- BMO Financial Group (Chicago, IL)
- …in the portfolio management process. + Makes an investment recommendations senior investment leaders and portfolio management team within the business. + ... and deliverables. + Executes research according to the specific discipline/ portfolio management requirements ( manager research, quantitative research,… more
- BMO Financial Group (Chicago, IL)
- …to senior leaders for making business decisions and implementing strategic initiatives. + Develops an expert understanding of business/group challenges. + ... Provides a superior level of customer service and portfolio management in lending services for all existing...members and customers. + May act as lead relationship manager . + Supports the sales process and client experience,… more
- BMO Financial Group (Chicago, IL)
- Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and ... stakeholders to deepen relationships and grow the overall profitability of the portfolio . + Works with stakeholders to ensure effectiveness of risk management… more
- Bank of America (Chicago, IL)
- …and technical-related topics + Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management + Supports ... and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports… more
- BMO Financial Group (Chicago, IL)
- …leveraging insights on trends, competition, and emerging products to drive strategic decision-making. + Engages with senior leadership and cross-functional ... reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.… more
- Zurich NA (Chicago, IL)
- …business unit support for developing, implementing and monitoring business unit portfolio strategies. + Develop, negotiate and implement strategic operational ... levels. The role ensures disciplined underwriting practices and drives portfolio strategy and performance management. This leader will apply...of a practitioner who has been operating at a senior underwriting level or manager role +… more
- CIBC (Chicago, IL)
- …changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . + **Optimize Portfolio Outcomes:** ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial...independence as you grow in the role. + **Offer Strategic Insights:** Gather and analyze data on investment strategies,… more
- IBM (Chicago, IL)
- …developing differentiated solutions, and building a strong pipeline. * Engage senior client executives to understand strategic priorities and shape ... **Introduction** Hiring manager and Recruiter should collaborate to create the...executive role is responsible for shaping client vision, cultivating senior executive relationships, and developing data-driven solutions that enable… more
- BMO Financial Group (Rolling Meadows, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an...business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists… more
- Wolters Kluwer (Riverwoods, IL)
- The **Vice President, Commercial Product Management** serves as the strategic business leader for the US Professional Business Unit, with a focus on the end-end ... experience with the CCH Axcess platform and associated product portfolio , inclusive of ProSystem fx, operating across CCH Axcess Platform within the Professional… more