Senior Wealth Relationship Strategist
Citigroup Inc
Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, offering comprehensive financial planning and personalized solutions. The role emphasizes discovery, profiling, and high-touch client engagement to drive wallet share. Responsibilities include coordinating with product specialists, managing compliance with KYC/AML and regulatory standards, and cultivating a broad network of referrals to grow the portfolio while maintaining #J-18808-Ljbffr
- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations. The ideal candidate will have 5-8 years of relevant...SeniorFull time- ...Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth... ...This position combines new business generation with the potential for impactful client relationships. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations... ...in department or Bank client events to build relationships and identify opportunities. Business Strategy - Creates...Senior- Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. The workflows are calibrated to the portfolio complexity, regulatory stakes, and...Senior
- Mercor in San Francisco is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment contexts. You will draft reference outputs, develop investment operations scenarios, and...Senior
- LSEG is seeking a Senior Associate in Wealth Solutions to structure and close deals, develop a territory sales strategy and proactively identify pipeline opportunities. You will deliver compelling demonstrations of Wealth Solutions to customers, building a robust pipeline...Senior
- Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in San Francisco is a seasoned professional role focused on developing techniques and improving processes. It coordinates with teams to deliver holistic financial solutions and drive client engagement. Responsibilities...Senior
- Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement. Responsibilities include identifying...Senior
- Citigroup Inc. in San Francisco is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act to deepen client relationships and deliver holistic financial solutions to affluent clients. The role requires strong analytical skills, regulatory knowledge, and...Senior
- Citibank (Switzerland) AG in San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline to develop new techniques and improve processes within private client coverage. Responsibilities include proactive client...Senior
- Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions. The role requires FINRA registrations and mortgage license...Senior
- Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists,...Senior
- JPMorgan Chase & Co. is seeking a Private Client Relationship Manager in San Francisco, CA to nurture high-net-worth client relationships... ...involves in-person client meetings, cross-sell across banking and wealth management, and active new client acquisition. Applicants...Senior
$88.4k - $132.6k
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...Senior- ...based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client... ...ideal candidate has 10-15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication...SeniorFull timeWork at office
- Bank of America is seeking an experienced wealth planning professional in San Francisco, California, to support advisors focused on... ...client engagement, developing planning strategies, and expanding relationships within Merrill Lynch Wealth Management. The ideal candidate...
- ...base, delivering tailored financial solutions and coordinating across banking products. You will build and maintain strong client relationships, oversee complex commercial and private banking accounts, and collaboratively drive business development within regulatory...Senior
$108k - $154k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and developing an understanding of their business issues, marketing objectives, and success metrics.Plan for, and achieve, growth goals including but...Senior$150k - $175k
...A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have... ...skills, and a proven ability to build lasting client relationships. This role offers a unique platform with transparent compensation...Senior- Swift Navigation is seeking a Senior Business Development Consultant to drive revenue growth across new US markets and verticals, focusing... ...use cases. You will identify high-value opportunities, build relationships with key industry players and strategic customers, and close...Senior
$120k - $160k
...company is seeking a Gastro / Immunology Sales Specialist in San Francisco, CA. This mid-senior level role involves developing sales strategies to exceed targets and building relationships with healthcare providers. Ideal candidates will have over 4 years of experience in...Senior- A cutting-edge research platform is looking for a Senior Research Manager to join their Insight Strategist team in San Francisco. In this role, you will build relationships with leaders at innovative companies, driving product adoption and translating customer feedback...SeniorFull time
- Tech Mahindra is seeking an experienced Senior Business Development professional to lead new customer acquisition in the Broader Enterprise... .... The role requires deep tech domain knowledge, strong relationships with senior leaders, and experience with global system #J-188...Senior
- An innovative SaaS company is seeking a Strategic Account Executive to own and expand key enterprise customer relationships. The role emphasizes depth and influence, focusing on consultative selling and high-value accounts. Candidates should have extensive B2B SaaS sales...SeniorFlexible hours
- ...community settings in the San Francisco region. You will deliver scientific dialogue, promote product indications, and build credible relationships with HCPs, P&T committees, and hospital staff to advance patient access and outcomes. The role emphasizes cross-functional...Senior
- Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent...SeniorFlexible hours
- ...of agency experience, deep Business of Health fluency, and leadership across teams and client relationships. The role emphasizes growth, thought leadership, and executive visibility, with a salary range reflecting senior scope and market norms. #J-18808-Ljbffr SocketSenior
- Modern Wealth Management seeks accomplished wealth management professionals to expand nationwide footprint. Executive Wealth Advisors handle top clients and develop new relationships, with a portable book of at least $45M and accelerated transition support. Primary duties...Senior
- ...Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and coordinate wealth planning...Senior
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