- BMO Financial Group (Chicago, IL)
- …estate planning , or related disciplines. + Deep knowledge of charitable planning strategies , tax law, and philanthropic structures. + Strong facilitation ... families, and family offices. This role blends technical expertise in charitable planning with a deep understanding of the emotional, social, and legacy-driven… more
- KeyBank (Chicago, IL)
- …experience * Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal and communications ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- Anywhere Real Estate (Chicago, IL)
- ** Director , Strategic Partnerships & Planning ** This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and ... develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable joint venture… more
- BMO Financial Group (Chicago, IL)
- …times a week. The Director & HR Business Partner of US Private Wealth , provides advice and counsel to a designated business/group to execute the HR strategy and ... supporting a fast paced, ever-changing environment. You will be supporting US Private Wealth who are a leading, full service financial services provider. In this… more
- Brunswick (Mettawa, IL)
- …teams defining the future of marine recreation._ **Job Title:** Director , Government Affairs **Department:** Government Relations / Corporate Communications ... contributions will help transform vision into reality:** **Position Overview** **:** The Director of Government Affairs is a senior leader responsible for developing… more
- S&P Global (IL)
- **About the Role:** **Grade Level (for internal use):** 13 ** Director Cloud Engineering - Security & IAM** The Team: S&P Dow Jones Indices is seeking a Director , ... in tracking market performance, evaluating portfolios and developing investment strategies . S&P Dow Jones Indices is a division of...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Brunswick (Mettawa, IL)
- …will help transform vision into reality:** **Position Overview** **:** The ** Director of External Communications Strategy** is a senior leader responsible for ... during sensitive or crisis situations, including message development, scenario planning , and stakeholder communications. + Partner with legal, HR, operations,… more
- TIAA (Chicago, IL)
- …clients on financial matters such as, but not limited to, asset allocation, wealth management, retirement planning , education funding, estate planning , tax ... strategies , investment planning , executive planning and business succession planning . + Develop a deep understanding of high net-worth clients' needs and… more
- Citigroup (Chicago, IL)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance… more