Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Relationship Manager - Growth & Financial Planning

Citi Group

Citi is seeking a Citigold Relationship Manager in New York, responsible for enhancing client relationships and ensuring compliance with regulations. The ideal candidate will have a Bachelor's degree, relevant experience, and appropriate financial certifications. This role emphasizes managing customer needs and promoting financial products while maintaining compliance with KYC/AML regulations. Join us for a rewarding career with comprehensive training and development resources. #J-18808-Ljbffr Citi

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager - Growth & Financial Planning in New York, NY vacancy
  • $88.4k - $132.6k

     ...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...  ...Net Worth segment through the use of financial planning and excellent discovery and profiling...  ...Business Partners, Relationship Manager, etc.) Organize client events to enhance... 
    Suggested
    Full time
    Work at office

    Citigroup

    New York, NY
    4 days ago
  • $88.4k - $132.6k

     ...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...  ...and High Net Worth segment with financial planning and excellent discovery and profiling...  ...Small Business Partners, Relationship Manager, etc.)Organize client events to enhance... 
    Suggested
    Full time
    Work at office

    Citigroup

    New York, NY
    2 days ago
  • $88.4k - $132.6k

     ...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...  ...and High Net Worth segment with financial planning and excellent discovery and profiling...  ...Small Business Partners, Relationship Manager, etc.)Organize client events to enhance... 
    Suggested
    Full time
    Work at office

    Citigroup

    New York, NY
    6 days ago
  •  ...Oversee Pricing Strategy *Financial Planning & Analysis *Lead Process Improvements...  ...*Oversee Client Relationships *Work Closely with Global Account Management, Global Finance, Procurement &...  ...Hours. Tremendous Opportunity for Growth at this Global Advertising... 
    Suggested
    Contract work
    Summer work

    Atlantic Group

    New York, NY
    3 days ago
  • $106.5k - $195.1k

     ...serving the global financial services marketplace...  ...and Capital Markets, Wealth and Asset Management, Insurance, and Real...  ...and you'll see that growth reflected in your career...  ..., succession planning, and governance strategies...  ...effective long-term relationships with our clients,... 
    Suggested
    Work experience placement
    Summer holiday
    Immediate start
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    7 days ago
  •  ...strategic Director, Client Development to lead growth and market positioning for its Real...  ...go‑to‑market strategy, deepen client relationships, and drive revenue globally. You will oversee...  ...opportunity across key clients, REITs, and investment managers. #J-18808-Ljbffr Goodwin

    Goodwin

    New York, NY
    2 days ago
  • $145k - $235k

    Index Relationship Manager, Insurance Solutions - Financial Solutions Location New York Business Area Sales...  ...client lifecycle, including account planning, senior-level relationship...  ...pipeline and working toward revenue or growth objectivesThe ability and... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Local area

    Bloomberg

    New York, NY
    3 days ago
  • $180k - $230k

     ...Director, FP&A | High-Growth Consumer Finance Platform | NYC We’re working with a high...  ...that is building technology and financial products designed to make financing simpler...  ...to take ownership of a broad financial planning, modelling and analytics function.... 
    Full time
    Flexible hours

    Talentedge

    New York, NY
    3 days ago
  •  ...Pricing Strategy \n \n *Financial Planning & Analysis \n \n *Lead Process...  ...\n \n *Oversee Client Relationships \n \n *Work Closely with Global Account Management, Global Finance, Procurement...  .... Tremendous Opportunity for Growth at this Global Advertising Agency... 
    Contract work
    Summer work

    Atlantic Group

    New York, NY
    19 days ago
  • $225k - $240k

     ...Wyman is a global leader in management consulting. With offices in 6...  ...including strategy development, financial effectiveness, product design...  ...the value chain, project planning through to implementation...  ...roles offer excellent career and growth opportunities for talented, highly... 
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Oliver Wyman Group

    New York, NY
    3 days ago
  • $300k - $350k

     ...capacity, accelerating financial close timelines, strengthening cash management, and enhancing audit...  ...poised for its next era of growth and impact, and the...  ...and financial planning & analysis (FP&A), and...  ...Build trust-based relationships with school leaders, boards... 
    Full time
    Temporary work
    Relocation
    Flexible hours
    Shift work

    Kipp Nyc

    New York, NY
    2 days ago
  • $150k - $250k

     ...the U.S. and Asia, we are the premier financial bridge between the East and West. Our...  ...new opportunities, and our sustained growth and expertise in industries like real...  ...Lending team, looking for a seasoned Relationship Manager focusing on Asset Based Lending originations... 
    Full time

    East West Bank

    New York, NY
    3 days ago
  •  ...and services empowering financial services and...  ...DescriptionRelationship Manager, Asset Manager PlatformTeam...  ...DevelopmentAbout the RoleThe Relationship Manager, Asset Manager...  ...workstream.The growth thesis is simple: BDIM...  ...count and cadence vs. plan)Quality of book contracted... 
    Ongoing contract
    Full time
    Contract work
    Worldwide

    SS&C Technologies

    New York, NY
    4 days ago
  • $180k - $230k

     ...Job Description Director, FP&A | High-Growth Consumer Finance Platform | NYC \n \...  ...that is building technology and financial products designed to make financing simpler...  ...to take ownership of a broad financial planning, modelling and analytics function. \n... 
    Flexible hours

    Talentedge

    New York, NY
    4 days ago
  •  ...act as the executive sponsor for client success. You will drive growth, profitability, and governance across multiple service lines...  ...expansion opportunities. The role requires strong client leadership, financial acumen, and the ability to guide cross-functional teams toward... 

    HSO

    New York, NY
    4 days ago
  •  ...complexity. Mentors junior staff or manages projects to ensure successful...  ...organization’s broader goals.Manages financial operations and relationships with clients. Play a critical role...  ...forecasting and strategic financial planning to support the agency / network’s client... 
    Full time
    Work at office
    Local area
    3 days per week

    Momentum Worldwide

    New York, NY
    4 days ago
  •  ...Senior Wealth Advisor | Growing Wealth Management Practice I’m partnering with...  ...for key client relationships • Work collaboratively...  ...in the continued growth of the practice...  ...ongoing wealth planning, education, coaching...  ...execution of complex financial plans • Identify... 
    Full time

    Search Masters, Inc.

    New York, NY
    3 days ago
  • $250k

     ...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory...  ...about developing client relationships to provide comprehensive financial planning and asset management. Not a sales role; no portable...  ...personal and professional growth ~ Serve as a Senior Wealth... 
    Full time

    Leah Yosef International

    New York, NY
    1 day ago
  • $250k

     ...Senior Wealth Advisor Ultra High Net Worth Internal Succession...  ...on comprehensive wealth management and client retention. Westchester...  ...allocation, estate, tax and financial planning, retirement planning, cash...  ...with a consistent organic growth rate of over 15% annually... 
    Full time
    Work at office

    Leah Yosef International

    New York, NY
    1 day ago
  • Chainalysis is seeking a Senior Manager of Strategic Finance in New York to partner with senior leadership on long-range financial planning, pricing strategy, and capital allocation decisions...  ...with executive communication to drive growth initiatives and high-impact strategic... 

    The Bitcoin Street Journal

    New York, NY
    4 days ago
  •  ...organization as it scales hardware manufacturing. You will own financial strategy, planning, capital strategy, and global reporting, reporting to the...  .... Ideal candidates have deep experience in venture-backed or high-growth manufacturing #J-18808-Ljbffr Maybell Quantum

    Maybell Quantum

    New York, NY
    3 days ago
  • $158.01k - $276.46k

     ...global leader in innovative wealth management, asset servicing, asset management...  ...With more than 135 years of financial experience and over 24,000...  ...to drive innovation and growth – with marketing playing a critical...  ...and efficiencies in plan execution. Create and lead... 
    H1b
    Work at office
    Local area
    Work from home
    Worldwide
    Home office
    Flexible hours

    001 The Northern Trust Company

    New York, NY
    4 days ago
  • E3 Financial Planning operates on the Farther platform and seeks a Relationship Manager & Servicing Advisor to own a dedicated segment of a 250+ household book. No business development—focus on planning and client relationships. Full-time preferred, with flexibility for... 
    Full time

    Farther Finance, LLC

    New York, NY
    2 days ago
  •  ...team as an Associate Accountant. You will be a key player in the month-end close, building reliable financial reports and supporting ad-hoc projects that drive growth. This role emphasizes process improvement, cross-functional collaboration, and the use of ERP systems... 
    Remote job

    Reputation

    New York, NY
    4 days ago
  • $70k - $85k

     ...Practice. Own Your Client Relationships. Help Build Legacies....  ...is a next-generation wealth management firm built for...  ...expect more from their financial advisor than a model...  ...comprehensive financial planning, and thoughtful...  ...Contributing to the continued growth and development of... 
    Full time
    For contractors

    Sterling Legacy Advisors

    New York, NY
    2 days ago
  • $250k - $360k

     ...Director - Client Growth Partner (Retail & CPG) Full-time...  ...while building strong executive relationships and identifying new...  ...business acumen, relationship management, and collaboration with internal...  ...through structured account planning, shaping CXO agenda, working... 
    Full time

    Nagarro

    New York, NY
    4 days ago
  • Broadridge is hiring a Finance Manager to lead financial planning, forecasting, and strategic decision support across the Engineering and Technology...  ...influence key investment decisions that drive transformation and growth. The ideal candidate combines strong financial acumen... 

    Broadridge

    New York, NY
    3 days ago
  • Brigit seeks a VP of Finance to lead strategic financial planning, analysis, and accounting for its fast-growing fintech...  ...business. You will partner with executives to drive growth, optimize unit economics, and manage capital allocation. You will supervise FP&A, accounting... 

    Talantir

    New York, NY
    1 day ago
  •  ...sponsored by Brookfield Asset Management, a leading global...  ...O&M service provider, relationship management of key...  ...collaborating with the internal financial group to support their...  ...including Financial Planning & Analysis (FP&A),...  ...for professional growth, TerraForm offers competitive... 
    Contract work
    Local area
    Visa sponsorship
    Work visa

    TerraForm Power

    New York, NY
    5 days ago
  • $63k - $85k

     ...Description:** The Client Finance Manager is a key business partner...  ...for overseeing the financial management of client accounts...  ...SOW development, financial planning and analysis, billing and collections...  ...and maintain strong relationships with client finance and procurement... 
    Full time
    Work at office
    Flexible hours
    3 days per week

    Biolumina

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Relationship Manager - Growth & Financial Planning. Be the first to apply!