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private wealth planning support manager

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a Business Growth Strategy Manager. 
 
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
 
 
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
 
 
In this role, you will:<ul><li>
Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a particular geographic region or portion of a larger business segment to ensure segment specific growth and achievement of financial objectives</li><li>
Negotiate and influence executive management of various sales channels to provide focus, additional product, or sales training to meet market or segment objectives</li><li>
Identify new or emerging channels, as well as resources and intermediaries</li><li>
Develop integrated strategies and programs, as well as execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business</li><li>
Make supervisory and tactical decisions related to team supervision, work allocation, and daily operations under direction of Business Growth Strategy functional area management</li><li>
Manage a team of consultants</li><li>
Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development</li><li>
Manage allocation of people and financial resources for Business Growth Strategy</li><li>
Mentor and guide talent development of direct reports and assist in hiring talent</li></ul>
Required Qualifications:<ul><li>
4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
2+ years of Leadership experience</li></ul>
Desired Qualifications:<ul><li>
Bachelor's degree</li><li>
Series 7 registration</li><li>
Detailed understanding of the financial services industry. Proven ability to communicate and interface effectively with senior leaders/principals/FAs. Demonstrated ability to work as part of a team.
</li><li>Ability to identify and evaluate trends, isolate root cause, and provide swift and thorough resolution.
</li><li>Excellent time management, project management and presentation skills. Significant knowledge and understanding of the business (i.e. operations, technology offerings, compliance, products, services, etc).
</li><li>Excellent project management skills Strong verbal, written, and interpersonal communication skills</li><li>
Strong presentation skills</li><li>
Exceptional process, execution and decision making skills with a high level of personal effectiveness and credibility</li><li>
Effective organizational, multi-tasking, and prioritizing skills. A</li><li>
Ability to interact with all levels of an organization.</li><li>
Extensive cross-functional brokerage operations experience.</li><li>
A working knowledge of BETA and Smart Station/workflow.</li><li>
Understanding of the independent advisor business.</li></ul>
Job Expectations:<ul><li>
This position offers a hybrid work schedule</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. 
$119,000.00 - $206,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
19 Jan 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Private Wealth Planning Support Manager

Citi

<div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
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&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
The Managing Director &ndash; Relationship Manager will partner with the Head of Asset Manager Relationships and leaders across Citi Wealth and the broader bank to build out and implement this critical commercial function. This role will be responsible for key initiatives related to business development and generation of new commercial activity to grow revenues and, ultimately, assets under management across Citi Wealth.
The candidate will work closely with the Citi Wealth stakeholders in implementing a relationship governance framework for Citi Wealth&rsquo;s asset manager partners that aligns with Citi&rsquo;s firmwide commercial priorities. The hire is also expected to directly manage a sub-set of high-profile, complex external manager relationships in fulfilling this role.
The functional focus areas for this role are:<ul><li>
Partner strategy development and accountability &ndash; Work with Citi Wealth leaders in conjunction with firmwide stakeholders to manage a tiering system for Asset Manager partners and an &ldquo;account plan&rdquo; framework for each relationship tier, including multi-year revenue targets and associated execution action plans (e.g., multiyear distribution agreements).
</li><li>Partner engagement model and evaluation &ndash; Develop wholesome set of manager quantitative and qualitative KPIs with input from the business and other key firm leadership. Establish appropriate levels of collaboration with Asset Managers on advisor and end-client marketing and product fundraising commensurate with Manager evaluation metrics and forward progress.</li><li>
Design and implement an appropriate governance approach and routines for the Asset Manager Relationship Management program. The stages of the governance, oversight and monitoring approach include:<ul><li>
Establish a maturity assessment of where Citi Wealth is today versus where we need to be to be able to anchor the program around this assessment</li><li>
Define the scope of the specific relationship with each Asset Manager partner</li><li>
Produce a plan with each Asset Manager partner to deliver the strategic partnership mutual benefits</li><li>
Develop mutually defined and agreed qualitative and quantitative goals with the Asset Manager partners</li><li>
Assess progress towards the mutual agreed goals</li><li>
Conduct Asset Manager partner reviews on a regular and systematic basis</li><li>
Conduct parallel internal reviews on Asset Manager relationships in aggregate and reassess/re-underwrite relationship tiering at least once annually</li></ul></li><li>
Coverage of Asset Manager partners &ndash; this role will have direct accountability for managing a set of Manager relationships</li><li>
Team buildout and management &ndash; work closely with the Head of Asset Manager Relationships to staff and assign functional and Asset Manager-specific responsibility across the team. Work with the Head of Asset Manager Relationships to make smart, efficient resourcing and partner coverage decisions. Establish a set of individual- and team-level success metrics and oversee regular progress reporting.</li><li>
Business intelligence &ndash; determine industry benchmarking against key commercial metrics such as platform and sponsorship fees, assets raised, methods for deepening manager engagement, level of access granted to Citi Wealth front-line staff (e.g., bankers, investment counselors) and deliver key findings to Wealth leadership.</li><li>
Client intelligence &ndash; identify relevant industry trends in delivery of asset management product to the Wealth channel; deliver insights and recommendations on those that Citi is well positioned to implement, and work with internal and external partners to execute.
</li><li>Solutions development &mdash; help identify new ways to work with Asset Manager partners to deliver investment products/solutions through the Citi Wealth ecosystem and partner with Citi Wealth leaders to design targeted sales campaigns and new product solutions based on industry/client intelligence to maximize commercial impact.</li><li>
Partnerships in Alternatives / Private Markets &ndash; provide perspectives and coordination with iCapital as may be required in delivering private markets products and marketing them to Wealth clients.</li></ul><ul><li>
Events &ndash; Support conference planning and other Asset Manager- and/or Citi-hosted events and evaluation of prospective event requests.</li><li>
Citi Academy &ndash; help coordinate manager participation, funding, content / thought leadership delivery to Citi financial advisors and bankers.</li></ul>
In the fulfilment of the role, the new hire will:<ul><li>
Work effectively with Citi Wealth Business, Regional, Investment, and Executive leaders as well as with stakeholders across the wider bank such as Banking, Markets, Services, to successfully deliver on the key functions above and receive their feedback for future development.</li><li>
Work closely with other senior leaders to help ensure Citi Wealth&rsquo;s key priorities and execution around external Asset Manager partners are aligned with the key leadership around the firm.</li><li>
Develop a strong network across Citi through intentional engagement and regular communication with peers across other business lines</li><li>
In general, support the Head of Asset Manager Relationships in execution of strategic priorities especially the key initiatives that have been identified in the pursuit of Wealth&rsquo;s vision and mission.</li></ul>
Skills/ Qualifications:
The successful candidate will benefit from having:
<ul><li>Bachelor&rsquo;s Degree, Masters or CFA a plus but not required.</li><li>
FINRA licenses (e.g., Series 7, 63, 24)</li><li>
Greater than 15 years&rsquo; work experience</li><li>
Experience having led business development, sales teams, or strategic client programs before</li><li>
Deep understanding of the asset management industry including public and private market asset classes</li><li>
Proven experience working with high performing teams.</li><li>
Proven ability to work well horizontally and vertically.</li><li>
Ability to lead by influence as well as directly.</li><li>
Experience working in a complex and matrixed team.</li></ul><ul><li>
Willingness and inclination to lead and work well with team.</li><li>
Strong organizational skills</li><li>
Self-motivated as well as ability to motivate others.</li><li>
Creativity and willingness to innovate.</li><li>
Ability to work under time pressures both individually and as a team member</li><li>
Experience in providing a high level of service to key clients both reactively and proactively.</li></ul>
-
Job Family Group:
Institutional Sales
-
Job Family:
Investor Sales
-
Time Type:
Full time
-
Primary Location:
New York New York United States
-
Primary Location Full Time Salary Range:
$250 000,00 - $500 000,00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; 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:
dic 30, 2025
-
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Senior Relationship Manager, Managing Director

Judson Group

<div>
 
 Judson Group has partnered with a leading $29B+ national RIA in their search for an
 
 Associate Wealth Manager
 
 &mdash; a high-impact opportunity for an ambitious professional who&rsquo;s ready to deepen client relationships, grow their planning expertise, and advance toward a future advisory role.
 
 
 
 
 
 As an Associate Wealth Manager, you&rsquo;ll work alongside some of the industry&rsquo;s most talented senior advisors, helping to manage existing client relationships while taking on new ones as your experience grows. You&rsquo;ll develop comprehensive financial plans, deliver exceptional client service, and play a key role in the ongoing success of the firm&rsquo;s wealth management team.
 
 
 This is a dynamic position offering the perfect blend of mentorship, autonomy, and opportunity for professional growth.
 
 
 
 
 
 
 Why You&rsquo;ll Love This Role:
 
 
 <ul>
 <li>
 You&rsquo;ll directly shape client outcomes, providing guidance that helps families and individuals achieve their financial goals.
 </li>
 <li>
 The firm&rsquo;s commitment to mentorship and career development means you&rsquo;ll have a clear path toward becoming a Lead Advisor.
 </li>
 <li>
 Join a team that values partnership, respect, and shared success &mdash; where your ideas and initiative truly matter.
 </li>
 <li>
 Work for one of the nation&rsquo;s largest independent RIAs with best-in-class technology, research, and planning resources.
 </li>
 </ul>
 
 
 
 
 
 What You&rsquo;ll Be Doing:
 
 
 <ul>
 <li>
 Support senior advisors in all aspects of client relationship management, including complex planning and investment strategies.
 </li>
 <li>
 Take ownership of select existing client relationships and lead new relationships as appropriate.
 </li>
 <li>
 Develop and present financial plans, retirement and cash flow projections, and tax planning recommendations.
 </li>
 <li>
 Conduct investment research and portfolio performance reviews.
 </li>
 <li>
 Manage and respond to client service requests with precision and care.
 </li>
 <li>
 Collaborate closely with advisors, investment strategists, and client service teams to deliver a seamless wealth management experience.
 </li>
 <li>
 Organize, analyze, and interpret client financial data to inform planning and investment decisions.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree required; Series 65 and CFP highly preferred.
 </li>
 <li>
 3+ years of client-facing experience in a wealth management or RIA environment.
 </li>
 <li>
 Strong background in financial planning and client relationship management.
 </li>
 <li>
 Excellent communication skills with an ability to explain complex concepts clearly.
 </li>
 <li>
 Proficiency with CRM and financial planning tools.
 </li>
 <li>
 Strong attention to detail, initiative, and the ability to balance multiple priorities.
 </li>
 <li>
 Collaborative mindset and a genuine desire to work as part of a team.
 </li>
 </ul>
 
 
 
 
 
 Compensation &amp; Benefits:
 
 
 <ul>
 <li>
 Highly competitive base salary + bonus opportunities
 </li>
 <li>
 Full suite of benefits
 </li>
 </ul>
 
 
 
 
 
 Location:
 
 Bellevue, Washington
 
</div>

Associate Wealth Manager

JPMorganChase

<div>JOB DESCRIPTION 
Join J.P. Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You&rsquo;ll play a key role in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team member, solutions-oriented team-member who consistently delivers best-in-class service, J.P. Morgan is the place for you.
As an Advisor Engagement Manager, you will lead the strategy and execution of training and practice management initiatives for Workplace Solutions advisors. You will work closely with advisors to instill a comprehensive understanding of equity awards and to optimize commercial reinvestment outcomes. Working in a complex, team-oriented, and fast-paced environment, you&rsquo;ll partner with advisors, product teams, and operations to deliver a seamless and integrated experience for participants and advisors. You should be a problem-solver with a client-first mindset, and inspiring confidence and trust among advisors and internal stakeholders.
Job responsibilities<ul><li>
Design and implement comprehensive training and prequalification programs for advisors, ensuring alignment with the business&rsquo; strategic goals and enhancing advisor effectiveness.</li><li>
Prepare and facilitate engaging seminars and webcasts designed to help advisors position equity awards with participants across wealth levels, piquing interest in broader financial planning benefits.</li><li>
Develop and manage leads management processes, leveraging systems and tools to track advisor-to-participant engagement metrics and optimize conversion strategies.</li><li>
Collaborate with Workplace Solutions team members and broader firm stakeholders to seamlessly integrate advisors into the participant experience.</li><li>
Analyze data to refine and target training and lead management strategies, increasing advisor engagement.</li><li>
Provide ongoing support and coaching to field teams, ensuring successful adoption of enablement programs and sharing industry trends and best practices.</li><li>
Serve as a true expert in equity plan reinvestment strategies, articulating these nuances in an easy-to-understand format.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Bachelor&rsquo;s degree or equivalent.</li><li>
5+ years of experience in the equity plan or workplace industry.</li><li>
FINRA Securities Industry Essentials, Series 7, and Series 63 licenses required for the position; candidates without licenses must obtain them within 90 days of start date.</li><li>
Proven ability to operate effectively in a matrix organization, managing tight deadlines and multiple stakeholders.</li><li>
Exceptional public speaking skills.</li><li>
Strong communications skills including active listening, the ability to assess needs and adapt approach in real-time, empathy, , and clear communication.</li><li>
Ability and willingness to travel (10-20% travel vs in-office anticipated) to deliver onsite seminars to advisors.</li><li>
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Experience in an advisor-facing role is highly preferred.</li><li>
Certified Equity Professional (CEP) certification is preferred.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Workplace Solutions, Advisor Engagement Manager

Sterlington

<div>
 
 Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. We focus on the economic and legal aspects of our matters.
 
 
 
 
 
 Among other strengths, Sterlington is the ultimate law firm for private capital, family offices, founders, and senior executives, as well as their related businesses.
 
 
 
 
 
 First and foremost, we are about gathering the best-in-class lawyers to solve complex business issues.
 
 
 
 
 
 Learn more at:
 
 
 www.sterlingtonlaw.com
 
 
 
 
 
 
 
 
 The Role:
 
 
 
 Working with a leading Corporate/M&amp;A partner, you will ideally have 4-8 years&rsquo; general corporate law experience. We are particularly keen to speak to Attorneys with experience of working on a variety of transactions, including joint ventures.
 
 
 
 
 
 Deal-making is our core competency, with an active practice representing buyers and sellers in a variety of industries. Our team is commercially minded, creative, and practical.
 
 
 We regularly act for buyers and sellers in middle market transactions valued between $50m and $1b and advise founders and significant investors in $1b + transactions. We regularly represent investment managers and wealth management platforms on spinouts and rollups.
 
 
 
 
 
 In the Corporate group we also work in Investment Management, Finance, Crypto and fintech, Cyber security and data privacy, and Tax.
 
 
 
 
 
 
 QUALIFICATIONS AND ATTRIBUTES:
 
 
 <ul>
 <li>
 4-8 years of experience in Corporate and M&amp;A/joint ventures law at an AM Law 100 firm, ideally with experience in a variety of transaction structures, including joint ventures.
 </li>
 </ul>
 
 
 
 
 We offer a positive and powerful career experience &ndash; financially and culturally. We value performance expectations based on successful output, not billable hours for a career experience with limitless potential.
 
 
 
 
 
 Full-time employees are eligible for enrollment in our Medical, Dental, and Vision insurance plans, as well as our 401(k) retirement program.
 
 
 
 
 
 Sterlington uses E-Verify to confirm employees&rsquo; work authorization.
 
</div>

Corporate Associate, Private Capital

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