Jobs in the United States

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Added 12 mins ago
Senior Analyst, Hub Data & Analytics
CenterWell
Trenton, NJ
The Senior Analyst will be a strategic and hands-on analytics partner supporting CenterWell's latest Hub business. You will work directly with Hub leaders to translate complex and often…
Added 12 mins ago
Physician Pay Analyst
Intermountain Health
Trenton, NJ
The Physician Payroll Analyst has accountability for administration and support of Intermountain’s physician payroll practices and process. This analyst will provide support directly to…
Added 1 hour ago
Sr Geospatial Analyst: St Louis, MO
BAE Systems
Saint Louis, MO
+ Must have demonstrated experience in researching commercial and airborne imagery sources
Added 2 hours ago
Data Visualization Analyst, Junior
BOOZ, ALLEN & HAMILTON, INC.
Lexington Park, MD
Experience integrating Big Data platforms as a data source for creating data visualizations
Added 2 hours ago
Strategy Analyst III - Finance
Edward Jones
Saint Louis, MO
Louis, MO home office locations are expected to work in the office four days per week
Added 2 hours ago
RN Trainer Auditor PRN
Intermountain Health
Jefferson City, MO
+ Work collaboratively with SelectHealth's HEDIS Manager, Quality Consultants, and Data Analyst
Added 2 hours ago
Clinical Excellence Provider Data Technical Analyst
Intermountain Health
Jefferson City, MO
By applying for a position with Intermountain, I acknowledge that I will comply with all applicable Intermountain policies and expectations. If applying for a remote or hybrid role, this…
Added 2 hours ago
Cyber Threat Analyst
Leidos
Pearl Harbor, HI
· Deliberate Defense (DD) & Discovery Counter Infiltration (DCI): Formulate threat hypotheses based on all-source intelligence, reconstruct multi-stage adversary attack paths, and conduct…
Added 4 hours ago
Sr Strategy & Programs Manager: Hyperlocal Playbook Manager - Fiber
T-Mobile USA, Inc.
Denver, CO
…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…
Added 4 hours ago
Senior Geospatial Data Engineer
CACI International
Denver, CO
…with NGA mission users and AGIS delivery teams to shape how intelligence professionals interact with geospatial data - from ingest all the way to analyst-facing…
Added 6 hours ago
Offensive Security Senior Analyst
S&P Global
Dallas, TX
Experience with leveraging Artificial Intelligence through all phases of the attack chain
Added 6 hours ago
Senior Analyst, Hub Data & Analytics
CenterWell
Austin, TX
The Senior Analyst will be a strategic and hands-on analytics partner supporting CenterWell's latest Hub business. You will work directly with Hub leaders to translate complex and often…
Added 9 hours ago
Senior Product Marketing Manager
Jobgether
Remote, United States
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Marketing Manager based in the United States.
Added 9 hours ago
Senior Operations Research Analyst
Sabre Systems LLC
Patuxent River, MD
Must have an active DoD Secret Clearance or higher
Added 10 hours ago
IP
Information Security Engineer - Principal
Independence Pet Services, Inc
Chicago, IL · IL · IA · FL · WI · MI · LA
- $170,871 to $234,873 USD / year
Lead the collection, analysis, and operationalization of cyber threat intelligence from internal telemetry, commercial intelligence providers, open-source intelligence (OSINT), and industry…
Added 11 hours ago
GT
Senior Business Analyst - Data Analytics & Reporting Lead - SME - Roseville, CA
Gainwell Technologies LLC
Any city, CA
- $78,100 to $111,600 USD / year
The Senior Business Analyst - Data Analytics & Reporting Lead - SME - Roseville, CA at Gainwell, is a hands-on analytics leader responsible for establishing and operating reliable…
Added 13 hours ago
G
Diligence Analyst
Guidehouse
WASHINGTON, DC
- $98,000 to $163,000 USD / year
Perform domestic and international research, including foreign-language and Mandarin-language source analysis, ownership investigations, relationship mapping, source validation, and…
Added 13 hours ago
All Source Analyst, Mid
BOOZ, ALLEN & HAMILTON, INC.
Washington, DC
…skills to improve national security? Never has the role of an all-source analyst been so meaningful. More connected devices, larger storage capacity, and faster connections have resulted in…
Added 13 hours ago
Senior Financial Analyst, Finance Transformation and Analytics - North America Customer Fullfillment
Amazon.com Services LLC
Nashville, TN · Bellevue, WA · Arlington, VA · New York, NY · Irving, TX
Finance is all about the numbers... unless you work in NACF Finance; here it is knowing the numbers and so much more. Amazon operates the most complex retail fulfillment network in the…
Added 13 hours ago
Data Engineer Lead
Arine
Remote, United States
…the innovation required to be the market leader in medication…
Added 13 hours ago
M
Data Analytics
McDonald's
Chicago, IL
- $95,538 to $119,423 USD / year
Ronald McDonald House (RMH) is seeking a highly collaborative and technically skilled Senior Data Analyst to join our Technology & Data team. This role serves as a critical link between…
Added 13 hours ago
Operations Analyst
Collectors Universe, Inc.
Santa Ana, CA
We’re looking for an Operations Analyst who leads with curiosity and communication. This role sits within our Operations organization, with a primary focus on supporting our Customer…
Added 14 hours ago
Business Analyst I
SNAP-ON INC
KENOSHA, WI
Added 14 hours ago
Director, Data Solutions
Ascensus LLC
Remote, United States
…reporting, client-experience analytics and predictive modeling all depend on. The role is accountable for connecting disparate source systems into a connected intelligence layer, so insight…
Added 14 hours ago
JF
Research Analyst
Joele Frank
NY
- $80,000 to $90,000 USD / year
…traditional media, social media, broadcast coverage, litigation, analyst reports, and vetted open-source online…

Citigroup

Wealth Relationship Manager - Clovis

Fresno, CA, United States

$78,080.00 - $117,120.00 · Full-time

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Job details

Pay: $78,080.00 - $117,120.00
Job type: Full-time
Experience: 5-8 years of experience.
Posting language: English
Posted: Nov 7, 2026

Original job description

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 (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois_Career_Supplement_a11y.pdf)

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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More about this job

Skills

Workflow
Analytical skills
Financial planning
Communication skills
Regulatory compliance
Know your customer
Anti-money laundering
Demonstrate consideration
Reporting
Financial capability
Microsoft Office
Microsoft Excel
Microsoft Outlook
Microsoft Word
Mortgage loans
Decision making

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Work requirements

Jobs in the United States