Senior Private Wealth Relationship Manager
Citigroup Inc.
Citigroup Inc. in Rockville, MD is seeking a Senior Analyst for Wealth Relationship Management (Branch) to build and deepen client relationships among affluent and high-net-worth clients, delivering holistic financial planning and tailored investment and banking solutions. You will collaborate with product specialists, coordinate across teams, and maintain strong compliance with KYC/AML and regulatory standards, including FINRA requirements and SAFE Act mortgage originator duties. #J-18808-Ljbffr Citigroup Inc.
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in Rockville, Maryland. This role involves applying in-depth disciplinary knowledge to improve processes and workflows and requires strong analytical and communication skills. The Sr. Analyst...Senior
- ...Alternative Investments practice, the Tax Senior Manager will assist in providing tax... ...consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate... ...for projectsBuilds and manages client relationships; assists in developing new clients and...SeniorPrivateWork at office
- ...established, publicly traded real estate investment firm is seeking a Senior Managing Director to join its leadership team and drive the growth of... ...experience in commercial real estate, finance, or private equity. Extensive experience acquiring and managing industrial...SeniorPrivateWork at office
$83.92k - $125.88k
...2026-07-15Location: Rockville, Maryland, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to...SuggestedFull timeWork at office$83.92k - $125.88k
...StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding...SuggestedFull timeWork at office$90k
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region page... ...Commercial Insurance and Risk Management, Private Insurance and Risk Management,... ...assists in the coordination of carrier relationships on behalf of CRMG by leading the service...SeniorPrivateContract workWork at officeLocal areaRemote work3 days per week- ...Senior Enterprise Account Executive Behavox is a cloud-... ...platform for global banks, asset managers, hedge funds, private equity firms, insurance... ...Markets, Asset and Wealth Management, Private Equity... ...maintaining durable executive relationships across complex stakeholder...SeniorPrivateContract workWork at officeImmediate startWorldwide2 days per week
- DescriptionTax Senior / Tax Manager - Family Office | Rockville, MD (on-site)Are you a tax professional who enjoys variety, high-touch client... ...follow-ups to ensure timely execution.Potentially assist with private equity tax compliance matters.Why This RoleUnique...SeniorPrivateWork at officeImmediate startFlexible hours
$135k
...delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit... ...functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and...SeniorPrivateFull timeContract work- Overview The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates...
$120k - $125k
...investment, development, brokerage and property management. Our experience spans diverse property... ...for clients.POSITION SUMMARY:The Senior Property Manager is responsible for all... ...activities to managing important relationships with our tenants, property owners and vendors...SeniorFull timeContract workWork at officeLocal areaRemote workShift work- Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Wealth Management team. You will partner with Wealth Advisors to ensure commitments are met with precision, facilitating strong client engagement and retention. The role emphasizes...
$143.1k - $238.5k
...'s commercial banking by building, developing and managing new and existing Middle Market client relationships with companies with revenue between $25 -100 million... ...Retail Relationship Managers, Fulton Partners and Senior Leadership.Keep sales platform consistently...SeniorFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- BDO USA is seeking a Tax Manager in Maryland to support the Alternative Investments practice... ...and consulting for venture capital, private equity, hedge funds, and real estate clients... ..., manage engagements, and build client relationships while ensuring regulatory compliance....SeniorPrivate
- ...seeking a Client Development Manager with 6-10 years of AEC-focused... ...lines. This role focuses on relationship development, opportunity creation... ...in targeted public- and private-sector markets throughout the... ...lines• Direct collaboration with senior leadership• Long-term...PrivateFull timeTemporary workWork at office
- ...Senior Property ManagerFounded in 1996, Stream Realty Partners (Stream) began with a vision. Not one focused on bricks and mortar, but... ...and impactful career.Position OverviewThe Senior Property Manager oversees all operations of a commercial property or portfolio of...SeniorWork at officeFlexible hours
- ...Chesapeake Search Partners is seeking a Senior Financial Planning & Analysis Specialist to join our client in Rockville, MD. This role... ...Experience supporting a growing, multi-entity organization; private equity-backed experience is a plus Experience with ERP and/or FP...SeniorPrivate
- ...and advisory firm located in Rockville, Maryland, is seeking a Senior Accounting Associate to join its Real Estate Client Accounting... ...team. This role requires 3-5 years of experience in public or private accounting and offers opportunities for professional growth within...SeniorPrivateRemote job
- Behavioral Framework LLC, a private equity-backed ABA therapy provider, seeks a Financial Planning & Analysis Manager in Rockville, MD. This hybrid role supports the CFO, leads... ...geography, support M&A diligence, and work with senior leadership to drive faster, more informed...SeniorPrivate
$120k - $143k
...Savantage Solutions is seeking a Senior Auditor to join our professional services team... ...supporting a government agency’s financial management program. This individual contributor... ...with organizations in both the public and private sectors to achieve innovative solutions...SeniorPrivateWork at office- A leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required qualifications...
- ...renovation of housing; obtain financial assistance from any public or private source to assist its housing activities; and arrange for social services, resident services and daycare.The Regional Property Manager is a professional position responsible for monitoring and...PrivateWork at officeLocal area
$127.1k - $156.55k
...environment.Brief Job Overview USP is seeking a dynamic Senior Customer Success Manager to join our Medicine Supply Map team. This role focuses... ...achieved. This role requires a strong ability to build trusted relationships, translate data into actionable insights, and guide...SeniorFull timeWork at officeRemote workWorldwide$192.5k - $275k
...involving AI services Building strong relationships with technical leaders at Zscaler... ...but not limited to public AI services, private LLM deployments, agent frameworks, agent... ...support cutting-edge technologies while managing priorities across multiple projects ~...SeniorPrivateFull timeWork experience placementWork at officeLocal areaRemote work$150k - $200k
...Director of Finance to lead financial planning, analysis, and reporting within their family-owned real estate firm. This role will manage complex financial structures and collaborate closely with leadership to drive informed business decisions. The ideal candidate will...Senior- ...Senior.NET DeveloperWe are seeking a Senior.NET Developer with strong Microsoft Azure... ...including App Services, Functions, API Management, Service Bus, Azure SQL, Azure OpenAI, and... ...to organizations in both the public and private sectors since 2001. We are known for delivering...SeniorPrivate
- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing... ...a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and... ...ProSidian Consulting at DescriptionThe Senior ManagerPurchase Card Program Support is...SeniorPrivateContract workFor contractorsWork experience placementWork at office
$105.4k - $207.8k
...ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible... ...separation engagements for corporate and private equity clientsAnalyzing financial,... ...with cross-functional teams to manage deliverables, track milestones, and support...SeniorPrivateLocal areaVisa sponsorship$127.1k - $156.55k
The Senior Stakeholder Engagement Manager is a strategic and implementation position within the Convention and Stakeholder Engagement department of... ...MD headquarters. Responsibilities Build and sustain relationships with stakeholder organizations, including patient...SeniorFull timeWork at officeWorldwideFlexible hoursShift work- ...Job Description We are seeking a senior, business-facing Business Analyst to lead requirements... ..., burndown, throughput). Delivery Management & Stakeholder Communication: Own the... ...how we collect, keep, and process your private information, please review Insight Global...SeniorPrivate
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