- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our ... MSRB and SEC rules and regulations. + Experience working in an environment alongside Advisors preferred. + State Life & Health Insurance license a plus, but not… more
- Bank of America (Northbrook, IL)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives,… more
- KeyBank (Chicago, IL)
- …position Key as the client's trust advisor. + Interfaces with other Wealth Segment advisors and sales team members as necessary to provide exemplary service to the ... and/or discussions that occur with the client. + Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall… more
- AON (Chicago, IL)
- …you will work more independently and have more interaction with clients and Surety Advisors . A senior level Surety Analyst may be called on to provide mentoring and ... you will work more independently and have more interaction with clients and Surety Advisors . A senior level Surety Analyst may be called on to provide mentoring and… more
- Fifth Third Bank, NA (Skokie, IL)
- …advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors ' ... recommendations, consistent to client goals. + Partners and leverages internal and external service providers to optimize effectiveness and efficiency. + As primary contact, resolves problems in a timely and effective manner. + Provides client with information… more
- Knowles Precision Devices (Itasca, IL)
- …deal execution, working with business leaders, internal cross functional partners, and external advisors . The work will be similar to roles at investment banking and ... integration. Hands on due diligence experience (including managing third party advisors ) in multiple areas including: market and competitive reviews, financial… more
- NTT America, Inc. (Springfield, IL)
- …+ New partner and alliance relationship development: + Identify and expand Technology Advisors + Identify and expand Private Equity Channels + Identify and expand ... role + Experience working with SAP, Hyperscalers, Private Equity, and Technology Advisors + Proven history of meeting and exceeding revenue and quota targets… more
- Deloitte (Chicago, IL)
- …the resources, tools, assets, and approaches they need to be world class advisors , implementors, and operators. We are looking for people who are passionate about ... complex services pursuits that are driven for clients by third a party advisors and law firms + Diverse network, with knowledge of cross-industry and cross-portfolio… more
- PNC (Chicago, IL)
- …You will work closely with the Institutional Asset Management Retirement Plan Advisors and Business Development Officers, input, creation and monitoring of internal ... well as prepare client deliverables and communications to the Retirement Plan Advisors . You will lead certain team processes and functions including identifying… more
- Neuberger Berman (Chicago, IL)
- …class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger ... and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus,… more