- 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
- JPMorgan Chase (Chicago, IL)
- …and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real… 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
- 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 (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
- BMO Financial Group (Chicago, IL)
- …+ May provide day to day operational leadership and coaching. + May coordinate client fee billing for third party vendor charges. + Provides first line assistance on ... and escalates any potential risk issues and recommends workflow process alternatives . + Investigates, recommends actions on overdrawn accounts within internal… more
- Nuveen Investments (Chicago, IL)
- This role provides Compliance support to Nuveen Global Client Services, with back to the eMonitoring team. **Key Responsibilities and Duties** + Execute oversight ... framework for Nuveen Global Client Services activities including (but not limited to): +...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and… 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 (Elgin, 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 (Elgin, 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
- Deloitte (Chicago, IL)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… 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 (Darien, 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
- Fifth Third Bank, NA (Warrenville, 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)
- **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
- Fifth Third Bank, NA (Chicago, 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
- 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)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... impact of health care reform on an health plan client + Review trend forecasting and predictive modeling tools...to define underwriting policies to reduce selection + Price alternative plan designs and define product strategy + Identify… more