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Wealth Relationship Manager Jobs in Virginia (NOW HIRING)

Citi

Wealth Relationship Manager | Vienna

Vienna, VA · On-site

$83K - $125K/yr

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes ...

MRISpokane

Commercial Relationship Manager

Richmond, VA · On-site

Senior Commercial Relationship Manager Location: Richmond, Virginia (Onsite) Position Summary An ... Collaborate with Treasury Management, Wealth Management, Retirement Services, SBA, Commercial Real ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This ...

W3Global Inc.

Wealth Advisor

Mclean, VA · On-site

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their ...

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Wealth Relationship Manager information

See Virginia salary details

$27.8K

$80K

$139.3K

How much do wealth relationship manager jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth relationship manager in Virginia is $80,013.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $104,600.00 per year, depending on experience, location, and employer.

What does a wealth relationship manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

What are the key skills and qualifications needed to thrive as a wealth relationship manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

How does a wealth relationship manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What is the difference between Wealth Relationship Manager vs Financial Advisor?

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

What are popular job titles related to Wealth Relationship Manager jobs in Virginia?

For Wealth Relationship Manager jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Wealth Relationship Manager jobs in Virginia look for?

The top searched job categories for Wealth Relationship Manager jobs in Virginia are:

What cities in Virginia are hiring for Wealth Relationship Manager jobs?

Cities in Virginia with the most Wealth Relationship Manager job openings:

Wealth Relationship Manager jobs near you
Infographic showing various Wealth Relationship Manager job openings in Virginia as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $80,013 per year, or $38.5 per hour.

Wealth Relationship Manager | Vienna

Citigroup, Inc.

Vienna, VA • On-site

$83K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

38th of 175 rated banks

Job description

The Wealth Relationship Manager 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:
Vienna Virginia 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:
Sep 09, 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.
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's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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