- 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 The Enterprise Marketing Strategist will play a key role in shaping Huntington's marketing efforts for strategic ... cases for new marketing strategies to include testing and financial return. + Translate ideas into action to achieve...market, consumer, and competitor trends and use them for planning . + Creative thinker - develop innovative ideas to… 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. ... seeking a highly motivated and experienced credit card marketing strategist to join our growing team and drive high-impact...the execution of creative campaigns that drive customer and financial growth in partnership with PNC's agency of record.… more
- Huntington National Bank (Rosemont, IL)
- …the unique audience behaviors and needs at this stage . + Media Planning & Optimization: Expertise in online and offline media tactics, optimization approaches, and ... . + Strategy Integration: Works closely with the campaign strategist and other team members to ensure strategies are...Experience targeting B2B audiences a plus. + Experience in financial services or other highly regulated category a plus.… more