Senior Wealth Management Relationship Architect
Cohen & Steers
Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will partner with Regional Consultants to grow assets, respond to inquiries, and help with new business development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs. The role requires 2–3 years' experience in financial services, Series 7 or 6, and a bachelor’s degree; MBA a plus. #J-18808-Ljbffr Cohen & Steers
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$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork 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...Senior
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$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...SeniorWork at office- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires... ..., and a proven track record in wealth management with a significant AUM. Series...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- 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...Senior
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- 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...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior$136k - $185k
...performance media, customer experience, customer relationship management, loyalty, and enterprise marketing... .... Merkle is an agency of dentsu.As the Senior Director, Relationship Marketing Strategy, supporting an Insurance/Wealth Management client in the B2B space, you will...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- East West Bank is seeking a dynamic banking professional to drive quarterly and annual sales across C&I, CRE, SBA, mortgage, and wealth management products. The role emphasizes building loans, servicing clients, and leveraging digital tools to enhance the customer...Senior
$200k - $250k
...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals... ...Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this...SeniorFull timeWork at officeLocal area$90k - $150k
...driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions.... ...opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full...SeniorFull time$119k - $299.93k
...ManagerJob Description & SummaryThe OpportunityAs an AI/Blockchain Architect Senior Manager, you will design and implement innovative technology... ...records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or...SeniorFull timeH1b$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal...Senior- ...Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver holistic client experiences...Senior
- ...CNB Bank is seeking a Commercial Relationship Manager to oversee a portfolio of business clients, delivering tailored financial solutions and... ...while coordinating with credit analysts, treasury services, and wealth management teams. The role emphasizes client relationship...Senior
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