Wealth Relationship Manager Jobs

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

Who we are About Privy Our mission is to make privacy and user ownership the default online. To do so, we build simple, flexible APIs and tools for developers that make it easy to build new products on crypto rails. Privy owns the abstractions and infrastructure layer above wallets, integrating across chains, third-party providers, and Stripe products like Treasury and Link. We get to solve hard technical problems while leveraging Stripe's distribution to reach customers like Ramp, Klarna, Deel, Kraken, Hyperliquid, and Fomo — powering experiences for both mainstream users and crypto natives. Learn more about Privy: Privy and Stripe: Bringing crypto to everyone About the team Privy is seeking a motivated, experienced Account Executive to join our growing Enterprise team. In this pivotal role, you'll be instrumental in driving our expansion within high-priority segments, such as neobanking, payments, and wealth management, by leveraging our enterprise playbook. If you're a hungry strategic thinker with a passion for building relationships and a deep understanding of the enterprise and fintech landscape, we want to hear from you. As an Account Executive, you'll have the exciting opportunity to contribute to our global growth strategy and become a key spokesperson for Privy's enterprise vertical. What you’ll do Lead Generation & Pipeline Management: Partner with the Head of Go-to-Market (GTM) to generate, close, and deliver a robust pipeline of enterprise prospects. You will build and iterate outbound campaigns based on feedback and manage a pipeline across multiple ICP's. Product Expertise & Discovery: Become an expert on Privy's products, confidently leading initial discovery calls with fintech prospects to understand their needs and demonstrate our value. Deal Cycle Management: Drive the full sales lifecycle from sourcing new opportunities to closing deals, serving as the primary champion for Privy accounts. Strategic GTM Support: Contribute to t

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks. Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention. Responsibilities: Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert Partner with

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The People team's mission is to build the systems, programs, and culture that enable Robinhood's employees to do the best work of their careers. We attract, develop, and retain exceptional talent — and design the programs that support people from their first day through every stage of their journey. We partner closely across the business to ensure our people strategy moves as fast as the company does. We're building something special, and we take that responsibility seriously. As Director of Benefits, you'll own the strategy, design, and delivery of benefit programs that serve Robinhood's global workforce. You'll define our benefits philosophy from first principles — not defaulting to market convention, but building programs that genuinely help us attract and retain the best talent in the world, reinforce our high-performance culture, and deliver an outstanding employee experience. You'll lead a team, own key vendor relationships, partner with Legal and Finance, and bring your expertise to bear on everything from annual renewals to M&A due diligence. This is a high-visibility, high-impact role where you'll shape how thousands of employees experience Robinhood every

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. As an Executive Recruiter, you won't just fill positions—you’ll directly shape Robinhood’s trajectory by attracting, engaging, and landing the visionary leaders who build our business! You will lead high-impact executive searches across a range of functions, partnering closely with senior leaders to translate business priorities into thoughtful talent strategies. You will also build long-term relationships with executive talent, develop market intelligence, and create pipelines that support both immediate hiring needs and future leadership and succession priorities. This is an opportunity to help evolve Robinhood’s executive recruiting capabilities, introduce scalable and innovative practices, and directly influence the strength of our leadership team. This role is based in our Chicago, IL, Menlo Park, CA, and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Partner with executives and hiring

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. As an Executive Sourcer, you play a critical role in identifying and engaging top-tier executive talent across functions. You will identify, engage, and build relationships with senior-level and executive talent across a range of business functions. You’ll partner closely with executive recruiters and leadership stakeholders to define talent profiles, conduct market research, and develop targeted sourcing strategies for leadership hiring initiatives. You will play a key role in shaping executive pipelines, delivering talent insights, and helping drive long-term succession and organizational planning efforts. This role offers the opportunity to work on high-impact searches while contributing to the evolution of executive sourcing practices and research capabilities across Robinhood! This role is based in our Chicago, IL, Menlo Park, CA, and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Buil

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. We are looking for an experienced and innovative attorney to join our regulatory and product counsel team as Assistant General Counsel, reporting to the Senior Director and Deputy General Counsel, Crypto at Robinhood. In this role, you’ll partner directly with our product and compliance teams on product launches and provide legal counsel to them on an ongoing basis. The successful candidate will be an engaged and resourceful self-starter, comfortable working in a fast-paced and dynamic environment, and excellent at building strong relationships. This is an exciting opportunity to join a growing company and add to our mission to democratize finance for all. This role is based in our Toronto office with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you’ll do Provide end-to-end counseling on a range of retail cryptocurrency products and services, collaborating with colleagues and cross-functional stakeholders across the company Respon

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as a Concierge Desk Representative, you will be empowered to help our most active customers with some of their most complex issues and seek to develop long lasting relationships. In particular, your work will strive to resolve all issues experienced by our most engaged customers. Your job is not only to help our customers with the issues they encounter, but to proactively engage this subset of customers to educate, add value, and attempt to address early indications of problems. You will help us learn as a company from each interaction, so that we can make our customer's experience, using our products, as seamless as possible. As a Representative for the Concierge team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively, while proactively connecting with them throughout the day. This role is based in our Denver, CO, and Westlake, TX office(s), with in-person attendance expected 5 days per week during the onboard

Wealth Advisor - PNC Wealth Management — CA - San Diego (92130). Apply via Workday.

Wealth Advisor - PNC Wealth Management — 4 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — 7 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — CO - Lakewood (80215). Apply via Workday.

Wealth Advisor - PNC Wealth Management — 7 Locations. Apply via Workday.

Wealth Advisor - PNC Wealth Management — TX - San Antonio (78258). Apply via Workday.

Wealth Advisor - PNC Wealth Management — PA - Pittsburgh (15222). Apply via Workday.