- Citigroup (Palo Alto, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...For complementary skills, please see above and/or contact the recruiter . **Anticipated Posting Close Date:** Sep 29, 2025 _Citi… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree + 4+ years in client-facing roles (family office or wealth management experience ONLY) + Strong communication skills; highly responsive with ... Area's most successful families. This multi-family office provides investment management , financial planning, lending strategies, and tailored family office… more
- Robert Half Finance & Accounting (San Jose, CA)
- …to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Advisor| Wealth Management | San Jose Our client is a growing wealth ... out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively… more
- Citigroup (Los Angeles, CA)
- Job Description Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a ... partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth… more
- Citizens (San Francisco, CA)
- …will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers ... similar + Previous client service and administrative experience within Wealth Management + 3+ Years of relevant...If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of… more
- Citizens (Sacramento, CA)
- …+ 5+ years of experience in recruiting, with a focus on financial services, wealth management , or private banking. + Proven track record of recruiting for ... Description The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for...Private Bank positions, including sourcing, screening, interviewing, and offer management . . Partner with business leaders to understand hiring… more
- Citigroup (San Francisco, CA)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Transaction Management Lead, you will manage transactions ... end-to-end deal process for M&A transactions for which Citi Wealth is serving as Escrow Agent. Work closely with...the escrow and paying agent end to end lifecycle management with solid product expertise. Strategic thinking and creative… more
- Citigroup (San Mateo, CA)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...For complementary skills, please see above and/or contact the recruiter . **Anticipated Posting Close Date:** Aug 29, 2025 _Citi… more
- Citigroup (Palo Alto, CA)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more