Wealth Relationship Manager Jobs
Wealth Relationship Manager jobs are open across banking, wealth management, insurance, and fintech, at levels from associate to senior and regional director, with specializations in private banking, high-net-worth client advisory, and investment portfolio management. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 51+ Wealth Relationship Manager 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:
East Los Angeles California United States-
Primary Location Full Time Salary Range:
$83,920.00 - $125,880.00
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:
Nov 19, 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 (opens in new window)
-
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:
East Los Angeles California United States-
Primary Location Full Time Salary Range:
$83,920.00 - $125,880.00
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:
Nov 19, 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 (opens in new window)
-
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 51 Wealth Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsWealth Relationship Manager Job Market
Who's Hiring
- Citi11
- Bank of America5
- HSBC4
- Morgan Stanley4
- First Financial Bankshares4
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in wealth relationship manager jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 7 and Series 66 or Series 65 licenses required
- Minimum three to five years of experience managing client relationships in financial services
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client portfolios
- CFP, CFA, or CIMA designation preferred or required depending on seniority
- Proficiency with CRM platforms and financial planning or portfolio management software
Tips for Your Wealth Relationship Manager Job Search
Tailor your resume to AUM metrics
Wealth relationship manager roles live and die by numbers. Quantify your book of business, client retention rate, and assets under management growth across each position you've held. Hiring managers for these roles scan resumes for concrete portfolio figures first.
Lead with your licensing credentials upfront
Series 7, Series 65, Series 66, and CFP designations should appear near the top of your resume, not buried in a credentials section. Many applicant tracking systems screen for these before a human ever reads your application.
Target openings by client segment, not just title
Job postings for this role vary widely by client tier: mass affluent, high-net-worth, and ultra-high-net-worth positions require different experience signals. Filter your search by the client segment you've actually served to avoid wasting time on poor-fit openings.
Apply early to roles that fit
Migrate Mate lists wealth relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for every interview
Interviewers at banks and RIAs routinely ask how you'd handle a client threatening to move assets or a volatile market conversation. Prepare two or three specific client situations from your experience, with the outcome you achieved, before any first-round call.
Negotiate your payout structure, not just base salary
Compensation for wealth relationship managers often includes trailing fees, referral bonuses, and revenue-sharing tiers that dwarf the base. Before accepting an offer, ask for the full payout grid and model your realistic first-year total against your current package.
Wealth Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most wealth relationship managers?
The most active employers for wealth relationship managers right now are Citi, Bank of America, and HSBC, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at large wirehouses, regional banks, and independent registered investment advisors.
How many wealth relationship manager jobs are remote?
About 70% of wealth relationship manager openings are fully remote or hybrid as of November 2026, though the role remains more in-person than most financial services positions because of the client relationship component. Sub-specializations focused on financial planning analysis or digital onboarding tend to offer more remote flexibility than client-facing advisory roles.
How do you become a wealth relationship manager?
Start by earning a bachelor's degree in finance, economics, or business, then obtain your core securities licenses, typically the Series 7 and Series 66. Build foundational client-facing experience in retail banking or financial advising, then move into a junior relationship manager role at a bank or RIA. Pursuing a CFP or CFA designation accelerates advancement into senior and high-net-worth-focused positions.
Can you get a wealth relationship manager job with little experience?
Entry-level wealth relationship manager roles do exist, usually titled associate relationship manager or financial advisor associate, and they prioritize your licensing credentials and demonstrated sales aptitude over years of experience. Candidates who have worked in retail banking, insurance sales, or financial planning internships have a concrete advantage. Getting licensed before you apply removes the most common early-career barrier employers cite.
What does the wealth relationship manager interview process look like?
Most hiring processes run three to four rounds: an initial recruiter screen focused on licensing and book of business history, a hiring manager interview covering client acquisition and retention strategies, a case or role-play scenario where you handle a mock client conversation, and a final round with a senior leader or branch manager. Some firms also require a background check and credit review before extending an offer.
Where can I find and apply to wealth relationship manager jobs?
You can find and apply to wealth relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that match your experience and target client segment, then apply directly to each listing from the page.
See All 51 Wealth Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs