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Added 1 min ago
AM
BUDGET ANALYST
Air Mobility Command
Dover AFB, DE
- $68,013 to $88,421 USD / year
The primary purpose of this position is to serve as a resource's advisor/budget analyst performing day-to-day control and management involving the formulation, execution, and/or analysis of…
Added 4 mins ago
DO
PROGRAM ANALYST
Department of the Air Force
Scott AFB, IL
- $109,137 to $141,880 USD / year
2. Represents AMC and ISR Directorate with a variety of installation and functional area organizations and serves as senior program analyst and technical expert for resources.
Added 4 mins ago
CA
Management and Program Analyst
Customs and Border Protection
Washington, DC
- $70,623 to $111,087 USD / year
Planning and conducting comprehensive analytical studies and reviews of official and diplomatic passport and visa program operations to assess effectiveness, efficiency, compliance, program…
Added 7 mins ago
AF
AIR DEFENSE STANDARDS ANALYST
Air Force Elements NORAD
Peterson AFB, CO
- $109,246 to $142,022 USD / year
The primary purpose of this position is: Serves as Standards Analyst in the Operations Standards Branch for the NORAD Current Operations Division. Develops and standardizes guidance,…
Added 7 mins ago
US
FINANCIAL MANAGEMENT ANALYST
United States Fleet Forces Command
Norfolk, VA
- $90,838 to $118,092 USD / year
…programs and activities. | You will conduct complex financial and program analyses to evaluate costs, benefits, risks, and alternative methods for managing organizational programs and…
Added 7 mins ago
Sr. Cybersecurity Engineer
Visa U.S.A. Inc.
Austin, TX
The Senior Cloud Security Analyst is responsible for securing Pismo's cloud-native infrastructure, platforms, and services through the design, implementation, monitoring, and continuous…
Added 7 mins ago
Cybersecurity Engineer
Visa U.S.A. Inc.
Austin, TX
The Cybersecurity Analyst – IAM supports the operation of identity and access management controls across the Pismo platform,
Added 9 mins ago
NM
SUPERVISORY FINANCIAL MANAGEMENT ANALYST
Naval Medical Command
Fort Sam Houston, TX
- $108,001 to $140,403 USD / year
…financial reports and accounting data to identify systemic control deficiencies and determine the appropriate corrective action required. | You will provide technical and administrative…
Added 12 mins ago
US
SUPERVISORY FINANCIAL MANAGEMENT ANALYST
United States Fleet Forces Command
Pearl Harbor, HI
- $111,119 to $144,457 USD / year
…operations. | You will conduct and direct complex financial and program analyses to evaluate costs, benefits, risks, and alternative methods for managing organizational programs and…
Added 12 mins ago
US
MARITIME OPERATIONS CENTER TRAINING ANALYST (IAMD)
United States Fleet Forces Command
Naval Base, Norfolk, VA
- $127,646 to $165,945 USD / year
You will serve as a Maritime Operations Center Training Analyst (IAMD) in the Training, Exercises, and Wargaming (N7) Department, Maritime Operations Center (MOC) Training and Exercise…
Added 16 mins ago
CF
Management and Operations (Lead)
Centers for Disease Control and Prevention
Atlanta, GA
- $112,556 to $146,325 USD / year
Serve as expert analyst in monitoring, and evaluating current or projected complex, interrelated public health programs involving governmental and nongovernmental organizations from…
Added 20 mins ago
DF
FINANCIAL SYSTEMS ANALYST (CYBER)
Defense Finance and Accounting Service
Indianapolis, IN · Texarkana, TX · Cleveland, OH
- $106,437 to $144,481 USD / year
Analyst serves as the Lead Functional Analyst. | Incumbent recommends changes/modifications/requirements to current regulations, policies, and practices adaptable to all accounting systems.…
Added 20 mins ago
NA
FINANCIAL MANAGEMENT ANALYST
Naval Air Systems Command
Cherry Point, NC
- $50,460 to $80,243 USD / year
…of the Navy (DON). | You will conduct complex financial and program analyses to evaluate costs, benefits, risks, and alternative methods for managing organizational programs and…
Added 20 mins ago
NA
FINANCIAL MANAGEMENT ANALYST
Naval Air Systems Command
Cherry Point, NC
- $74,678 to $116,362 USD / year
…resource utilization. | You will conduct complex financial and program analyses to evaluate costs, benefits, risks, and alternative methods for managing organizational programs and…
Added 1 hour ago
CO
Special Services Assistant VI (Fire Emergency)
County of Los Angeles
Los Angeles, CA
- $16,109.2 to $25,053.08 USD / month
…issues, at the level of Los Angeles County's class of Principal Analyst,…
Added 2 hours ago
Computer System Analyst/Engineer
Southern Company
Birmingham, AL
…used by Southern Company operating companies’ transmission control centers (OPCO TCC’s) as well as the power coordination center (PCC) and their respective back-office…
Added 2 hours ago
Computer Systems Analyst/Engineer – Ansible System Admin
Southern Company
Birmingham, AL · Atlanta, GA
…used by Southern Company operating companies’ transmission control centers (OPCO TCC’s) as well as the power coordination center (PCC) and their respective back-office…
Added 2 hours ago
Associate Configuration Analyst/Configuration Analyst
CORP-Corporate Office
United States
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 3 hours ago
Project Coordinator IV - Sustainability
DVJ Consulting Engineers
Los Angeles, CA
Working under the direction of the Sustainability Strike Team Lead, this position supports the Strike Team Cost Analyst, Project Managers and coordinates with District personnel, Campus…
Added 3 hours ago
Structural Analyst - Moonbase Program
Amentum
Houston, TX
We have an exciting opportunity for a Structural Analyst – Moonbase Program to join the team with HX5, a teammate company!
Added 3 hours ago
Lead Finance Analyst - WIM Finance
Wells Fargo
Saint Louis, MO
+ Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards.
Added 3 hours ago
SO
DSHS FTAA Fiscal Analyst 2
State of Washington
Lakewood, WA
- $4,517 to $6,075 USD / month
DSHS FTAA – Fiscal Analyst 2This position shares in the responsibility to provide administrative support to the Consolidated Business Services (CBS) Fiscal Analyst Manager in…
Added 3 hours ago
Detection & Investigation Analyst Lead - Retail Bank Operations
PNC Bank NA
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 3 hours ago
Lead Information Security Engr - DLP Governance
B10 Wells Fargo Bank, N. A.
CHANDLER, AZ · IRVING, TX · CHARLOTTE, NC · MCLEAN, VA
Wells Fargo is seeking a Lead Information Security Analyst to support Data Loss Prevention (DLP) Governance. This role will sustain and mature governance activities that help keep DLP…
Added 4 hours ago
DN
Management Analyst-536595
Delaware Nation Industries
Arlington, VA
- $130,000 to $1,350,000 USD / year
As the Management Analyst, the incumbent provides research, analytical, data management, and program support services to assist OBO in achieving its organizational objectives. Due to the…

Citigroup

Wealth Relationship Manager Program SAFE Act - Hastings-On-Hudson

Hastings on Hudson, NY, United States

$88,400.00 - $132,600.00 · Full-time

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Job details

Pay: $88,400.00 - $132,600.00
Job type: Full-time
Experience: 5-8 years of experience.
Posting language: English
Posted: Nov 6, 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:

Hastings-on-hudson New York United States

Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

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:

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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