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
$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...SuggestedFull timeWork at office$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...SuggestedFull timeWork at office$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...SuggestedFull timeWork at office- ...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...SuggestedContract workSummer work
$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,...SuggestedWork experience placementSummer holidayImmediate startFlexible hours- ...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
$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 workTemporary workFor contractorsWork experience placementLocal area$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 timeFlexible hours- ...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 workSummer work
$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 wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$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 timeTemporary workRelocationFlexible hoursShift work$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- ...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 contractFull timeContract workWorldwide
$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- ...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...
- ...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 timeWork at officeLocal area3 days per week
- ...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
$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$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 timeWork at office- 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...
- ...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
$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...H1bWork at officeLocal areaWork from homeWorldwideHome officeFlexible hours- 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
- ...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
$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 timeFor contractors$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- 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...
- 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...
- ...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 workLocal areaVisa sponsorshipWork visa
$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 timeWork at officeFlexible hours3 days per week
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