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$65k - $100k
...Landor is looking for a Senior Client Manager to join our Chicago studio. Could this be you? We build brands differently. We work with our clients to define and solve their business problems through the lens of brand. We strategically join the dots between our design,...SeniorWork at office$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee transactions and portfolio management. This role requires maintaining accountability for risk while ensuring a positive customer experience. The ideal candidate will...Senior$90k - $105k
...we are united in our ambition to achieve real impact for our clients' brands, benefiting their business, people, and the planet.... ...more information, visit WPP.com. About you You are a Senior Client Manager with a proven track record of delivering complex, multi-...SeniorFull timeWork at officeLocal areaWork from homeWorldwide- The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other... ...level to work with high‑level investment professionals and senior executive management. Related Skills Analytical Skills,...SuggestedWork experience placement
- A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal...Full time
- 247Hire is looking for a skilled Program Manager to provide senior management and IT with integrated insights on project progress and risks. This... ...strategies. You will lead change control boards, manage portfolio finance, and communicate effectively with all stakeholders...Senior
$200k - $250k
...the country, Mesirow serves clients through capabilities spanning... ...Mesirow Financial Services, managing approximately $1.5 billion in... ...discretionary client assets. Portfolios are invested primarily in high... ...determined collaboratively by senior members of the investment team...Senior$95k - $130k
Tidal Financial Group in Oak Brook, IL seeks a skilled AVP of Trading and Portfolio Management to implement and manage various ETF portfolios. Key responsibilities include overseeing daily portfolio functions, providing operational support, and ensuring compliance. Ideal...Senior- Children’s Research Fund in Chicago is seeking a Sr. Research Financial Portfolio Manager to oversee financial data management and advisement for principal investigators. This role requires strong proficiency in grant management and regulatory compliance, with past experience...Senior
$105k - $200k
Bank of America is seeking a Credit Manager II in Chicago to lead a regional team of Credit Advisors... ..., driving loan growth, and managing existing client portfolios. The ideal candidate has over 7 years of commercial or wealth lending experience, strong leadership...Senior- The Sr. Client Relationship Manager is a high impact sales role responsible for driving new business and... ...Proven success selling HR platforms, portfolios, or services into mid-market clients.... ...to CHROs, Heads of Talent, and other senior HR leaders. Demonstrated ability to...SeniorLocal areaRemote work
$100.07k - $157.47k
Voya Financial, Inc. is seeking a Client Relationship Manager for the Mid-Market to build and maintain trust-based relationships with client stakeholders in Chicago and other locations. The role focuses on client satisfaction, retention, and optimizing service delivery....SeniorRemote job$200k - $225k
Senior Client Relationship Manager - William Blair Salary Range: $200,000 - $225,000 per year Location: Chicago... ..., asset management, and private wealth services. Role Overview The Senior... ...interaction, strategic communication of portfolio positioning, and coordination with...SeniorFull time$65k - $100k
Landor, a WPP company, is seeking a Senior Client Manager for its Chicago studio. This role involves leading project management for multiple client brands and identifying growth opportunities within client relationships. The ideal candidate has strong project management...Senior$135k - $170k
A leading AI technology firm in Chicago is seeking an experienced Enterprise Client Success Manager to enhance client partnerships and drive satisfaction using our SaaS platform. In this role, you'll own deployment processes, deliver C-level presentations, and leverage...SeniorRemote job$65k - $100k
Landor is seeking a Senior Client Manager for its Chicago studio. The role involves leading project management for one or more client brands while collaborating with different teams to ensure successful project delivery. Candidates should have strong project management...SeniorWork at office- ...committees? We're looking for a Senior Institutional Client Relationship Manager, Central And Western US States to:... ...collaborate across teams by working with portfolio managers and specialists to... ...UBS is a leading and truly global wealth manager and the leading universal...SeniorWork at officeFlexible hours
- ...quality digestive healthcare they need to improve their overall health. Position Summary As a Senior Client Success Manager at Cylinder Health, you will manage a portfolio of some of our high value, high growth enterprise level clients. You will lead all key activities...SeniorContract workWork experience placement
- Tensec is looking for a Senior Client Account Manager to work with the Pharma vertical of Large Customer Sales. This role will involve close collaboration with Client Partners to execute campaigns and optimize marketing strategies for clients on Reddit. The ideal candidate...Senior
$97.74k - $147.65k
We are looking for a Portfolio Solutions Sr. Project Manager to join our team. This will be a hybrid role based in O’Fallon, Chicago, Alpharetta, or New York. Your Team Join the North American Portfolio Solutions team, where we focus on supporting delegated authority facilities...SeniorLocal areaFlexible hours$71.3k - $107k
JPMorgan Chase is seeking a Client Service Account Manager in Chicago. The role involves managing a large portfolio of corporate clients, providing strategic advice, and ensuring effective use of Payments products and services. The ideal candidate will have at least 3 years...Senior$67.5k - $111.5k
A leading financial institution in Chicago is seeking a Sr. Account Manager for Banking clients. In this role, you will coordinate account administration, assist with business development, and resolve operational issues. The successful candidate will have over 5 years of...Senior$100k - $130k
Tidal Financial Group in Oak Brook, Illinois, is seeking a skilled ETF Portfolio Manager. This role focuses on managing and implementing ETF portfolios while requiring strong analytical skills and a deep understanding of financial markets. Candidates should be proficient...Senior- BMO is seeking a Portfolio Manager in Chicago to manage commercial real estate loans and work collaboratively with Relationship Managers. This role requires analyzing credit proposals, preparing lending documents, and monitoring a portfolio of customers. The ideal candidate...Senior
- A leading property management company is seeking a high-performing Senior Remote Property Manager to oversee a growing portfolio of short-term rental properties. In this fully remote role, you will handle bookings, optimize operations, and drive revenue while ensuring outstanding...SeniorTemporary workRemote work
$137k - $185k
RWE Gruppe is seeking a Senior Manager for Asset Management focusing on utility scale solar and battery projects in the West Region. Responsibilities include leading strategies for asset performance and collaborating with various departments to enhance profitability and...Senior- RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a...
- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working...
- Mercer Advisors in Chicago is looking for a Relationship Manager (RM) I to provide strategic support within the Client Service department. This role is pivotal in fostering service excellence alongside Wealth Advisors and contributes significantly to client retention and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Portfolio Manager - Wealth Management. Be the first to apply!
- client experience manager Chicago, IL
- engagement project manager Chicago, IL
- client executive Chicago, IL
- senior engagement manager Chicago, IL
- client finance manager Chicago, IL
- client account executive Chicago, IL
- member engagement manager Chicago, IL
- strategic engagement manager Chicago, IL
- engagement manager Chicago, IL
- client service manager Chicago, IL

