Senior Wealth Relationship Strategist
Citigroup Inc
Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the Branch. This role delivers advanced financial planning, builds deep client relationships, and coordinates with product specialists to offer holistic solutions. It emphasizes compliant, high-quality client service and leadership within teams. The position requires FINRA registrations and mortgage licensing readiness, with bilingual preferences for Mandarin. #J-18808-Ljbffr
- ...Citi’s Wealth Relationship Management team in Temple City, CA seeks a Sr. Analyst SAFE Act to deepen affluent client relationships. You will tailor comprehensive banking, credit and investment solutions, guided by product specialists, while maintaining compliant, high‑...Senior
$150k - $175k
...Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the... ...preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we...SuggestedWork experience placementWork at officeLocal areaFlexible hours$150k - $175k
...Overview Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Experience level: Senior. Salary range: $150,000 - $175,000 per year. Responsibilities Lead client relationships and provide tailored wealth management services...SuggestedWork experience placementWork at officeFlexible hours$150k - $175k
Wealth Strategist / Advisor Salary: $150,000 - $175,000 per year. Job Details 3+ years of work experience (preferably with an RIA) CFP designation Led client relationships in previous role Benefits Competitive Base Salary Competitive Bonus and Options Package Complete...SuggestedWork experience placementLocal areaFlexible hours- ...Citi is seeking a Wealth Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement...Senior
- ...A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. About AWM Capital AWM exists to serve...Work at office
$122.54k - $208.72k
...City National Bank in Pasadena is seeking a Relationship Manager Senior CB to develop and manage commercial client relationships. You will present a variety of product solutions to clients. The ideal candidate will have a Bachelor's Degree, at least 5 years of lending...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$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- ...distribution channel advisor to help Schneider Innovations open new distributor channels for our glove and PPE product lines. This is a relationship-driven opportunity for someone who already has relevant distributor contacts and understands how suppliers get considered,...SeniorContract work
$200k - $275k
...their top tier partner! If you are a Senior Tax Manager looking for a clear path to... ...clients while actively developing new client relationships. 4. Support a wide variety of clients... ...and upside while building real wealth faster We offer relocation assistance...SeniorLocal areaRelocationRelocation package- ...Description UCLA Health is seeking a dedicated Senior Care Physician to join our innovative Senior Care Model clinic in Encino. This... ...City to Work In." North of the Valley, Santa Clarita is home to a wealth of dining and shopping spots, not to mention Six Flags Magic...Senior
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...us to expand to different markets and we are in need of a Tax Senior to be at the center of our business needs in the Long Beach, CA... ...Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true...SeniorWork at officeLocal area
$25 - $31.37 per hour
...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...SeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift- A leading financial services company in El Monte, California, is seeking an experienced Accounting Supervisor to oversee the accounting teams and maintain financial compliance. You will support the Accounting Manager with reporting, supervise accounting procedures, and...Senior
$150k - $219k
...programs in hit-to-lead and/or lead optimization. Interpret large sets of potency, ADME and DMPK data to uncover structure-activity relationships. Optimize the properties for molecules across multiple series for in-vivo exposure and efficacy. Work closely with Machine...Senior$25.97 - $31.75 per hour
...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self‑service or transactional activities, and providing exceptional client...SeniorHourly payWork at officeShift workWeekend workDay shift- Gibralter Border Barriers is looking for a Project Manager in South El Monte, California. The successful candidate will oversee planning, execution, financial management, and the overall success of heavy civil construction projects while ensuring compliance with safety...Senior
$159k
...Job Category: Business Operations / Strategy Job Level: Senior Manager Business Unit: Strategy & Growth Work Type: Hybrid... ...and fostering a collaborative environment by building strong relationships across diverse teams. The selected candidate must live within...SeniorContract workWork experience placementWork at officeFlexible hours2 days per week3 days per week$80k - $96k
...P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) The P&C Commercial Line Senior Sales Agent is responsible for identifying... ...products. The Sr Sales Agent will build and maintain client relationships, provide tailored risk management solutions, and contribute to...Senior- ...Revolution Become a Integrated Disability/Absence Management Senior Manager at Southern California Edison (SCE) and build a better... ...updates to programs, policies, and procedures. Manages vendor relationships and supports the selection of service providers to ensure program...SeniorWork experience placementLocal areaRemote workRelocation
$90k - $185k
...many options. You can bring your experience to our mid-level and senior roles, or step into a principal engineer position where you’ll... ...Cultivate Strong Client Connections: Build trust and lasting relationships through clear communication, professional engagement, and the...SeniorFull timeTemporary workPart timeRemote work$80.6k - $129.8k
...A consulting firm specializing in paleontology is seeking a Senior Paleontologist in Monrovia, California. In this role, you will manage projects, oversee field teams, and mentor junior staff while ensuring compliance with various regulations. Candidates should have a...Senior$70k - $110k
A leading IT services provider in El Monte, CA, is seeking a Sr. IT Auditor to manage audit processes and improve internal controls. This role demands a Bachelor's degree and 3+ years in IT/IS audit. Strong knowledge of IT systems and regulatory environments, coupled with...SeniorRemote work- ...Overview Join the Clean Energy Revolution. Become a Cybersecurity Senior Advisor at Southern California Edison (SCE) and build a better... ...‑compliance to information security standards. Foster strong relationships with senior leaders and stakeholders to understand and map out...SeniorRemote workRelocation
- Trident Consulting is seeking a " Senior Cybersecurity Consultant " for one of our client in " Rosemead, CA " A global leader in business... ..., business direction, and architecture gaps Fosters strong relationships with senior leaders and stakeholders to understand and map...SeniorFull timeContract workRemote workMonday to Friday
$119.48k - $175.71k
...project objectives. May lead one or more projects while providing guidance for other lead engineers within the programme. Maintain relationships with project management and client to ensure satisfaction with the quality and progress of the project. Communicate effectively...SeniorLocal area- ...Summary of Job Description A Senior Software Engineer focuses on the server‑side logic and infrastructure of web applications or software... ...development, and vendors to build and maintain effective relationships and partnerships. How we reward you Hybrid remote schedule 401...SeniorLocal areaRemote work
- AHMC HealthCare in South El Monte is seeking a Controller to oversee financial management, including preparing financial statements and managing payroll and accounts payable. The ideal candidate will have a Bachelor's in accounting and 5-7 years of accounting experience...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!

