Senior Wealth Relationship Manager
$83.92k - $125.88kCiti Group
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions. The ideal candidate will have 5-8 years of experience, strong analytical and communication skills, and necessary FINRA registrations. The role requires compliance with various regulations and offers a full-time position with a competitive salary range of $83,920 to $125,880 plus benefits. #J-18808-Ljbffr Citigroup Inc.
$83.92k - $125.88k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial...Senior$83.92k - $125.88k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...SuggestedFull timeWork at office$65k - $108k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...life they envision through a personal relationship with their advisory team committed to... ..., product specialists and/or team Senior Wealth Planner and Investment Management...SuggestedWork at officeWork from homeShift workDay shift$157k - $235k
...seeking multiple Client Partners at the Senior Principal level to support continued... ...based on their experience, expertise, and relationships. We are particularly interested in... ...development, and delivery teams within a management consulting, technology consulting, or professional...SeniorContract workTemporary workLocal area- ...deep, long‑lasting and mutually valuable relationships in which you will provide financial... ...assessments with current and potential wealth customers and recommend appropriate banking... ...framework relevant to wealth management. Foreign language skills, such as Mandarin...SuggestedLocal area
$110k - $125k
...EFI Global. EFI Global is seeking a full-time National Client Manager - Property Condition Assessments. Must reside in in the greater... ...buildings. The candidate should be a dynamic communicator and relationship manager, with clients, external creative and technical...Full timeTemporary workFor contractorsWork at officeLocal areaImmediate startFlexible hours$78.97k - $126.14k
RELATIONSHIP MANAGER SENIORWHAT IS THE OPPORTUNITY?Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic...SeniorRemote work$122.54k - $208.72k
SENIOR RELATIONSHIP MANAGER WHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves...SeniorRemote work- ...California Bank & Trust seeks a Private Banking Relationship Manager in Los Angeles, CA to serve as the principal relationship manager for a growing client base. The role focuses on loans, deposits, investments, and trust referrals while delivering high-end service. Key...Senior
$215.9k - $327.9k
...immersive experiences built on our unique DNA.We are looking for a Senior Engagement Director to join us in our mission to create the... ...design team and across disciplines—including technology and product management—to support shared, large-scale goals.Guide the world-class...SeniorFull timeLocal area$111.41k - $189.74k
RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITSWHAT IS THE OPPORTUNITY?The Specialty Deposits Relationship Manager position develops and manages relationships within the Escrow, Title, Homeowner Association Property Management, Commercial Property Management, 1031 Exchange...SeniorFor contractorsRemote work$92.11k - $156.88k
...A prominent banking institution in Encino, CA is seeking a Relationship Manager for Business Banking. This role involves managing client relationships, driving sales, and ensuring adherence to credit quality and risk management guidelines. Candidates should have a minimum...Senior- ...Genesis Bank, a California commercial bank, seeks a seasoned banking professional in the San Fernando Valley to grow client relationships and drive profitable lending growth. Ideal candidates have 5+ years in commercial lending, strong communication, and a proven track...Senior
- ...Gallagher.How you'll make an impactThe Branch Client Service Manager III is accountable for delivering high quality and efficient service... ...manages an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care....SeniorLocal area
$173.03k - $288.38k
Position Summary Are you a strategic and creative Tax Senior Manager who likes working on complex property tax issues? Are you... ...Responsibilities include Maintaining and developing strong client relationships on various property tax consulting and/or compliance...SeniorWork at officeLocal area- ...Vice President, Relationship ManagerLocation: Southern California (Los Angeles office-based with regular local travel, no remote or hybrid... ...:We are seeking an experienced Vice President, Relationship Manager to join a high-performing commercial banking team. In this role...SeniorWork at officeLocal areaRemote work
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive...SeniorFull timeWork experience placementWork at office
- ...Kforce, Inc is seeking an Account Manager in Technology to deliver creative, strategic solutions for client needs in Culver City, California... ...client interactions. The successful candidate will foster relationships and present to clients while benefiting from a competitive...Senior
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal candidate...Senior
- Open Bank in California is seeking a VP & SAD Officer III to manage the special assets portfolio, focusing on loss mitigation. The role involves analyzing financial plans and negotiating loan collections. The ideal candidate will have a Bachelor's degree in Business, Finance...Senior
$160k - $250k
...helps organizations optimize performance, manage risk, and maximize value through... ...leaders with deep industry knowledge and relationships, solutions to address clients’ unique business... ...an exciting career opportunity for a Senior Manager to join the team in our Transaction...SeniorWork at officeLocal areaRemote workFlexible hours- City National Bank seeks an experienced Senior Specialist to manage a portfolio of Specialty Wealth assets, including real estate and closely held entities, with... ...compliance. The role involves coordinating with relationship managers, clients, and 3rd party providers to...Senior
$140k - $180k
A social impact investment company in Los Angeles is seeking a Senior Associate in Asset Management to enhance asset performance across a multifamily portfolio. This role involves leading cross-functional teams and executing strategies to maximize value and cash flow....SeniorWork at office$200k - $300k
Job DescriptionWhat is the opportunity?The Senior Director, CRE US & CALA Region is responsible for the management and oversight of the delivery of Corporate Real Estate... ...and maintaining senior-level regional relationships with all RBC and CNB businessesEnsuring consistent...SeniorFull timeContract workFor contractorsWork at office$25 per hour
...seeking a future team member for the role of Senior Vice President, Client Executive to... ..., cross-sell) for a number of existing relationships, representing approx. $25 to 50m... ...professional experience, preferably in client management roles with commercial accountability...SeniorWork at officeWorldwideFlexible hours$20 per hour
...Relationship Manager Sr IResponsible for acquiring and managing small business and personal relationships within an assigned geography, working... .... This role actively engages and builds trust among RBC Wealth Management Financial Advisors (and other internal and external...SeniorRemote work$8k
...Your role is pivotal in establishing Verizon as the preeminent business partner, solidifying long-lasting and mutually beneficial relationships with our accounts.Are you passionate about:Nurturing deep connections with customers, understanding their businesses, market...SeniorFull timeTemporary workPart timeWork experience placementShift work- Merrill Wealth Management in Los Angeles is seeking a Relationship Manager to support Financial Advisor teams, strengthen client relationships, and coordinate with specialists on investment strategy, product offerings, and market developments. The role may involve residential...
- Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy... ...requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs),...SeniorFull timeTemporary workShift work
- Job DescriptionInfosys is seeking a Senior Manager - Client Services, SAP for its Utilities vertical. The person will lead all the client... ...particularly in driving business growth and managing client relationships around SAP-led transformation opportunities. A candidate who...SeniorFull timeTemporary work
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