Senior Wealth Relationship Manager for HNW Clients
$88.4k - $132.6kCiti Group
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have 5-8 years of relevant experience, strong analytical skills, and be proficient with financial software tools. This role provides a competitive salary range between $88,400 - $132,600, alongside attractive employee benefits. #J-18808-Ljbffr Citigroup Inc.
- Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships to meet complex financial needs, ensuring compliance, and supporting clients through a wide range of products and services. Ideal...High net worth
$88.4k - $132.6k
Role Summary The Wealth Relationship Management (Branch) Senior Analyst - SAFE Act role involves applying deep disciplinary knowledge to develop new techniques... ...wallet share among affluent and high‑net‑worth clients through financial planning, discovery, and profiling...High net worthWork at office$74k - $84k
Build Relationships. Deliver Results. Grow Your Career. We’re looking for a Client Success Manager (CSM) who knows how to build trust, solve problems, and drive long‑term client value. In this role, you’ll serve as the primary point of contact for a large portfolio of...SuggestedFull timeFor subcontractorLocal areaFlexible hours- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst to develop client relationships, anticipating complex financial needs and providing comprehensive solutions. This role involves working closely with affluent clients to market financial services...Senior
$140k - $170k
...experienced tax professionals to provide strategic, integrated tax planning for high net worth clients. This remote position emphasizes building strong client relationships over compliance work, with a salary range of $140,000 to $170,000 per year. The ideal candidate...SeniorHigh net worthRemote job- Citigroup Inc. is seeking a Financial Planner in Mountain View, California, to build and manage relationships with high-net-worth clients. Responsibilities include providing holistic financial solutions and ensuring compliance with regulatory requirements. The ideal candidate...High net worth
$325.55k - $421.3k
...isseekinga highly motivated and experienced Senior Client Executive to join our team. As a Senior... ...design wins, and fostering strong relationships with key stakeholders. Locations: The preferred... ...experience as a Strategic Account Manager, Client Executive, or similar role,...SeniorWork at officeLocal area$163.2k - $220.8k
...Senior Manager, Client Service Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations...SeniorImmediate startWorldwide$205k - $273k
NTT DATA North America is hiring a CDE III (Client Delivery Exec) in Mountain View, California, responsible for delivering NTT DATA services... .... This role requires over 8 years of experience in IT management and service delivery, including Application and Cloud services....Senior- ...Wealth Relationship Manager SAFE Act Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000... ...skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services...High net worthWork at office
$88.4k - $132.6k
Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the... ...the complex financial needs of the client and offer solutions through a wide range... ..., Small Business Partners, Relationship Manager, etc.) Organize client events to enhance...High net worthFull timeWork at office- A leading technology services provider is seeking a Client Delivery Executive III in Mountain View, California. The role involves overseeing... ...the delivery of services, ensuring client satisfaction, and managing operational governance. Candidates should have an advanced...SeniorRemote work
$144k - $244k
A leading global technology services firm seeks a Senior Client Executive-Hi-Tech in Palo Alto, California. This remote role focuses on managing multiple manufacturing clients and driving revenue growth, requiring extensive experience in client management, and knowledge...SeniorRemote job$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorHigh net worth- A leading tech services firm is seeking a Senior Client Executive-Hi-Tech to join the team remotely in California. This role is pivotal in managing client relationships and driving revenue growth in the Manufacturing sector. The ideal candidate will possess extensive sales...SeniorRemote job
$200k - $250k
A dynamic advertising technology firm in Mountain View is looking for a Client Partner to own the full sales cycle and engage with eCommerce brands. This role demands expertise in performance marketing and strong analytical skills to optimize client campaigns. The firm...Senior$290k
A leading media entertainment company seeks a Technical Program Manager to enhance software release capabilities for client applications on various devices. The role demands over 7 years of program management experience, strong collaboration skills across multiple teams...Senior$130k - $160k
...and initiatives. Position: Tax Manager - Real Estate focused Are you... ...thrive in a collaborative, client-focused environment where your... ...giving, estate planning, and wealth transfer strategies. *... ...Build and maintain strong client relationships through effective communication...SeniorHigh net worthLocal areaRemote work$144k - $244k
...apply now. We are currently seeking a Senior Client Executive-Hi-Tech(Remote) to join our team... .... Job Responsibilities Include: Build, manage, and measure a full cycle, virtual/... ...ability to grow and improve client/customer relationships, implement change, and leverage...SeniorRemote jobWork from homeHome office$144k - $244k
...apply now. We are currently seeking a Senior Client Executive-Hi-Tech(Remote) to join our... ...diverse solution offerings as well as management of a diverse applications portfolio, leveraging... ...to grow and improve client/customer relationships, implement change, and leverage...SeniorRemote jobTemporary workWork at officeWork from homeHome officeFlexible hours$106k - $150k
First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate...High net worth$150k
...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of...High net worthTemporary workWork at officeImmediate start- Citi is seeking a Wealth Relationship Management (Branch) Senior Analyst to develop new techniques and coordinate across functions to meet business objectives... ...role involves building relationships with affluent clients, understanding complex financial needs, and ensuring...
- ...Relationship Manager In Consumer And Community Banking Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a... ...full financial possibilities their wealth creates. You will be responsible...High net worthTemporary workWork at officeLocal areaImmediate start
$105k - $117k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within... ...well as their communication, time management, leadership, technical, business... ...and training Builds new relationships with other professionals both inside...SeniorHigh net worthPrivate practiceWork at office$140k
...SHARE Fortune 500 clients and government agencies trust eGain AI knowledge... ...the best AI-powered knowledge management platform on the market. Now we need a Senior Customer Success Manager who can... .... Build trusted advisor relationships with senior business and IT stakeholders...SeniorWork at office$289.6k - $398.2k
...your help. About the Role Own and grow our largest enterprise relationships. You'll sell transformative AI solutions to Fortune500 and Global... ...Build and execute multi-year account strategies for strategic clients (TCV $1M–$30M+) Own the full sales cycle—from C-suite...Senior$152.15k
...Tax Acc - Business Tax Services - Private Client Services - Manager - Multiple Positions Location: San Jose Salary: Competitive EY focuses... ...and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development...High net worthFull timeWork experience placementSummer holidayImmediate startMonday to FridayFlexible hours- Surefox North America Inc is looking for a Full-Time Regional Account Manager to support security operations in the California Bay Area. The role involves managing client relationships, ensuring service delivery, and tracking performance metrics. Candidates should have...SeniorFull time
- Netflix, Inc. is looking for a Technical Program Manager in Los Gatos, California. This role involves leading cross-functional programs and optimizing software development processes by employing deep technical expertise. The ideal candidate will have over 7 years of program...Senior
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