Elite Wealth Relationship Manager
E*TRADE from Morgan Stanley
A leading financial services firm is seeking a Platinum Relationship Manager responsible for fostering relationships with high-value clients. Ideal candidates will have at least one year of client service experience and necessary FINRA licenses. The role demands a focus on exceptional service, utilizing strong problem-solving and organizational skills to ensure clients' needs are met while promoting Morgan Stanley products and services. This position offers a competitive salary and comprehensive benefits package. #J-18808-Ljbffr E*TRADE from Morgan Stanley
- Citigroup Inc. is seeking an experienced Wealth Relationship Manager in Evanston, Illinois, to enhance client relationships and financial service offerings. Candidates should have 5-8 years of experience, strong analytical skills, and effective communication abilities....Suggested
- Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate...Suggested
$28.85 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...life they envision through a personal relationship with their advisory team committed to... ...by implementing and executing the Elite Growth Practice. Specific...SuggestedHourly payTraineeshipWork at officeWork from homeShift workDay shift- BDO is seeking a Tax Manager for its Private Client Services in Chicago, Illinois. The ideal candidate will manage tax compliance and consulting services for high net-worth clients and supervise junior associates. Qualifications include a Bachelor’s degree in Accounting...Suggested
$60k - $121.3k
Special Assets Relationship Manager Job Locations US-MN-Rochester | US-IL-Chicago | US-IN-Evansville | US-TN-Nashville | US-MN-St Louis Park | US-MN-Saint Paul | US-IN-Indianapolis | US-MI-Grand Rapids | US-WI-Milwaukee | US-ND-Fargo | US-TN-Nashville | ......SuggestedFull timeWork at officeLocal area$78.08k - $117.12k
Citigroup Inc. is looking for a Wealth Relationship Manager based in Chicago, Illinois, to deepen relationships with affluent clients and provide tailored financial solutions. The role requires 5-8 years of experience, strong analytical skills, and relevant financial licensing...$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry...Full timeWork at office- 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...
- A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities...
$74k - $138k
...Vice President, Relationship Manager – Multifamily Real Estate Finance We're building a best-in-class multifamily lending platform within Business Banking—and we're looking for a proven originator to join us. As a Vice President, Relationship Manager – Multifamily...Contract workPart timeLocal area- Northern Trust Corp is looking for an experienced Sr Account Manager for Banking based in Chicago, IL. The role encompasses managing client inquiries and transactions, implementing banking solutions, and coordinating with various teams to enhance client services. Ideal...Flexible hours
- ...acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial... ...quickly and builds strong, durable relationships with prospects, clients, and internal... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Contract work
$60k - $70k
...coordinator to support our downtown leasing team. The coordinator will manage listings, assist with client interaction and marketing efforts... ...to business development. Ideal candidates should have strong relationship-building skills, attention to detail, and a proactive spirit....- A global financial services firm in Chicago is seeking an Active Trader Relationship Manager to enhance client relationships and deliver top-tier service. This role involves comprehensive support, educating clients on trading products, and fostering client engagement....
$140k - $190k
BDO is seeking a Tax Senior Manager for its Private Client Services in Chicago, IL. This role involves managing tax compliance and consulting for high net-worth individuals, providing executive presence in client interactions, and supervising associates. The ideal candidate...- ...dynamic and fast-growing RIA with over $40B AUM, is seeking a SR. CLIENT DEVELOPMENT MANAGER. In this role, you will make an immediate impact by developing new business for the private wealth group. The ideal candidate will have a demonstrated history of success in client...Immediate start
$131k - $154k
Broughton Group is hiring a Relationship Manager to enhance customer engagement in financial planning. The role involves guiding customers through financial processes, maintaining accurate documentation, and ensuring compliance. Ideal candidates have experience in financial...$105k - $130k
...experienced tax consultant in Chicago. In this role, you will manage tax planning and consulting engagements for high-net-worth individuals... ...tax returns, supervising associates, and maintaining client relationships. The ideal candidate will possess a CPA or equivalent...$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...$65k - $85k
...programs to ensure training needs of personnel and processes Identify Systems issues / concerns and make suggestions for enhancements Manage the administrative functions of the unit which include: Review, provide direction and assign new losses Setting performance...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$70k - $115k
...to ensure training needs of personnel and processes Identify Systems issues / concerns and make suggestions for enhancements Manage the administrative functions of the unit which include: Review / provide direction on new losses Setting performance objectives...Full timeTemporary workFlexible hours- ...detail-oriented individual for their CLO & Loan Administration team in Chicago, Illinois. Key responsibilities include managing client relationships, overseeing compliance testing, and ensuring adherence to regulatory standards. The ideal candidate will have at least 3...
$154k - $219k
...together, let's write the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple... ...with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- Arthur J. Gallagher & Co. (AJG) is seeking a Client Service Associate for its Achieve Program designed for college graduates and career changers. This 18-month structured program offers hands-on experience with competitive pay and a hybrid work schedule. You'll provide...Work at office
$100k
...Elite Account Executive Elite Account Executives operate as trusted advisors and senior sellers within the organization. You will... ...platform and tailoring solutions to operator needs Manage and dominate a defined territory (roughly a 4560 minute radius,...Local area$48.75k - $93.75k
...to ensure personnel and processes are properly trained Identify systems issues and concerns and make suggestions for enhancements Manage the administrative functions of the unit, including: Review, provide direction, and assign new losses Set performance objectives...Temporary workLocal areaFlexible hours- ...Establish and maintain a "seat at the top table for AI" in the managed account(s) in partnership with AI for Change advisors and... ...location (minimum once a week) to foster deeper engagement and relationship-building. Collaboration & Leadership Partner with internal...1 day per week
- A leading insurance company is seeking an Auto Property Damage Director in Bedford Park, Illinois. This role involves oversight of an Auto Property Damage Unit, ensuring compliance with claims handling guidelines and enhancing staff development. The ideal candidate will...
$92.5k - $105.8k
...Leverage Salesforce CRM to effectively manage a book of business. Sales Performance... ...disciplined execution, and trust-based client relationships. Core Competencies (Baseline)... ...salary plus uncapped commission ~ Annual Elite Club Trip for top performers ~ Monthly...Base plus commissionContract workFlexible hoursShift work- ...where your analytical skills and passion for investment risk management make a real impact. At JPMorgan Chase, you'll collaborate with... ...management practices Experience building and maintaining relationships across long distances Ability to contribute to process automation...Long distance
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