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.
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience,...SeniorHigh net worth- 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
- ...spanning domains, processes, and change management, ensuring tailored solutions that drive... ...right solutions/technology/services to clients in the Hi-tech industry (Fabs, Fabless... ...and expand Bristlecone’s business and relationship with the customer/client. Some of the responsibilities...Senior
- ...global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and...Senior
$56k - $132k
...most significant risk, workforce, wealth management and retirement challenges through... ...Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives...SeniorHigh net worth$56k - $132k
...most significant risk, workforce, wealth management and retirement challenges through... ..., please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives...SeniorHigh net worth$135k - $175k
...Accounting solutions provider located in San Jose, CA, is seeking a Tax Manager. This role involves reviewing individual and corporate tax returns, preparing complex returns, and advising high-net-worth clients. The ideal candidate will hold a CPA license, have a minimum of 1...SeniorHigh net worthFull time$120 - $150 per hour
...Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role involves reviewing complex individual tax returns and partnering tax compliance for high-net-worth individuals and families. Candidates must have a CPA license or active...SeniorHigh net worthHourly paySeasonal workRemote work$120 - $150 per hour
...Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services. This role involves reviewing complex individual tax returns and income tax planning for high-net-worth individuals. Candidates should hold a valid CPA license, a bachelor's degree in...SeniorHigh net worthHourly paySeasonal workRemote work$325.55k - $421.3k
...seeking a highly motivated and experienced Senior Client Executive to join our team. As a Senior... ...design wins, and fostering strong relationships with key stakeholders. Locations:... ...proven experience as a Strategic Account Manager, Client Executive, or similar role, with...SeniorWork at officeLocal area- 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
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...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$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$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- ...A financial services firm in Palo Alto, CA is seeking a Senior Accountant to manage high-net-worth clients' financial needs. Responsibilities include preparing financial reports and supervising accounting associates. The ideal candidate will have a Bachelor's degree in...SeniorHigh net worthWork at office
$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for Private Client Services, focused on high-growth private clients. This role involves reviewing complex individual tax returns, income tax planning for high-net-worth individuals and families, and managing partnership and S-Corp tax...High net worthRemote jobHourly paySeasonal work$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$145k - $257k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued... ...tax business advisor, lead client relationships on day to day tax matters with various...SeniorHigh net worthLocal areaWorldwide$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that... ...by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture... ...the vast financial possibilities their wealth affords, leveraging the formidable...High net worthTemporary workWork at officeImmediate start- A financial services firm in Mountain View, CA is seeking a Senior Accountant to oversee financial deliverables for high net worth clients. This full-time role involves processing invoices, reconciling accounts, and delivering financial statements. Candidates should possess...SeniorHigh net worthFull timeWork at office
- ...Armanino LLP is seeking a Tax Manager in San Jose, California. The role involves performing technical reviews of tax returns, managing complex client engagements, and providing consultation on tax implications. The ideal candidate should have over 8 years of experience...High net worthFlexible hours
$103.1k - $188.9k
...working side by side with a range of clients from our most venerable... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...escalating complex tax and client relationship matters to senior management and subject-matter...High net worthPrivate practiceSummer holidayLocal areaFlexible hours$76k - $125.3k
...contact for a wide range of clients and colleagues,... ...international, state, and asset‑management domains. This role... ...long‑term client relationships based on tailored service... ...of estate and wealth planning Experience with... ...confidence to challenge senior stakeholders Deep understanding...SeniorHigh net worthLocal areaFlexible hours- 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
- ...A global data center solutions provider is seeking an experienced Program Manager to define customer technical solutions and manage the project lifecycle. This role involves collaborating with sales, R&D, and customers to provide high-quality deliverables, overseeing the...Senior
- ...major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs....High net worth
$140k
Fortune 500 clients and government agencies trust eGain AI knowledge solution... ...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- ...Client Relations - Account/Relationship Manager Remote, United States · Volunteering/Non-Profit About Us: The Class Consulting Group is a boutique... ...in SFO-Bay Area that provides consulting services to senior management and Board of Directors of nonprofit/...Remote work
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients... ...solutions and building lasting relationships. With a commitment to career growth and...SeniorHigh net worthLocal area
$56k - $132k
A leading insurance consultancy is seeking a Senior Account Executive to manage client interactions and relationships. The ideal candidate will negotiate terms with carriers, supervise team activities, and require expertise in complex multi-line accounts. A Bachelor’s...SeniorHigh net worth
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