Strategic Financial Solutions & Relationship Advisor
$57.5k - $106.5kBank of Montreal
Bank of Montreal is seeking a financial advisor who will act as the primary client contact to understand financial needs and provide banking solutions in line with regulatory policies. This role requires collaboration with BMO partners and focuses on client acquisition, growing assets under management, and enhancing investment penetration. The ideal candidate will have at least 3 years in financial services and will need specific licenses within 120 days of start date. The position offers a salary range of $57,500 to $106,500 and a comprehensive benefits package. #J-18808-Ljbffr Bank of Montreal
$140k - $160k
Posting Description As Senior Strategic Account Manager for Japan Global Solutions (JGS) in the U.S., you will deliver... ...drive revenue growth and deepen relationships with U.S.-based Japanese... ...interact with clients’ risk and financial leadership (e.g., CEO, CFO, Risk...FinancialFull timeTemporary workPart timeWork experience placementWork at officeLocal area$102.4k - $179k
...role, you will serve as a strategic advisor to leadership and clients,... ...forecasting and analytics solutions, and deliver actionable insights... ...performance, and financial decision‑making. Advise clients... ...Ability to manage complex client relationships, lead cross‑functional...Financial$75k - $122k
...Pandora and SiriusXM; innovative ad tech solutions powered by AdsWizz; sonic creative... ...make an impact: We're seeking a Manager, Strategic Solutions to join the Sales Development... ...Solutions: Partner closely with Retail and Financial Services Sales teams to develop insights...FinancialTemporary workLocal area$99k - $232k
...providing consulting services related to financial management and strategy. These... ...analyse client needs, develop financial solutions, and offer guidance and support to help... ...mentor teams, cultivating meaningful client relationships and navigating complex challenges. Responsibilities...FinancialFull timeH1b- Old National Bank in Alsip is seeking a Relationship Banker to develop and manage long-term client relationships by providing personalized financial solutions. The role entails cross-selling banking products and educating clients on digital solutions. Requires a High School...Financial
- ...is seeking a Director of Account Management in Chicago, Illinois. This role focuses on driving strategic growth and managing enterprise relationships for a national financial institution. The ideal candidate will be responsible for aligning client priorities with Mastercard...Financial
- A global financial services firm is seeking a Receivables Client Solution Specialist in Chicago. This strategic role requires over 7 years of experience in Treasury and Cash Management sales, with a focus on client-tailored solutions. Candidates must have strong technical...FinancialBank staff
- Jones Lang LaSalle Incorporated is looking for a Solutions Manager to enhance client engagements within our Portfolio Solutions segment... ...supervision of solution development, process ownership, and financial analysis. Potential applicants should possess strong qualifications...Financial
- Morningstar is seeking a Senior Marketing Manager, Client Solutions in Chicago. The ideal candidate will blend marketing, solutions, and... ...include 5-10 years of experience in marketing within financial services, excellent communication skills, and the ability to influence...Financial
$125k - $150k
...and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT... ...programs and campaigns. In this role, a Strategic Solution Specialist will identify and co... ...Commercial acumen in building detailed financial business cases to justify investment...FinancialFull timeShift work- ...organizations, particularly in regulated sectors like Financial Services and Healthcare. This role involves leading complex sales cycles, developing relationships with executive stakeholders, and aligning solutions to their strategic priorities. The position offers the...FinancialRemote work
$164.6k - $288k
...Senior Relationship/Trust Advisor, WM page is loaded## Senior Relationship/Trust Advisor, WMlocations... ...a globally recognized, award-winning financial institution that has been in continuous... ...to identify and implement advisory solutions.1. Manages assigned account base of wealth...FinancialWork experience placementFlexible hours$167.45k - $285k
A leading healthcare solutions company based in Chicago is seeking an experienced sales professional to manage client relationships and develop tailored financial solutions. Candidates should have 5+ years in executive sales, particularly in healthcare, with a strong track...Financial- A global financial services company seeks a Client Solutions Architect Manager in Chicago. In this role, you will lead product configuration for clients, support Sales in strategic planning, and leverage your technical expertise to enhance product solutions. Your responsibilities...Financial
$87k - $195k
...Manager level) in Chicago to lead strategic FP&A engagements. This role... ...and combines client relationship management with cross-functional... ...will possess robust financial planning expertise and the ability... ...ability to deliver client-focused solutions, optimizing budgeting,...Financial- JPMorgan Chase & Co. is hiring a Relationship Banker in Chicago, Illinois. This position focuses... ...of experience in Retail Banking or Financial Services and demonstrate strong... ...financial needs, and providing personalized solutions to enhance their banking experience. #J...Financial
$52 - $78 per hour
...building integrated, omnichannel solutions – to help sellers sell... ...Across it all, we've embedded financial services tools at the point... ...worldwide do the same. The Role The Strategic Account Management... ...facing professional to manage relationships with some of Square's largest...FinancialContract workWorldwide- U.S. Bank in Chicago is seeking a dedicated Client Relationship Consultant to foster relationships with customers and provide tailored financial solutions. The ideal candidate will engage clients through various channels, ensuring a high-quality banking experience while...Financial
$150k - $185k
...Controller in Chicago Ridge, IL. This Full-Time in-office role demands expertise in financial planning and analysis, with a focus on driving business growth through analytics and strategic decision support. The successful candidate will lead financial operations, manage...FinancialFull timeWork at office- The US Oncology Network is looking for a dynamic Controller in Chicago Ridge, IL, focused on financial planning, analytics, and strategic decision support. This role drives business growth by providing actionable insights and leading financial operations. The successful...Financial
$164.6k - $288k
...Integrity. With more than 135 years of financial experience and over 24,000 partners,... ...service. Job Title SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R157020 Job Overview... ...advisors to identify and implement advisory solutions. Manages assigned account base of...FinancialH1bLocal area$114.5k - $194.7k
## Relationship/Trust Advisor, WMApplylocations: Chicago, ILtime type: Full timeposted on: Posted Todayjob... .... With more than 135 years of financial experience and over 24,000 partners,... ...advisors to identify and implement advisory solutions.* Manages assigned account base of...FinancialWork experience placementH1bWorldwideFlexible hours$239.4k - $320.2k
Position Area Vice President (AVP), Strategic Financial Services Responsibilities Lead, drive... ...ACV bookings. Maintain key customer relationships and develop strategies for growing... ...all field teams (Account Development, Solution Engineering, Consulting Services, Customer...FinancialWork experience placement- ...Cash Management Solution Officer Are you a dynamic professional... ...Works with Business Relationship Managers with the development... ...business results in alignment with strategic objectives. Time... ...About Us Chase is a leading financial services firm, helping nearly...Financial
$239.4k - $320.2k
Area Vice President, Strategic Financial Services About Salesforce Salesforce is the world’s... ...ACV bookings. Maintain key customer relationships and develop strategies to grow the Strategic... ...field teams (Account Development, Solution Engineering, Consulting Services,...Financial$186.8k - $397.3k
...Senior Solution Sales Executive Finance - Midwest At SAP, we... ...campaigns Manage customer relationships at the solution area/buying... ...solutions ~ Knowledge of financial, competitive, regulatory environment... ...communication skills Strategic analytical thinker, high...FinancialWork at officeWorldwideFlexible hours- ...to uncover customer solutions and integrate them into... ...support the overall strategic roadmap and value proposition... ...Acts as a trusted advisor to executive... ...US Chase is a leading financial services firm, helping... ...create engaged, lifelong relationships and put our customers...Financial
$186.8k - $397.3k
...succeed. Job Title Senior Solution Sales Executive - Finance -... ...a dedicated focus on SAP’s Financial management products. The candidate... ...campaigns Manage customer relationships at the solution area/buying... ...communication skills Strategic analytical thinker, high degree...FinancialWork at office- ...skilled PrincipalSolution Advisor - TaxDomain Expert to... ...long-term customer relationships. This role is... ...essential to advancing SAP’s strategic objectives and... ...improving quality of financial data, accelerating the... ...sales teams and junior Solution Advisors, and contribute...FinancialFull timeWork at office
- ...regulatory technical expertise and financial services industry experience to become a trusted advisor to clients. This position... ...development of innovative solutions, managing multidisciplinary... ...through effective client relationships and strategic initiatives. Candidates...FinancialLocal area
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