VP, Wealth Lending & Advisory
Citigroup Inc
Citigroup Inc. is seeking a Vice President, Lending Advisor to support Citigold and Citi Private Client segments in San Francisco. This role involves partnering with Wealth Advisors to provide strategic lending solutions while ensuring compliance and risk management. The ideal candidate will have over 5 years of experience in wealth management, particularly with high-net-worth clients. Benefits include comprehensive employee packages and professional growth opportunities. #J-18808-Ljbffr
$157.04k - $235.56k
...Citi is looking for a Vice President, Lending Advisor in San Francisco, California, to support Citigold and Citi Private Client segments. The role involves partnering with Wealth Advisors to integrate lending solutions, guiding clients on loan structures, and promoting...Suggested$157.04k - $235.56k
...Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader... ...capabilities for high-net-worth clients. The VP Lending Advisor balances client‑centric advisory excellence, disciplined risk management, and data‑...Suggested$124k - $210k
...As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast-paced role, you will help...Suggested$100k - $110k
...in this space with a variety of different model solutions for clients to choose from. Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of...SuggestedPart timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- ...Masterworks is seeking a Managing Director to oversee a wealth advisory team in San Francisco. This role involves launching a team of financial advisors, managing relationships with UHNW clients, and hosting evening gallery events to educate and attract investments in...SuggestedAfternoon shift
- ...Engagement & Governance At JPMorgan Wealth Management, we have been... ...— including investment advisory services, transactional activity... ...advice and estate planning, and lending and liquidity management — with... ...Engagement & Governance, the VP is intentionally structured as...Work at office
- ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed -...
- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self...
$85k - $270k
...financial services firm in San Francisco is looking for a Regional Lending Advisor (Vice President) to provide sophisticated credit... ...clients. This role involves strong collaboration with Private Wealth Advisors and underwriting teams to build tailored lending opportunities...- JPMorgan Chase seeks a Client Specialist in San Francisco, CA, to address the wealth needs of high net worth clients. The role combines advising clients on wealth management solutions and generating new business through market engagement and collaboration with bankers....
$275k
...PNC Financial Services Group, Inc. is seeking a VP or Director within the HW Consumer organization to lead merger and acquisition advisory activities based in San Francisco or Minneapolis. You will play a key role in M&A efforts and ensure the integrity of valuation analyses...- ...Infrastructure Finance And Advisory Team Member The Infrastructure Finance and Advisory team originates, structures and executes infrastructure... ...members have backgrounds in project finance advisory, ratings, lending, underwriting and bonds, and work with colleagues in M&A, debt...Contract work
$250k - $275k
...client projects and transaction executions. The role involves close collaboration with clients to guide them in capital raising and advisory services. The ideal candidate will possess a strong background in financial services with 6-10 years of relevant experience,...Full time- ...will involve crafting strategies to integrate catalytic capital into client portfolios. Key responsibilities include designing the advisory practice, translating climate deal structures, and educating the public on impact investing benefits. We are looking for...
- A wealth management firm is seeking an Associate Regional Vice President to drive business development. This remote position requires extensive knowledge of wealth management, client relationship building, and strategic growth efforts. The candidate must have a minimum...Remote work
- ...its International Private Bank. In this role, you will be responsible for advising ultra-high net worth individuals and families on wealth management, including investments and financial planning. You will need over eight years of experience in private banking and...
$160.3k - $250k
A leading financial services firm is seeking a Director, Wealth Advisor to lead relationships with ultra-high net worth clients in San Francisco or Menlo Park. This role includes driving new business development, executing client strategies, and overseeing relationship...$250k - $275k
Citi is seeking a Banker, VP in San Francisco, California, responsible for managing relationships with financial sponsor clients and providing advisory services. Candidates should possess a Bachelor's degree in Economics or Finance and have at least 3 years of relevant...$96k - $210k
...Wealth Management Advisor The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings...Work from home- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...including financial planning, goals‑based investing, financial advisory at a broker‑dealer, RIA and/or a private bank, affluent/high‑...Work at office
- ...high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment... ...broad suite of transactional, wealth management and investment advisory services.Our Investment Professionals-among the most experienced...Work at office
$85k - $270k
...our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive... ...financial strategies tailored to their unique needs. Integrated Advisory & Coordination: Seamlessly manage and integrate advice from a network...Full timeTemporary workPart timeWork at office$85k - $270k
Our Impact Across Asset & Wealth Management (AWM) , Goldman Sachs empowers clients worldwide to reach their financial goals through advisor... ...‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive...Full timeTemporary workPart timeWorldwide$225k - $300k
...understanding of broader Stifel platform (including Investment Bank, Wealth Management, etc.) and identify and drive opportunities across... .... What You'll Bring Advanced knowledge in venture lending/structuring, underwriting, and portfolio management. Strong...Flexible hours$250k - $375k
...As a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading... ...software solutions Partnering with colleagues in our other Health, Wealth, and Career businesses on broader opportunities that align with...Temporary workWork at officeLocal areaFlexible hours$102k - $200k
...Job Description In this role you will make an impact in the following ways: ~ Amplify Global Head of Wealth's leadership capacity by translating vision into disciplined execution, ensuring the right priorities receive time, talent, and capital ~ Centralize cross...Temporary workWork experience placement- ...with innovative investment solutions and expert guidance. As a Multi-Asset Specialist, you'll play a pivotal role in supporting our advisory business and shaping the future of investment advice at JP Morgan. As a Vice President, Multi-Asset Specialist on the...
$150k - $200k
...VP Wealth Consultant The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial...Temporary workRelocationFlexible hours- ...Fairygodboss is seeking a Vice President, Private Wealth Planner to provide customized wealth and financial planning advice. In this role, you will engage with clients, delivering a comprehensive financial plan and utilizing proprietary software to help clients achieve...
$135k - $165k
...Vice President will lead and grow the organization. This includes full oversight of lending activities, capitalization strategy, compliance, technical assistance, and team leadership. The VP will ensure the CDFI aligns to its mission to strengthen Latino communities in...Local area3 days per week
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