Senior Client Portfolio Manager - Wealth Management
$98.4k - $199kOld National Bank
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 years of investment experience, hold a Bachelor's degree in relevant fields, and possess strong negotiation and communication skills. The role offers a salary range of $98,400 - $199,000 annually, along with comprehensive benefits including medical insurance and retirement plans. #J-18808-Ljbffr Old National Bank
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...Senior- 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 Wealth...SeniorFull timeWork experience placementWork at office
$114.5k - $194.7k
...global leader in innovative wealth management, asset servicing, asset management... ..., and to provide to our clients and the communities we serve... ...Position Summary:The Client Portfolio Management (CPM) role sits... ...organization is encouraged, senior leaders are accessible, and...SuggestedFull timeH1bWorldwideFlexible hours$140k - $190k
...personal goals is the best way to help our clients and advance our business. We take that... ...a fulfilling career.Join us as a Client Portfolio ManagerThe BBH Investment Research Group... ...allocation, portfolio construction, manager selection and monitoring, risk management...SuggestedFull timeWork at officeLocal area- ...The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP... ..., managing, investing, and supporting client portfolios. The Role: AIM is seeking a Client... ...Management Take additional direction from Senior Client Portfolio Managers...Suggested
$65k - $100k
Landor is looking for a Senior Client Manager to join our Chicago studio. Could this be you?We are Landor, part of WPP.World-leading brand experts, underpinned by the most expansive strategic & creative capabilities in our category.We make brands more valuable and less...SeniorWork at officeLocal area- ...Job Description Job Description Client Service Manager About the Firm- ROLE IS IN PERSON in Tampa, FL This established Private Wealth Management practice delivers sophisticated planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals...Private practiceWork from homeHome office
- ...global leader in innovative wealth management, asset servicing, asset management... ..., and to provide to our clients and the communities we serve... ...service. Sr. Credit Portfolio ManagerJob Description:This... ...organization is encouraged, senior leaders are accessible, and...SeniorRotational programFull timeH1bWork at officeWorldwideFlexible hours
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service... ...advisory solution providing clients with a personal relationship,... ...Group addresses complex wealth management needs of clients through our... ...mitigation, and liquidity needs.As a Senior Regional Manager you will...SeniorFull timeWork at office
$85k - $115k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Senior Client Success Manager Chicago, IL, US 5 days ago Requisition ID: 1076 Salary Range: $85,000.00 To $115,000.00 Annually About OnSite...Senior$140k - $160k
...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so... ....To learn more about CIBC, please visit CIBC.comThe Senior Project Manager is a seasoned expert responsible for the delivery of highly...SeniorFull timeRemote work- EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager in a hybrid Chicago-based role. You will support Producers, manage day-to-day client service, and coordinate renewals for middle-market to large, complex accounts, with a focus on auto dealerships and...Senior
- Northern Trust seeks a Client Portfolio Manager to bridge portfolio management and client service, commercializing NTAM capabilities across wealth and institutional channels. You will work independently with minimal guidance. Responsibilities include serving as a primary...
- Northern Trust is seeking a Client Portfolio Manager for Multi-Manager Solutions in Chicago. The role sits between portfolio management and client service, commercializing NTAM capabilities across channels. You’ll work independently with limited guidance, supporting MMS...
$100k - $220k
...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- Zeta Global is seeking a Senior Client Success Manager - Programmatic to lead strategic client/agency partnerships and drive campaign performance. You will ensure client success while collaborating with the Client Success Director to grow accounts in targeted digital advertising...SeniorRemote job
$131.67k - $160.93k
...objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared... ...retaining client relationships for Private Wealth Management (PWM).Basic QualificationsBachelor...Full timeLocal area- fluent360 is seeking a Senior Client Finance Manager in Chicago to oversee core accounting operations, AP/AR cycles, month-end close, and complex client billing. You will partner with account management, project management, and the assigned client to ensure accurate reporting...SeniorFlexible hours
$145k - $210k
Marketing & Client Development Senior Manager - Digital Experience, Virtual EventsCooley is seeking a Marketing & Client Development Senior Manager - Digital Experience, Virtual Events to join the Marketing and Client Development team.Position summary: This role is part...SeniorFull timeTemporary workWork at officeImmediate startFlexible hoursWeekend work$150k
Commercial Portfolio Manager - To $150K - Chicago, IL - Job # 3202 Who We Are: The Symicor Group is a boutique talent acquisition firm based... ...ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the...Senior- ...and human ingenuity every day, serving clients in more than 120 countries. We embrace... ...communities. Visit us at . CSD is a senior leader responsible for the end-to-end delivery of infrastructure managed services across a portfolio of enterprise clients. Operating across...SeniorFull timeContract workWork experience placementFor subcontractorLive inWork at officeLocal areaNight shift
$120k - $150k
...doing what’s right for our clients.At CIBC, we embrace your strengths... ...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...SeniorFull timeRemote workShift work2 days per week- fluent360, an agency leading multicultural marketing, is seeking a Senior Client Finance Manager in Chicago to oversee core accounting operations and client-finance activities. You will ensure accuracy from daily AP/AR through month-end close, complex billing, audits, and...Senior
$80k - $95k
...Senior Client Success Manager - Programmatic Illinois, United States Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages... ...role responsible for owning the end-to-end success of a portfolio of strategic programmatic accounts. You will serve as the...SeniorRemote work- fluent360 LLC is seeking a Senior Client Finance Manager in Chicago, IL. This role oversees core accounting operations, client-finance activities, and monthly close, with a focus on accurate reporting and strong internal controls. The Senior Client Finance Manager will...Senior
$150k
...WealthManagement Firm Chicago, IL Overview Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset...SeniorFull time$175k - $225k
...influence our culture, serve our clients and enrich our communities is... ...PurposeThe Voya Investment Management (Voya IM) Mortgage... ...6 billion across a number of portfolios. Its flagship, the Voya Mortgage... ...serving a diverse client base.As a Senior Portfolio Manager, you will be...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- PwC is seeking an Asset & Wealth Management Tax Senior Manager in Chicago to guide clients through complex tax regulations and optimize tax positions while ensuring compliance. You will lead teams, coach staff, and deliver strategic tax planning and high-quality client...Senior
$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and... ...tax engagements for high-net-worth individuals and private wealth clients. Review and oversee preparation of: Individual tax...SeniorFull timeLocal area$70k - $100k
...In-Office with Travel Across the Commercial Portfolio About Mon Ami Real Estate Mon Ami Real Estate is a value-driven investor-operator... ...acquired more than 350 properties across 30+ states and currently manages a portfolio exceeding $400 million in value. The firm's success...SeniorFor contractorsWork at officeImmediate start
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