- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... the main tax point of contact within our firm for clients + Tax Manager is responsible for clients receiving proactive communication and timely service + Perform… more
- Wipfli LLP (Naperville, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Grant Thornton (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- KeyBank (Chicago, IL)
- …goals. The ARM works to identify growth opportunities in an existing book of high - net - worth clients or through dedicated internal referral channels to ... excellent written and verbal communication skills. + Experience in working with high - net - worth individuals and their financial issues preferred. +… more
- Fifth Third Bank, NA (Springfield, IL)
- …MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial ... Third Bank. GENERAL FUNCTION: The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated...60, 90 days) for qualified prospects. + Responsible for net AUM and revenue growth. + Initiate and direct… more
- Bank of America (Swansea, IL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... manage risk. Join us as a Midwest Zonal Underwriting Manager , Environmental, Retail Casualty to play your part in...the zone. What you'll need to succeedLeadership Skills: + High level of personal integrity. + Analytical, proactive, and… more
- Qualtrics (Chicago, IL)
- …back to business. Join over 5,000 people across the globe who think that's work worth doing. **Customer Success Manager - Strategy and Research** **Why We Have ... best brands use to deliver exceptional frontline experiences, build high -performing teams, and design products people love. But we...face. We are looking to add a Customer Success Manager to the Strategy and Research Team to meet… more
- Charles Schwab (Chicago, IL)
- … high -stakes environments **Preferred Qualifications:** + Experience managing risk in high - net - worth client accounts or institutional trading portfolios + ... our Portfolio Margin Risk Team within Margin Services. This high -stakes team manages risk in the firm's portfolio margin...in both risk management and client support. As the Manager , Margin Risk Services, you will operate in a… more
- Citigroup (Oakbrook Terrace, IL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... The Wealth Relationship Manager SAFE Act is a seasoned professional role....financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
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