- PNC (Champaign, IL)
- …investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions ... valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Champaign, IL. Financial… more
- S&P Global (Chicago, IL)
- …US and globally. This is an exciting opportunity to join the team as a product manager , providing S&P DJI's clients with indexing solutions in growing areas of ... team's strategic priorities. In addition to being a hands-on Product Manager , the candidate will need to...this evolution. The role will provide exposure to multiple product types and asset classes within investment … more
- US Bank (Glen Ellyn, IL)
- …investment advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio ... With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow… more
- Neuberger Berman (Chicago, IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Client Reporting & Portfolio Analytics team based in Chicago, supporting the Non- Investment Grade and Insurance Fixed Income portfolio management teams. This role is… more
- Neuberger Berman (IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... + Effectively profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time will be spent… more
- BankFinancial (Downers Grove, IL)
- …review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust Committee. + Works with auditors and ... working with clients to insure retention of their accounts and expand their product usage throughout the bank. Essential Duties and Responsibilities + Serves as… more
- Bank of America (Chicago, IL)
- …approval authority. The CO maintains knowledge of other BofA products including Investment Banking and Treasury Management and leverages product expertise to ... the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and… more
- BMO Financial Group (Joliet, IL)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- Bank of America (Berwyn, IL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66… more
- Bank of America (Elmhurst, IL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 &… more