Getinge Net Worth Jobs in Usa

This large regional medical center in beautiful east Texas is seeking a Board Certified/Board Eligible Neurologist to join their busy existing practice.

This community of over 80,000 residents enjoy a great lifestyle with their friendly and helpful neighbors.

Located just two hours from Dallas and one hour from Shreveport, Louisiana, you have easy access to anything you may require.Competitive Salary OR Income Guarantee.  Loan Forgiveness possible.  Signing Bonus possible, contact us for details.  Relocation Bonus available.  CME time available.  Partnership track available.  Shared call coverage with practice partners.  Top earning potential within this high-need service area.  

- BC / BE Rheumatology
- M-F schedule; 4.5 day work week
- High level of practice autonomy
- 2 years employment period before partnership offered
- Good-sized multispecialty practice w/ close to 50 providers
- EMR: AllScripts
- Wonderful community of over 100,000 about two hours from both DFW and Oklahoma City

Job ID: 410229

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.

________________________________________

A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.

Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.

This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.

This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.

________________________________________

Key Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.

• Draft and review estate planning documents including trusts, wills, and related instruments.

• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.

• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.

• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.

• Provide strategic legal and business insights tailored to clients' financial and family goals.

• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.

• Participate in client development initiatives and support the continued growth of the estate planning practice.

________________________________________

Qualifications

• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience advising high-net-worth individuals and families preferred.

• Strong understanding of estate planning structures and family wealth management strategies.

• California Bar required and active license to practice law in California.

• Ability to develop and maintain sophisticated client relationships.

• Strong analytical thinking and legal drafting skills.

________________________________________

Education

• Juris Doctor (JD) degree from an accredited law school.

• LL.M. in Taxation preferred but not required.

________________________________________

Certifications

• Licensed to practice law in California.

________________________________________

Skills

• Strong analytical and legal research capabilities.

• Excellent written and verbal communication skills.

• Experience managing complex client relationships.

• Ability to work both independently and collaboratively.

• Attention to detail in drafting sophisticated estate planning instruments.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.

The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.

Professionals exploring San Francisco legal jobs will appreciate the firm's commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.

________________________________________

Why This Role Is Unique

• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.

• Exposure to sophisticated family wealth and estate planning strategies.

• Collaborative private client practice within a highly respected law firm.

• Strong mentorship and professional development opportunities.

• Clear partner-track position supporting long-term advancement.

• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.

This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.

________________________________________

Benefits

• Health and welfare benefits.

• Vacation and leave time, including parental and sabbatical leave.

• Paid holidays.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

SENIOR TAX ATTORNEY

Individual Tax Planning and Advisory

Talley Law Group | Orange, CA | Hybrid

Full-Time | $180,000 to $200,000 Base + Bonus Eligible

About the Firm

Talley Law Group (TLG) and its affiliated entity Talley LLP (Talley) deliver integrated tax, legal, accounting and consulting services to entrepreneurially driven businesses and high-net-worth individuals. Our professionals act as each client's most trusted advisor by providing strategic and technically sophisticated solutions across complex financial, tax, and legal matters, along with the legal documentation necessary to substantiate them.

Position Summary

Talley Law Group is seeking a Senior Tax Attorney to lead and grow our individual tax practice. This is a client-facing, advisory-driven role for an attorney who thrives on building relationships, solving complex individual tax challenges, and bringing in new clients within the high-net-worth space. Client advisory and practice growth are the primary focus, supported by meaningful tax research across individual and related matters.

The ideal candidate combines deep technical skill with the energy and credibility to help build something. You will manage a client portfolio from day one, serve as a go-to resource for colleagues, and play an active role in expanding the practice.

What You Will Do

• Advise high-net-worth individuals and families on sophisticated income tax planning, compensation structuring, and wealth preservation strategies.
• Serve as the lead attorney on individual client relationships, delivering proactive, year-round service.
• Build your book of business by developing referral relationships, attending industry events, and engaging prospective clients.
• Conduct substantive tax research to support your own client matters and colleagues across the firm.
• Prepare technical memoranda and planning recommendations grounded in current statutory, regulatory, and administrative guidance.
• Collaborate across practice areas on matters involving individual, partnership, and trust and estate issues.
• Monitor federal and California tax legislative developments and communicate relevant changes to clients and colleagues.
• Support tax controversy matters for individual clients, including audit responses and IRS notice resolution.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Essential Functions

Individual Tax Advisory

• Advise clients on income tax planning, investment structures, compensation arrangements, and entity strategies for high-net-worth individuals.
• Serve as the lead attorney for assigned client relationships, ensuring proactive, value-added service throughout the year.
• Identify planning opportunities through return review and ongoing client dialogue.
• Collaborate with CPAs and other advisors to deliver coordinated, comprehensive client solutions.
• Lead and participate in client meetings with confidence and technical authority.

Client Growth and Relationship Development

• Identify and pursue new individual tax clients through networking, referrals, and community involvement.
• Build and maintain relationships with CPAs, financial advisors, family offices, and other referral sources across Southern California.
• Represent Talley Law Group at professional events, seminars, and industry functions.
• Contribute to proposals and new client onboarding within the individual tax practice.
• Set and track personal client growth goals as part of your Balanced Scorecard (BSC).

Tax Research

• Conduct well-reasoned tax research on individual, partnership, and cross-border matters in support of client work and internal teams.
• Prepare clear, authoritative technical memoranda summarizing research findings and planning recommendations.
• Work with AI-assisted research platforms (e.g., Bloomberg, Checkpoint, Blue J), applying sound professional judgment to evaluate results.
• Stay ahead of emerging issues and legislative changes affecting individual taxpayers.

Collaboration and Firm Support

• Serve as a go-to resource for colleagues on individual tax questions, particularly for high-net-worth client matters.
• Partner with estate planning, business tax, and compliance teams on integrated client engagements.
• Contribute to internal training sessions, knowledge-sharing, and firm improvement initiatives.

Mentorship and Professional Development

• Develop and maintain a personalized Balanced Scorecard (BSC) that outlines your strategic steps toward personal and professional growth in alignment with firm goals.
• Provide guidance and on-the-job training to junior attorneys and support staff.
• Participate actively in firm initiatives and team activities.
• Maintain required CPE and CLE.

What Success Looks Like

We want this person to hit the ground running and grow with the firm. Here is a general sense of what we hope to see:

First 45 Days: Get oriented. Learn our systems, meet your colleagues, and develop a clear picture of your client portfolio and BSC goals.

First 90 Days: Begin leading client conversations, manage assigned matters with growing independence, and identify your first relationship-building opportunities.

First 6 Months: Complete onboarding, manage matters on budget, show early progress on client growth activities, and demonstrate active progress on your BSC.

First Year: Own your client relationships, contribute to new client opportunities, and establish yourself as a trusted resource both internally and in the market. Implement your first-year BSC and build out your second-year plan.

What We Are Looking For

• 5 to 7 years of experience in individual tax planning at a law firm, CPA firm, or integrated advisory practice.
• Strong command of high-net-worth individual income tax planning, including compensation, investment, and entity considerations.
• Solid tax research skills and the ability to produce clear, well-reasoned written analysis.
• Comfort with AI-assisted legal and tax research tools.
• A track record of, or genuine interest in, developing client relationships and growing a practice.
• An entrepreneurial mindset and the drive to build, not just maintain.
• Outstanding written and verbal communication skills, including the ability to explain complex tax issues to non-attorney clients.
• JD required; LLM in Taxation preferred. Active California Bar membership required.
• International individual tax experience is a plus but is not required.
• Estate planning experience is a plus but is not required.

Compensation and Schedule

Base salary of $180,000 to $200,000 depending on experience, plus bonus eligibility. This is a hybrid role with one required in-office day per week (Wednesdays). Minimal travel expected.

Talley Law Group is an equal opportunity employer.

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

________________________________________

Certifications

• Tax LL.M. or CPA preferred.

________________________________________

Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Title: Director, Major Gifts (Fundraising for National Nonprofit)

Location: On Site in Ft. Lee, NJ (Non Virtual, Non-Hybrid, Non-Remote)

Competitive Pay, Excellent Employer Sponsored Benefits, Great Perks

**Thank you for applying to this role! Due to the high volume of applicants, TPA does not accept phone calls to inquire about opportunities nor in person applications/resumes/etc.

**We will not be accepting applications/candidate profiles or referrals submitted on behalf of Staffing and Temp Agencies for temp, contract, or direct hires for this role. TPA does not accept in person applications/resumes/etc. Please apply using our online system. Thank you! **

Amazing Opportunity for Professional, Polished, Hungry, Innovative, Strategic, Fundraising Professional looking to have an immediate impact in under-served communities across the country.

Must have demonstrated success the following:

Fundraising

Major Gifts

High Net Worth Individuals

Strategic Donor Partnerships

Moves Management

Donor Relations, Donor Engagement, Donor Retention

Experience and expertise closing on $500,000K+ in revenue annually, through major gifts. Understanding of New York City philanthropy and its fundraising community; high net worth individuals, excitement around attending in-person meetings in New York City and other areas.

-Commitment to Making a Difference in the lives of the Under-Served

-Pitches/Decks/Creative Proposals

-Excellent Communication and Leadership Skills

-Revenue Generation

-Securing 5-7 figure Cash Gifts

-Portfolio Management and Growth

-High Net Worth Individuals

-Customizable Cause Marketing

Looking for an innovative, creative, professional, seasoned and established metro NYC or Northern NJ based fundraiser with a verifiable and demonstrated record of success. The Director, Major Gifts is a pivotal role leading efforts to secure the resources that sustain and expand the organization's reach. Your mission will be to develop and execute a multi-year revenue strategy, growing our current annual revenue with a blend of traditional fundraising and innovative entrepreneurial opportunities. This position requires a strategic mind, a passion for relationship-building, and a deep commitment to equity in youth sports programming. From fostering relationships with major donors to orchestrating impactful events with your team, your work will directly fuel our ability to make a difference in families and communities nationwide.

• Create compelling funding opportunities and creative proposals aligning with the mission to drive revenue. Ensure that each proposal aligns with the priorities of donors and the organization while staying true to our mission.
• Identify potential prospects, develop annual and long-term fundraising strategies, and actively cultivate and steward funding relationships.
• Proficiently navigate funder meetings, acting as a fundraiser both independently and alongside leadership and other departments.
• Collaborate with the marketing and communications team to optimize corporate partnerships by implementing recognition and storytelling strategies.
• Cultivate an organizational culture that recognizes and values the importance and impact of corporate philanthropy.

You will have:

• Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area
• Demonstrated history of success in leading $500K+ dollar fundraising initiatives, including securing donations from individuals, high net worth individuals, corporations, or business partners.
• Minimum of 7 years of experience in progressively responsible development leadership positions, with demonstrated success in multiple aspects of fundraising including individual and corporate giving.
• At least 7 years of professional experience in relationship management, fundraising, and/or revenue generation; experience in either the private or nonprofit sector is valued, with cross-sector experience ideal.
• Successful history of cultivating, soliciting, and stewarding new donors through a moves management process including personally making the ask.
• Proven track record in leadership and strategy development.
• Ability to build strong relationships with diverse stakeholders, including major donors, boards, business partners, and colleagues.
• An inclusive leadership style, committed to fostering a culture where every team member feels valued and driven to contribute to our collective success.
• Particular strength in prospect research and leveraging relationships, special events, and software programs to develop a substantial donor prospect pipeline.
• Proven ability to build strong and effective relationships with a wide range of stakeholders in the community, at corporations, and within the organization.
• Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area

Bachelor’s Degree

Minimum of 7-10 years fundraising experience.

Experience and expertise closing on $500K+ in annual revenue, through major gifts, individual giving, corporate sponsorships, annual fundraising campaigns.

Ability to close virtual and face-to-face sales and sponsorships.

Ability to think strategically and critically with proven ability to manage multiple projects with varying priorities at one time.

Demonstrated professional and mature communications and interactions with staff, volunteers, sponsors, donors, and others to engage them toward the achievement of revenue goals.

Excellent written and oral communication and follow-up skills.

Effective presentation and engagement skills to cultivate a wide range of donors including.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

The investment counselor principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi private bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the us.

responsibilities:

• Investment counselors joining Citi private bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi private bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi private bank.
• build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• work across currencies, asset classes, markets and jurisdictions
• engage and advise clients on brokerage activity and execute trades seamlessly.
• appropriately assess risk when business decisions are made, demonstrating particular 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:

• 15+ years of experience
• extensive experience in providing investment advice and solutions.
• cfa, mba degree or other advanced degree a plus.
• requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• us only: s7, s66 (or 63 & 65) & s31; note: securities industry exam (sie is a prerequisite to the s7)

education:

• bachelor's/university degree, master's degree preferred

Relationship Manager – Advice & Wealth Management

Hybrid | Financial Services

Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.

In this role, you'll manage a sophisticated book of self-directed clients with $5M–$25M in assets, serving as their primary point of contact and trusted partner. You'll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.

Why This Role Stands Out

• Manage a premium UHNW client base with meaningful assets and long-term relationships
• Engage in high-level wealth conversations that go beyond transactions
• Grow your expertise across advanced planning, investment solutions, and advisory partnerships
• Join a culture that invests heavily in training, development, and long-term career growth

What You'll Do

As a Relationship Manager, you will:

• Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
• Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
• Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving.
• Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
• Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
• Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
• Develop deep expertise across the organization's products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)

Career Growth & Development

Our Client is hiring at multiple Relationship Manager levels, offering a clear pathway for advancement. Whether you're ready to expand your scope or deepen your expertise with UHNW clients, you'll be supported by structured onboarding, ongoing education, and leadership committed to your success.

What We're Looking For

• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
• SIE & Series 7 required prior to start
• Series 66 may be obtained after start
• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving.
• Bachelor's degree or equivalent experience demonstrating strong learning agility and leadership potential.

Work Model

This role follows a hybrid schedule, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

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 particular 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

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in 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

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

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

Bachelor's/University degree or equivalent experience