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Added 1 min ago
SF
Business Analyst 4
Sammons Financial Group
West Des Moines, IA · Sioux Falls, SD · Chicago, IL
- $76,158 to $158,663 USD / year
Drive conversations with technical development staff and Quality Assurance to confirm understanding related to requirements. Collaborate with other team members during technical design and…
Added 1 min ago
SF
Manager - Customer Service Processing
Sammons Financial Group
West Des Moines, IA
- $69,324 to $115,540 USD / year
Our Customer Service teams support our policy and contract owners, distribution partners and a variety of other internal business partners through the fulfillment of customer requests on…
Added 1 min ago
US
Field Operations Supervisor
United Site Services
Lindenhurst, NY
- $73,370 to $106,370 USD / year
Our success is fueled by the dedication and collaboration of our diverse team, which includes field technicians, customer care representatives, sales professionals, and functional experts.…
Added 3 mins ago
Market Sales Manager - poppi
PepsiCo
Houston, TX
As a Market Sales Manager at poppi, you’ll be the driving force behind retail sales execution in your territory. In this field-based role, you’ll manage large-format, convenience & gas, and…
Added 3 mins ago
Injection Mold Sr. Technician
LG Electronics
Clarksville, TN
…and transparent operations. Grounded in the principles of 'Customer-Value Creation' and 'People-Oriented Management', these values shape our corporate culture, fostering creativity,…
Added 3 mins ago
Brand Manager - Bacardi
Reyes Beverage Group
Grand Prairie, TX
The Marketing Brand Manager will strengthen supplier relations through development, communication, and monitoring of their business plans
Added 5 mins ago
Supervisor - Committee Chophouse
The Cottonwood Hotel
Omaha, NE
…guests. As a Restaurant Supervisor, you assist the Restaurant Manager with training and development of staff and will be responsible for overseeing the daily operations of our restaurant,…
Added 7 mins ago
General Sales Manager - AN Toyota Las Vegas
AutoNation
Las Vegas, NV
The General Sales Manager (GSM) has the opportunity to lead a sales team to create an exceptional experience for customers. This role is responsible for selecting, training, coaching,…
Added 9 mins ago
SO
Tribal Early Learning & Prevention Manager (WMS2) - Olympia
State of Washington
Olympia, WA
- $99,418 to $124,272 USD / year
As the Early Learning & Prevention Manager, you will serve as a key liaison between DCYF, Tribal Nations, and Tribal communities, supporting government-to-government relationships and…
Added 10 mins ago
Assistant Director of Environmental Services
HHS Environmental Services, LLC (USA)
Minneapolis, MN
Be open-minded and ready to learn from your manager and team members alike
Added 12 mins ago
KS
Sr Operations Manager
Kelly Services
Austin, TX
- $140,000 USD / year
We’re seeking an experienced Senior Operations Manager to oversee manufacturing operations at a production facility near Austin, TX. This position is responsible for leading plant…
Added 13 mins ago
SO
DOLA - Campus Housing & Recovery Specialist - Term Limited
State of Colorado
Denver, CO
- $4,955 to $6,442 USD / month
Added 13 mins ago
Electrical Trades III - Greeley
State of Colorado
Greeley, CO
…strong career growth, tuition reimbursement and professional development. Perks include Colorado Employee Assistance Program (CSEAP) counseling, wellness, credit union membership and…
Added 13 mins ago
SO
IT Manager, End User Support
State of Colorado
Denver, CO
- $8,855 to $9,873 USD / month
The IT Manager, End User Support position is a management position in the Information Technology series responsible for the planning, management, and oversight of the agency’s end-user…
Added 13 mins ago
SO
Highway Maintenance Specialist, Traffic - Aurora (CDL Training Provided)
State of Colorado
Aurora, CO
- $65,940 to $66,000 USD / year
…strong career growth, tuition reimbursement and professional development. Perks include Colorado Employee Assistance Program (CSEAP) counseling, wellness, credit union membership and…
Added 13 mins ago
SO
Accounting Supervisor (Accountant III) - Denver
State of Colorado
Denver, CO
- $83,664 to $96,204 USD / year
…strong career growth, tuition reimbursement and professional development. Perks include Colorado Employee Assistance Program (CSEAP) counseling, wellness, credit union membership and…
Added 13 mins ago
SO
Accountant III, Fixed Assets - Denver
State of Colorado
Denver, CO
- $83,664 to $96,204 USD / year
…strong career growth, tuition reimbursement and professional development. Perks include Colorado Employee Assistance Program (CSEAP) counseling, wellness, credit union membership and…
Added 13 mins ago
Wastewater Operator in Training
Inframark
Martinsville, VA · Danville, VA · Greensboro, NC · Durham, NC
Collaborates with the Operations Manager to ensure safety and permit compliance.
Added 14 mins ago
H
Accounting Assistant (Part-Time)
HEMIC
Honolulu, HI
- Part-time
We’re passionate about your development. Whether it’s achieving a formal certification or attending a workshop to improve your communication skills, we will support and encourage you to…
Added 15 mins ago
Project Manager - Services
SEL Engineering Services, Inc.
PA · TX
As a Project Engineer - Project Manager on our Substation Engineering Services team, you will lead the successful delivery of substation and power system projects from cradle to grave. This…
Added 15 mins ago
Sr Product Manager, Tech, BESS, Power Generation Solutions
Amazon Data Services, Inc.
Seattle, WA · Herndon, VA
…that customers love? Amazon is looking for a Senior Product Manager, Technical to define product vision, drive strategy, and deliver meaningful outcomes at scale. In this role, you will own…
Added 15 mins ago
S
Retail key holder
Skechers
Chicago, IL
- $19.67 to $20.87 USD / hour
…store operations and mentoring your team to deliver exceptional customer service. In this entry-level management role, you’ll oversee daily operations, support sales goals, and help…
Added 15 mins ago
Retail Assistant store manager
Skechers
Humble, TX
The Assistant Store Manager position is critical to our success, providing support to the Management Team in all areas of operations management and team leadership. You’ll drive the store’s…
Added 15 mins ago
S
Retail Key Holder
Skechers
Pearland, TX
- $16.39 USD / hour
…store operations and mentoring your team to deliver exceptional customer service. In this entry-level management role, you’ll oversee daily operations, support sales goals, and help…
Added 15 mins ago
Program Security Manager
GITAI
Los Angeles, CA
We are looking for a Program Security Manager to turn Government-approved Security Classification Guides (SCGs), DD Forms 254, and related guidance into clear, practical rules for technical…

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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