Senior Wealth Management Professional

The Senior Wealth Management Professional at Citigroup Inc. plays a pivotal role in delivering exceptional client experiences while driving business growth through strategic partnerships and innovative solutions. This dynamic professional must possess a deep understanding of wealth management principles, coupled with excellent communication and...

**Job Summary:**We are seeking an experienced Wealth Management Professional to join our team at Avior Executive Search. As a Senior UHNW Relationship Manager, you will be responsible for driving business growth and developing strategic relationships with high net worth clients.**Responsibilities:**

About the PositionWe are seeking a skilled and detail-oriented Senior Wealth Management Professional to join our Family Office team at Anchin. As a key member of our team, you will play a vital role in delivering tailored financial solutions and services to high-net-worth families.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

Job DescriptionEmpire Wealth Management is a renowned full-service CPA firm seeking a skilled Senior Tax Accountant to lead our taxation team in Brooklyn, NY. As a key member of our team, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.Key...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

Job Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...

We are seeking a productive and focused wealth advisor passionate about helping others build wealth.GPAC, a recruitment company with over 30 years of experience, is partnered with a local RIA and Broker that is eager to bring on an exceptional wealth manager with proven success in building business and has an existing client base.Flexibility to focus on...

Job OverviewThe Goldman Sachs Group, Inc. is seeking an Administrative Professional - Wealth Management to join our team. In this role, you will provide administrative support to a senior group, coordinating complex internal/external meetings and conference calls, handling a high volume of phone calls, and interacting with clients.About the RoleThe...

Job Summary:We are seeking an experienced Wealth Management Support Professional to join our team in New York. As a key member of our platform management group, you will provide administrative support to senior executives and coordinate complex meetings and travel arrangements.Your responsibilities will include handling high-volume phone calls, interacting...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

About the RoleThe Senior Wealth Management Specialist is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This position requires a strong understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.Key...

As a Licensed Client Service Associate at Citigroup Inc, you will play a critical role in delivering high-quality wealth management services to clients. This position requires a unique blend of analytical thinking, excellent communication skills, and the ability to work effectively in a fast-paced environment.Responsibilities:Collaborate with Banker teams to...

Job OverviewWe are seeking an experienced wealth management professional to join our team. As a key member, you will play a crucial role in helping clients achieve their financial goals.The ideal candidate will have a strong background in investment planning and a proven track record of success in the field. If you are passionate about delivering exceptional...

At Citigroup Inc., we are seeking a highly skilled Wealth Management Professional to join our team. As a Private Banker, you will play a crucial role in serving the entire continuum of wealth clients.This is an excellent opportunity for a seasoned professional to contribute to the development of new techniques and the improvement of processes and work-flow...

Company OverviewSia Partners is a leading management consulting firm that optimizes client projects worldwide through its Consulting for Good approach. With a global footprint and expertise in over 30 sectors and services, we develop innovative CSR solutions for clients, making sustainability a lever for profitable transformation.We believe that knowledge...

About the Role:Baker Tilly is a leading advisory firm providing professional services to clients across the globe. We are currently seeking a Senior Manager of Private Wealth Tax Services to join our team in Texas. In this role, you will provide tax consulting services to high-net-worth individuals, family offices, and their private businesses and/or...

Citigroup, Inc. is seeking a highly experienced Wealth Business Transformation Manager to lead our digital investing products and capabilities. As a Senior Business Operations Lead, you will be responsible for overseeing operational readiness and governance for the digital investments business, audits, and financials related to critical and complex wealth...