- 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
- TIAA (Chicago, IL)
- …with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell ... advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor… more
- Citigroup (River Forest, IL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... 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 (Glenview, IL)
- Business Solutions Advisor - Glenview Glenview, 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
- Robert Half Finance & Accounting (Chicago, IL)
- …just rated one of the top places to work in Chicago just created a new Client Service Associates position. Which may seem pretty standard until you get to the best ... company is expanding rapidly thru acquisitions) 5) And more 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
- 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
- Black & Veatch (Burr Ridge, 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 (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
- WTW (Chicago, IL)
- **Description** Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities ... 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
- 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
- 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)
- …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
- Deloitte (Chicago, IL)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... project management support including preparing work plans, reports and client presentations The teamOrganization TransformationThe Organization Transformation practice is… 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
- Nuveen Investments (Chicago, IL)
- …Experience and relationships with these market segments is key, while all client channels are covered. + Maintains knowledge of competitor products and industry ... related topics, as well as proficiencies in delivering value-added presentations to advisor and other audiences. + Acts as subject matter expert to educate, train… more
- Deloitte (Chicago, IL)
- …of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of tax issues ... management and delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically and internationally,… more