Senior Wealth Relationship Manager - HNW & Compliance
$88.4k - $132.6kCiti Group
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates should possess 5-8 years of experience, strong analytical skills, and relevant US FINRA registrations. Competitive salary range of $88,400 - $132,600 along with generous benefits including medical coverage, 401(k), and paid time off. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial... ...product specialists, maintain regulatory compliance (KYC/AML), and drive referrals and events to...SeniorHigh net worth
- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...SeniorHigh net worth
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...Management leadership, relationship teams, and investment professionals... ...experience with HNW or UHNW client... ...acquisition objectives.Maintain compliance with applicable regulatory...SeniorHigh net worthFull timeWork experience placementWork at office
$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...Small Business Partners, Relationship Manager, etc.)Organize client events to... ...follow-up and adhere to all Regulatory and Compliance operating procedures.Ensure that KYC/AML...High net worthFull timeWork at office$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...Small Business Partners, Relationship Manager, etc.)Organize client events to... ...follow-up and adhere to all Regulatory and Compliance operating procedures.Ensure that KYC/AML...High net worthFull timeWork at office- Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage... ...strong communication. You will help onboard new clients, manage relationships, and support trading and reporting processes while #J-1880...SeniorHigh net worth
- In compliance with applicable laws, HSBC is committed to employing... ...with current and potential Wealth customers and recommend appropriate... ...network for additional relationship opportunities while maintaining... ...relevant to wealth management. Strong client focus and ability...High net worthLocal area
$173k - $231.87k
...Consider joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San... ...industry-focused tax advisory and compliance services to middle market clients. You... ...you get your work done and meaningful relationships with clients, teammates and leadership...SeniorHigh net worthFull timeLocal areaWorldwide- ...net worth private clients implement and manage custom investment portfolios that generate... ...global presence, local expertise, and relationships with the top global investment managers... ...systems. • Provide regular updates to senior leadership on client retention, new business...SeniorHigh net worthWork at officeLocal areaWorldwide
- ...| HYBRID | CONFIDENTIAL SEARCH Confidential Search Solutions (CSS) is conducting a confidential search for a Senior Manager, Regulatory Compliance – Payments & Money Movement on behalf of a leading payroll, benefits, HCM, compliance, and financial services organization...SeniorFull timeContract workTemporary workImmediate start
- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities... ...tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax...SeniorHigh net worthWork at office
$220k
...HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of... ...independent CPA firms is looking for a Senior Tax Manager with a clear path to partnership. They... ...you've been developing your own client relationships or have portability, they want to hear...SeniorHigh net worth- ...experience. Responsibilities include onboarding clients, providing investment and tax planning advice, and managing client relationships. The role offers a competitive salary, full benefits, and the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSeniorHigh net worth
- ...optimize client outcomes Collaborate with Managers and Directors on client deliverables and... ...contact for clients, maintaining strong relationships and delivering exceptional service Stay... ...taxation Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough clients...SeniorHigh net worthLocal area
- Jobtailor in San Francisco seeks an experienced tax planning and consulting leader to serve high-net-worth individuals, multi-generational families, and their investment entities. You will oversee complex return reviews and lead multiple engagements focused on proactive...High net worth
- ...bank with a devoted team of relationship managers serving many sophisticated U... ...overview: The Managing Director –Senior Private Banker is... ...focuses on providing customized wealth management, investment solutions... ...referral generation within HNW/UHNW segments. Proven...SeniorHigh net worthWork at office
$140k - $160k
...services company specializing in program management, project management, cost management... ...DescriptionAMCL is looking to recruit a Senior Asset Management Consultant to lead and... ...professionalism, establishes rapport and builds relationships with teammates and external clients...SeniorFull timeFlexible hours$119k - $299.93k
...SummaryThe OpportunityAs a Digital Assets Senior Manager within our Assurance practice, you... ...stakeholders. You will focus on evaluating compliance with regulations, assessing governance... ...- Excelling in client management and relationship building within banking and capital...SeniorFull timeH1b$344k - $411k
...'s the opportunity? Fin is transforming how businesses build relationships with their customers by embedding AI deeply into our platform... ...to build, scale, and evolve a team of Mid-Market Relationship Managers. This role is ideal for someone who excels at developing high...SeniorWork at officeLocal areaWork from homeFlexible hours3 days per week- ...POSITION SUMMARY:The Property Manager is responsible for all... ...activities to managing important relationships with our tenants, property... ...lease administration.Ensure compliance with Property Management Policies... ...or projects as assigned by Senior Leadership and the Client/...SeniorFull timeContract workRemote workShift work
- Mercer Advisors in San Francisco, CA is seeking a Relationship Manager to elevate client service delivery within Wealth Management. The RM collaborates with Wealth Advisors to implement service commitments with precision and care across client engagements. The role focuses...
$80.5k - $135k
East West Bank is looking for a Premier Relationship Manager to provide professional financial advice and support clients' needs. This role includes driving client acquisition and collaborating with internal teams to enhance client experience. The ideal candidate will...$150k - $175k
...succeed in every stage of life.Our Newest Opportunity: The Senior Client Relationship Manager partners closely with Plan Advisors and internal... ...follow-through.Research client inquiries regarding plan compliance and operations, proactively leveraging internal resources...SeniorFull timeLocal area$143.4k - $216.9k
...RoleThe REWS Strategic Initiatives Sr. Manager will be a key member of the Strategic Initiatives... ...levels of the organization, including senior executive sponsors* Leverage existing... ...projects* Create and maintain positive relationships across REWS and our cross-functional...SeniorFull timeFlexible hours$270k - $320k
...Crusoe.About This RoleCrusoe is seeking a Senior Director, Real Estate Strategy &... ...markets.In this capacity, you will not just manage projects; you will orchestrate the commercial... ...Stewardship: Monitor the health and compliance of existing JV and financing arrangements...SeniorTemporary workWork at officeRelocation$176.6k - $238.9k
...highly skilled and versatile Engagement Manager (EM) to join our team and lead the delivery... ...credibility with engineering teams and senior technical decision-makersAmazon is an... ...may have a direct, adverse, and negative relationship with some of the material job duties of...SeniorLocal areaWorldwideFlexible hours$140k - $160k
...Senior Asset Management Consultant AMCL, a Turner & Townsend Company, is looking to recruit a Senior Asset Management Consultant to lead... ...acts with professionalism, establishes rapport and builds relationships with teammates and external clients based on trust and integrity...SeniorFull timeFlexible hours$150k - $190k
About the RoleWe’re looking for a Senior Customer Success Manager who is energized by the challenge of scaling new go-to-market motions and driving... ...tools—and are passionate about building long-term relationships that lead to outsized outcomes.While we are headquartered...SeniorFull timeWork at officeRemote work$190k - $220k
...About the job Senior Tax Manager A sophisticated tax, accounting... ...exposure to complex partnerships, HNW individuals, multi-... ...This isn't a high-volume compliance shop. You'll own sophisticated... ...professionals supporting those relationships. What makes this one...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hours- ...Senior Asset Manager145 Taylor St, San Francisco, CA 94102OverviewSalary... ...of the Director of Asset Management, the Senior Asset Manager is... ...financial risk by ensuring compliance with third party... ...information to and maintain excellent relationships with lenders, investors, and...SeniorFull timeContract workRelocationShift work
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