- 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
- Huron Consulting Group (Chicago, IL)
- …Join our team as the expert you are now and create your future. Senior Directors represent the pinnacle of consulting success At Huron Senior Directors ... Huron values as well as personal commitment and integrity. Another key function Senior Directors carry out is to serve as engagement leaders-working closely with… 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
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