- BMO Financial Group (Winnetka, IL)
- …High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with ... other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth… more
- BMO Financial Group (Chicago, IL)
- …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... corporate/commercial lending, syndications. + Independently, easily able to analyze financial , business and industry information to determine appropriate capital… more
- BMO Financial Group (Chicago, IL)
- …within required service level agreements and standards. + Acts as a relationship manager on assigned projects/programs. + Builds effective relationships with ... and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and...execution of strategic initiatives to deliver on business and financial goals; assesses and adapts as needed to ensure… more
- Capital One (Chicago, IL)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your… more
- Bank of America (Chicago, IL)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Carrier (IL)
- …in the Education and Government vertical markets and develop a professional relationship within their senior leadership with the purpose of understanding the ... and their customers in an effort to expand the relationship and grow our overall share of wallet. **Key...as create new customer relationships. Act as a trusted advisor to customers across their enterprises within the education… more
- WTW (Chicago, IL)
- …the origination of new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of engagements, supported ... key enabler of change. **The Role** Your main responsibilities will be as follows: Financial and business development + Take a leading role in developing the NA… more
- BMO Financial Group (Chicago, IL)
- …to set and adjust prices based on models, market intel and client relationship . Analyzes competitor pricing, assesses market share and margins, and tracks customer ... that drive sales and enhance marketing efforts. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. +… more
- Walmart (Chicago, IL)
- …opportunity is a fit for you. **_What You'll Do_** As a Senior Partner Manager , you will manage key businesses within one of our largest suppliers. Your consultative ... and strategic approach to sales and relationship building will be key to driving revenue and...wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life… more
- Bank of America (Chicago, IL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more