- Michael Page (Barrington, IL)
- …on a FP&A Manager to join the team. They are specifically looking for a strong Senior Financial Analyst that is ready for the next step up to become the Manager. ... the financial budgeting, analysis and reporting, while working closely cross-functionally with senior leadership and a variety of departments. The FP&A Manager will… more
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Huntington National Bank (Oak Lawn, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- BMO Financial Group (Chicago, IL)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- Neuberger Berman (IL)
- …5-10 client meetings per week + Possess strong client relationship skills; influence senior clients to grow advocacy with investment teams **Qualifications** + ... The RIA Client Advisor is responsible for furthering the growth of...profile clients, developing a deep understanding of their specific investment goals, objectives, and processes. ~60% of the time… more
- Truist (Chicago, IL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- BMO Financial Group (Mundelein, IL)
- …are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... High Net Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Raymond James Financial, Inc. (IL)
- …securities industry. + Advanced concepts, principles and practices of marketing and sales aspects. + Institutional investment management products. **Skill in:** ... is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular… more
- NTT America, Inc. (Springfield, IL)
- …Whether 2 Years or 20, Discover Rewarding Journeys with Us!** As an **SAP Senior Account Executive** (AE), you will act as the manager of your territory, enabling ... Relationship Management:** + Take full ownership of accounts, overseeing the sales of SAP cloud subscriptions, consulting engagements, managed services support… more
