- Citigroup (Chicago, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client… more
- Bank of America (Chicago, IL)
- … Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager operates with ... Merrill Private Wealth Supervision Manager Chicago, Illinois **Job...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Bank of America (Northbrook, IL)
- …65. This role is an FA Paid Resource. This **Elite Growth Practice (EGP) Relationship Manager ** is responsible for supporting the Financial Advisor (FA) team to ... Wealth Management Specialist - NPD Northbrook, Illinois **Job...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Fifth Third Bank, NA (Skokie, IL)
- …by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth ... that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member...needs to identify opportunities to expand and deepen household relationship . + Demonstrates proficiency in the utilization of consultative… more
- Huntington National Bank (Chicago, IL)
- …The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, ... + Bachelor's Degree + At least 10 years of wealth management/financial advisory/sales/ relationship management experience in banking,...considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in… more
- Citigroup (Highland Park, IL)
- **Business Relationship Manager ** The Business Relationship Manager (BRM) is responsible for proactively sourcing, acquiring, expanding, and retaining ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- Fifth Third Bank, NA (Lake Zurich, IL)
- …computer screens. + Occasional local and overnight travel as required. #LI-JS1 Preferred Relationship Manager LOCATION -- Lake Zurich, Illinois 60047 Fifth Third ... customers to retain and grow current and next generation wealth . Responsible and accountable for risk by openly exchanging...will require some local travelling. + This position requires SAFE Act registration at the time of employment through… more
- Bank of America (Northbrook, IL)
- Market Supervision Manager - Northbrook, IL Northbrook, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory… more
- University of Iowa Community Credit Union (Addison, IL)
- …GED). + Must be bondable. + Must be registered pursuant to requirements of the SAFE Act. Reporting Relationship Reports to the Vice President / Branch Manager ... GreenState product and service, or referring them to the specialized department ( Wealth Management, Commercial, Mortgage, etc.) to be served. + Provides consistent… more