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
- Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service... ..., and fostering client retention and growth strategies. The ideal candidate has a... ...experience, and a strong proficiency in financial planning software. The position also requires...Suggested
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA... ...referrals, delivering financial solutions that ignite the... ...entrepreneurial mindset in pursuit of growth. Takes tremendous pride... ...importance of financial planning. Thrives in an...SuggestedWork experience placement$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$152k - $205k
...analytical, data-driven Senior Manager to join Acrisure’s growing Financial Planning & Analysis (FP&A) organization in... ...clear goals, coaching for career growth, and building advanced modeling... ...skills across the team. Establish relationships and collaborate with peers,...Immediate startFlexible hours$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,...Work experience placementSummer holidayImmediate startFlexible hours$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(s) Rockville, Maryland, United States... ...share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate...Full timeWork at office- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent... ..., credit, and investment needs and deliver holistic financial planning solutions. Responsibilities include high-touch client engagement...
$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident... ...share of the affluent and High Net Worth segment with financial planning and discovery and profiling skills. Anticipate the complex...Work at office- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...
- ...California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships... ...clients and provide holistic financial solutions. The role requires 5-8 years... ...registrations, and knowledge of financial planning tools; you will work on site with a team...
$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE Act is a seasoned professional role... ...share of the affluent and High Net Worth segment with financial planning and discovery and profiling skills. Anticipate clients...Work at office$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id: 26... ...clients. Anticipate clients’ complex financial needs and offer solutions through a... ...NaviPlan Select, or similar financial planning software preferred. Basic understanding...Full timeWork at office- A financial advisory firm based in New York seeks a Manager, Strategic Growth to lead its recruitment team. The role involves training and managing Strategic... ...include a competitive salary, unlimited PTO, and access to health plans. #J-18808-Ljbffr Savvy Wealth, Inc.
$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high... ...client relationships and provide holistic financial solutions. You will work with a team... ...strong analytical skills, financial planning knowledge, and FINRA registration....
$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- Jobtailor is seeking an Enterprise Client Success Manager to own a book of institutional and wealth management clients, driving retention,... ...best practices for retention, and lead growth initiatives across B2B SaaS and financial services segments. #J-18808-Ljbffr...
- ...established industry player is seeking a Commercial Client Finance Manager to join their dynamic team. This role offers the chance to... ...and contract negotiations, providing a pathway for professional growth within a global media agency. The successful candidate will work...Contract work
- ...and partner with leadership to strengthen financial controls and reporting. You will lead budgeting, forecasting, and financial planning while mentoring the accounting team and ensuring... ...close and governance. This role offers growth in a fast-growing, design-driven company....
- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will... ...referrals that deepen client relationships. Ideal candidates will possess strong...
- ...hybrid position focuses on driving client retention and account growth. The ideal candidate has over 7 years in people leadership within... ...with clients to ensure service quality, lead a team, and manage account development strategies while enjoying perks like full medical...Flexible hours
$113.4k - $169.4k
...Description The Tax Manager - High Net Worth/Estates... ...strategic tax planning advice to clients. With... ...maintain strong client relationships, working with the partner... ...new opportunities for growth and expanding our client... ...preparation software and financial analysis tools....Local areaImmediate startRemote workFlexible hours- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting... ...offers a culture that values individuality and provides opportunities for growth. #J-18808-Ljbffr BDO USA Experienced Career Site
- A financial consulting firm based in Manhattan is looking for a Senior Accountant / Finance... ...accounting operations, drive financial planning, reporting, and strategic initiatives across... ...companies. This position offers growth opportunities into a long-term finance leadership...Permanent employmentContract work
- ...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
- ...is looking for a Senior Client Revenue Manager in Mexico. This role involves managing strategic... ...analysis, and fostering client relationships. Candidates must have expertise in client... ...campaign strategies and driving revenue growth. The company values career growth and offers...Remote job
- ...Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager within a Financial Advisor team to develop and oversee client... ...will assess client circumstances and objectives, offering wealth-building and preservation services. #J-18808-Ljbffr 71...
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