- Citigroup (River Forest, IL)
- …share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- BMO Financial Group (Bartlett, IL)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for...to develop strong customer relationships, acts as client's trusted advisor and primary point of contact. + Proactively works… more
- SolomonEdwards (Springfield, IL)
- …LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work ... Lead Credit Risk and Model Risk Consultant to join a major North American financial institution with a broad global footprint. This role will focus on supporting… more
- Humana (Springfield, IL)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... and evolve our enterprise-wide Anaplan platform across both Workforce Planning (Finance) and Workforce Management (HR) domains. This role...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- KeyBank (Chicago, IL)
- …the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position ... of a large and complex nature with discretionary latitude for advising, planning and executing investment strategies. + Evaluates client goals and objectives,… more
- BMO Financial Group (Chicago, IL)
- …+ Provides strategic input into business decisions as a trusted advisor . + Recommends business priorities, advises on resource requirements and develops ... execution of strategic initiatives to deliver on business and financial goals. + Acts as the prime subject matter...costs, risks, as well as provide input in business/group planning for future. + Leads change management programs of… more
- Byline Bank (Chicago, IL)
- …is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in ... the heightened expectations of our regulatory environment while serving as a trusted advisor to the Board, Audit Committee, and senior management. The CAE partners… more
- Eliassen Group (Springfield, IL)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... + Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the...to the VA's strategic roadmap. + Participate in PI planning , governance, and operational forums to represent the portfolio… more
- JPMorgan Chase (Chicago, IL)
- …client's other advisors (attorney, accountant); highly respected by external professional advisor community * Develop, retain and deepen client relationships * ... and develop strategies for increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The… more