- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Financial Planning Strategist , you will be responsible ... (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide… more
- City National Bank (Chicago, IL)
- …Degree (JD or CPA or Masters in Tax/Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within ... with an emphasis on business owner wealth and succession planning . What you will do * Work with Sr....Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial … more
- BMO Financial Group (Chicago, IL)
- …and partnerships to help underserved and diverse small businesses achieve real financial progress._ A BMO Zero Barriers to Business Senior Regional Strategist ... commitments outlined through BMO EMpower 2.0. The Senior Regional Strategist serves as a strategic partner to P&BB Regional...on Zero Barriers to Business Specialty Lending Programs and financial health initiatives. + Lead and execute key events… more
- Indeed (Chicago, IL)
- …related field + 3+ years of progressive work experience in revenue analysis, financial planning , consulting, banking or corporate strategy + Advanced modeling, ... of funds for growth. **Responsibilities** + Drive certain aspects of revenue planning , forecasting, and growth modeling + Execute strategies to optimize revenue… more
- S&P Global (Chicago, IL)
- …and learn valuable new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning , a continuing education program ... Specialist **The Role:** We are seeking an Associate Direct Indexing and Model Portfolios Strategist to join our Commercial team at S&P Dow Jones Indices. As an… more
- Huntington National Bank (Chicago, IL)
- Description Lifecycle Marketing Strategist The Lifecycle Marketing Strategist will play a critical role in elevating the customer marketing experience throughout ... their unique financial journey with Huntington Bank. In this highly strategic...market, consumer, and competitor trends and use them for planning . . Creative thinker - develop innovative ideas to… more
- KeyBank (Chicago, IL)
- …(CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Nestle (Chicago, IL)
- …learn from talented colleagues around the globe, and benefits that support physical, financial , and emotional wellbeing. Join us to innovate for impact and reimagine ... and learnings, and participating in monthly strategy calls to discuss content planning and strategy. **KEY RESPONSIBILITIES:** + Content Creation & Design: + Create… more
- ARAMARK (Chicago, IL)
- …campus mapping, trend research, and competitive pricing analysis. + **Strategic Planning and Innovation:** Develop marketing plans and new strategies to promote ... practices, and measurement. + **Strategic Agility:** Act as the regional marketing strategist and advisor to the RVP. + **Business Analysis:** Track, analyze, and… more