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 is looking for a Wealth Relationship Manager to deepen client relationships in the affluent and High... ...will provide tailored financial solutions and maintain compliance with regulations. The ideal candidate has 5-8 years of experience...High net worth
- ...remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on... ..., extensive knowledge of tax laws, and excellent client relationship management abilities. Competitive salary and benefits are provided...SeniorHigh net worthRemote job
- Citi is looking for a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role requires a seasoned professional who will... ...relationships, understand financial needs, and adhere to compliance regulations, while possessing strong analytical skills....Senior
- A financial services provider is seeking a seasoned Sr. Analyst for Wealth Relationship Management in San Francisco. This role aims to deepen relationships with affluent clients by anticipating their complex financial needs and providing tailored solutions. Ideal candidates...Senior
$142.56k - $222.2k
Flagstar Bank is seeking a Senior Relationship Manager for Commercial Real Estate in San Francisco. This position involves owning complex loan relationships from development to closing, while managing deal origination and maintaining a high-quality portfolio. The role requires...Senior- ...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
$135k - $160k
Side is seeking a Manager of Partner Success to manage a team and serve as the primary account owner for a portfolio of real estate partners. You will drive partner performance and retention, collaborate closely on business goals, and enhance adoption of Side’s brokerage...Senior$62.5k - $87.5k
...Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high‑net‑worth clients. Working under moderate supervision, this role operationally leads Wealth Management advisory...High net worthWork experience placement$142.56k - $222.2k
Position Title Senior Relationship Manager - Commercial Real Estate Location Miami Beach, FL 33140-3503 Job Summary As Senior Relationship Manager... ...multiple teams and a strong commitment to regulatory compliance and risk management. We’re building out our CRE specialty...SeniorWork at officeLocal area$80.5k - $135k
A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive financial advice and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's...SeniorHigh net worth$62.5k - $87.5k
Dormont Manufacturing Co in San Francisco is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors. You'll manage individual relationships with high-net-worth clients and lead advisory teams in delivering exceptional client service. The...High net worth$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...Small Business Partners, Relationship Managers, etc.). Organize client events to... ...follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC...High net worthFull timeWork at office- ...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
$63k - $88k
$63K - $88K Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals...High net worthWork experience placement$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...Small Business Partners, Relationship Manager, etc.) Organize client events to... ...follow-up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/...High net worthFull timeWork at office$112k - $168k
As a Client Service Manager, ideal candidates will have a minimum of five years experience... ...of industry regulations and compliance issues. Ideal candidates must have the capacity... ...within Client Service * Partner with Wealth Managers to understand their business and...High net worthFull timeWork at officeLocal areaMonday to FridayFlexible hours$200k - $300k
...serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree is required; advanced degrees like CFA or MBA are preferred. This full-time role offers a base salary...SeniorHigh net worthFull time$200k - $300k
...years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a CFA or MBA. The position offers a full-time salary ranging from $200,000 to $300,...SeniorHigh net worthFull time- Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in San Francisco. This seasoned professional will integrate financial... ...Responsibilities include deepening client relationships, adhering to compliance norms, and collaborating with product specialists. A...SeniorHigh net worth
- Dormont Manufacturing Co is seeking a Senior Relationship Manager to enhance client relations and drive business growth. You will act as the primary... ...for clients, facilitating access to Deutsche Bank's wealth management solutions and ensuring a high-quality client experience...Senior
- ...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
- ...Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors,... ...position combines new business generation with the potential for impactful client relationships. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorHigh net worth
- ...planning for high-net-worth clients. Responsibilities include client representation, drafting estate plans, and advising clients on wealth planning solutions. A Juris Doctor degree and California Bar admission are required. Coverage for mentorship and additional...SeniorHigh net worth
- ...Client Specialist in San Francisco, CA, to offer sophisticated wealth management services to High Net Worth and Ultra High Net Worth clients... ...skills, and a proactive approach to developing client relationships. A competitive salary and benefits package are offered. #J...SeniorHigh net worth
$133.1k - $295.67k
...engagement process and other risk management activities; lead teams of... ...Responsibilities for Senior Manager: Manage risk and... ...to develop and deepen client relationships and expand the KPMG footprint... ...information regarding KPMG's compliance with federal, state and local...SeniorFull timeLocal area- Charles Schwab seeks a Senior Banker in San Francisco to provide banking and credit solutions to Wealth Advisory clients. The candidate will collaborate with Schwab partners to develop tailored solutions, ensuring a seamless banking experience from initial contact through...SeniorHigh net worthFlexible hours
- Northern Trust in San Francisco is seeking a seasoned investment manager to oversee investment activities for high net worth clients. The role involves developing strategies, managing client portfolios, and providing leadership within the team. The ideal candidate will...SeniorHigh net worth
- ...Schwab Corporation in San Francisco is seeking a Senior Banker to provide banking and credit solutions for Schwab Wealth Advisory clients. This role focuses on... ...strong background in lending consultation and relationship building. The ideal candidate will have a minimum...SeniorHigh net worth
- ...Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth... ...We are seeking an experienced Senior Analyst to join our GC Wealth team... ...Analysts, Wealth Managers and Relationship Managers to establish strategic...SeniorHigh net worth
$220k
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits One of San... ...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
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