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Added 2 hours ago
Associate Configuration Analyst/Configuration Analyst
Northrop Grumman
Melbourne
Northrop Grumman Aeronautics Systems has an opening for an Associate Configuration Analyst / Configuration Analyst to join our team of qualified, diverse individuals within our Systems…
Added 2 hours ago
Associate Software Configuration Analyst/Software Configuration Analyst
Northrop Grumman
Melbourne
Northrop Grumman Aerospace Systems has an opening for an Associate Software Configuration Analyst / Software Configuration Analyst to join our team of qualified, diverse individuals. This…
Added 2 hours ago
Senior Financial Analyst III - Hybrid
LCA Lab. Corp. of America
NC · RTP, NC
Labcorp is seeking a Hybrid Senior Financial Analyst III to join our team!
Added 2 hours ago
Capital Markets Analyst
Coventry
Fort Washington, PA
The Capital Markets Analyst will support Coventry’s capital markets initiative to establish, maintain, and grow relationships with existing and potential investors, and assist in the…
Added 2 hours ago
Detection & Investigation Analyst Lead - Retail Bank Operations
PNC
Remote, United States
…contribute to the company’s success. As a Detection & Investigation Analyst Lead within PNC's Retail Bank Operations organization, you will be based remotely in…
Added 2 hours ago
Epic Certified Systems Analyst (Phoenix)
Inova
United States
Inova Health is looking for a dedicated EPIC Certified Systems Analyst to join the EPIC Phoenix team. This role is Full-time Days working regular office hours Monday to Friday fully Remote.
Added 2 hours ago
IT Quality Senior Analyst - Assistant Vice President
Citi
IRVING, TX · JACKSONVILLE, FL · Irving, TX · Jacksonville, FL · Irving · Jacksonville
The IT Quality Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Added 2 hours ago
Healthcare Business Analys III
Harris Health System
Houston, TX
' Health Insurance Marketplace Plans that offer individual health coverage that includes preventive care, emergency services, prescription drugs, and hospitalization available to all,…
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Senior Joint Military Planner - JETARS
The Garrett Group
Offutt AFB, NE
…Time Off, flexible work schedules, medical, dental, and vision coverage, short-term disability, and company-paid life…
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The Garrett Group
Offutt AFB, NE
…Time Off, flexible work schedules, medical, dental, and vision coverage, short-term disability, and company-paid life…
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Regional Affairs SME – Middle East - JETARS
The Garrett Group
Offutt AFB, NE
…Time Off, flexible work schedules, medical, dental, and vision coverage, short-term disability, and company-paid life…
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Data Analyst - JETARS
The Garrett Group
Offutt AFB, NE
…Time Off, flexible work schedules, medical, dental, and vision coverage, short-term disability, and company-paid life insurance-because taking care of you enables you to take care of the…
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Product Business Analyst
HCA Healthcare
Earth City, MO
Do you have the career opportunities as a Product Business Analyst you want with your current employer? We have an exciting opportunity for you to join Parallon which is part of the…
Added 2 hours ago
EPIC Certified Systems Analyst Sr (Ambulatory)
Inova
VA
Inova Health is looking for a dedicated EPIC Certified Systems Analyst Sr to join the EPIC Ambulatory team. This role is Full-time Days working regular office hours Monday to Friday fully…
Added 2 hours ago
EPIC Certified Systems Analyst Sr (Healthy Planet)
Inova
United States
Inova Health is looking for a dedicated EPIC Certified Systems Analyst Sr to join the EPIC Healthy Planet team. This role is Full-time Days working regular office hours Monday to Friday…
Added 3 hours ago
S
Marketing Analyst
SmartFinancial
Newport Beach, CA
- $70,000 to $115,000 USD / year
We are looking for a detail-oriented Marketing Analyst to join our team. As a Marketing Analyst, you will analyze market trends, competitors, and customer behavior to develop effective…
Added 3 hours ago
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Credit Analyst - Paintsville, KY
GPAC
Paintsville, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Paintsville, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…
Added 3 hours ago
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Credit Analyst - Mount Vernon, KY
GPAC
Mount Vernon, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Mount Vernon, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…
Added 3 hours ago
Collective Training Analyst - JETARS
The Garrett Group
Offutt AFB, NE
…Time Off, flexible work schedules, medical, dental, and vision coverage, short-term disability, and company-paid life…
Added 3 hours ago
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Credit Analyst - Burkesville, KY
GPAC
Burkesville, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Burkesville, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…
Added 3 hours ago
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Credit Analyst - Brownsville, KY
GPAC
Brownsville, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Brownsville, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…
Added 3 hours ago
Workstream Project Manager, Clinical
FMS USA Fresenius Mgmt Services Inc
Remote, United States
Validate designs against dialysis-specific regulatory and reporting requirements, including CMS Conditions for Coverage, ESRD QIP, EQRS, CMS-2728, and CMS-2746.
Added 3 hours ago
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Credit Analyst - Inez, KY
GPAC
Inez, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Inez, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending decisions…
Added 3 hours ago
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Credit Analyst - McKee, KY
GPAC
McKee, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the McKee, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…
Added 3 hours ago
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Credit Analyst - Berea, KY
GPAC
Berea, KY
- $40,000 to $90,000 USD / year
GPAC is partnering with a confidential community bank client in the Berea, KY area to hire a Credit Analyst. This is a strong seat for an analyst who wants real exposure to lending…

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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