Wealth Channel Relationship Manager
$175k - $250kTwo Sigma
Position Summary Two Sigma is a leading quantitative investment management and trading firm. The company applies a scientific approach to investing, combining cutting‑edge technology, artificial intelligence, data science, and quantitative research with rigorous human inquiry to capitalize on market opportunities and deliver alpha for investors. Our team of engineers, quantitative researchers and data scientists looks beyond the traditional to test hypotheses and develop creative solutions to some of the world’s most complex economic problems. We are seeking a motivated and meticulous Wealth Channel Relationship professional to join the Investor Relations team in New York. The ideal candidate will possess strong communication, analytical and organizational skills to effectively balance a broad set of responsibilities. The Wealth Relationship will partner with Senior Relationship Managers and Client Service team to build and deepen relationships with existing and prospective investors and ensure a coordinated client experience. The day‑to‑day includes operating and optimizing the client platform in support of the investment management business. The candidate must be a proven collaborator and self‑motivator with sharp attention to detail. Responsibilities Identify and build relationships in private banking and wealth management networks. Deepen connections, originate new opportunities, and guide clients through diligence and onboarding. Develop a deep understanding of Two Sigma’s outstanding vision and offerings to effectively position Two Sigma as a truly differentiated investment manager. Anticipate the complex financial needs of the client and offer solutions through a range of products, informed by rigorous client profiling. Provide regular beneficial engagement – High touch, face‑to‑face meetings at client’s preferred location, consistent communication, access to firm content and resources. Proactively source, acquire and expand high‑value relationships by maximizing sales and service opportunities. Manage client follow‑up and adhere to all regulatory and compliance operating procedures. Note this role will require a willingness to travel throughout the US for in‑person client meetings, prospect visits and industry events. Qualifications 5+ years of previous experience in institutional money management, investment consulting, or wealth management. Demonstrated experience covering UHNW, private bank, and/or family office channels is strongly preferred. BA/BS degree with a strong academic record. Strong analytical and financial skills, including comfort with complex investment products and portfolio concepts. Strong verbal and written communication skills, including the ability to present to sophisticated investors. Highly organized with strong attention to details. Self‑starter approach, with an ability to solve problems with appropriate oversight and direction. Basic understanding of investment and planning strategies preferred, including alternatives, tax‑aware investing and multi‑asset portfolio construction. Benefits Core Benefits: fully paid medical and dental insurance premiums for employees and dependents, competitive 401(k) match, employer‑paid life & disability insurance. Perks: onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms. Learning: tuition reimbursement, conference and training sponsorship. Time Off: generous vacation and unlimited sick days, competitive paid caregiver leaves. Hybrid Work Policy: flexible in‑office days with budget for home office setup. The base pay for this role will be between $175,000 and $250,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience. We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics. Two Sigma is committed to providing reasonable accommodations to qualified individuals in accordance with applicable federal, state, and local laws. If you believe you need an accommodation, please visit our website for additional information. #J-18808-Ljbffr Two Sigma
$120k - $150k
...ownership—it’s our approach to business and relationships. We know that supporting your... ...experienced professional to join as a Client Manager, supporting our Latin America Private Banking... ...job experience7+ years relevant wealth management experience preferredSpanish language...SuggestedFull timeWork at officeLocal area- ...and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment products... ...world’s leading pension plans, sovereign wealth funds, central banks, insurance companies,...SuggestedWork experience placement
$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...Suggested$120k - $150k
POSITION SUMMARY Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Institutional Consulting Relationship Manager is a senior service...SuggestedTemporary work$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...SuggestedWork experience placement$100k - $250k
...inclusion, and building strategic relationships with home office relationship management, Offices of the CIO, Alternatives... ...across wirehouse and bank channels.Strong existing relationships with... ...major intermediary firms within wealth management distribution.Coverage...Home office$88.4k - $132.6k
...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...Full timeWork at office$88.4k - $132.6k
...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...Full timeWork at office$88.4k - $132.6k
...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...Full timeWork at office- ...Aura By Hex Trust Relationship ManagerAura by Hex Trust is the private wealth business of Hex Trust. We bring institutional... ...delivered through a Relationship Manager–led model backed by an easy-to-use... ...offices, and private wealth channels, contributing to increased AUM,...Work at office
$100k - $170k
Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees... ...investing, income, management of wealth concentration and values alignment.Our... ...performance commentaryDevelop strong working relationships across our business, working closely...Full timeTemporary workPart time$153.6k - $182.4k
...team unlocks “one to many” customer relationships with technology platforms to allow... ...to benefit from Plaid’s solutions. Channel Sales Development managers are aligned with specific revenue segments... ...case supporting our banking and wealth partners. Plaid is looking for a...Full timeWork experience placementLocal area- Client Services Coordinator | Wealth Management | Financial Planning | RIA Operations This Is Not Your Average Client Services Coordinator... ...and operations team—supporting financial advisors, client relationships, and firm growth initiatives . You’ll directly impact our...Full timeWork at officeRemote work
- Position Summary Institutional Consulting Relationship Managers provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Institutional Consulting Relationship Manager is a senior service...
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(s) Rockville, Maryland, United States; Washington, DC, United States Job Type On-Site/Resident Posted Feb. 12, 2026 Overview The Wealth Relationship Manager SAFE Act...Full timeWork at office- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...
- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id: 26963593 Location: Centreville, Virginia, United States Job Type: On‑Site/Resident Posted: May. 13, 2026 Job Overview The Wealth Relationship Management (Branch) Senior...Full timeWork at office$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident Posted: Jun. 22, 2026 Salary range: $72,880.00 - $109,320.00 Job Overview The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...Work at office- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...
- Citi is seeking a Wealth Relationship Manager to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate will possess strong analytical...
$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques, improve processes, and enhance workflow. This role integrates...Work at office- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...
$89.25k - $105k
Merceradvisors is seeking a Relationship Manager to enhance client satisfaction for UHNW clients. The role requires exceptional interpersonal... ...retention. Ideal candidates will have 5+ years of experience in wealth management and a Bachelor's degree. Competitive compensation...$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...Work at office- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...
$125k - $290k
Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values...Full timeTemporary workPart timeWork experience placement
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