New York, New York, United States · On-site
$88k–$133k/yr
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Skills: Financial Planning, Relationship Management, Client Profiling, Risk Assessment, KYC/AML Compliance
New York, New York, United States · Remote OK
$200k–$250k/yr
Function Partners Our Company We’re Hitachi Vantara, the data foundation trusted by the world’s innovators. Our resilient, high-performance data infrastructure means that customers – from banks to theme parks – can focu…
Skills: Channel Sales, Partner Management, Alliance Management, Enterprise Technology Sales, Business Planning
New York, New York, United States · Remote Solely
$160k–$220k/yr
The Company: Lightyear builds software that is revolutionizing the telecom management experience for hundreds of enterprises. Lightyear’s platform helps enterprise IT teams automate telecom procurement, network inventory…
Skills: Demand Generation, GTM Strategy, Sales Process Optimization, B2B Marketing, Data Analysis
New York, New York, United States · On-site
$19/hr–$21/hr
Your Impact at Lowe's As a Sales Specialist, you will be one of the first people our customers meet. Your sales expertise can help customers find the products they need and encourage them to transform a great project ide…
Skills: Customer Service, Sales Closing, Product Knowledge, Project Estimation, Inventory Management
New York, New York, United States · Hybrid
$75k–$90k/yr
Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower peop…
Skills: Sourcing, Candidate Selection, Interviewing, ATS Management, Lead Generation
New York, New York, United States · Hybrid
$160k–$185k/yr
Outset invented a better way to do research: AI-powered user interviews. Global brands like Hubspot, Microsoft, Uber and Nestle use Outset to achieve deeper, qualitative insights about their users at unprecedented speed …
Skills: Customer Success, Account Management, Strategic Partnership, Revenue Expansion, Stakeholder Management
New York, New York, United States · On-site
$88k–$133k/yr
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Skills: Financial Planning, Relationship Management, Client Profiling, KYC/AML Compliance, Risk Assessment
New York, New York, United States · On-site
$65k–$80k/yr
Maiden Home is growing a team of forward-thinking individuals who possess unique strengths and perspectives, an innate ability to inspire their colleagues, and an eagerness to reimagine the world of luxury furnishings. D…
Skills: Luxury Sales, Interior Design, Client Relationship Management, Product Expertise, Strategic Agility
New York, New York, United States · On-site
$150k–$225k/yr
About Basis Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world. We recently raised $10…
Skills: B2B Demand Generation, Growth Marketing, Revenue Marketing, Full-funnel Campaign Management, Account-Based Marketing
New York, New York, United States · Hybrid
$150k–$180k/yr
At OakNorth, we're on a mission to empower ambitious businesses with the funding they need to grow. Since 2015, we've lent over $21 billion across the UK and US, supporting job creation, housing development and long-term…
Skills: B2B Marketing, Multi-channel Campaign Management, Sales Enablement, Messaging And Positioning, Project Management
New York, New York, United States · On-site
Company Overview The Staten Island Workforce1 Career Center is partnering with New York Life to find qualified candidates for a Financial Advisor position in Staten Island, NY. New York Life is a Fortune 100 company foun…
Skills: Sales, Financial planning, Networking, Client relationship management, Prospecting
New York, New York, United States · On-site
$5k–$5k/mo
This role is intended for Chinese / Vietnamese / Spanish fluent speakers. Are you ready to go uP? We are named in Top Workplaces NYC for 2021, 2024, and 2026!We are one of the winners of USPAACC’s Fast 100 Asian American…
Skills: Lead Generation, Cold Calling, Prospecting, Pricing Analysis, Sales Closing
New York, New York, United States · On-site
$17/hr–$20/hr
Company OverviewThe Staten Island Workforce1 Career Center is partnering with Macy's to find qualified candidates for a Team Member position in Staten Island, NY. Macy’s is a major American department store chain known f…
Skills: Customer service, Sales, Product knowledge, Merchandising, Inventory management
New York, New York, United States · On-site
Company Overview The Staten Island Workforce1 Career Center is partnering with Express to find qualified candidates for a Sales Associate position in Staten Island, NY. Express is a leading fashion retailer known for off…
Skills: Customer service, Sales, Merchandising, POS systems, Inventory management
New York, New York, United States · On-site
$157k–$192k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Treasury management, Cash flow analysis, Relationship management, Sales, Business development
New York, New York, United States · On-site
About us Forus is building an AI-powered network that connects doctors, pharmacies, payers, and biopharma to accelerate new science to patients. Our platform automates the complexity between a doctor prescribing a medici…
Skills: Sales Leadership, Provider Growth, Market Expansion, Team Coaching, Account Prioritization
New York, New York, United States · Hybrid
About the Role We're looking for a high-energy, Outbound-first Sales Development Representative to join our US team. This is a field-heavy role designed for someone who wants to be the face of SpotDraft at industry event…
Skills: Outbound Prospecting, Lead Generation, Field Sales, Pipeline Qualification, CRM Management
SpadeNew York, New York, United States · Hybrid
$200k–$225k/yr
What is Spade? Financial institutions process billions of transactions every day across cards, ACH, wires, and third party aggregators. But most of that data is difficult to use. Descriptions are inconsistent, merchant n…
Skills: Account Management, Sales, Customer Success, Contract Negotiation, Revenue Retention
New York, New York, United States · On-site
$15/hr–$23/hr
Salary Range $15.00 - $23.10* Job Description: WHO WE ARE: A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading …
Skills: Customer Service, Client Relationship Management, Consultative Selling, Product Knowledge, Sales Planning
New York, New York, United States · On-site
$170k–$200k/yr
Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages …
Skills: Asset Management, Financial Modeling, Budgeting, Cash Flow Projection, Multifamily Real Estate
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Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions. Manage client portfolios, source new high-value customers, and ensure strict adherence to regulatory and compliance procedures.
Requires 5-8 years of experience and a bachelor's degree or equivalent. Must possess or obtain specific FINRA registrations (SIE, Series 6, 63, 65 or 7, 66) and Insurance Group 1 certification within 150 days.
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
Responsibilities:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered.
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 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.
Qualifications:
5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar 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.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
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
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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.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
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