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Added 3 mins ago
Journey Coordination Specialist
Hopesglobalgetaways
Middletown · Middletown, OH
…honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients…
Added 3 mins ago
Destination Planning Advisor
Hopesglobalgetaways
Beavercreek · Beavercreek, OH
…honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients…
Added 3 mins ago
Holiday Services Consultant
Hopesglobalgetaways
Dublin · Dublin, OH
…honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients…
Added 3 mins ago
Vacation Booking Consultant
Hopesglobalgetaways
Ohio · Ohio, OH
…honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients…
Added 3 mins ago
Client Leisure Specialist
Hopesglobalgetaways
Cleveland · Cleveland, OH
…honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients…
Added 6 mins ago
TT
Implementation Consultant
Tyler Technologies
Lakewood, CO
- $59,451 to $90,000 USD / year
…and functionality to offer new and creative solutions to meet client…
Added 11 mins ago
G
Entry Level Recruiter
GPAC
Poplar Bluff, MO
- $34,000 to $36,000 USD / year
gpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as fully remote Search Consultants. Our company was founded over 35 years ago and has…
Added 11 mins ago
G
Entry Level Recruiter
GPAC
Nixa, MO
- $34,000 to $36,000 USD / year
gpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as fully remote Search Consultants. Our company was founded over 35 years ago and has…
Added 11 mins ago
G
Entry Level Recruiter
GPAC
Hazelwood, MO
- $34,000 to $36,000 USD / year
gpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as fully remote Search Consultants. Our company was founded over 35 years ago and has…
Added 11 mins ago
G
Entry Level Recruiter
GPAC
Ferguson, MO
- $34,000 to $36,000 USD / year
gpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as fully remote Search Consultants. Our company was founded over 35 years ago and has…
Added 11 mins ago
G
Entry Level Recruiter
GPAC
Arnold, MO
- $34,000 to $36,000 USD / year
gpac, a family-owned executive search firm, is looking for highly motivated individuals to partner with as fully remote Search Consultants. Our company was founded over 35 years ago and has…
Added 28 mins ago
Banking Center Manager, Milford, CT
Santander US
Town of Milford, CT
…acquisition, integration, and optimization of new and existing client relationships. The colleague must develop and maintain a strong level of partnership with segment and line of business…
Added 28 mins ago
Lead Director Product Membership
CVS Health
Remote, United States
Cross-Functional Partnership: Partner closely with functional operational leads across Membership, Retention, PEEP, and Service Recovery to digitize worklists, automate manual…
Added 28 mins ago
T
Scrum Master/project Manager
TEKsystems
Berlin, CT
- $55 to $65 USD / hour
…to bear agile principles, practices and frameworks. You will partner with product owners, tech leads, designers, engineers and delivery professionals to improve End User Experience. You…
Added 29 mins ago
AC
Intercompany Accounting Manager
Aston Carter
Norwalk, CT
- $50 to $55 USD / hour
Ensure intercompany balances are fully eliminated in consolidation, including foreign currency impacts, and partner with the Controllership team to resolve out-of-balances.
Added 29 mins ago
PC
Supervisor of Domestic and Sexual Violence Client Services
Pillars Community Health
Hickory Hills, IL
- $60,000 to $67,000 USD / year
…ICASA, and ICADV standards and mandates. Ensures services, client numbers, service hours, documentation, and reporting meet applicable requirements. Identifies service delivery concerns and…
Added 29 mins ago
Office Support/Staff Officer, Project Senior Consultant - Active TS/SCI w/ Polygraph Required - Springfield, VA
Deloitte
Stamford, CT
Partner with the Design Workstream to conduct stakeholder interviews, gather feedback, and inform future requirements
Added 29 mins ago
Clinical Research Associate II - West or Pacific Northwest US - FSP
Parexel
Hartford, CT
…appropriate in collaboration with Clinical Research Manager and Partner Line…
Added 29 mins ago
Clinical Account Director - Remote Virginia
Prime Therapeutics
Hartford, CT
…therapy, formulary and clinical program related issues and partner with reporting and analytics team to present meaningful information back to the…
Added 29 mins ago
VP, Strategic Accounts RWD
Norstella
Hartford, CT
…with senior-level executives, including C-level, ensuring high client satisfaction and engagement with Norstella’s…
Added 29 mins ago
Business Integration Consultant Principal
Prime Therapeutics
Hartford, CT
Partner with the project teams in the identification of integration tasks, client outlier requests, resources, milestones, deliverables, and dependencies
Added 29 mins ago
Senior ALC Developer
Maximus
Hartford, CT
Maximus is a trusted federal partner supporting the Internal Revenue Service (IRS) in delivering essential services that help taxpayers navigate and meet their tax obligations. Through…
Added 29 mins ago
Senior ALC Developer
Maximus
Hartford, CT
Maximus is a trusted federal partner supporting the Internal Revenue Service (IRS) in delivering essential services that help taxpayers navigate and meet their tax obligations. Through…
Added 29 mins ago
M
Senior ALC Developer PART TIME
Maximus
Hartford, CT
- Part-time
Maximus is a trusted federal partner supporting the Internal Revenue Service (IRS) in delivering essential services that help taxpayers navigate and meet their tax obligations. Through…
Added 29 mins ago
Instructional Designer - Healthcare Consulting
Huron Consulting Group
Hartford, CT
Partner with subject matter experts and cross-functional stakeholders to scope content, align on learning strategies, and advance projects

Closed listing

Citi

Wealth Relationship Manager - Clovis

FRESNO, CA, United States
CLOVIS, CA, United States
Fresno, CA, United States
Clovis, CA, United States
Fresno, United States
Clovis, United States

$78,080.00 - $117,120.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. · Full-time

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: $78,080.00 - $117,120.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Job type: Full-time
Closing date: May 5, 2027
Experience: 5-8 years of experience.
Posting language: English
Posted: Nov 6, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

------------------------------------------------------

Job Family Group:

Private Client Coverage------------------------------------------------------

Job Family:

Financial Planning Services------------------------------------------------------

Time Type:

Full time------------------------------------------------------

Primary Location:

Fresno California United States------------------------------------------------------

Primary Location Full Time Salary Range:

$78,080.00 - $117,120.00 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. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above.------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------

Anticipated Posting Close Date:

Nov 13, 2026------------------------------------------------------ Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right ------------------------------------------------------ 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.

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