Elite Wealth Relationship Strategist
Citi
Citi seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, to steward affluent client relationships and drive growth through tailored financial planning and advisory services. You will engage clients with a high-touch approach, coordinate with product specialists, ensure KYC/AML compliance, and leverage referrals to expand wallet share while maintaining strict regulatory standards. #J-18808-Ljbffr Citi
$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 candidate...Suggested- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Suggested
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Suggested
$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...SuggestedFull time- ...Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning... ...and wealth transfer strategies in collaboration with relationship teams and external advisors Serve as expert on estate, gift...Suggested
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted... ...and exceptional service.**Wealth Strategist/Client Development Sales Executive****Overview... ...are responsible for cultivating new relationships with individuals, families, non-profit...Local areaFlexible hours- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...Work at officeLocal area
$70k - $140k
...a client-focused, intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client relationship, working closely alongside senior wealth strategists to deliver comprehensive, hyper-personalized...For contractorsWork at officeFlexible hours- Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help... ...Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert...Work at office
$200k - $260k
## Senior Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on:... ...requisition id: 2609517We’re building a relationship-oriented bank for the modern world. We... ...What you'll be doing** As a Senior Wealth Strategist, you are responsible for supporting and...Remote work$158.01k - $276.46k
...technology and exceptional service. Overview At Northern Trust, the Wealth Strategist position is a key business development sales role that supports our growth. Wealth Strategists cultivate new relationships with individuals, families, non‑profit institutions, and other...Local area$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team... ..., consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations...Work experience placementWork at office- BBR Partners seeks a Vice President, Wealth Strategies to act as a wealth strategist with a primary focus on individual income tax planning across client... ...in strategic discussions, manage external advisor relationships, and contribute to internal education and content....
- Goldman Sachs 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 integrity...
- Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager within a Financial Advisor team to develop and oversee... ...you will assess client circumstances and objectives, offering wealth-building and preservation services. #J-18808-Ljbffr 711 MS...
$150k - $190k
The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements...Work at office- A dynamic company in the United States is searching for a Client Success Specialist to enhance client relationships and ensure successful delivery of solutions. The ideal candidate will have a strong background in managing relationships, thrive in a fast-paced environment...
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...
- Brave Eagle Wealth Management in New York seeks a full-time Tax Strategist to support retirement and tax planning for a focused client base. You will prepare and review individual tax analyses and contribute to Roth conversions and multi-year projections, working closely...Full timeWork at office
- The Goldman Sachs Group is seeking an Associate on the US events team to support its Private Wealth Management marketing and client engagement initiatives in New York. This role emphasizes collaboration with senior leaders, advisors, and external partners to elevate the...
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $145,000 and $185,000, which varies based on employer needs. Candidates will engage in private wealth capital...$120k - $140k
...Uplinq is hiring a Senior Tax Strategist to manage our Strategy team,... ...credibility, builds strong client relationships, and sees AI as a tool that... ...client needs arise. Leverage Elite Tech and AI Use our strategy... ...implementing complex tax and wealth strategies for business...Remote workFlexible hours$250k - $300k
...Global Management, Inc. in New York is seeking an experienced professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving strategic asset under management (AUM) growth while acting as a...- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...
$115k - $125k
...Summary As a Portfolio Strategist, you will be an investment professional responsible for... ...advisors, institutions, and direct client relationships. You are generally not responsible for... ...-Hartley, Intermediary Distribution, Wealth Management) Final presentations and client...- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...Work at office
$125k - $250k
...strengthen how we develop and enable advisors across Private Wealth Management. The role is best suited for a highly organized, detail... ...to strengthen business development, prospecting, and client relationship managementOversee the full lifecycle of new advisor...Full timeTemporary workPart time$174k - $261k
...as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s... ...trust company, offering comprehensive wealth management, and overseeing some $35 billion... ...maintain a relatively small number of client relationships, we are able to tap into in-depth,...Full timeTemporary workWork at officeLocal areaFlexible hours- TwinThread, located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates...
- ...departments as we scale. Client Experience Strategist We are looking for a Client Experience... ...to nurture and expand our client relationships. In this role, you will be responsible... ...points if you: Have previously worked in wealth management, a family office, fund...Full timeContract workWork at officeRelocationWeekend workAfternoon shift
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