- City National Bank (Chicago, IL)
- *PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to ... as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to… more
- Deloitte (Chicago, IL)
- …Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31,… more
- JPMorgan Chase (Chicago, IL)
- …skills. + Proven judgment and problem-resolution skills + Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies, ... span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire … more
- JPMorgan Chase (Chicago, IL)
- …ability to build relationships across business functions. + Ability to understand new investment products and firm -wide policies. + Active and valid FINRA Series ... building relationships to obtain necessary information for reviews. + Familiarity with new investment products and firm -wide policies. + Ability to lead and… more
- Bank of America (Chicago, IL)
- Private Wealth Relationship Manager Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Private-Wealth-Relationship- Manager \_25031764) **Job Description:** Merrill Wealth Management is a leading… more
- Deloitte (Chicago, IL)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Cherry Bekaert (Chicago, IL)
- **Description** As a ** Manager / Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice** , you will draw on experience in accounting and ... taxation to provide tax equity investment consulting services for clients. You will be a...value our people bring to our clients and our Firm . The salary range for this position is included… more
- Fifth Third Bank, NA (Springfield, IL)
- …(40%-80%) + Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm . + Identify and ... 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 prospects… more
- JPMorgan Chase (Chicago, IL)
- …span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire ... firm . Our Wealth Management teams develop deep, personal relationships...generational wealth management needs. As a Vice President Supervisory Manager in JP Morgan Wealth Management, you will be… more
- Bank of America (Chicago, IL)
- …along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm 's business objectives and contributes to the ... Merrill Market Supervision Manager Chicago, Illinois **To proceed with your application,...resolve client concerns or complaints. The MSM supports the Firm 's business objectives and contributes to the Market's profitability… more