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Added 9 mins ago
T
Associate Manager Full-time
Tumi
Brea, CA
- Full-time
…need to succeed - guidance towards individual career growth, professional training and development initiatives, and a motivating, exciting environment - along with competitive salaries and…
Added 9 mins ago
Assistant Manager
Tumi
Brea, CA
…need to succeed - guidance towards individual career growth, professional training and development initiatives, and a motivating, exciting environment - along with competitive salaries and…
Added 9 mins ago
Associate Manager PT under 20 hours - Roseville
Tumi
United States
…need to succeed - guidance towards individual career growth, professional training and development initiatives, and a motivating, exciting environment - along with competitive salaries and…
Added 12 mins ago
UO
Veteran and Military Affairs Program Coordinator
University of Colorado Denver
Boulder, CO
- $47,900 to $53,900 USD / year
Assist the VMA Educational Benefits Program Manager in verifying and submitting enrollment data to the VA for tuition and fee payments to CU Boulder.
Added 19 mins ago
Business Manager, CHANEL Ready-To-Wear, Bergdorf Goodman
Saks
New York, NY
Training & Development: Oversee and facilitate all CHANEL education programs, including seasonal Collection Launches, Trunk Shows, Brand Selling Ceremonies, and operational guidelines.
Added 20 mins ago
Beauty Sales Consultant
Virginia CVS Pharmacy, L.L.C.
Arlington, VA
…and benefits and leveraging the CVS beauty monthly sampling program to build…
Added 21 mins ago
Program Director, Space Electromagnetic Warfare
GRVTY
Sterling, VA
The Program Director owns end-to-end delivery of complex space electromagnetic warfare (EW) programs, from contract award through development, integration, test, deployment, and…
Added 25 mins ago
Environmental Health & Safety Manager
Texas Children\'s
Houston, TX
…their best work every day. As an Environmental Health & Safety Manager, you will help advance a safe, compliant, and prepared healthcare environment. In this role, you’ll provide…
Added 27 mins ago
GH
Registered Nurse – RN
Genesis Healthcare
Seaford, DE
- $42 to $45 USD / hour
…empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles.…
Added 28 mins ago
GH
Accounts Payable and Receivable Bookkeeper
Genesis Healthcare
Seaford, DE
- $22 to $24 USD / hour
…empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles.…
Added 28 mins ago
GH
Registered Nurse – RN
Genesis Healthcare
Seaford, DE
- $42 to $45 USD / hour
…empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles.…
Added 28 mins ago
GH
Accounts Payable and Receivable Bookkeeper
Genesis Healthcare
Milford, DE
- $22 to $24 USD / hour
…empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles.…
Added 31 mins ago
Clinical Dietitian, PRN
University of Utah Health
South Salt Lake, UT
…sent to you once your resume has been shared with the hiring manager for…
Added 32 mins ago
Program Manager, Medical Education
MERIT MEDICAL SYSTEMS INC.
SOUTH JORDAN, UT
Added 32 mins ago
Manager, Student Success and Retention Initiatives
ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS
PROVO, UT
…disability insurance - Tuition discounts, tuition reimbursement, and professional development funding - Mental health counseling and wellness resources - Financial wellness coaching and…
Added 32 mins ago
Clinical Dietitian, Registered Dietitian with the Academy of Nutrition and Dietetics.
University of Utah Health
SALT LAKE CITY, UT
…sent to you once your resume has been shared with the hiring manager for…
Added 32 mins ago
Coding Operations Education Consultant WFH
HCA Healthcare
Salt Lake City, UT
…responsible for assisting in the efficient and effective design, development, and delivery of all coding operations education components for Physician Services - Clinical Service Group. The…
Added 32 mins ago
Rehab Care Coordinator
RES-CARE, INC.
SALT LAKE CITY, UT
Added 32 mins ago
Daytime Cashier-Richmond
LEES MARKETPLACE
Richmond, UT
Engaging in professional and friendly conversations with your guest during the checkout process to ensure a welcoming and pleasant environment and experience.
Added 37 mins ago
TB
Engineering Manager, OSP Construction
TAK Broadband
Corona, CA
- $110,000 to $120,000 USD / year
We are seeking an Engineering Manager to join our Construction team in Southern CA. In this role you will lead our outside plant engineering function for carrier copper and fiber programs,…
Added 39 mins ago
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(USA) Senior Manager, Learning and Development
Walmart
BENTONVILLE, AR
- $90,000 to $180,000 USD / year
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 39 mins ago
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Transportation Operations Manager II
Walmart
GLENDALE, AZ
- $84,000 to $126,000 USD / year
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 39 mins ago
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ASSISTANT GENERAL MANAGER (Fashion, Import, Jewelry, Regional, Wm.com, Returns)
Walmart
GLENDALE, AZ
- $116,000 to $174,000 USD / year
As an Assistant General Manager at Walmart's E-commerce Fulfillment Center, you will play a critical leadership role in launching and operating a state-of-the-art facility that delivers for…
Added 39 mins ago
Senior Manager, Security Engineering
MstarInc Morningstar Inc. Legal Entity
United States
Lead the Security Engineering team that owns the tooling behind Morningstar’s security program, including endpoint protection, email security, SOAR, detection engineering, and cloud…
Added 47 mins ago
Wealth Relationship Manager Program SAFE Act - Hastings-On-Hudson
Citigroup
Hastings on Hudson, NY
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…

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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