- Atticus Recruiting Inc (Chicago, IL)
- …conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office. The ideal candidate ... a leadership role in expanding the footprint of the firm's current Wealth Management practice into the Chicago market.This position provides an ideal opportunity… more
- Denovo Review (Chicago, IL)
- …extensive experience established in Chicago, IL is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer ... of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.Experience forming family entities to help with the … more
- Assetmark (Concord, NH)
- …looking for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial ... our clients. In this role, the Senior Manager will partner with cross-functional teams and work with management...to define the vision, scope, and roadmap for the Wealth Management Services team.This role will collaborate… more
- Assetmark (Los Angeles, CA)
- …looking for an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help launch and lead new financial ... partner with cross functional teams and work with management to define the vision, scope and roadmap for...to define the vision, scope and roadmap for the Wealth Management Services team.This role will collaborate… more
- Northern Trust Corp (Chicago, IL)
- …and business outcomes related to our client portal serving tens of thousands of wealth management clients. You will interface and collaborate with a wide range ... Business Lead - Partner WorkstationApplyRemote Type: HybridLocation: Chicago, ILTime Type: Full...Experience:5+ years in a client-facing role within Northern Trust Wealth Management .Expertise in practices such as Investments,… more
- Northern Trust (Chicago, IL)
- …and business outcomes related to our client portal serving tens of thousands of wealth management clients. You will interface and collaborate with a wide range ... exceptional service.Summary:The Digital Business Lead is a leadership role in the Partner Workstation program that offers opportunities to make meaningful impacts on… more
- Aztec (Stamford, CT)
- This is a key management role within the SSGA Strategic Partner Oversight team, which is part of the Chief Operating Officer's organization, that is responsible ... to assess the SSGA client experience. Represent the Strategic Partner Oversight management team on program committees....Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- The Local Realty (San Diego, CA)
- …Experts who provide market knowledge to help clients seize opportunities and increase wealth . With a focus on creating accurate local real estate market insights, we ... estate decisions worldwide.Role DescriptionThis is a full-time remote role for a Managing Partner at The Local Realty. The Managing Partner will oversee daily… more
- Gartner (Chicago, IL)
- …solutionsExperience working with Financial Services Institutions such as Core Banking, Asset/ Wealth Management and/or Insurance clients or similar financial ... Consulting's relationship with a defined portfolio of Gartner clients. As a Managing Partner , you will advise clients at the highest strategic level on both… more
- McCormack Schreiber Legal Search (Chicago, IL)
- …issues such as: tax minimization, asset protections, retirement planning, and multigenerational wealth management and transfers. Must have at least $500,000 in ... the Position:Our client, a well-respected national law firm, is actively seeking a partner -level attorney to join its Estate Planning practice in its busy Chicago… more
- Gilead Sciences, Inc. (Foster City, CA)
- …employee engagement?".As a member of our world-class People Analytics team, the Insight Partner has the opportunity to convert global data into answers at scale. ... all hail from different countries and non-HR disciplines, bringing a wealth of unique perspectives that drive our success.Build Influential Relationships: Engage… more
- Cisco Systems, Inc. (San Francisco, CA)
- …easier, faster, and smarter with technology that simply works.As Director of Product Management for AI and Analytics, you will partner with our central ... Cisco Meraki - Director of Product Management - AI and AnalyticsLocation: San Francisco, California,...mission will be to lead Meraki to decode the wealth of data points which pass through our system… more
- Northern Trust (Chicago, IL)
- …processes, and entitlement management within a financial institution, preferably a wealth management firm.- Proven track record of managing and leading ... experienced Director of Onboarding, Account Opening and Entitlements - Product Management to join our dynamic team.Position Overview:As the Director of Onboarding,… more
- SLC Management (Wellesley, MA)
- …teams. Additional Competencies: Business Acumen: Deep understanding of capital markets/ wealth management businesses, including various asset classes and ... SLC Management is a growing global asset management...What you will do: Collaboration and Strategic Partnership: Thought partner driving innovation and digitally enabled business models while… more
- Sun Life (Wellesley, MA)
- …teams.Additional Competencies: Business Acumen: Deep understanding of capital markets/ wealth management businesses, including various asset classes ... SLC Management is a growing global asset management...problems.What you will do: Collaboration and Strategic Partnership: Thought partner driving innovation and digitally enabled business models while… more
- State Street (Boston, MA)
- Charitable Asset Management For 40 years, the Charitable Asset Management team has been a leading provider of asset management , administration, and tax ... and train staff.Evaluate overall team performance and execute performance management processes.Supervise tax engagements and assist in providing tax planning,… more
- State Street (Boston, MA)
- Head of Sales and Relationship Management , GlobalLink Digital and GlobalLink Synergy, Vice President Who we are looking for The Head of Sales and Relationship ... Management for GlobalLink Digital and GlobalLink Synergy, Vice President...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- Citizens (New Haven, CT)
- …a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will ... a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens...the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients… more
- Kataly Foundation (San Francisco, CA)
- …this while embracing its role and responsibility in changing systems that led to wealth extraction from these communities in the first place. We move resources to ... planet, and each other, the Kataly Foundation will redistribute and redefine wealth in a way that leads to transformation, abundance, and regeneration.One important… more
- Kataly Foundation (San Francisco, CA)
- …this while embracing its role and responsibility in changing systems that led to wealth extraction from these communities in the first place. We move resources to ... planet, and each other, the Kataly Foundation will redistribute and redefine wealth in a way that leads to transformation, abundance, and regeneration.One important… more
