Senior Wealth Relationship Strategist
Citi Group
Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate with product specialists, maintain regulatory compliance, and lead client engagements with a focus on quality service and growth. #J-18808-Ljbffr Citigroup Inc.
$88.4k - $132.6k
...Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management...SeniorRemote work$158.01k - $276.46k
...service. Overview At Northern Trust, the Wealth Strategist position is a key business development... .... Wealth Strategists cultivate new relationships with individuals, families, non‑profit... ..., and other entities. As a senior member of the team, you will oversee new...SeniorLocal area$125k - $200k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...as the planning expert with the firm's most complex client relationships. Support business development efforts by demonstrating the...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$80k - $103.5k
...Description Big Happy is looking for a high-energy Sr. Sales Strategist to introduce our proprietary ad platform to the world’s most... ...the digital media landscape and agency/brand client/publisher relationships preferred. ~ Proficiency in Powerpoint and Excel, with the...SeniorFull timeWork at office3 days per week- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning... ...and wealth transfer strategies in collaboration with relationship teams and external advisors Serve as expert on estate, gift...
$70k - $140k
..., intellectually curious, and driven individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the client relationship, working closely alongside senior wealth strategists to deliver comprehensive, hyper-personalized financial planning...For contractorsWork at officeFlexible hours$115k - $135k
...We are seeking an experienced workplace strategist to join our team in New York City.... ...projects. In addition to client work, a Senior Workplace Strategist is asked to contribute... ...# Manage the day-to-day client relationship in delivering engagements such as leadership...SeniorWork at officeLocal areaFlexible hours$150k
...Job Description Job Description Senior Lifestyle Strategist New York, USA Work Authorization Required Compensation: $150,000 OTE (... ...organizations - empowering them to compound their time, relationships, and global impact. Cutting-Edge AI Work hands-on with...SeniorFull timeWork at officeLocal areaRemote workRelocation packageFlexible hours- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas... ...financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also...Part timeWork at officeLocal area
- ...Wednesdays, and Thursdays. OVERVIEW OF THE ROLE MKG is seeking a Senior Strategist to drive insight led thinking across key accounts and new... ..., sponsorship activation, and building long-term client relationships. Ability to think both strategically and tactically,...SeniorWork at officeShift workAfternoon shift
- ...going through a massive growth period and looking for a Senior Paid Media Strategist who owns their accounts end to end. The Opportunity This... ...reports 24 hours before scheduled calls Build trust and relationships that drive renewals and referrals Paid Media Execution Build...SeniorWork from homeFlexible hours
$90k - $115k
...deep knowledge of consumers, technology, and culture. As a Senior Strategist, you will help set the strategic vision for the brands you... ...work directly with senior management and clients, developing relationships that progress strategy and the client business Experience...SeniorWork at officeFlexible hoursShift work- ...Job Description We're looking for a Senior Strategist, Social Marketing & Strategy to join our team. You'll report to the Director, Social... ...the daily lead on client businesses and developing client relationships. Experience managing and mentoring junior team members....SeniorTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week
- ...work at UM. Position Overview We seek a strategist who will support the Strategy Director... ...completed in a timely fashion, managing vendor relationships, and analyzing data to glean meaningful... ...within agency team and with senior clients Required Skills and Experience...SeniorLocal area
- ...Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver holistic client experiences...Senior
$90k - $150k
...driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities... .... The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills...SeniorFull time- ...industries and through a range of complex situations. Their relationships with corporate executives and top-tier media platforms... ...We are seeking a Vice President or SVP to serve as a senior communications strategist, advisor, and business builder. The ideal candidate...SeniorWork at office3 days per week
$135k
Senior Strategist - Digital Agency | NYC | Hybrid | Up to $135k Our client is a tight-knit, independent digital agency with a simple belief... ..., ROI, the full picture Present, persuade, and grow client relationships with confidence and clarity You're T-Shaped Your deep...Senior- ...Chase seeks a Senior Deepening Business Banking Relationship Manager to grow a portfolio of large business clients ( $5M revenue) with deposits, cash management... ...’ll deepen relationships, collaborate with branches, Wealth and Private Bank partners, and drive referrals for new...Senior
$100k - $105k
...digital and traditional channels. They foster deep brand relationships and have a team of recognized innovators in Digital, Communications... ...impactful digital strategies for their clients. As a Senior Digital Strategist working on one of the top lifestyle brands in the world,...Senior$90k - $105k
...on-time delivery of strategic phases. Relationship Management & Growth Client Relationship... ...relationships with brand managers and senior marketing stakeholders within client organizations... ...mentor to Junior and Mid-level Strategists, fostering a motivating, and...SeniorFreelanceWork at officeWork from homeWorldwide$120k - $140k
...it’s good for business too. The role We’re looking for a Senior Strategist to join our growing team. In this role you will work across... ...detail. Cultivated an interest in new business and creating relationships that lead to organic growth. Caring for our community The...SeniorWork at officeFlexible hours2 days per week- ...powered advice on this job and more exclusive features. The Senior Digital Strategist plans and strategically oversees the execution of paid... ...entire Digital Marketing team on strategic oversight and relationship management of Carnegie’s higher education clients, with...SeniorContract workTemporary workRemote work
$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients.... ...and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex client matters, and serve as a...Temporary workWork at office$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ...Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must... ...degree with 7+ years' experience in the wealth management industry as either a...Senior- ...institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That'... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high...SeniorWork at office
- CNB Bank is seeking a Commercial Relationship Manager to oversee a portfolio of business clients, delivering tailored financial solutions... ...while coordinating with credit analysts, treasury services, and wealth management teams. The role emphasizes client relationship...Senior
- ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier... ...investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s...Senior
$125k - $150k
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele. Highlights Serve as the Wealth Planning Strategist for ultra...Work at office
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