Senior Wealth Relationship Manager | HNW Client Solutions
Citi
Citi in San Lorenzo, California seeks a Sr. Analyst for Wealth Relationship Management to deepen affluent client relationships and deliver holistic financial solutions. You will coordinate with product specialists to align banking, credit, and investments with client goals, while maintaining strict regulatory standards. The role requires 5–8 years’ experience, strong analytical and communication skills, and FINRA registrations. #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California.... ...requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate will...Senior
$90k - $150k
...Account Manager Or Senior Account Manager Join the world's largest HVAC... ...and maintaining customer relationships, selling preventative maintenance... ...as an advisor on HVAC solutions & building automated... ...customizable products/solutions to clients Work visa sponsorship is...SeniorFor contractorsWork experience placementWork at officeLocal area- ...Executive to achieve sales revenue goals and develop valued customer relationships. In this role, you will create a sales plan, pursue new business, and collaborate with internal teams to enhance security solutions. The ideal candidate will have a minimum of 5 years in sales,...Senior
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities, and... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...advisor – from acquiring, building and managing client relationships to considering a client’s complex...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift$100k
...Services offers innovative payment processing solutions to merchants. Slice has put together a... ..., you will have a dedicated sales manager & support team, continued results-... ...Excellent verbal, written, interpersonal, relationship building and presentation skills Strong...SuggestedLocal area$145k
...Senior Leasing And Property Manager RETS Associates has been retained by our client, a privately held, family-owned real estate firm, to recruit a senior leasing and property... ...on new and renewal leasing, strong tenant relationships, and efficient property operations, while...SeniorFull timeWork at office- Daikin Applied is seeking an Account Manager or Senior Account Manager based in Hayward, California... .... The role involves developing customer relationships, selling preventative maintenance contracts, and advising on HVAC solutions. The position offers a hybrid work model...SeniorLocal area
$45 - $55 per hour
A family law firm in California is seeking an experienced Senior Paralegal to support attorneys in high-net-worth family law cases. The role requires managing legal cases, conducting research, and ensuring compliance with protocols. Candidates must have at least seven...SeniorHigh net worthHourly pay$150k - $200k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals... ...opportunities for long term wealth creation. Our talented,... ...Templeton Investment Solutions (FTIS) is a division of... ...will reflect the seniority of the position and a competitive...Work experience placementLocal area$45 - $55 per hour
Seabrook Law Offices, Inc. is seeking a Senior Paralegal to assist in managing high-net-worth family law cases in California. The successful candidate will conduct legal research, draft documents, and support attorneys throughout case management. Must have a minimum of...SeniorHigh net worthHourly pay$101.57k
...team members can thrive. Position The Senior Commercial Loan Processor/Closer functions... ...responsibility for the independent management of complex commercial loan transactions... ...status, emerging risks, and recommended solutions to lending officers, underwriters, management...SeniorFlexible hours- ...and serve as SME while providing third‑level production support. You will partner with IT and security teams to build scalable IAM solutions, guide roadmap and architecture, mentor junior staff, and work with vendors on licenses and enhancements. #J-18808-Ljbffr Ross...Senior
$45 - $55 per hour
...updates as new positions become available. Senior Paralegal – Seabrook Family Law Location... ...law, with a focus on high-net-worth clients. We are looking for an experienced Senior... ...provide critical support to attorneys in case management, legal research, document preparation,...SeniorHigh net worthHourly payFull timeImmediate start- ...Senior Project Manager BKF is a multi-service infrastructure consulting firm... ..., government, and federal clients for over 110 years. At BKF... ...Manager in our Government Solutions Group, you'll work... ...to establish strong client relationships, identify and land new work...SeniorLocal areaFlexible hours
- A leading offshore IT and software development firm seeks a candidate to manage cryptographic solutions and conduct comprehensive security assessments. Responsibilities include leading multiple GRC related tasks, designing and implementing Enterprise PKI solutions, and...Senior
- ...Empower seeks a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated high-net-worth client team in Oakland/Bay Area. You will deliver proactive, tailored financial advice, coordinate with Wealth Advisor and Client Experience Specialist...SeniorHigh net worthPrivate practice
$75k - $125k
...from CERDA-ZEIN REAL ESTATE Managing Partner at Cerda-Zein Real Estate... ...sales, we are proud of our client-first reputation, fast-paced... ...ability to manage client relationships, navigate problem-solving,... ...cerdazein.com with your resume. Seniority level Seniority level Entry...SeniorFull timeWork at officeLocal area- A technology firm is seeking a Senior Talent Acquisition Specialist to... ...design and implementation of PLM solutions. The ideal candidate will have extensive... ...communication and stakeholder management skills. This role involves understanding client needs and customizing solutions...Senior
$95k - $125k
...Description: Arcadia Management Services is looking for a Claims & Legal Manager - Residential Properties to join our exceptional... ...issues and partner with leadership to implement preventative solutions Legal & Outside Counsel Coordination Partner with outside...Work at officeLocal area- ...HR technology company in California is seeking a Senior Enterprise Sales Executive to develop new clients and enhance profitability. This role requires strong... ...to consult with clients to provide customized solutions. Candidates should have at least 7 years of experience...SeniorRemote work
- Epicor is seeking a Senior Technical Application Specialist to deliver exceptional technical support for Vision... ...document procedures, and collaborate with a fast-paced team to provide practical solutions and maintain strong customer relationships. #J-18808-Ljbffr EpicorSenior
- ...AV/IT projects and a strong commitment to delivering a fantastic customer experience. The candidate should have at least 4 years of hands-on experience and excellent communication skills to interact with clients and team members. #J-18808-Ljbffr Conference TechnologiesSenior
$108.56k - $126.65k
...Position Summary The Asset Manager is responsible for... ..., investor and lender relationships and acquisition,... ...Manager works closely with Senior Asset Manager and/or Director... ...proposed changes or solutions to achieve property’s... ...to customers, clients, and other employees of...Work at officeFlexible hours- Central Business Solutions, Inc in Newark, CA is seeking an experienced Pega Architect to lead the design and implementation of enterprise... ...expertise in Pega PRPC/Pega Platform, including BPM, case management, and decisioning, ensuring high scalability and performance of...Senior
$102.6k - $118.8k
KYOCERA Document Solutions America, Inc. is seeking an experienced Senior Sales Manager in Union City, California. In this role, you will lead a team of sales professionals to develop territories, identify prospects, and close business across office solutions. The ideal...SeniorWork at office$120.3k - $166.1k
...degree and has a quality assurance-focused mindset with over 4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a compensation range of $120,300-$166,100 and comprehensive benefits including...SeniorHigh net worth- Citigroup Inc. in San Lorenzo, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen affluent client relationships, assess complex financial needs, and offer holistic solutions with a client-first approach. You will coordinate with product specialists, conduct...Senior
- ...leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least 4...High net worthFlexible hours
- Empower is seeking a Senior Private Wealth Advisor, Practice Lead, to guide high-net-worth clients with personalized wealth strategies. You will serve as the primary contact... ...a seasoned professional with deep wealth management knowledge, exceptional communication, and a...SeniorHigh net worthPrivate practice
$70k - $80k
...Growth and delivering for our clients, teammates, communities, and... ...advice and customized solutions to clients to help them achieve... ...annuities, and banking and money managed solutions Recommends... ...Builds and nurtures strong relationships. Collaborates effectively with...Temporary workWork at officeMonday to FridayShift workDay shift
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