- BMO Financial Group (Chicago, IL)
- **Why Join Us?** + **Impact:** Shape the success of top-tier wealth advisors through personalized coaching and strategic guidance. + **Innovation:** Drive adoption ... go-to-market strategy. You'll leverage data, tools, and training to help advisors deliver exceptional client experiences and achieve growth goals. **Key… more
- KeyBank (Chicago, IL)
- …trust and estate tax-related issues and works with the client and external advisors to resolve. + Collaborates with external client advisors (attorneys, ... accountants, etc.) to deliver advice. **Growth- Book of Business** + Works closely with the Family Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other… more
- S&P Global (Chicago, IL)
- …(UMA/SMA), Model Portfolios, Investment Advisory Solutions platforms and RIA channel advisors + Outstanding communication skills with ability to articulate complex ... with asset management of wealth + Effective in networking with financial advisors across multiple channels + Prior experience with analytical tools including… more
- Constellation (Chicago, IL)
- …requires the oversight and coordination of multiple subject matter experts and deal advisors . **PRINCIPAL ANALYST - PRIMARY PURPOSE OF POSITION** As part of the ... and transaction evaluation, due diligence, corporate finance, etc.) and deal advisors . **SENIOR MANAGER - PRIMARY DUTIES AND ACCOUNTABILITIES** + Origination:… more
- JPMorgan Chase (Chicago, IL)
- …long term goal. A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. As an Analyst, ... Management Liquidity Specialist team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. You will… more
- Whirlpool Corporation (Chicago, IL)
- …cross-functional teams. In addition, manage relationships with 3rd party advisors , where appropriate. Demonstrate mastery in Google Slides/Docs/Sheets to create ... and earnings accretion/dilution. Reliably troubleshoot and enhance others' (ie, advisors ', Analysts') models under time pressure. **Minimum requirements** +… more
- Sharecare (Springfield, IL)
- …platform that connects families with non-medical, in-home caregivers, and Care Advisors provide support and guidance to families during the caregiver search, ... + Ability to maintain strict confidentiality, and exercise good judgment + Care Advisors are expected to meet performance goals set forth per CareLinx guidelines +… more
- Robert Half Finance & Accounting (Chicago, IL)
- …and corporate tax returns, extensions, and quarterly estimates prepared by external tax advisors and joint venture partners. + Understand the impact of complex fund ... Assist with federal and state audits. + Coordinate with external tax advisors to prepare taxable income projections for corporations, REITs, and pass-through… 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
- 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