Senior Wealth Management Client Specialist
Citi
Citi is seeking a seasoned Client Service Officer to provide wealth management services for CITI PRIVATE BANK clients. You will manage client transactions, address inquiries, and ensure operational integrity while maintaining high client satisfaction. Ideal candidates will have 5-8 years of experience, strong analytical and communication skills, and a proven track record of client-facing roles in banking or investment operations. Citi offers competitive benefits and a supportive work environment. #J-18808-Ljbffr Citi
$68k - $120k
PowerToFly is seeking Wealth Management Associates to provide exceptional client service and support Financial Advisors in Washington, DC. This role includes cultivating relationships and assisting in portfolio management and proposal tools. The ideal candidate should...Senior$94k - $141k
Citigroup Inc. in Washington DC is seeking a Client Service Officer to deliver wealth management services to CITI PRIVATE BANK clients. This role requires strong analytical and communication skills as well as a solid understanding of banking products. Candidates should...Senior- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank. The role requires over 15 years of experience in Private Banking or Financial Services, a Bachelor...Senior
- Bank of America in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over 12 years of experience in private banking or complex financial services. Your main tasks will...Senior
$100k
...Senior Wealth Advisor The Baldwin Group Wealth Advisors, LLC is an... ...continued growth, the Wealth Management division currently has an opening... ..., you will build and deepen client relationships, deliver... ...coordinating with internal specialists in wealth, retirement, and insurance...SeniorContract work- ...Senior Financial Consultant--Wealth Management This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively...SeniorBank staffWork at officeLocal area
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1b$124k - $335k
...Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs,...SeniorFull timeH1bLocal area$128.1k - $213.5k
...Broughton Group is seeking a Sales Lead for Wealth Management, based in Baltimore, MD. This role is accountable for a revenue goal through client acquisition and retention, while delivering comprehensive solutions to clients. Responsibilities include managing the client...Senior$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b$124k - $335k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...provide you with the opportunity to help our clients meet their tax obligations while... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team...SeniorFull timeH1bLocal areaOverseas$76k - $125.3k
...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...seeking an AVP, Advisor to craft tailored investment strategies and manage client engagements. This role involves executing complex financial... ...environment. The ideal candidate will have over 5 years in wealth management and strong problem-solving skills, along with the ability...Senior
- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning... ...compliance with KYC/AML regulations and effectively manage client interactions to provide a positive experience....Senior
$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...compliance and consulting work for clients. The objective is to work alongside...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business...Senior
- A reputable wealth management firm in Virginia is seeking a Senior Financial Planner to serve as a technical expert and strategic partner. This role involves producing... ...a 401(k) retirement plan. Join a collaborative team dedicated to client success. #J-18808-Ljbffr Bogart WealthSenior
$125.4k - $181.88k
...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a... ...vital role in helping high net worth clients achieve long-term financial... ...Advisor and a Client Experience Specialist. While not a people management position, this role will set the...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- A wealth management platform is seeking an experienced Financial Planner in McLean, VA. You will craft financial plans, advise clients on their financial goals, and collaborate with our product team on new tools. The ideal candidate has 4-8+ years in financial services...Senior
$100k
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a...Senior$175k - $215k
...Summary AIPAC seeks a Principal Giving Senior Director responsible for operationalizing... ...Senior Vice President, Transformational Wealth, The Senior Director will focus on developing... ...that drive retention and acquisition. Manage Executive Team fundraising and liase with...SeniorContract workWork at officeRemote work2 days per week- United Bank seeks a dedicated professional to support Relationship Managers in relationship management and account administration. The role... ...transaction processing, account maintenance, and facilitating client meetings, requiring strong organizational and communication...Work at office
- Bank of America is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify new client opportunities, and foster relationships to deliver a branded client experience. The ideal candidate possesses...Senior
- J.P. Morgan Wealth Management - Private Client Advisor - Northern Virginia (Multiple Locations) Manassas, VA, United States Job Information Job Identification 210654787 Job Category Advisors Business Unit Consumer & Community Banking Posting Date 08/07/2025, 11:34...Full time
$170k - $210k
Slalom is looking for a Technology Solutions Leader (Senior Principal) to join their DC-Cheasapeake Market. The role involves engaging with clients, leading technical deliveries, and driving business development efforts. The ideal candidate will have over 10 years of consulting...Senior- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit & Philanthropy...Senior
$18.7 - $22 per hour
A healthcare solutions provider is seeking a Senior Representative for Customer Service Operations, offering a fully remote role. Responsibilities include assisting with medical order placements and providing outstanding customer service to nurses regarding complex orders...SeniorRemote jobHourly payFlexible hours- ...initiatives. About the Role Meucci is seeking an experienced senior leader to serve as Principal Investigator/Program Director for... ...and public‑serving institutions, and who brings credibility in managing complex, coordination‑heavy efforts where success depends on...Senior
- ...United Bank is hiring a Fiduciary Wealth Advisor in Washington, DC. This role involves managing fiduciary accounts and serving as the relationship manager for diverse clients, including estates and trusts. The ideal candidate will have a strong understanding of wealth...Senior
- ...in Washington, D.C. to leverage your sales expertise in health, wealth, and career solutions, focusing on large market group health... ...creating sales proposals, and building strategic relationships with clients. Requirements include a BA/BS and over 10 years in benefits...Senior
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