- Grant Thornton (Chicago, IL)
- Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in Chicago, IL. About the Role : Private ... clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets...on the investment team and operating partners. As a relationship -oriented sales executive, this position is responsible for opening… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... administrators from every sector of the industry, including hedge funds, private equity , investment partnerships, alternative products, family offices, mutual… more
- JPMorgan Chase (Evanston, IL)
- …and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers ... advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client ... administrators from every sector of the industry, including hedge funds, private equity , investment partnerships, alternative products, family offices, mutual… more
- JPMorgan Chase (Burr Ridge, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass...management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen… more
- JPMorgan Chase (Chicago, IL)
- …As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in ... alternatives industry and JPMorgan's suite of alternatives products. Internal clients are Client Advisors and Internal Client Advisors in multiple generalist… more
- JPMorgan Chase (Plainfield, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Chicago, IL)
- …will primarily be focused on the sales, marketing and education of hedge funds, private equity offerings and real asset solutions available on the Alternative ... process with respect to alternative investments, including hedge funds, private equity , and real assets. + Creating...+ Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship … more
- US Bank (Chicago, IL)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and… more
- PNC (Chicago, IL)
- …Cultivate deep relationships with M&A advisors, law firms, deal parties, family offices, private equity , and/or venture capital firms. * Contribute to the ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
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