- BMO Financial Group (Buffalo Grove, IL)
- …the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + ... + Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. + Leads change management… more
- Bank of America (Lake Forest, IL)
- Merrill Financial Solutions Advisor - Chicago North Market Northbrook, Illinois;Crystal Lake, Illinois; Highland Park, Illinois; Deer Park, Illinois; Lake Forest, ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth… more
- Bank of America (Glenview, IL)
- Advisor Development Program - Financial Solutions Advisor ...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a ... Waukegan Financial Center Glenview, Illinois **Job Description:** As an Advisor Development Program Financial Solutions Advisor Stage...As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins… more
- TIAA (Chicago, IL)
- The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the ... Advisor Consultant to maintain current client assets, drive sales,...ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product… more
- CIBC (Chicago, IL)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Treasury Management Sales Advisor is responsible for the development and retention of Treasury ... relationships for the Property Manager division within Commercial Banking. The Advisor partners with the Property Manager relationship managers in a consultative… more
- Truist (Chicago, IL)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...framework in order to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense… more
- American Heart Association (Chicago, IL)
- …career. The American Heart Association has an excellent opportunity for an ** Advisor , Individual Giving focused on fundraising in Chicago and other metro markets ... level of engagement with the mission. Passionate about individuals, the Advisor cultivates relationships and solicits support alongside market staff, from current… more
- JPMorgan Chase (Vernon Hills, IL)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- SAP (Chicago, IL)
- …and a variety of benefit options for you to choose from. **Job Title:** Solution Advisor Expert Finance **Location** : SAP Chicago office **What you'll do** : As the ... Solution Advisor Expert Finance (SA), you will be the go-to...Service (SaaS) Process Improvement Technology Innovation SAP Cloud Suite Portfolio RISE and GROW with SAP SAP Corporate Strategy… more
- SAP (Chicago, IL)
- …to obtain expertise from the SAP delivery organization as required + Act as Trusted Advisor to VAT and assigned customers on all technical aspects of SAP RISE **What ... and presentations is required + High proficiency in the SAP product portfolio , offerings, and industry solutions + Good understanding of SAP solutions (releases,… more
- BMO Financial Group (Winnetka, IL)
- …advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ... and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace by collaborating with… more
- KPMG (Chicago, IL)
- **Business Title:** Sr. Director, Strategy & Portfolio Management **Requisition Number:** 119157 - 32 **Function:** Business Support Services **Area of Interest:** ... are, join our team. KPMG is currently seeking a Senior Director, Strategy & Portfolio Management to join our Digital Nexus technology organization. This is a remote… more
- BMO Financial Group (Chicago, IL)
- …in migration, and updates with SAMU. Additionally, this role will be involved in portfolio data analysis and other portfolio tasks to support EMM's compliance ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...initiatives. + Manages the risk of the assigned complex portfolio in a timely and precise manner. + Directly… more
- BMO Financial Group (Chicago, IL)
- …improvement. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... based on an in-depth understanding of the business/group. + Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. + Develops the business case by identifying needs, analysing potential options and… more
- SAP (Chicago, IL)
- …+ Value-Sell Leverage a value-centric and strategic perspective for the entire SAP portfolio with your customers. + Trusted advisor - Establishes strong ... relationships based on knowledge of customer requirements and commitment to value. Builds a foundation on which to harvest future business opportunities and accurate account information and coaching. + Customer Acumen - Actively understand each customers… more
- Commerce Bank (Chicago, IL)
- …prospects with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ... a full range of products and services + Critically review and analyze portfolio to reduce risk and enhance profitability + Facilitate credit requests, including loan… more
- Neuberger Berman (Chicago, IL)
- …The West Divisional Sales Manager will oversee sales operations across 12 Advisor Consultant Territories. The role is responsible for driving sales strategies and ... with Neuberger Berman colleagues across various departments including Leadership, Portfolio Managers/Specialists, National Accounts, Internal Sales Desk, Marketing, CRM… more
- Wolters Kluwer (Riverwoods, IL)
- …We're looking for an Associate Director, IT Operations (Health Infrastructure Portfolio Management) within our Global Business Services division! You will help ... and environments. The Associate Director, IT Operations (GBS Infrastructure Portfolio Management) is accountable for the managing application operations and… more
- The Chicago Community Trust (Chicago, IL)
- …currently have four primary expressions of impact within our $4 billion investment portfolio : + Investment Manager Diversity: We believe it is important to consider ... and gender diversity in the management of our investment portfolio , and we are committed to retaining a diverse...loans to local CDFIs. + Custom Impact Strategies for Advisor -Managed Funds: We work in collaboration with a select… more
- Bank of America (Northbrook, IL)
- …Practice (EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the… more