Senior Wealth Relationship Architect
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Glendale, CA seeks a seasoned Wealth Relationship Management Sr. Analyst to support SAFE Act compliance and to develop holistic financial solutions for affluent clients. The role emphasizes in-depth advisory work, client meetings, and collaboration with branch staff. The candidate should have 5–8 years of experience, strong analytical skills, and must meet US FINRA registrations within 150 days, plus complete mortgage originator requirements under Citi policies. #J-18808-Ljbffr Citibank (Switzerland) AG
- Citi in Temple City, California is seeking a professional to deepen relationships with affluent clients and offer tailored financial solutions. The ideal candidate has 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements. The...Senior
- ...Beverly Hills, CA, who will actively identify prospects, build relationships, and serve as a trusted financial advisor. The ideal candidate... ..., ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and...Senior
- Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years of...Senior
- Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and... ...management, and estate planning. You will proactively establish relationships, present customized recommendations, and work with a...Senior
$83.92k - $125.88k
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...SeniorFull time$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- HSBC is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain...Senior
- Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...Senior
- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at...Senior
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities...SeniorFull time$119.3k - $179k
...leading integrated design practice. Our architects, engineers, interior designers,... ...Your OpportunityWe are actively seeking a Senior Project Architect. You are expected to... ...intersection of community, creativity, and client relationships to advance communities everywhere, so...SeniorFull timeTemporary workPart timeFor contractorsFor subcontractorCasual workWork at officeLocal areaFlexible hours$166.44k
JOB REQUISITIONSAP Functional Architect Senior ManagerLOCATIONLOS ANGELESADDITIONAL LOCATION(S)NEW YORK CITYJOB DESCRIPTIONYou Belong Here... ...the latest tools and methods. You’ll develop lasting relationships with client personnel and further these relationships through...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$129.55k - $239.8k
...performance management, demonstrating strong leadership ability. Flexibility to travel and a focus on building positive client relationships is essential. The compensation range for this position is between $129,546 and $239,796 USD, reflecting various factors including...Senior- STV is currently looking for a Senior Design Manager to join our Buildings team in our... ...strong and collaborative working relationships.Direct design planning and interdisciplinary... ...Active California-licensed Registered Architect.Experience: 15+ years in design, including...SeniorFull timeContract workFor contractorsLocal areaFlexible hours
- TIAA is seeking a Wealth Management Advisor in Los Angeles to deepen relationships with an established client base and grow the practice through referrals. You will diagnose clients’ needs and present tailored financial solutions while maintaining high ethical standards...Senior
- BCG Attorney Search seeks a Senior Estates and Trusts Attorney in Los Angeles, CA to advise... ...owners on complex estate planning and wealth transfer strategies. The role focuses on... ...while maintaining strong client relationships. California bar admission and 10+ years...Senior
- ...and client partnership? We’re seeking a Senior Interior Design Project Manager to... ...Collaborate seamlessly with clients, designers, architects, contractors, and fabricators across... ...organization, communication, and relationship-management skills Demonstrated fiscal accountability...SeniorContract workFor contractorsFor subcontractorWork at officeImmediate start
- ...better world. Join us.Job DescriptionAECOM is seeking a Senior Project Architect to join our growing Los Angeles, CA or Orange, CA office... ...performance and risk mitigation.Develop and manage positive client relationships and work as the client’s advocate by identifying and...SeniorFor contractorsWork at officeLocal areaWorldwideFlexible hours
$162.1k - $270.1k
...Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team and has overall responsibility for assuring the client has...SeniorFull timeTemporary workWork experience placement$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to... ...client goals. The role emphasizes in-person collaboration, client relationships, and mentoring junior team members as part of a dedicated...Senior
- ...of high-revenue clients and deliver tailored financial solutions. You will deepen relationships, prospect new business, and collaborate with Investment Banking, Foreign Exchange and Wealth teams to design Credit, Treasury and Merchant Services solutions. The role...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Los Angeles, CA. You will deliver fiduciary... ...advice to high-net-worth clients, building durable relationships and guiding complex portfolios with a broad suite of products....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...Senior
$182.7k - $339.3k
M&T Bank Corporation is looking for a manager in wealth management to lead and develop client relationships in Los Angeles, California. Candidates should have a Bachelor’s degree and over 11 years of relevant experience, including at least 4 years in a managerial role....Senior- Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on... ...in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office. #J-...SeniorWork at office
- ...Senior Sales Specialist/Principal Architect/Field CISO - Cybersecurity Position Location: Remote in Seattle, WA, San Francisco Bay Area/Northern CA... ...and platform expansion while owning the Cybersecurity relationships in assigned accounts. Essential Functions: Lead...SeniorRemote work
$215.2k - $244.7k
Are you ready to make an impact?West Monroe is seeking a Senior Architect to join our thriving Technology and Experience Practice. This... ...client needs, propose tailored solutions, and build long-term relationships with key stakeholders to drive growth...SeniorLocal areaImmediate startFlexible hours- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- ...America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering personalized wealth, tax, estate, and... ...and specialists to tailor solutions for senior leaders. This role emphasizes technical planning...Senior
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