• Wealth Group Executive

    Citigroup (San Francisco, CA)
    …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... direct managerial oversight. + Effectively executes the implementation of the CPWM/ Citigold team strategy. + Instrumental in monitoring the referral volumes between… more
    Citigroup (10/02/25)
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  • Senior Wealth Advisor SAFE Act - Uptown Manhattan

    Citigroup (New York, NY)
    …operates in the affluent and high-net worth segments through Citigold (R) and Citigold (R) Private Client and captures wealth management in the workplace ... and investment advice to our Citigold (R) and Citigold (R) Private Client segments. Senior...capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong… more
    Citigroup (11/22/25)
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