Senior Specialty Wealth Asset Manager
City National Bank
City National Bank is seeking an experienced Specialty Wealth Asset Officer Senior to manage a portfolio of real estate and related assets held in fiduciary accounts on our Wealth Management platform. You will oversee property operations, coordinate with clients and third-party service providers, and ensure compliance with regulatory requirements. The role emphasizes fiduciary decision-making, collaboration with relationship teams, and proactive client service to optimize asset performance and #J-18808-Ljbffr City National Bank
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/Oil/Gas Interests), held in fiduciary accounts on the Wealth Management...SeniorRemote work- TIAA is seeking a Portfolio Manager for Private Asset Management to serve high net worth clients with personalized portfolio oversight and strategic... ...strong client relationships. This role requires extensive wealth management experience and a CFA/CFP preferred background....Senior
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...team member’s unique strengths, and managing performance to deliver on client... ...customer information, handling proprietary assets, or collaborating closely with team members...SuggestedFull timeH1b- Northern Trust Corp in Chicago is seeking a Senior Banking Advisor in Wealth Management to build new client relationships, manage complex banking and lending relationships, and advise on Goals Driven Wealth Management. You will structure and negotiate loans, analyze terms...Senior
- RK Partners seeks a Senior Wealth Manager to build relationships, close new business, and operate with independence and flexibility for high-net-worth clients. You will drive growth, deliver white-glove service, and act as a trusted advisor with a collaborative team supporting...Senior
$150k - $230k
...helps organizations optimize performance, manage risk, and maximize value through... ...an exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team... ...accountings for trusts and estates;Provide wealth transfer tax planning and tax consulting...SeniorWork at officeLocal areaRemote workFlexible hours$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding... ...tax services and solutions within the asset and wealth management sectorWhat You...SeniorFull timeH1bLocal area- ...goals. Join us.Overview:We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This... ...we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what...SeniorFull timeRemote workFlexible hours
$70k - $120k
...seeking a Real Estate Advisory - Senior / Supervisor to join our... ...reporting packages for client management teams. Advise-on and oversee... ...accounts receivable/payable, fixed assets, revenue recognition,... ...including, but not limited to, specialty skills, prior relevant industry...SeniorFull timeWork at officeFlexible hours$250k
Senior Wealth Management Advisor - Chicago, Illinois ,Full Time (MK) Job Description Industry: Financial Services - Investment Banking Job Category: Sales / Marketing Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor...SeniorFull timeRelocation package- Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement. The successful candidate will have 5-8 years...Senior
- ...Northern Trust is seeking a Manager, Software Engineering to lead service delivery for Wealth Management client-facing systems. You will drive stability, security, and scalable solutions in partnership with global teams and vendors. The role requires strong technical...SeniorFree visa
- Inspira Financial is seeking a Sr. Relationship Manager (Retirement & Wealth) to manage strategic client relationships with record keepers, plan sponsors, and other partners. The role supports onboarding new clients and expanding existing relationships while coordinating...SeniorRemote job
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ..., now and in the future.As a Senior Manager, you'll work as part... ...The OpportunityAs part of the Asset and Wealth Management team you...SeniorFull timeH1bLocal areaOverseas- ...Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Senior Manager in the Asset Management practice, you will be responsible for: • Assuming overall responsibility for project execution and guiding clients...SeniorFull timeLive inWork at officeLocal area
$133.1k - $295.67k
...excellent client service Oversee engagement process and other risk management activities; lead teams of tax professionals/assistants working on client projects Additional Responsibilities for Senior Manager: Manage risk and financial performance of engagements,...SeniorFull timeLocal area- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and firm guidelines. You will work with a Trust Officer to grow and retain Wealth Management relationships, using technology to improve efficiency...Senior
$112.2k - $209k
...Address:320 S Canal StreetJob Family Group:TechnologyPlease note: Wealth Management Experience is a MUSTDrives the overall software development... ...progress, risks, dependencies, and recommendations to senior leadership.Manage vendor relationships and third-party technology...SeniorFull timeContract workPart timeLocal area$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ...areas of the Private Wealth Management portfolio, including trust companies... ..., and personal banking. As a Senior Audit Manager, you'll execute... ...securities licenses is an asset.You're able to travel. This role...SeniorFull timeRemote workShift work2 days per week- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ...management needs.Knowledge of portfolio construction, asset allocation, investment strategies, and risk management...SeniorFull timeWork experience placementWork at office
- ...Invenergy LLC, headquartered in Chicago, seeks a Thermal Asset Manager to maximize profitability of its operating thermal assets. The role integrates O&M coordination, engineering-driven performance improvements, and contract and market strategy support across a hybrid...SeniorContract work
- ...Heitman is seeking an experienced Asset Manager to lead our Self-Storage portfolio within our North American private equity team in Chicago. The role emphasizes collaboration with Portfolio Management, Acquisitions, and Financial Operations & Analysis, and requires strong...Senior
$120k - $215k
...a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.Impact You'll MakeAs a Senior Manager, you’ll play a leadership role in delivering complex intellectual property damages analyses while shaping engagement strategy,...SeniorFull timeLocal areaFlexible hours- We're looking for an experienced Senior Audit Manager to join a Private Wealth Audit team supporting a leading financial services organization. This is a great opportunity for a senior audit professional who understands the complexities of wealth management, investment...Senior
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$200k
...Language Fluency English (Required) Work Shift 1st shift (United States of America) Please review the following job description Manage a portfolio of Asset Based Lending (ABL) transaction for the overall credit quality, collateral monitoring financial analysis, risk mitigation...SeniorFull timePart timeWork experience placementShift workDay shift$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...Senior$150k - $250k
...everything they do!CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance... ...of Nexia.We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services...SeniorWork at officeLocal areaRemote workFlexible hours- National Equity Fund, Inc. (NEF) is seeking an Asset Manager to join the Transaction and Asset Operations Team in Chicago or St. Louis. You will oversee property and asset management across the investment life cycle to ensure delivery of LIHTC benefits and projected passive...Senior
$154.5k - $302k
...From resolving disputes, navigating crises, managing risk and optimizing performance, our... ...the financial and operational areas.The Senior Director will work with a valuation advisory... ...opinion of the market value of real estate assets for a variety of intended uses including...SeniorFull timeWorldwide
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