Senior Wealth Relationship Manager
Citi
Citi in Irvine, California, is looking for a seasoned Wealth Relationship Manager to deepen relationships with affluent clients and provide tailored financial solutions. You will utilize your strong analytical and communication skills to anticipate client needs and offer a comprehensive range of services. This role requires a Bachelor’s degree, relevant FINRA registrations, and experience in financial planning. Citi provides competitive medical, dental, vision coverage, and other employee benefits. Join a company that values diversity and inclusion, offering opportunities for all qualified candidates. #J-18808-Ljbffr
$122.54k - $208.72k
*RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE * WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and...SeniorRemote work$112k - $210k
Location: 660 Newport Center Drive, Newport Beach California Job Description - Senior Relationship Manager, IPG About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners,...SeniorPermanent employmentInterim roleWork at officeFlexible hours- ...The Wealth Relationship Manager 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 subject matter and industry...SuggestedWork at office
$83.92k - $125.88k
...Overview The Wealth Relationship Manager 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 subject matter...SuggestedFull timeWork at office$83.92k - $125.88k
## Wealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredApplylocations: Irvine California United States: Temple City California United States: Arcadia California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26968140The...SuggestedFull timeWork at office$130k - $210k
...Relationship Manager II need for well-established California bank that has been in operation for over 100 years This Jobot Job is hosted by: Joseph Calabrese Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $130,000...SeniorLocal areaFlexible hours- ...A leading commercial bank is seeking a Relationship Manager in Irvine, California. This full-time position demands expertise in portfolio management and business development while providing banking solutions to commercial real estate investors. The ideal candidate will...SeniorFull time
- ...Medium is seeking a CRE Relationship Manager II in Irvine, California, to deliver a range of banking services to business clients, specifically those with complex commercial real estate needs. This role involves developing and managing a portfolio of large real estate...Senior
- ...Wilson Companies is seeking an experienced Asset and Real Estate Manager to supervise operations of multiple properties.... ...financial operations, conducting risk analyses, and managing client relationships. The right candidate will possess extensive real estate knowledge...Senior
- ...FUJIFILM Holdings America Corporation is seeking a Sr. Manager of Customer Experience to oversee an efficient customer service department. This role involves developing strategies to ensure high-quality service, managing departmental performance, and compliance across...Senior
$120k - $215k
...values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound... ...opportunity to join our team. Impact You'll Make As a Senior Manager, you'll play a leadership role in delivering complex...SeniorLocal areaFlexible hours- ...California Association of Community Managers is hiring a Sr. Assistant Property Manager in the Tustin/Santa Ana area. This role involves supporting a retail property portfolio, assisting tenants, managing compliance, and preparing financial reports. Candidates should...Senior
- ...A leading cybersecurity firm is seeking a Senior Customer Success Manager in Irvine, California. You will play a critical role in ensuring customers realize the full value of their products and services. Responsibilities include guiding customers through their journey,...SeniorRemote work
$152.9k - $208.3k
Armanino LLP is seeking a skilled accounting professional in Irvine, California, with at least 8 years of experience in accounting. The role demands leadership to direct a team on multiple clients while ensuring timely finance and accounting services. Candidates must possess...SeniorFlexible hours- ...A real estate management company in California is seeking a Property Manager to oversee properties and manage assistant staff. The role requires a minimum of 5 years experience in commercial real estate, particularly in retail, and a California Real Estate License. Responsibilities...Senior
$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements... ..., now and in the future. As a Senior Manager, you'll work as part of a team... ...and utilizing networks of client relationships Managing resource requirements and...SeniorFull timeH1bLocal areaOverseas$169.1k - $236k
...Armanino LLP is seeking a skilled Tax Senior Manager in Irvine, California. You will perform technical reviews of tax engagements, lead client engagements, and train junior staff. A minimum of 6 years in public accounting and CPA certification is required. Join a team...SeniorFlexible hours$80k - $120k
...Senior Sales Account Executive - Santa Ana/LA, Houston/TX , Irving/TX Role: Hunt & close Ocean/Air freight, Warehousing, Trucking... ...Customs Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists...SeniorLocal areaOverseas$85.2k - $102.5k
1st Commercial Realty Group is seeking a skilled Property Manager in Irvine, California. The role involves managing a portfolio including retail, office, and industrial properties. Key duties include overseeing billing, maintaining tenant relations, and ensuring property...SeniorWork at office$8k
...? Join the #VTeamLife. What you'll be doing... As a Senior Client Executive - SLED at Verizon, you'll play a key role... ...long-range strategic planning for growth of major accounts, managing C-level relationships, and providing industry-specific knowledge. You'll also...SeniorFull timeContract workTemporary workPart timeWork experience placementLocal areaShift work- ...Business Relationship Manager Senior, Government If you are customer focused, enjoy building relationships, and providing financial advice to Government clients, then a role as a Business Relationship Manager Senior, Government is for you. As a Business Relationship...SeniorWork experience placement
$152.9k - $208.3k
...provide direction to a small team (pod) of Managers and staff on multiple clients. Plan,... ...decision makers. Foster proactive working relationships with clients and cross‑functional... ...assignments. Drive staff consultant and senior consultant career and skills development...SeniorWork experience placementLocal areaFlexible hours$152.9k - $208.3k
...provide direction to small team (pod) of Managers and staff on multiple clients Plan,... ...makers Foster proactive working relationships with clients and cross-functional departments... .... Drive staff consultant and senior consultant career and skills development...SeniorContract workWork experience placementLocal areaFlexible hours- ...A housing management firm based in California seeks an experienced Asset Manager II to oversee a portfolio of affordable housing properties. The successful candidate will manage financial performance and implement strategies to ensure the value and integrity of the properties...Senior
- ...since 1990, is seeking a high-performing Senior Sales Account Executive to join our... ...and strategic outreach. Sales Pipeline Management: Build and maintain a strong sales funnel... ...generating leads, building executive-level relationships, and closing complex sales. Strong...SeniorContract workWork at officeRemote workHome office
$169.1k - $236k
## Tax Senior Manager, Real EstateApplylocations: Irvine, Californiatime type: Full timeposted on: Posted Yesterdayjob requisition id:... ...continuing to grow practice in a sustainable way* Build and solidify relationships with members of other business units within Armanino who...SeniorContract workLocal areaFlexible hours$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial... ...Building and utilizing networks of client relationships * Managing resource requirements and...SeniorH1bLocal areaOverseas- ...UHNW Wealth Advisor – Succession Mgmt. Opportunity Costa Mesa - CA We are looking... ...a succession of UHNW high-touch client relationships while still growing their network and... ...CFP or CFA who has the presentation to manage a retirement transition of these relationships...SeniorWork at office
$147k - $250k
...for sourcing and developing full banking relationships with professional developers and... .... Lead underwriting and analyst team in managing a large, complex portfolio to identify and... ...relationships. Ability to partner effectively with senior credit officers. Expert credit analysis...SeniorPermanent employmentFull timeLocal area- ...Broughton Group is seeking a Relationship Manager III to enhance client relationships and manage complex risk. This role involves setting strategies to grow sales within the Pharma & Life Sciences sector while working collaboratively with local relationship managers....SeniorLocal area
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