- BMO Financial Group (Winnetka, IL)
- …+ Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. ... study or an equivalent combination of education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base.… more
- PNC (Chicago, IL)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- KeyBank (Chicago, IL)
- …- Chicago, Illinois 60606 ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
- BankFinancial (Downers Grove, IL)
- …and Microsoft Office skills. Licenses/Certificates/Registrations Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial Planner ... certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust, Administration, Estates, Trust Officer,… more
- PNC (Chicago, IL)
- …in STEM OPT for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios ... for institutional clients. Investment strategies range from liquidity and short duration through...a degree, a comparable combination of education, job specific certification (s), and experience (including military service) may be considered.… more
- EDB (Springfield, IL)
- …Postgres across their data-centers. The Sr. TAM serves as a trusted technical advisor to ensure successful implementations and to ensure that the customers become a ... customer's senior technical leadership team and become their trusted advisor . + Help EDB customers maximize the value of...Help EDB customers maximize the value of their Postgres investment + Assist EDB customers develop and deploy Postgres… more
- Deloitte (Chicago, IL)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + Demonstrated ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
- NASCO (Springfield, IL)
- …direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts, ... + Proven ability to define and execute a hybrid data strategy and investment plan in a commercial SaaS environment + Effective communication skills, both verbal… more
- Deloitte (Chicago, IL)
- …+ years of work experience in corporate restructuring, Rx or distressed investment banking, commercial bank credit, and/or consulting or corporate positions with a ... or restructuring experience strongly preferred + MBA preferred + Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst… more
- Edwards Lifesciences (Chicago, IL)
- …impact on patients' lives. At the core of this commitment is our investment in cutting-edge information technology. This supports our innovation and collaboration on ... security policies and standards + Serve as business liaison and lead advisor for multiple business units; coordinate with cross-disciplinary teams **What you'll need… more