- 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
- Huntington National Bank (Chicago, IL)
- Description Enterprise Marketing Strategist - Retention The Enterprise 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
- CIBC (Chicago, IL)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist , you are responsible for supporting and working closely with ... Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth's integrated wealth...and accounting preferred + Experience in the trust and financial services industry with broad connections in the trust… more
- PNC (Chicago, IL)
- …an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Chicago, IL. ... the business. Ensures the execution of team processes, such as pre-call planning , post-call debriefs and relationship reviews. May train, coach and/or mentor other… more
- BMO Financial Group (Chicago, IL)
- Provides wealth planning (advanced financial planning ) guidance and counsel to the High Net Worth (HNW) client segment. Works collaboratively in partnership ... in the end-to-end wealth planning experience, from discovery to financial planning analysis, development of high value wealth plans and recommendations, to… more
- PNC (Chicago, IL)
- …are investing in a newly formed Product Marketing team to lead the strategic planning and execution of new program and product launches through the Marketing lens. ... We are seeking a highly motivated and experienced credit card marketing strategist to join our growing team and drive high-impact go-to-market product launch… more