- 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 ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- Truist (Chicago, IL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- BMO Financial Group (Chicago, IL)
- …have in sourcing and servicing high net worth clients within a wealth management team platform. Provides advisory-based sales and relationship management to attract, ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- Fifth Third Bank, NA (Chicago, IL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to ... play a material role in developing and implementing their Wealth Plan the Sr . Analyst will be...to produce deliverables in support of that effort. The Senior Analyst will assist in the training and supervision… more
- Deloitte (Chicago, IL)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience… more
- Deloitte (Chicago, IL)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- BMO Financial Group (Hinsdale, IL)
- Designations: JD, CFP Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession,… more
- HUB International (Chicago, IL)
- …their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things ... compliance department. The SVP of Compliance ("SVP"), HUB Retirement and Private Wealth ("RPW"), will be a highly visible, leadership position, reporting directly… more
- Bank of America (Northbrook, IL)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NPD Northbrook, Illinois **Job...(EGP) Relationship Manager** is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing… more
- BMO Financial Group (Arlington Heights, IL)
- …professionals within the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing ... requirements. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. +… more
- Cherry Bekaert (Chicago, IL)
- …planning sensitive wealth transfers, and philanthropic planning. **As a Tax Senior Manager or Director, you will:** + Work with clients and firm partners ... services associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and...as a formal and informal mentor to managers and senior managers and as a valued colleague (as it… more
- Robert Half (Chicago, IL)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti ... looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to join our growing Salesforce team. What...objectives and solutions. + You serve as a trusted advisor to the client driving conversations with their admins,… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 32 **Function:** Advisory **Area of Interest:** **State:** IL **City:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Deloitte (Chicago, IL)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- The Chicago Community Trust (Chicago, IL)
- …Calvert Impact Capital. The goal of Benefit Chicago is to create jobs, build wealth , and tackle other social and economic challenges, with a special focus on ... loans to local CDFIs. + Custom Impact Strategies for Advisor -Managed Funds: We work in collaboration with a select...for our Impact-First Ad Hoc committee; work with the Senior Director of Investments to refine the governance approach… more
- WTW (Chicago, IL)
- …revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Managed Care Growth Leader is the ... participating in speaking engagements, etc + Become a trusted advisor and portal to WTW for assigned Managed Care...capabilities and expertise across our two business segments, Health, Wealth and Career and Risk and Broking + Ensure… more
- Robert Half Finance & Accounting (Chicago, IL)
- …OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support ... to firm Senior Advisors, Advisors, and clients. This role acts as...functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications,… more
- KPMG (Chicago, IL)
- …for as a firm KPMG is currently seeking a Manager/ Senior Manager to join our International Tax (https://tax.kpmg.us/services/international-tax.html) practice. ... Responsibilities: + Serve as an international tax advisor to financial services clients with a focus on...on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors + Assist… more
- BMO Financial Group (Chicago, IL)
- …mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk ... risk management, and governance systems and processes to support senior management and the Board in protecting BMO and...BMO and its reputation. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more