment... ...a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services...SeniorWork experience placementWork at officeImmediate start- Dexian seeks a Senior Universal Banker in Walnut Creek, CA, dedicated to building strong client relationships and ensuring branch excellence. This permanent role emphasizes providing tailored financial solutions and leading compliance efforts. Ideal candidates will have...SeniorPermanent employment
- ...to work by offering a unique brand of relationship banking and fostering a culture where... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial... ..., Private Bankers, and Wealth Strategists. We are part of a community bank, and...SeniorImmediate start
$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and... .... As a Business Relationship Manager Senior (BRM) Deepening banker in Business... ...banking products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork experience placementWork at office- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Walnut Creek, California, to manage a portfolio of large business clients with annual revenues exceeding $5 million. This role involves building strong client relationships, providing tailored financial...Senior
- Dexian is looking for a Senior Universal Banker/Business Banker based in Walnut Creek, California. This permanent position involves providing expert financial guidance and fostering relationships within the community. The ideal candidate will have a minimum of 3 years of...SeniorPermanent employment
- Dexian DISYS is seeking a Senior Universal Banker III in Walnut Creek, CA. This on-site position involves building client relationships and providing expert financial advice. Ideal candidates have over 3 years of retail banking experience, a strong compliance background...SeniorLocal area
$170k - $210k
...marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...Senior
- ...Hispanic Alliance for Career Enhancement is looking for a seasoned professional in San Ramon, California, to manage high-value client relationships and drive strategic decisions in a banking context. This role requires over 10 years in banking with a strong focus on account...Senior
- ...seasoned professional to manage high-value client portfolios in San Ramon, California. The role involves facilitating strong client relationships, driving business growth, and negotiating complex transactions to meet client needs. The ideal candidate will have over 10 years...Senior
$122.54k - $208.72k
SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs, provides responsive, quality...SeniorRemote work$88.8k - $165.6k
...specialty clients in the Religious non-profit sector. This position involves significant business development, maintaining key client relationships, and ensuring compliance with internal control standards. Candidates should have 5 to 7 years of relevant experience and a post-...Senior- ...Regal Executive Search Logo Website Senior Tax Manager - Tax Principal Location: 1460 Maria Lane Suite 360 Walnut Creek, CA 94596,... ...payments and state tax withholding calculations. Develop client relationships and respond to client needs. Have a thorough understanding of...SeniorWork at office
$100k - $185k
...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager... ..., assurance, IT consulting, and wealth management services to small and medium... ...Serve as the primary point of contact and relationship manager for new clients Work with the...SeniorWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Diego, and East Bay, this firm boasts a wealth of professional knowledge, talent, and personalized... ...in business development and client relationship management LEED accreditation preferred... ...sector in California Experience in a senior designer or principal role Familiarity...
$121.9k - $262.1k
...partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract... ...while serving and expanding investment relationships with existing clients by meeting with... ...drive to achieve results. Senior Investment Advisor Total Base Pay Range...SeniorBank staff- A technology company is seeking a Principal Technologist specializing in Product Security for their cloud platform. This role involves defining security architecture, leading threat assessments, and driving secure configurations. The ideal candidate has over 15 years of...Senior
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