- Principal Financial Group (Chicago, IL)
- …US funds platforms-covering mutual funds, ETFs, interval funds, and collective investment trusts (CITs). This hands-on role is responsible for developing and ... 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
- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… 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 financial ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- BMO Financial Group (Rolling Meadows, IL)
- …are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... High Net Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- KeyBank (Chicago, IL)
- …of employees and initiating appropriate actionsWorks with each market's District President and Sales Manager to ensure that the investment teams available within ... - Chicago, Illinois 60606 ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives.… more
- Charles Schwab (Chicago, IL)
- …range of investment products and solutions, to both retail and registered investment advisor (RIA) clients. Within WAS, Investment Offers & Solutions ... like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad...a strong positive client experience. Serving individual investors, registered investment advisors (RIAs), retirement plans, and other institutional clients,… more
- PagerDuty (Springfield, IL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- LinkedIn (Chicago, IL)
- …on select days, as determined by the business needs of the team. The Senior Customer Success Manager (CSM) partners closely with their assigned sales partners ... to ensure LinkedIn Customers achieve a significant return on investment (ROI) and drive business success with their LinkedIn...LinkedIn and many of its customers. + Partner with sales counterparts on prioritized customers to drive overall customer… more
- Oracle (Springfield, IL)
- **Job Description** ** Senior Financial Analyst, IaaS - Workload Health** **Location, US Nationwide** **ABOUT THE JOB** Oracle Cloud Infrastructure (OCI) is one of ... while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end ownership of IaaS hardware… more
