Wealth Relationship Manager Jobs

College degree or equivalent work experience required.

5 to 10 years of financial services operations or call center experience.

Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

Flexible work arrangements (part in-person/part remote)

Commuter benefits in select metropolitan areas

J.E.D.I. certification and training programs

Required Knowledge, Skills, and Abilities

Management, review, and adherence to venue contract.

Manage attrition, contractual requirements relating to venue contract.

Oversee general room block management, overflow, additional room allocation as needed.

Outsource A/V needs if applicable, work with vendor through pricing comparison, orders, execution, and management.

Manage all special needs, allergies, dietary requirements.

Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment

Bachelor's degree, or equivalent work experience

Minimum 8 years of private banking and/or relevant credit experience

Experience establishing and maintaining relationships in larger, complex distribution organizations.

Demonstrated experience for driving business relationships and results

Excellent interpersonal and presentation skills

Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services

Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.

Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt

Prior experience in wealth management or other financial services roles preferred

Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience

Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications

5+ years of relevant experience

Ability to manage relationships both internal and external

Bachelor's/University degree or equivalent experience

15+ years experience in portfolio management, personal tax, wealth management, financial planning

Well developed relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients

Sound operations, regulatory and risk management knowledge

Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements.

Comprehensive knowledge of investment and wealth advisory products and services

Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships

Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously

5+ years of applicable industry experience preferred

Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams