- CIBC (Chicago, IL)
- …with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and ... deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. + **Relationship Management** - Collaborate with… more
- Palo Alto Networks (Chicago, IL)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen...tools in assessments is a plus + Public speaking, training , and enablement experience is strongly preferred + 10+… more
- Citigroup (River Forest, IL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- TD Bank (Chicago, IL)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... Recognizes team members' contributions + Strong presentation skills when delivering training and presentation at the division level, industry conferences, workshops,… more
- Raymond James Financial, Inc. (Naperville, IL)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client ... Advisors, we represent the former. We consider ourselves architects of our clients' financial lives. We value collaboration and truly knowing each other - and that's… more
- BMO Financial Group (Chicago, IL)
- …identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Helps determine business priorities and best sequence for execution of… more
- BMO Financial Group (Northbrook, IL)
- …multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and ... to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works...links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets… more
- BMO Financial Group (Chicago, IL)
- …related to business processes and information. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Measures the effectiveness of risk governance system and framework;… more
- R1 RCM (Chicago, IL)
- …provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are ... As our Senior Manager of Client Success, you will serve as a trusted advisor and reliable advocate for clients, overseeing the client experience throughout the full… more
- US Bank (Oak Lawn, IL)
- …of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more