• Financial Advisor Specialist

    TEKsystems (Chicago, IL)
    …M-F, Flexible hours, Hybrid work environment Description: The Advisor Services Relationship Manager supports Financial Advisors on new client and account set-up ... knowledge and experience. Responsibilities: + Provide telephone-based administrative training to Advisors and Sales , as needed, to communicate procedures,… more
    TEKsystems (01/09/25)
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  • Alternatives Specialist

    Neuberger Berman (Chicago, IL)
    The Alternatives Specialist will work closely with NB's intermediary, national accounts, and investment teams to effectively articulate, sell, and manage discussions ... alternative products and new offerings + Help educate Financial Advisors and their end clients in the incorporation of...10+ years of capital markets experience in either a sales , investment, or investor relations role with a minimum… more
    Neuberger Berman (12/18/24)
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  • GCM Relationship Manager II - Loan Agency

    M&T Bank (Chicago, IL)
    …as required. + Work with external parties, including attorneys, financial advisors , interested parties and alliance/service partners, to structure and close GCM ... internal and external reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and prospective clients, either in-person… more
    M&T Bank (01/03/25)
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