- Principal Financial Group (Chicago, IL)
- …and partnership. The role will also provide insight into fund operations with private asset exposure (such as real estate and alternative credit), while supporting ... Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund...events. + Represent the funds operational risk function in senior forums, working groups, and Board meetings. + Help… more
- Capital One (Chicago, IL)
- Sr . Distinguished Engineer - SDUI (Remote Eligible) As a Sr . Distinguished Engineer at Capital One, you will be a part of a community of technical experts ... through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains,...designing and building an end-to-end SDUI platform, from the client rendering engines to the backend services. + 5+… 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, ... 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
- 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 ... valuations, mergers and acquisitions, and strategic advisory. Our team supports private equity firms, corporations, and other stakeholders through the entire… more
