- BlackRock (IL)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... of BlackRock iShares products and ETF landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… more
- Palo Alto Networks (Chicago, IL)
- …their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you ... key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our...focused on client's best solution by being a trusted advisor + Proficient in English **The Team** Our Solutions… more
- Fifth Third Bank, NA (Springfield, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated group of clients and ... + Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm. + Identify and cultivate lead… more
- JPMorgan Chase (Chicago, IL)
- …of contact for all deposit account service-related needs of a JP Morgan Advisor 's client. This role is responsible for establishing, maintaining, and building client ... Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Capital One (Chicago, IL)
- …and US Third Party Issuance businesses and serve as a strategic advisor supporting global acceptance expansion via thorough tracking and analysis. **This role ... and influencing business + Develop financial projections to support planning and investment decisions. Provide advice and financial analyses to leadership for … more
- CBRE (Springfield, IL)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more
- CBRE (Springfield, IL)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more
- Citigroup (Oakbrook Terrace, IL)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (River Forest, IL)
- …product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Software - (We will train) 4. Cash Balance Reports review with registered advisor / monthly 5. Investment Policy Questionnaires with clients and recording results ... Description The salary range for this position is $90,000-$100,000 and...James on operations requirements 13. Monthly review with the advisor on recording investments, rationale, and documenting the information… more