- CIBC (Chicago, IL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a **Relationship Manager /** ** Senior Relationship Manager ** , you'll ... years of experience in portfolio management, wealth management, personal tax , or financial planning. + **Investment knowledge:** Possess comprehensive understanding… more
- Mondelez International (Chicago, IL)
- …working closely with business teams, internal functional experts (eg, legal, accounting, tax , etc.), and outside advisors to support execution. + Collaborate with ... + Create and deliver high-quality presentation materials and recommendations to senior leaders and decision makers. + Support the preparation of marketing… more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . + **Optimize Portfolio Outcomes:** Prepare… more