- World Insurance Associates, LLC. (Barrington, IL)
- …performing a wide range of activities, such as data gathering and analysis , development of recommendations, implementation, and ongoing portfolio management - within ... a financial planning context. + Assist advisors and clients in...May buy and sell investments for clients at the advisor 's discretion + Maintain electronic filing system, clear folders… more
- BMO Financial Group (Chicago, IL)
- …and the remediation of supervisory findings, and provides reports to regulators, senior management, and the board of directors. The Reporting and Analytics ... of monthly, quarterly, and ad hoc reporting to US and Enterprise senior management committees and boards regarding regulatory findings and supervisory activities.… more
- Kemper (Chicago, IL)
- …This role goes beyond a traditional controllership and will provide expertise in financial planning and analysis and tax. The successful executive will embody ... is designed for a trusted business leader who is insight-driven and quality-focused. Financial strength is a primary objective for the company, and the P&C Assistant… more
- Amazon (Chicago, IL)
- …and propose effective migration and modernization strategies to AWS. As a trusted advisor to our customers, you will provide guidance on industry trends, emerging ... You will play a key role in the implementation process, collaborating with senior team members to ensure adherence to best practices, optimize performance, and… more
- BMO Financial Group (Chicago, IL)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. + Identifies emerging issues and trends to inform… more
- Amazon (Chicago, IL)
- …and design principles that become industry standards 4. Cultivate strategic relationships with senior leaders and serve as a trusted advisor on transformative ... technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers,… more
- PNC (Downers Grove, IL)
- …to generate revenue and deepen share of wallet. Handles the origination, financial analysis , negotiation and documentation of credit and non-credit products ... Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Business… more
- BMO Financial Group (Chicago, IL)
- …sustain consistent service to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and implementing ... the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports… more
- Microsoft Corporation (Chicago, IL)
- …business and technical strategy for a Fortune 10 client that is involved in financial services, retail and healthcare delivery will be a core critical aspect to this ... the customer and internal advocate across all levels of the organization. + Provide analysis of overall customer needs for some of the largest and most complex… more
- Deloitte (Chicago, IL)
- …day interactions with executive clients and sponsors + Delivery: Gain trusted advisor status with customers and client prospects by understanding their business and ... and will be ready according to plan. Demonstrated experience as a senior resource defining systems strategy, overseeing the collection and documentation of business… more