Senior Wealth Relationship Strategist
Citigroup Inc
Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending, and investment products. The role requires strong analytical and communication skills, FINRA registration, mortgage origination compliance, and the ability to lead, coach, and coordinate with product specialists to deepen wallet #J-18808-Ljbffr
- ...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning. You will leverage deep product knowledge and a client-centric approach to deepen...Senior
$117k - $175k
...Senior Credit Underwriter At Bank of America, we are guided by a common purpose to help make financial lives better... ...Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan...SeniorWork at officeShift workDay shift$10 per hour
...you are customer focused, enjoy building relationships and providing financial advice to your... ...you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...SeniorWork experience placementWork at office- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Westlake Village, California... ...Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports...SeniorWork at officeShift workDay shift
$10 per hour
...Business Relationship Manager Senior (BRM) Acquisition Banker If you are customer focused, enjoy building relationships and providing financial... ...internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities...SeniorWork experience placementWork at office$85k - $120k
...Leverage communication channels to enhance relationships with clients Maintain management systems... ...all the firm has to offer. As a senior registered client associate, you’ll play... ...About Us UBS is a leading and truly global wealth manager and the leading universal bank in...SeniorFull timeWork at officeFlexible hours- ...Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking...SeniorWeekend work
$32.5 - $36 per hour
...from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving...SeniorSeasonal workLocal area- ...Senior Field Representative, Field Services Support Services and repairs a variety of office equipment at customer locations, usually... ...products. Manages territory, inventory, and customer relationships. As a specialist, provides 2nd level technical support to other...SeniorContract workWork at officeShift work
$104.5k - $193.5k
...ask for an accommodation or an alternative application process. Senior Specialist, Program Management Full Time Simi Valley, CA, US 5... .... Additionally, you will be responsible for building customer relationships, identifying and qualifying multi-million dollar pipelines,...SeniorFull timeContract workFor contractorsLocal areaImmediate startFlexible hours- ...AeroVironment, Inc. in Simi Valley, CA, is seeking an Executive Assistant to senior-level management to provide comprehensive administrative support. You will manage calendars, coordinate meetings and travel, and prepare agendas and documents. This role requires discretion...Senior
- California applicants: Please click here to review the Costco Applicant Privacy Notice. The jobs listed are examples of the typical kinds of positions that Costco may hire for when openings exist. The listing does not mean that any positions are currently open or available...SeniorTemporary work
- ...is committed to providing compassionate, respectful care while fostering a supportive workplace for our team members. At Sunrise Senior Living, we champion the quality of life for all seniors. As a Dining Server, you provide timely, professional meal service while...SeniorShift work
$102.71k - $156.55k
...Summary AeroVironment is seeking a highly skilled and experienced Senior Supplier Quality Engineer to join our dynamic team. As a... ...will collaborate with cross-functional teams, build strong relationships with suppliers, and implement effective quality control measures...SeniorPermanent employmentFull timeContract workWork experience placementWork at office- ...is committed to providing compassionate, respectful care while fostering a supportive workplace for our team members. At Sunrise Senior Living, we champion the quality of life for all seniors. As a Maintenance Assistant, you help maintain a safe, clean, and well-...Senior
- ...Senior Process Engineer Visium Resources has been asked to identify qualified candidates for this Senior Process Engineer position... ...validation phases. Client-management (maintain key Client relationships in support of business development and pursuit of new work),...SeniorFor contractors
- ...definition and analysis. Experience in system configuration design and technology cost‑benefit analysis. Ability to manage client relationships and communicate with impact. Qualifications Bachelor’s degree, preferably in computer science, MIS, finance, accounting, or...SeniorFlexible hours
$17.5 per hour
...freshness and quality.Assemble customers' on-line orders, process coupons and payment, and de... Show more $104,500.00 yearly Full-time Senior Specialist, Program Management.Location: Simi Valley, CA (This role is 100% onsite).Employees work 9 out of every 14 days totaling...SeniorHourly payPermanent employmentFull timeContract workWork from homeNight shift$63.85 - $84.22 per hour
...& Medical Pharmacology is actively recruiting an experienced Senior Nuclear Medicine Technologist to play a critical role in advancing... ...team by establishing and maintaining cooperative working relationships with physicians, medical staff, patients, and the public. Ability...SeniorHourly payFull timeWork experience placementShift workRotating shift- ...Mobile Clock In/Out • Access to Paycheck Advances • Serve Seniors Close to Home - in Your Own Community • Paid Travel Time & Mileage... ...• Leadership Development Opportunities • Meaningful Relationships That Make a Real Difference At Right at Home Calabasas...SeniorBi-weekly payLocal areaImmediate startFlexible hours
- Job Title: Senior Research Operations Associate Location: Thousand Oaks, CA (Onsite) Job Summary Join our team as a Senior Research... ...quickly. More importantly, we focus on building long-term relationships, not transactions. Putting people first is just what we do well...Senior
- ...Why Join Sunrise Senior Living At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. At Sunrise Senior Living, we champion the quality of...SeniorShift work
$162k - $191k
...Responsibilities This is not a back-office PM role. As a Senior Project Manager in our Government Solutions Group, you’ll work... ...for new Senior Project Managers is to establish strong client relationships, identify and land new work, and hire team members to execute...SeniorWork at officeLocal areaFlexible hours$120 - $150 per hour
...inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. What we offer you At EY, we’ll develop...SeniorHourly paySeasonal workLocal areaRemote workFlexible hours$140k - $180k
...you! The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth individuals... ...and family offices, capable of managing multiple client relationships and advising on income, trust, estate, and gift tax matters....SeniorWork at officeRemote workHome office2 days per week$120.2k - $160.27k
...that are free of surprises. We are currently looking for a Senior Scheduler to join our team onsite in Thousand Oaks, CA. In this... ...communicate and collaborate with team members and clients. Build relationships with peers, leaders, and clients. Proactively participate in...SeniorFull timeTemporary workFor contractorsLocal area- Please note: This is a fully onsite position. The selected candidate will be required to work in person at our Simi Valley, CA office during standard business hours. Looking for an individual to develop, review, modify, and negotiate proposals and contracts; interface ...SeniorContract workFor subcontractorWork at office
$171.6k - $392.1k
...Location: Anywhere in Country Senior Manager – Oracle Services Senior Manager role in EY’s Oracle Services Technology practice. You... ...Key Responsibilities Lead engagement delivery and manage client relationships on a daily basis. Lead and support pursuit and proposal...SeniorFlexible hoursShift work- ...Maintenance Assistant At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. As a Maintenance Assistant, you help maintain a safe, clean, and...SeniorShift work
$140k - $185k
...also reviews related income tax workpapers Leads teams of seniors and staff accountants Oversees planning and scheduling of engagements... ...and new clients Develops and maintains strong client relationships with client personnel and prospective clients Works closely...SeniorWork at officeRemote work
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