Senior Wealth & Investment Sales Leader
$176.72k - $265.08kCitigroup Inc
Citigroup Inc. is looking for an Investment Sales Sr. Lead in New York City to manage investment products and drive sales initiatives. The role includes educating Bankers and Investment Counselors, attending client meetings, and influencing internal discussions with expertise. Candidates should have over 10 years of experience in investment products, be FINRA licensed, and possess strong sales skills. The position offers competitive benefits and a salary range of $176,720.00 - $265,080.00. #J-18808-Ljbffr
- ...Wealth - Investment Sales Senior Lead - Senior Vice President Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity...Senior
- ...A forward-thinking wealth management company based in New York is seeking a Senior Wealth Advisor. The ideal candidate will have 4-6+ years of experience in wealth... ...be responsible for client communication and investment consultations. This role offers a unique opportunity...Senior
- ...Charles Schwab in New York is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build lasting client relationships while guiding them on their financial journeys. Required qualifications include...Senior
$70k
...Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior$70k
...A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential...SeniorFull time- ...Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial...SeniorFull time
- ...Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
$120k - $150k
...Virtus Investment Partners, Inc seeks a seasoned professional to provide comprehensive wealth management and financial planning services. The role involves partnering with the BDO to enhance client experiences and develop strategies for high-net-worth clients. Candidates...Senior$70k
...A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ...a Senior Advisor/Banker who leads with investments. Responsibilities: Manage,... ...degree with 7+ years' experience in the wealth management industry as either a...Senior$250k - $300k
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships... ...should have over 12 years of experience in wealth advisory or client management, demonstrating...Senior- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
$220k - $350k
Dormont Manufacturing Co is seeking an Investment Manager to serve as a strategic advisor on clients' investment needs. In this hybrid role... ...address the investment capabilities offered by Deutsche Bank Wealth Management. The ideal candidate will have a Bachelor’s Degree,...Senior- ...provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of...Senior
$170k - $300k
...Inc. is seeking a Products Distribution Senior Group Manager in New York. This critical... ...role involves strategic partnership with investment teams to enhance product offerings for... ...relevant experience and a strong background in Wealth Management. The role offers a full-time...SeniorFull time- ...A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering... ...strong communication and problem-solving abilities alongside investment advisory qualifications. Competitive salary and benefits...SeniorFull time
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services... ...advisor will build and deepen client relationships and provide investment advice. Candidates should possess a degree, licenses in the securities...SeniorFull time- A premium wealth management firm in New York seeks a Senior Associate/Manager to partner with client service leads. This role involves delivering financial plans and investment advice to high-net-worth clients, requiring 2-5 years of experience and a commitment to professional...Senior
$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years...Senior$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment industry experience and a Series 65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between...Senior
$250k - $300k
...seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role involves engaging with sales teams, analyzing market dynamics, and innovating for business development. The...Senior- ...is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private... ...new business, and advising clients on their investment strategies. The ideal candidate will have proven sales success and strong business acumen while maintaining...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... ...thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships in...Senior
- ...institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families... ...business, and advising on all aspects of wealth planning and investment management. International travel is required, making this a...Senior
$170.5k - $284.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client... ...for leading the development of sales strategies to grow client base . Promote...SeniorTemporary workWork experience placement- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...planning, access to institutional quality investments, life and legacy planning, and impact... ...looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you... ...expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to improve how the...SeniorRemote work
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ..., the firm provides comprehensive in‐house services spanning investment management, advanced tax planning, and multi‐generational...SeniorFull timeWork at officeRemote workFlexible hours$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...in understanding and defining their financial planning and investment needs and objectives. Review and analyze a client's...SeniorWork at officeImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Investment Sales Leader. Be the first to apply!
- sales leader New York, NY
- sales team manager New York, NY
- part time sales leads generator New York, NY
- sales lead New York, NY
- full time sales lead New York, NY
- senior cost analyst New York, NY
- senior computer engineer New York, NY
- senior electrical estimator New York, NY
- senior process manager New York, NY
- senior development engineer New York, NY

