Wealth Relationship Strategist
$83.92k - $125.88kCiti Group
Citigroup Inc. is looking for a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood. This role requires a seasoned professional to manage affluent client relationships by identifying needs and providing tailored financial solutions. Successful candidates will have strong analytical and communication skills, along with experience in financial planning and compliance. A bachelor's degree and U.S. FINRA Registration are essential. Competitive salary range is between $83,920 and $125,880, with a variety of benefits offered. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Suggested
$60.72k - $91.08k
## Wealth Strategist Sales AssocApplylocations: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R154896**About... ...Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner''s or...SuggestedFlexible hours- ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong... ...planning and the ability to cultivate lasting client relationships. A competitive compensation package and comprehensive benefits...Suggested
$115k - $140k
...Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under... ...communication skills, including effective presentation abilities. Proven relationship‑building skills with high‑net‑worth individuals, both in‑...SuggestedPermanent employmentVisa sponsorshipFree visaFlexible hours- ...worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver... ...of experience, holds a CFP designation, and possesses strong relationship-building skills. The position offers a competitive salary with...Suggested
$115k - $140k
...Headquartered in Los Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in assets under... ...and summarizing financial documents—all while building lasting relationships and providing guidance that truly transforms lives. You will also...Permanent employmentVisa sponsorshipFree visaFlexible hours$60.72k - $91.08k
...) that require responding to specific account inquiries and issues. Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner's or client’s needs. Attends meetings and classes to keep abreast of personal financial...Flexible hours- ADP, Inc. is seeking a Bilingual Benefits Relationship Life Cycle Consultant in Los Angeles, CA, to manage a book of business. This role involves building and maintaining relationships with clients while providing consultation around benefit education strategies. You will...
$125k - $175k
...support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes. Candidates should have at least 5 years of experience in financial...- Avana Companies is seeking a Relationship Manager specialized in hospitality properties to manage relationships with Indian hoteliers in the US. The ideal candidate will have over 7 years of experience in business development, particularly in the hospitality sector, and...
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills. Responsibilities...$35 - $40 per hour
Aquent is seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide strategic guidance on complex compensation matters and develop tailored compensation strategies. The ideal candidate will...Hourly pay- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA: Pasadena, CAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R149867**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized...Work experience placementLocal areaFlexible hours
- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...
$200k - $225k
...true to the enduring principles of service, expertise and integrity. Overview The Wealth Strategist is a senior business development sales role focused on cultivating new relationships with ultra-high net worth individuals, families, charitables and other entities. You...Local area$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have... ...in wealth management, with a strong focus on client relationship management and investment analysis. This role offers a competitive...$180k - $254.8k
...who assist clients with planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities Lead the client wealth... ...clients’ advisors, where appropriate. Expand existing client relationships and acquire new assets to achieve assigned goals for Merrill...Work experience placementDay shift- ...an Aesthetic Business Manager to drive growth in the Aesthetics sector. The role involves promoting Galderma products, building relationships with healthcare providers, and achieving revenue targets. Candidates should have at least 5 years of B2B sales experience, ideally...
$67.5k - $90k
...a Business Development Manager who excels in understanding brands and consumer behavior. This role involves maintaining client relationships, tracking new business wins, and collaborating with cross-functional teams. The ideal candidate has strong marketing knowledge,...Live inWork at office- A prominent influencer management agency in California seeks an experienced talent manager to oversee influencer relationships and endorsement deals. Responsibilities include managing talent communication, creative project development, and contract negotiations. Ideal candidates...Contract work
$115k - $185k
...the United States and its allies. About the role As a Growth Strategist at Picogrid, you will drive the company’s growth across the U... ...industry days, conferences, and pitches to strengthen customer relationships and expand partnerships. Build compelling presentations and...Permanent employmentWork at officeRelocation package- Overview Exverus Media is hiring a Search+Social Strategist to join our growing team. Exverus Media is the data-driven media agency for... .... We are creative. And we are human—prioritizing our relationships with teammates and clients above everything else. If you are...Remote workHome officeFlexible hours
- ...fundraising professional to join their Philanthropy external fundraising team. This role focuses on developing and strengthening relationships with key donors and fund advisors while managing fundraising initiatives. The ideal candidate will have the ability to problem-...
- ...improvements to enhance operational efficiency. The successful candidate will handle contract renewals, upsells, and Net Revenue Retention, establishing effective relationships with customers via email and addressing their concerns as needed. #J-18808-Ljbffr Sensor TowerContract work
- ...leading fashion company in Los Angeles is seeking an experienced sourcing specialist to manage fabric development and supplier relationships. The ideal candidate will have a minimum of 3 years in global sourcing, strong communication skills, and technical knowledge of...
$65k - $80k
...Opportunity We’re looking for a talented and experienced Social Strategist to champion client accounts and devise unique social... ...optimization Act as a primary point of contact for clients, and manage relationships with key stakeholders Support and collaborate with junior...Seasonal workWork at officeRemote workMonday to FridayFlexible hours- ...pricing strategy. You will leverage excellent communication skills to influence actions across national small format customers. This position calls for someone with sound business judgment and the ability to foster productive relationships. #J-18808-Ljbffr Red Bull Gruppe
- ...Onsite in Culver City, CA. We are looking for an Owned Social Strategist to join the Services Social Marketing team at a leading... ...support for programming and publishing as needed. Manage agency relationships. Be available for on-call support nights and weekends as required...Contract workNight shiftWeekend work
- Citigroup Inc. is looking for a skilled Financial Advisor to offer a wide range of financial services to Ultra high Net Worth clients in Los Angeles. You will manage high-value accounts and develop personalized financial strategies. The ideal candidate will have 6-10 years...
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