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Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time New York New York United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Nov 28, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Build and maintain relationships with partners across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, Lending, etc. Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. We

The Wealth Relationship Officer provides dedicated support to Wealth Relationship Managers in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact and servicing of HSBC clients, in turn allowing the Wealth Relationship Manager to f

Provide high-level, proactive administrative support to a complex team of Partners & Managing Directors.This role requires a high degree of multitasking, discretion, and the ability to navigate a fast-paced, dynamic corporate environment.Job Summary & Responsibilities:.Proactively coordinate and mai

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, inc

Chief Investment Officer page is loaded## Chief Investment Officerlocations: Iselin: Owings Mills: New York: Philadelphiatime type: Full timeposted on: Posted Todayjob requisition id: Req-8409## ## Job DescriptionProsperity is a leading wealth management company dedicated to providing objective

You can identify business growth opportunities and develop strategic recommendations to support the growth of client relationships. Develop trusted, long-term relationships with key client contacts and executives. Its combined strengths in performance media, customer experience, customer relationshi

The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients.This individual has extensive experience in wealth management an

Personal Injury Litigation Paralegal:. We are actively searching for a New York Personal Injury Litigation Paralegal that has a wealth of experience in both pre-litigation and litigation phases. Minimum of 5 years of experience as a Personal Injury Paralegal.

This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Participate in developing group curriculum and facilitate group activities as needed. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related position.

Wealth Management Cross Border Manager Administrative Assistant:. Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal,

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need. Analyzes

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor_24007333). Our trusted financial advisors a

You'll be part of the Wealth Advice Center Supervision team and working with Financial Advisors and Client Service Associates within the Wealth Advice Center. We are a collaborative management team supporting our Financial Advisors as they deliver world class Wealth Management services to our client

Vice President, Auditor, Markets and Wealth Services. We're seeking a future team member for the role of Vice President, Auditor to join our Markets and Wealth Services Audit team.

Private Wealth Solutions Global Fund Finance Position. The Private Wealth Solutions Global Fund Finance group is responsible for the fund performance reporting and all aspects of accounting related to Blackstone's multi-asset private equity funds. In addition, the group provides support to the front

The Equity Structuring group ("EQS") sits within Private Wealth Management ("PWM") and delivers tailored equity-based solutions to global wealth management and cross-divisional clients through customized structuring and execution services. Our Private Wealth Advisors (PWAs) deliver an unparalleled i

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

We are looking for a Corporate Development Analyst to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Man

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial ba

Actively market custom lending solutions across the Wells Fargo Platform. Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (.

Job Description Executive Assistant Renowned investment firm has a great opportunity for an experienced Executive Assistant. Responsibilities Include: • Provide administrative support in a complex team environment, • Coordinate complex, senior-level internal/ external meetings and conference calls, • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner, • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics, • Requires excellent interpersonal and communication skills, • Ability to maintain high standards despite pressing deadlines, • Ability to handle highly sensitive, confidential and non-routine information, • Self-starter with excellent anticipation skills; problem solving; follow up, • Demonstrates high degree of integrity and confidentiality, • Strong organizational skills, • Team player with a positive attitude, • Strong proficiency in MS Word, Excel, PowerPoint and Outlook, • Bachelor's Degree a plusCompany DescriptionInvestment Advisory / Wealth ManagementInvestment Advisory / Wealth Management

Job Description Executive Assistant Renowned investment firm has a great opportunity for an experienced Executive Assistant. Responsibilities Include: • Provide administrative support in a complex team environment, • Coordinate complex, senior-level internal/ external meetings and conference calls, • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner, • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics, • Requires excellent interpersonal and communication skills, • Ability to maintain high standards despite pressing deadlines, • Ability to handle highly sensitive, confidential and non-routine information, • Self-starter with excellent anticipation skills; problem solving; follow up, • Demonstrates high degree of integrity and confidentiality, • Strong organizational skills, • Team player with a positive attitude, • Strong proficiency in MS Word, Excel, PowerPoint and Outlook, • Bachelor's Degree a plusCompany DescriptionInvestment Advisory / Wealth ManagementInvestment Advisory / Wealth Management

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance

At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone.Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digita

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decis

Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives. Translate wealth business requirements into functional and technical specifications for delivery teams. Ability to work with senior business leaders product owners an

As a National Field Finance Vice President in the JPMorgan Wealth Management National Field Finance Analytics team, you will support the Chase Wealth Management CEO, Home Office and Field leadership teams, and a field organization of over 5,000 advisors with data-proven insights and recommendations

Are you a Chief Investment Banking Officer or Head of Trading or Portfolio with deep expertise in quantitative crypto trading, XRP, and DeFi markets, ready to help scale a next-generation digital asset and wealth management family office, already achieving $100B+ AUM, to grow to over $220B AUM withi

Lockheed Martin: An Award-Winning Place to Work. Your Health, Your Wealth, Your Life As an employee at Lockheed Martin, your health and well being are paramount. Come check out all of the amazing benefits Lockheed Martin has to offer.

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. We are seeking an experienced and strategic SVP/Vice President of Accounting to help manage the firm's accounting tea

Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: As Information Security Lead, you'll be at the forefront of safeguarding our groundbreaking digital therapeutics. We're seeking an individual with deep technical expertise in information security in the healthcare sector, ready to tackle complex challenges and pioneer innovative solutions. This isn't just a role; it's an opportunity to build, mentor, and inspire a high-performing team, while strategically collaborating across diverse departments to embed security into the very fabric of our revolutionary products. Your ability to swiftly master new technologies and meticulously adhere to processes in a highly regulated environment will be crucial as you champion information security across every facet of our company and with all our valued partners. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 4 days in office each week. Responsibilities: • Maintain, and continually improve the Information Security Management System (ISMS) to maintain relevant certifications (e.g., ISO 27001, SOC 2, IEC 81001-5-1 and UK Cyber Essentials Plus)., • Lead the technical security aspects of data privacy to ensure compliance with GDPR, CCPA, and HIPAA., • Lead and mature the company's Security Operations Center (SOC) capabilities, including threat intelligence, monitoring, detection, and analysis., • Responsible for collecting, analyzing, escalating, and responding to cybersecurity vulnerabilities, threats, and attacks using SIEM and EDR technologies., • Collaborate with Engineering to ensure Secure Development Lifecycle (SDLC) practices are followed, integrating threat modeling, static/dynamic analysis, fuzz testing, and formal verification into the development process., • Develop and maintain reporting of Key Performance Indicators (KPIs) of threats and incidents, including incident response timeliness and general observability metrics., • Oversee security testing activities, including penetration testing and vulnerability scanning., • Conduct security training and awareness programs for employees to promote a culture of security., • Oversee all third-party and vendor risk management activities, • Collaborate with Quality and Regulatory on cybersecurity processes, • Support regulatory submissions by generating Cybersecurity Quality Management System (QMS) documentation, ensuring compliance with FDA Cybersecurity Guidance (2025), EU MDR, NIST 800-53, IMDRF, and AAMI TIR57. Qualifications:, • Embracing technological evolution is central to our DNA. Because AI defines our future, this role requires a proven ability to integrate AI technologies to drive innovation and impact., • Experience within a highly regulated industry such as medical devices, pharmaceuticals, biotechnology, or healthcare, • Understanding of common security frameworks and standards, including NIST Cybersecurity Framework (CSF), ISO 27001/27002, and SOC 2., • Knowledge of risk assessment methodologies, threat modeling, network security, cloud security (AWS), application security, and data protection technologies., • Experience leading or participating in formal security audits., • Experience in interfacing with engineering teams and running in tiger-teams or embedded SME Scrum teams., • Leadership and communication skills, with the ability to articulate complex security concepts to technical and non-technical audiences. Compensation: The base salary range for this position is between: $130,000 - $180,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More... Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Collaborate with multiple internal teams including Tax, Acquisition, Portfolio Management, Asset Management, Legal & Compliance, Investor Client Services, local Finance, Technology, Private Wealth Solutions, and Treasury. BS (or above) in Accounting or Finance is required.

Hybrid 3 days / week onsite at Tampa, FL, 33647 / Jersey City, NJ, 07310 CTH Description: The IT SIFMU & Risk department supports the development & testing needs of multiple DTCC core business lines including NSCC Risk, Clearing & Settlement, Equity Clearing, Wealth Management, Treasury Clearing etc

This job is presented to you by School RN, a division of the TemPositions Group of Companies. Applications from members of minority groups and women are encouraged. Enjoy exceptional compensation, benefits, and a wealth of opportunities in school nursing.

You'll generate leads, manage the full sales cycle, attend art fairs and gallery events, and collaborate with the advisory team on proposals. We're looking for someone with experience in art sales, luxury goods, or wealth management—polished, self-directed, and genuinely passionate about visual cu

Asset & Wealth Management Change Management. Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers. These global capabilities are extended to the world's leading corporates, insurance companies, sovereign wealth funds, central banks, financial inst

Hybrid 3 days / week onsite at Tampa, FL, 33647 / Jersey City, NJ, 07310 CTH Description: The IT SIFMU & Risk department supports the development & testing needs of multiple DTCC core business lines including NSCC Risk, Clearing & Settlement, Equity Clearing, Wealth Management, Treasury Clearing etc

As a Senior Health & Benefits Consultant, you will:. At Mercer, we improve the lives of more than 110 million people every day by advancing their health, wealth, and careers. Negotiate with benefits carriers and vendors to secure optimal health and welfare plan coverage.

You will have access to a wealth of knowledge and experience which will allow you to decide if the library is where you want to begin your career. You will have access to the Library Page Fellowship Program as a Library Page. With 92 locations—including research and branch libraries—throughout t

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Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client, captures wealth management in the workplace through Citi Wealth at Work and Retail Banking serves as

As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team.

Provide essential Investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc. Continually provide responsive an

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.

We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management Marketing Technology team, you are an integral part of an agile team that works to enhance, build,

Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Provide advice and counsel related t