- 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, ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Citigroup (Arlington Heights, IL)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.… more
- KeyBank (Chicago, IL)
- …strategies to actualize client aspirations and further position Key as the client 's trust advisor . + Interfaces with other Wealth Segment advisors and sales ... of the Key Private Bank platform and process as a portfolio advisor . + Responsible for either meeting or exceeding assigned individual sales goals which can… more
- Deloitte (Chicago, IL)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....+ May participate in live meetings with the Financial Advisor and their respective client (s). + Manages… more
- US Bank (Chicago, IL)
- …developing, managing, and retaining client relationships for Banking. Partners with Senior Advisor to drive business development, client retention and ... management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and...Position is focused on honing the technical aspects of Private Banking and developing the superior client … more
- Acxiom (Springfield, IL)
- We are seeking a Client Solutions Architect - Senior Director who combines deep expertise in cloud data architecture with strong hands-on experience in ... is ideal for a senior leader who can serve as a trusted advisor to enterprise clients, guiding them through the design and delivery of modern, privacy-safe data… more
- Ankura (IL)
- …Senior Managing Directors to cross-sell services and expand client relationships. . Oversee multiple engagements simultaneously, ensuring high-quality ... diligence, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire… more
- Deloitte (Chicago, IL)
- …As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team...for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's… more
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