Senior Wealth Relationship Manager - HNW Growth & Planning
$88.4k - $132.6kCiti
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience, candidates must have strong analytical and communication skills, along with proficiency in financial software. The role offers a salary range of $88,400.00 – $132,600.00 per year plus competitive employee benefits. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager - HNW Growth & Planning in Mountain View, CA vacancy
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...SeniorHigh net worth$88.4k - $132.6k
...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...High Net Worth segment with financial planning and excellent discovery and profiling... ...Small Business Partners, Relationship Manager, etc.) Organize client events to...High net worthFull timeWork at officeCitigroup Inc
Sunnyvale, CA4 days ago- ...Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships... ...relevant US FINRA registrations. Citi provides competitive benefits and a professional growth environment. #J-18808-Ljbffr...High net worth
Citi
Santa Clara, CA10 hours ago $144k - $244k
...technology services firm seeks a Senior Client Executive-Hi-Tech in... ...California. This remote role focuses on managing multiple manufacturing clients and driving revenue growth, requiring extensive experience... ...including health insurance and a 401k plan. #J-18808-LjbffrSeniorRemote workNTT Data Americas, Inc.
Palo Alto, CA1 day ago- ...tech-enabled solutions for planning, sourcing, and fulfillment.... ...domains, processes, and change management, ensuring tailored solutions... ...a portfolio of high growth accounts. This is a consultative... ...Bristlecone’s business and relationship with the customer/client. Some...Senior
Bristlecone
Sunnyvale, CA5 days ago $90 - $120 per hour
EY is seeking a Seasonal Tax Manager for Private Client Services, focused on high-growth private clients. This role involves reviewing complex individual tax returns, income tax planning for high-net-worth individuals and families, and managing partnership and S-Corp tax...High net worthRemote jobHourly paySeasonal work$119.8k - $234.7k
...Role We're building AI-first engineering systems that power growth at Microsoft - designing, shipping, and scaling code that directly... ..., globally distributed systems (resiliency, failover, capacity planning) ~ Demonstrated experience leaning heavily on AI to accelerate...SeniorOngoing contractLocal areaMicrosoft Corporation
Mountain View, CA3 days ago$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location... ...companies, all high‑growth private companies. In... ...returns, income tax planning for high‑net‑worth... ...understanding of estate and wealth planning Experience... ...develop meaningful relationships, and an ambition to...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hoursErnst & Young Oman
Palo Alto, CA10 hours ago$150k
...unparalleled expertise. As a Relationship Manager in JPMorgan Private Client,... ...possibilities their wealth affords, leveraging the formidable... ...contributing to the dynamic growth of our business. Job responsibilities... ...and personalized planning approach. Foster and deepen...High net worthTemporary workWork at officeImmediate start- ...Grazitti Interactive Inc. is seeking a proficient Demand Generation Senior Manager to drive business growth through effective demand generation programs. This full-time hybrid role involves planning and executing multi-channel marketing campaigns to acquire qualified...SeniorFull time
Grazitti Interactive
Mountain View, CA9 hours ago - ...Family Office Advisory Senior Analyst New York,... ...across lifestyle management, investment support,... ...legal, tax, estate planning, and broader wealth advisory needs.... ...all aspects of client relationships, including lifestyle... ...and overall business growth. Serve as a reliable...SeniorHigh net worthWork at office
Russell Tobin
Sunnyvale, CA4 days ago - A boutique law firm in Palo Alto is seeking an Estate Planning Attorney to join their supportive team. This role requires a JD from an... ...compensation, comprehensive benefits, and opportunities for professional growth and mentorship within a collegial environment. #J-18808-Ljbffr...Senior
- Intuit is seeking a Group Finance Manager for their GBSG Investments Finance team in Mountain View, California. The role involves strategic planning, team coaching, and operational excellence to drive financial goals in a fast-paced tech environment. Candidates should...Senior
- Intuit Inc. is looking for a Senior Finance Manager for its Global Business Solutions Group in Mountain View, California. This role involves strategic financial planning, operational excellence, and managing a team of finance professionals. Candidates should have over...Senior
$177k - $218k
...candidate will have over 7 years of experience managing large-scale paid media campaigns,... ...on building brand awareness and driving growth marketing. This hybrid role involves collaboration... ...various teams to develop strategic media plans. The expected salary range for this full-...SeniorFull time- ...experienced Financial Analyst to lead financial planning and forecasting for the Cloud Sales team... ...to drive strategic decisions while managing complex financial modeling, budgeting,... ...role is pivotal in supporting long-term growth strategies and requires strong...SeniorFull time
$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,0... ...to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior... ...through a highly personalized planning process designed to align their wealth...SeniorHigh net worthBoutique Recruiting
Mountain View, CA1 day ago$140k - $235k
...by driving Responsible Growth and delivering for our... ..., Credit, Risk Management (FX & Derivatives), Capital... ...Investment Banking Services, Wealth Management and... ...maintaining profitable relationships, collaborating with teammates... ...experience, including planning, execution and follow...SeniorWork experience placementWork at officeShift workDay shift- ...client service team, the Wealth Management Associate is... ...cash flow, investment planning, insurance summaries... ...in-person) alongside senior advisors; assist with... ...the comparison. Our relationships with clients are professional... ...our innovation and growth. We envision a firm where...SeniorHigh net worthWork at office
ASPIRIANT LLC
Mountain View, CA20 days ago $144k - $244k
...are currently seeking a Senior Client Executive-Hi-... ...for the P&L, revenue growth, and client satisfaction... ...offerings as well as management of a diverse applications... ...client/customer relationships, implement change, and... ...develop regional account planning efforts and strategic...SeniorTemporary workWork at officeRemote workWork from homeHome officeFlexible hours- ...heart of delivering exceptional wealth management services to ultra-high net worth... ...solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance... ...to: Advisor Services, Wealth Planning & Advice, Goal‑Based planning, liabilities...SeniorHigh net worthLocal area
- ...SENIOR TAX ACCOUNTANT Venture capital firm is currently looking for a Senior Accountant... ...firm and the families associated with its managing directors, currently has twenty-two... ...fiduciary returns for the family office Planning for and preparing quarterly income tax estimates...SeniorHigh net worth
Regal Executive Search
Palo Alto, CA10 hours ago $85k - $110k
...Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research... ...for Aspiriant’s wealth planning innovation... ...and durable client relationships that enable clients... ...in wealth management and translate them... ...Commitment to continuous growth and development of...SeniorHigh net worthFull timeWork at office$130k - $173k
...Description Tax Manager – Estate, Gift & Trust... ...Client / Private Wealth practice. This... ...excellent client relationships, and real upward mobility... ...on complex tax planning matters Review... ...the work of tax seniors and staff... ...leadership on client growth and relationship expansion...High net worthPrivate practiceWork at officeRemote workFlexible hoursSolid Rock Recruiting LLC
Santa Clara, CA25 days ago- EY is seeking a Real Estate Tax Senior Manager in Palo Alto, California. In this role, you will lead diverse tax planning projects, providing essential tax advice to clients in a collaborative environment. Candidates must hold a Bachelor's degree in a relevant field and...SeniorFlexible hours
$76k - $125.3k
...technically demanding tax planning and compliance... ...international, state, and asset‑management domains. This role... ...long‑term client relationships based on tailored service... ...understanding of estate and wealth planning Experience... ...to challenge senior stakeholders Deep understanding...SeniorHigh net worthLocal areaFlexible hoursErnst & Young Oman
Palo Alto, CA10 hours ago$140k - $150k
...INTEGRATION APPLIANCE, INC. is seeking a Senior Auditor in Palo Alto, CA, to support the... ...successful candidate will assist with planning, executing, and monitoring control effectiveness... ...include collaboration with management on internal controls, leading audits, and...SeniorIntegration Appliance, Inc.
Palo Alto, CA10 hours ago$147.4k - $336.8k
...isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning projects, responsibilities and tasks for a... ...credibility as a trusted advisor Building client relationships and demonstrating your deep knowledge of...SeniorSummer holidayFlexible hours$147.4k - $336.8k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...practices. As a Real Estate Tax Senior Manager, we will look to... ...time on a variety of tax planning projects, responsibilities... ...advisor. Building client relationships and demonstrating your deep...SeniorSummer holidayFlexible hours- ...Classification: Paralegal Summary: The Senior Trusts & Estates Paralegal must have at... ...complex and high net worth estate planning, trust administration and probate. Tax background... ...to work independently and, on a team, manage their cases, and be relied on for follow-...SeniorHigh net worthHourly payRemote work
JKZ LLP
Sunnyvale, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager - HNW Growth & Planning. Be the first to apply!
Related searches
- wealth management consultant Mountain View, CA
- wealth management advisor Mountain View, CA
- wealth manager Mountain View, CA
- labor relations manager Mountain View, CA
- university relations manager Mountain View, CA
- provider relations manager Mountain View, CA
- labor relations director Mountain View, CA
- relationship director Mountain View, CA
- government relations manager Mountain View, CA
- industry relations manager Mountain View, CA