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- 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
- Citi in New York is seeking a Wealth Relationship Manager to manage relationships with affluent clients. This role demands strong analytical skills and the ability to anticipate clients' complex financial needs. The ideal candidate has 5-8 years experience, a relevant degree...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$125k - $200k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...as the planning expert with the firm's most complex client relationships. Support business development efforts by demonstrating the...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- 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...
$200k - $250k
...Responsibilities As a Senior Wealth Strategist you will: Support Relationship Managers and high‑net‑worth (HNW) clients to develop and implement comprehensive wealth plans as part of CIBC Private Wealth’s integrated wealth management process. Help clients understand estate...Full time$200k - $260k
...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to... ...please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely...Remote work- ...classes and regions, and building meaningful relationships with your clients. Working in a culture... ...to the world's leading sovereign wealth funds, pension plans, governments, financial... ...What We Do Within Asset Management, Strategists (also known as "Strats") play important...
$130k - $250k
...classes and regions, and building meaningful relationships with your clients. Working in a culture... ...to the world's leading sovereign wealth funds, pension plans, governments, financial... ...We Do Within Asset Management, Strategists (also known as "Strats") play important...Full timeTemporary workPart time$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job Description Asset Management A career... ...all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity...Full timeTemporary workPart timeWork at office- 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
$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$200k
...pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three... ...them make informed decisions to drive revenue growth, enhance relationships, and prioritise opportunities for business development globally...Immediate start$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...Temporary workWork at office$100k - $160k
Asset & Wealth Management - Quantitative Strategist, Global Insurance - Associate - New York New York, New York, United States Job Description Alongside... ...client meetings and presentations designed to build relationships and pursue commercial opportunities with insurance...Full timeTemporary workPart time$158.01k - $276.46k
...Wealth Strategist/Client Development Sales Executive Northern Trust, a Fortune 500 company, is a globally recognized, award-winning... ...growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and...Local area- 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...
- ...years of experience in customer success or fintech, with a deep understanding of the crypto landscape. You will also be the voice of Mercury in the crypto community, representing the company at key events and maintaining essential relationships. #J-18808-Ljbffr Mercury
- IEQ Capital is seeking a Director to oversee critical client relationships within a wealth management framework. You will work closely with Managing Directors and Partners to deliver tailored financial strategies, conduct portfolio analysis, and present performance insights...
- ...are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a nuanced...Work at officeRemote work
- Fwainvest is looking for a Private Wealth Portfolio Strategist in New York, NY. This role involves collaborating with financial advisors to develop fixed income strategies for high net worth clients. The ideal candidate will have a deep understanding of the fixed income...
- 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...
$170.5k - $284.1k
M&T Bank in New York City is seeking an experienced investment manager responsible for delivering comprehensive wealth management services. The position requires at least 7 years of investment-related experience along with strong client management and communication skills...- ...Services LLC is seeking a data‑driven professional to support onboarding of distribution partners and investment products across major wealth channels in the U.S. This role emphasizes using data to inform decisions, prioritize opportunities, and ensure products launch and...
$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...- ...Description We are seeking a dynamic and experienced Investment Strategist to join J.P. Morgan Private Bank’s LatAm & GFG Investment... ...requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and...Work at officeLocal area
$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...
$80k - $150k
...requires deep expertise in financial markets and involves advising clients on investment strategies while collaborating with the relationship management team to exceed client expectations. A competitive salary range of $80,000 to $150,000 is offered. #J-18808-Ljbffr...
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