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Added 3 mins ago
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Seasonal Holiday Retail Manager - Westfield Topanga
Cherry Hill Programs
Canoga Park, CA
- $21 to $22 USD / hour
Cherry Hill Programs brings the magic to every experience by capturing moments that last a lifetime. In partnership with retail locations, tourist attractions, and destinations across North…
Added 6 mins ago
HR Coordinator
E11EVEN Club Hotel & Residences
Miami, FL
…leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands.…
Added 13 mins ago
Compliance Liaison
US Equestrian Fed
Lexington, KY
Under general direction of the Manager of Competition Compliance, a Compliance Liaison will facilitate and monitor all aspects of USEF’s Compliance efforts including development,…
Added 15 mins ago
Account Manager
Strattec Security Corp.
Auburn Hills, MI
…Our vision is to be the world's most trusted access solutions partner, delivering long-term value across the automotive and mobility…
Added 15 mins ago
Wealth Relationship Manager - Selma
Citigroup
Hanford, CA
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Added 16 mins ago
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Procurement Training & Contract Management Advisor
TEKsystems
Rosemead, CA
- $60 to $80 USD / hour
…Advisor to support the development of procurement training programs, contract knowledge resources, and process improvement initiatives. This individual will serve as a subject matter…
Added 16 mins ago
FFSP Clinical Counselor/FAP Case Manager
Commander, Navy Installations
Coronado, CA
Added 16 mins ago
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Retail Shortage Control - Part Time
Burlington
Anaheim, CA
- $16.9 USD / hour
- Part-time
You will be a valuable partner to store and field leadership by identifying and reporting theft incidents and/or suspicious subject(s) to your Manager on Duty once identified.
Added 16 mins ago
Wealth Relationship Manager - Clovis
Citigroup
Fresno, CA
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Added 16 mins ago
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Data Program Manager
TEKsystems
Cupertino, CA
- $65 to $75 USD / hour
We are looking for an experienced Data Program Manager to lead a strategic initiatives across eCommerce, Issuer Products and Engineering Analytics. As a Data Program Manager, you will…
Added 16 mins ago
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Consulting Program Manager - Healthcare
Oracle
Sacramento, CA
- $97,800 to $209,500 USD / year
…Oracle Health’s strategic priorities. As a Consulting Program Manager, you will lead the planning, coordination, and delivery of projects across Oracle Health’s internal development team,…
Added 16 mins ago
Procurement COE manager
Lyft
San Francisco, CA
Lyft is seeking an experienced Procurement Center of Excellence Manager to join our Global Supply Chain Team. In this role, you will enable Procurement best practices through process…
Added 16 mins ago
UO
Project Specialist
University of Southern California
Los Angeles, CA
- $32.99 to $36.89 USD / hour
…Wagner and work closely with collaborators at USC, RAND, and partner organizations in…
Added 19 mins ago
CR
Long-Term Temporary Remote Database Analyst Position- Must Live in Florida
Carrie Rikon & Associates
Remote, United States
- $20 USD / hour
…position plays a critical role in supporting employee benefits programs, database management, reporting, systems development, and technical workflow…
Added 20 mins ago
Safety 1
ConTeras Industrial Group
Tampa, FL
We are looking for Site Safety Managers to join our growing team on projects in North Carolina and the Midwest. Each manager is dedicated to one project at a time, supporting multi-craft…
Added 28 mins ago
UO
Program Manager, Donor Communications and Relations, Arts and Sciences, Graduate
University of Colorado Denver
Boulder, CO
- $65,000 to $78,000 USD / year
Advancement at CU Boulder encourages applications for a Program Manager for Donor Communications and Relations! This role is responsible for contributing to the planning and execution of…
Added 28 mins ago
UO
Career Coach, First-and-Second Year Students
University of Colorado Denver
Boulder, CO
- $55,100 to $60,000 USD / year
…administrative components of the Career Development events and programs with the support of the other Career Operations Program Manager and Career Coaching team…
Added 28 mins ago
UO
Associate Director of Marketing & Social Media
University of Colorado Denver
Boulder, CO
- $95,000 to $100,000 USD / year
…standards and a comprehensive array of undergraduate and graduate…
Added 28 mins ago
UO
Strategic Communications Manager
University of Colorado Denver
Boulder, CO
- $82,000 to $92,000 USD / year
The Strategic Communications Manager will lead earned media strategy and public relations campaigns for the College of Engineering & Applied Science (CEAS) at the University of Colorado…
Added 40 mins ago
Government Relations & Partnership Specialist
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Austin, TX
Serve as a primary relationship manager for assigned government and defense innovation partners.
Added 50 mins ago
Retail Department Manager
Michaels Stores, Inc.
United States
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements.
Added 50 mins ago
MS
Retail Department Manager Part Time
Michaels Stores, Inc.
United States
- Part-time
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements.
Added 50 mins ago
MS
Retail Department Manager Full Time
Michaels Stores, Inc.
United States
- Full-time
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements.
Added 50 mins ago
Retail- PT Sales Manager
Michaels Stores, Inc.
United States
Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements.
Added 50 mins ago
Specialist - Store Planning & CAD Design
Michaels Stores, Inc.
United States
…enjoy everyday perks such as employee discounts and access to partner discount programs. For a summary of benefits, visit the Michaels Benefits at a Glance page. For additional information…

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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