- American Medical Association (Chicago, IL)
- …This position in collaboration with the VP Treasurer direct the cash management, investment , credit and collection functions of the Treasury area and in the ... of earnings and the safeguarding of assets in the investment portfolios. RESPONSIBILITIES: Investments & Treasury Functions + Oversee...in a prudent fashion. + Serve as a key advisor to the Corporate Treasurer in the formation of… more
- JPMorgan Chase (Chicago, IL)
- …trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax ... * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make recommendations regarding how… more
- City National Bank (Chicago, IL)
- …MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' ... from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. *… more
- Principal Financial Group (Chicago, IL)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Edward Jones (Wilmette, IL)
- …analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate + Desire ... client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are...the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch… more
- Wellington (Chicago, IL)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure… more
- Charles Schwab (Chicago, IL)
- …to work on site in the specified location(s). Charles Schwab Digital Advisor Services is responsible for delivering innovative, best-in-class solutions. We are ... for the Digital Trading and Wealth Management team within the broader Digital Advisor Services organization. As a product owner, you will play a key role… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.… more
- Citigroup (Chicago, IL)
- …15+ years of experience + Extensive investment sales experience; prior investment sales management required + Extensive advisor recruiting experience + ... market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- PagerDuty (Springfield, IL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more