Assistant Vice President Jobs in Palo Alto, CA
Assistant Vice President jobs in Palo Alto are in strong demand, concentrated in the downtown University Avenue corridor, the Stanford Research Park, and the California Avenue business district across venture-backed technology, financial services, and life sciences. Leading employers posting openings right now include HP, JPMorganChase, and Citi. Find a role that fits below and apply directly.
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Showing 5 of 401+ Assistant Vice President jobs
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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.
Job Overview
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:
Palo Alto California 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:
sept 08, 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
-
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.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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.
Job Overview
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:
Palo Alto California 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:
sept 08, 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
-
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.
See All 401+ Assistant Vice President Jobs in Palo Alto
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Who's Hiring
- HP167
- JPMorganChase167
- Citi33
- Stanford Health Care33
Assistant Vice President Jobs in Palo Alto: Frequently Asked Questions
How do I get a assistant vice president job in Palo Alto?
The strongest path in Palo Alto is building deep experience in the sectors that concentrate there, particularly venture-backed technology firms, private equity and wealth management shops, and biotech companies near Stanford. Employers in this market respond to candidates who combine functional expertise with cross-functional leadership, since AVP roles here often straddle strategy and execution. Visibility within Stanford alumni networks and local professional associations gives candidates a meaningful edge over out-of-market applicants.
Which companies hire assistant vice presidents in Palo Alto?
Palo Alto assistant vice president roles are posted by HP, JPMorganChase, and Citi and others right now, based on current listings on Migrate Mate as of September 2026. The local employer mix skews toward growth-stage technology companies, established financial institutions with Bay Area offices, and research-intensive life sciences organizations anchored near the Stanford campus.
How can I get a assistant vice president job in Palo Alto with little or no experience?
The most realistic entry path in Palo Alto is moving up from a senior manager or director role within a local technology or financial services firm, since most employers here promote from within before recruiting externally at the AVP level. Growth-stage startups in the Stanford Research Park corridor and venture-backed fintech companies are more open to candidates who demonstrate outsized scope and impact without a formal AVP title on their resume. Building a visible record of cross-functional project leadership and presenting measurable outcomes strengthens your case considerably in this market.
Related Jobs in California
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