- Citigroup (Chicago, IL)
- …proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book ... Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch...comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment… more
- EPAM Systems (Chicago, IL)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs +...markets **Requirements** + 10+ years of experience in P&L, Sales , Account Management roles + 10+ years of experience… more
- Bank of America (Chicago, IL)
- …teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary ... Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a.../ drive to "ask for the order" to close sales + Good people/partner communication skills / team player… more
- Bank of America (Chicago, IL)
- …compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and… more
- BlackRock (Chicago, IL)
- …role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role ... of 3+ years investment or asset management experience. + Sales experience within asset management, wealth management, or the financial industry more broadly is a… more
- JPMorgan Chase (Chicago, IL)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- WTW (Chicago, IL)
- …carriers, outside service vendors and intermediaries; provides production leadership and sales management; is responsible for a team of over 140+ colleagues, ... recruitment and retention of talent, including producers and other sales professionals. + Manage controllable expenses within targets to...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- Citigroup (Bloomingdale, IL)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- HUB International (Chicago, IL)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... for Commercial Lines, Employee Benefits, Personal Lines, Life and Retirement & Private Wealth and bridge the gap to the appropriate regional resources that will… more
- Citigroup (Chicago, IL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships with existing… more