Senior Investment Consultant - Client Advisory & Portfolio
MMC
Marsh, a Marsh & McLennan Client, is seeking an Investment Consultant to advise institutional clients on investment objectives, policy, asset allocation, and manager selection. The role supports the wealth and retirement plans for defined contribution and defined benefit programs. You will present capital market updates to executive committees, develop portfolio recommendations for large clients, and monitor performance across diversified portfolios. #J-18808-Ljbffr MMC
- 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
$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- Mercer, a Marsh business, is seeking a Senior Investment Consultant to advise institutional clients on investment objectives, asset allocation, and manager selection... ...present market updates to committees, develop portfolio recommendations for large client bases, and...Senior
- Wertz & Associates is looking for a Senior Accountant for their Client Advisory Services team. The role is fully remote and designed for those who have... ...outsourced accounting. You will be responsible for managing a portfolio of business clients, preparing and reviewing financial...SeniorRemote job
- A leading investment bank is seeking an Experienced Financial Analyst to join its Portfolio Valuation and Fund Advisory Services team in Chicago. The role offers substantial exposure to financial projects, requiring strong analytical capabilities and teamwork to support...Senior
$85k - $100k
...Job Description Job Description Senior Accountant – Client Advisory Services (Remote) Location: Fully... ...primary relationship manager for a portfolio of business clients Prepare and... ...&A Banking Internal Audit Investment Accounting Property Accounting...SeniorRemote work$100k - $230k
...Management is an opportunity to help clients across the globe realize... ...to participate in exciting investment opportunities while... ..., we provide investment and advisory services for pension plans,... ...strategies that make sense for their portfolios Thought Leaders, providing...Full timeTemporary workPart timeWork experience placement$100k - $110k
...firm that provides investment, financial and... ...as well as 401(k) consulting and cash management... ...and help their clients achieve their financial... ...Future Team The Senior Investment... ...guidance, strengthen portfolio recommendations,... ...closely with advisory practices, research...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday$117k - $158k
...Management serves the financial needs of private clients, including high net worth individuals,... .... Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great... ...culturePosition Overview:The Client Portfolio Manager will work closely with internal...Full timeTemporary workWork at officeFlexible hours$140k - $190k
...professional and personal goals is the best way to help our clients and advance our business. We take that responsibility... ...place to build a fulfilling career.Join us as a Client Portfolio ManagerThe BBH Investment Research Group (IRG) is the centralized investment team...Full timeWork at officeLocal area- Baker Tilly US is seeking a Senior Manager to join our CFO Accounting Advisory practice. You will oversee engagements, interact with client executives, and drive successful delivery while mentoring teams. We value strong leadership, finance expertise, and the ability to...Senior
- 77 consultants is seeking a Senior Manager in Tax to oversee complex tax engagements for diverse clients. This leadership position emphasizes proactive planning, client relationship... ...while ensuring high standards in tax advisory services. Ideal candidates have a US CPA...Senior
- ...partners, and to provide to our clients and the communities we serve... ...service. Sr. Credit Portfolio ManagerJob Description:This is... ...pertinent financial statements and investment holdings. Evaluates the liquidity... ...organization is encouraged, senior leaders are accessible, and...SeniorRotational programFull timeH1bWork at officeWorldwideFlexible hours
- ...the United States is seeking a Sr. Credit Portfolio Manager to oversee credit product risk and profitability for a portfolio of clients. The role involves analyzing financial... ...with knowledge of finance, accounting and investments, and the ability to assess liquidity and...Senior
$175k - $225k
...influence our culture, serve our clients and enrich our communities is... ...Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage... ...6 billion across a number of portfolios. Its flagship, the Voya... ...serving a diverse client base.As a Senior Portfolio Manager, you will...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- Ignited Recruiting, a respected advisory firm in Chicago, seeks experienced accounting professionals for project-based consulting roles. This is a full-time, salaried position with... ...preferred, and the ability to manage multiple client engagements with speed and accuracy. You...SeniorFull time
$154.5k - $302k
Who We AreFTI Consulting is the leading global... ...focuses on our clients’ strategic, operational... ...of real estate advisory services... ...financial institutions, investment banks,... ...service team. The Tax Senior Director will supervise... ...for a portfolio of clients of varying...SeniorFull timeWork at office$98.4k - $199k
...National Bank has been serving clients and communities since 1834.... ...social responsibility and investing in our communities through... ...We are currently seeking a Senior Portfolio Manager that collaborates... ...outside attorneys, trustees and consultants. Salary RangeThe salary...SeniorWork experience placementWork at officeLocal area- Limpa in Chicago, IL is seeking a Senior Accountant to lead financial reporting and month-end close for a diversified client portfolio. You will mentor junior staff and develop expertise in technical accounting areas. The role offers a hybrid work setup with opportunities...Senior
$144k - $216k
...projects, meeting our clients where they uncover... ...seeking a Senior Principal Client Partner... ...Services portfolio.* Own and manage the... ...the life cycle of a consulting sales process and... ...sales motions for advisory work.* Maintain an... ...Slalom is proud to invest in benefits that include...SeniorTemporary workLocal area- PwC is seeking a Senior Manager in its Private team to lead large projects and drive strategic advisory initiatives for clients at a senior level. You will guide teams, influence outcomes, and deliver sophisticated tax-related solutions using technology and expertise across...Senior
- MBE CPAs seeks a Client Accounting Services Department Manager to lead and scale our CAS practice. This senior role evolves traditional bookkeeping into a true client advisory-focused CAS model, building scalable processes and leading a high‑performing team. Based in our...SeniorRemote work
- ...Insight Global is hiring a Senior Portfolio Manager for one of our largest reinsurance clients. The Portfolio Manager will oversee the administration of insurance and/or reinsurance accounts and contracts. Establishing and maintaining contractual data, processing the insurance...Senior
- Northern Trust in Chicago, IL is seeking a Sr. Credit Portfolio Manager to oversee credit product risk and profitability for a portfolio of credit clients, monitor loan performance, and support Relationship Managers with underwriting. The role involves evaluating financial...Senior
- Northern Trust's Global Family Office in Chicago is hiring a Senior Credit Portfolio Manager to oversee credit risk and profitability for a portfolio of clients. The role emphasizes financial/credit analysis, underwriting, and covenant monitoring. Responsibilities include...SeniorRotational programWork at office
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorFull timeWork experience placementWork at office
$75k - $120k
...a leading global investment bank recognized for... ...and valuation advisory. Our unmatched transaction... ...that help our clients achieve their... ...Industry Portfolio Valuation Overview... ...Dispute Resolution Consulting practices. Scope... ...to our clients’ senior management and boards...Work experience placementWork at officeWorldwide$80k - $95k
...Financial And Valuation Advisory Industry: Portfolio Valuation Overview Houlihan... ...:HLI) is a leading global investment bank recognized for delivering... ...that help our clients achieve their most critical... ...Services, and Dispute Resolution Consulting practices. Applicants must...WorldwideWork visa- Goldman Sachs Asset Management’s Fixed Income team in Chicago seeks a Client Portfolio Manager to act as the commercial catalyst for our fixed income platform. You will translate strategy, risk, and performance into compelling narratives that win mandates and grow assets...
$104.31k
...contributes to a culture that positively impacts the communities and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance...Contract workWork at officeLocal areaRemote work
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