- Neuberger Berman (Chicago, IL)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- World Insurance Associates, LLC. (Chicago, IL)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... production goals. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting, and legislative changes. Build and… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Bank of America (Niles, IL)
- Business Solutions Advisor - Niles/Greenwood Niles, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and...and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- TIAA (Chicago, IL)
- The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with our ... of information \#LI-AB1 Related Skills Business Development, Capital Markets, Client Segmentation, Client Service, Communication, Consultative Communication,… more
- Cherry Bekaert (Chicago, IL)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more
- Bank of America (Chicago, IL)
- …banking services. In addition to being the primary bank advocate and key financial advisor for the client , the SCM is accountable for prospecting new business ... with the CEO and CFO at an advisory level regarding the client 's industry and alternative capital structures. The SRM will then assess the risks and impacts… more
- Cherry Bekaert (Chicago, IL)
- …to serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services ... on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. + Provide the engagement partner… more
- Neuberger Berman (Chicago, IL)
- …preferred. + Solid sales management skills: ability to manage, train, motivate Advisor Consultants. + Prefer experience selling alternative investment vehicles ... The West Divisional Sales Manager will oversee sales operations across 12 Advisor Consultant Territories. The role is responsible for driving sales strategies and… more
- Deloitte (Chicago, IL)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirm work products meet our firm's and the client 's quality standards. Additionally, you are expected to mentor/coach...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Black & Veatch (Chicago, IL)
- …and Copper Rule Improvements (LCRI) projects. The LCRR Regional Lead will support Client Directors within their region on new business pursuits related to LCRR. The ... marketing opportunities such as presenting at local/national conferences, building/maintaining client relationships, and supporting new business pursuits and proposal… more
- Citigroup (Skokie, IL)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Fifth Third Bank, NA (Rosemont, IL)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources ... evaluate and develop a tailored relationship strategy for each client or prospect. + Responsible for planning and conducting...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Fifth Third Bank, NA (Rosemont, IL)
- …Bank. GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M. ... for personal and business needs. Serve as a trusted advisor for businesses; collaborate with a team of product...and providing needs based solutions and services to the client . Services would include loans, deposits, treasury management, and… more
- WTW (Chicago, IL)
- Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing ... Broking. The Managed Care Growth Leader is the primary client lead managing the totality of the Willis Towers...participating in speaking engagements, etc + Become a trusted advisor and portal to WTW for assigned Managed Care… more
- Microsoft Corporation (Chicago, IL)
- …the most out of the solutions they invest in. We want to improve our client 's journey to AI, use data to bring insights about their critical processes and customers, ... Ensures that all levels of the organization challenge customers to consider alternatives and adapt strategies, plans, business models, and solutions to insights.… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- C-4 Analytics (Chicago, IL)
- …disability, contact this employer to ask for accommodation or an alternative application process. Compensation: Compensation: We offer a competitive compensation ... success, but enjoy the support of a team of Client Services experts who'll always have your back. A...value to clients and serve as a trusted digital advisor + Excellent written and verbal communication skills -… more
- Deloitte (Chicago, IL)
- …management processes by leveraging enabling technologies, process reengineering and alternative delivery models? Deloitte's Tax Technology Consulting (TTC) Legal ... their contract portfolios and process. Bring your expertise and client service skills to Deloitte and click "apply" now!...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more