• Tax Manager - High Net…

    Wipfli LLP (Tinley Park, IL)
    …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role. Responsibilities Responsibilities: + Researching basic to complex estate matters across a range of… more
    Wipfli LLP (02/18/25)
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  • Senior Manager /Director, Tax - High…

    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
    Wipfli LLP (03/21/25)
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  • Wealth Strategies Advisor

    Bank of America (Chicago, IL)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (03/21/25)
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  • Associate Relationship Manager

    CIBC (Chicago, IL)
    …a Senior Relationship Manager in delivering financial planning and exceptional service to high - net - worth and ultra- high - net - worth clients. ... (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As an **Associate Relationship Manager ** with CIBC Wealth Management's Chicago office, you'll support… more
    CIBC (04/18/25)
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  • Merrill Financial Solutions Advisor - Chicago…

    Bank of America (Chicago, 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
    Bank of America (04/09/25)
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  • Midwest Zonal Manager - Environmental

    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
    AIG (04/26/25)
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  • Direct Indexing Senior Client Services…

    Nuveen Investments (Chicago, IL)
    …that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's ... The Senior Client Service Manager supervises a team of professional level employees...products. This job serves as a high level contact for clients, and guides direct reports… more
    Nuveen Investments (05/03/25)
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  • Senior Investment Portfolio Manager…

    BMO Financial Group (Barrington, IL)
    …Wealth Management firm with** **no less than** **7-10 years of experience** **managing** ** high net worth clients.** **Recognizing** **the** **importance of ... **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager...**There are sales** **targets linked to** **the** **position.** Provides high quality sales and service to investment clients to… more
    BMO Financial Group (03/04/25)
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  • Account Manager

    Danfoss (Chicago, IL)
    Account Manager Requisition ID: 42848 Job Location(s): Dallas, USEasley, SC, USAtlanta, GA, USDetroit, USColumbus, USLouisville, KY, USHouston, USShawnee, OK, USVan ... Danfoss Industrial Division is seeking an enthusiastic, proactive, and self-driven Account Manager to increase wallet share at existing accounts. This role will… more
    Danfoss (03/28/25)
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  • Wealth Relationship Manager SAFE Act - Oak…

    Citigroup (River Forest, 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
    Citigroup (03/21/25)
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