- 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
- 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
- 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
- The Cigna Group (Chicago, IL)
- …critical for Cigna to achieve Affordability goals. The **Provider Contracting Senior Advisor ** is a key role in supporting the company's overall affordability ... programs, which directly address customer and client demands for lower cost and higher quality of...lines of business + Contributes to the development of alternative network initiatives. Supports and provides direction to develop… more
- Robert Half Finance & Accounting (Chicago, IL)
- …job? Let's fix that. A high-End Investment firm is seeking a Client Service Associates. Perks include including above market pay-rates, top-tier health benefits, ... unique perks that their top competitors can't to provide. POSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team,… 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
- 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
- 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
- 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
- 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
- Citigroup (Chicago, 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
- Bank of America (Chicago, IL)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Fifth Third Bank, NA (Chicago, IL)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral ... evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… 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
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more