Senior Wealth Relationship Strategist
Citi
Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and growing wallet share for affluent and high-net-worth clients. The position requires 5–8 years of experience, FINRA registrations, and mortgage licensing under SAFE Act, with proficiency in MS Office and planning tools. On-site, full-time role with strong compliance expectations. #J-18808-Ljbffr
$80.7k - $121.1k
About the RoleWe are seeking a dynamic and highly skilled Senior Tax Strategist to join our innovative financial team. In this pivotal role... ...of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a...SeniorMinimum wageTemporary workLocal area- ...Busey Bank in Naperville, IL seeks a Relationship Manager II to manage borrowing relationships, develop new business, and cross-sell bank services. The role includes loan approval responsibility and ongoing portfolio management. Strong communication, sales, and credit...Senior
- Calamos Investments seeks a Senior Executive Assistant to serve as a trusted partner to the Calamos Wealth Management executive team. You will provide high-level administrative support to the Head of Wealth Management and Leadership Team, managing calendars, travel, communications...SeniorWork at office
$120k - $180k
...stock purchase planJob DescriptionThe role:The Sr. Equity ETF Strategist will leverage his/her capital markets, investment management,... ...skills and a collaborative mindset; able to build effective relationships across all levels.• Self-directed professional who can set objectives...SeniorFull timeWork at officeFlexible hours- CNA Insurance in Downers Grove, IL is seeking an experienced Commercial Claims professional to manage complex claims with large exposures, verify coverage, and lead investigations. You will coordinate with experts and counsel to resolve claims while maintaining budgets ...Senior
- Invesco in Downers Grove, IL seeks a Sr. Equity ETF Strategist to translate capital markets and product knowledge into actionable insights for institutions and financial advisors. You will collaborate with product, portfolio management, and sales teams to position and...Senior
- Intergovernmental Risk Management Agency (IRMA) seeks a Senior Claim Representative for its Liability Department in Illinois. The role involves investigating complex liability and property claims, coordinating with defense counsel, and communicating findings to members...Senior
$112.2k - $209k
Application Deadline:10/29/2026Address:13220 California St.Job Family Group:TechnologyPosition SummaryThe Senior Relationship Manager is responsible for the strategic governance, oversight, and continuous improvement of the Bank's End User Asset Management and Asset Reclamation...SeniorFull timeContract workPart timeLocal area- International Motors, LLC, based in Lisle, Illinois, is seeking a Senior Pricing Analyst to lead pricing strategy for loan and lease products. The role combines financial modeling, market analysis, and cross-functional collaboration to optimize profitability, growth, and...Senior
- ...blend technical acumen with consultative sales to move opportunities from identification to implementation. You will build trusted relationships with facility leaders, engineers and executives, translating complex energy concepts into actionable plans and measurable...Senior
$85k - $110k
Epiq Global is a market leader in spend management solutions. The Sr. Consultant - Invoice Review will deliver legal invoice review engagements to help clients drive cost savings and manage outside counsel spend identified in invoices. The role requires strong data analysis...Senior- A leading investment solutions provider in New Chicago is seeking a Relationship Management Senior Manager to enhance client relationships and support sales strategies. The role emphasizes client satisfaction, revenue target achievement, and collaboration with internal...Senior
- ...implementation, translating complex technical concepts into clear business cases and measurable energy savings. You’ll build strong relationships with facility leaders, engineers, utility reps, and executives, navigate organizational barriers, #J-18808-Ljbffr Resource-...Senior
- ...start by supporting a Manager with their book, build your own relationships with those clients and gradually take more ownership. \n \... ...yet, that’s fine too. \n \n They’re looking for someone at Senior level or above with recent public accounting tax experience....SeniorSummer workWork at office
$117.5k - $178.6k
...professionals dedicated to helping customers achieve their financial goals.Role SummaryTBK Bank is seeking a driven and relationship-focused Senior Relationship Manager to join our Commercial Lending team. In this high-impact role, you'll help businesses grow by delivering...SeniorWork at office$100.1k - $185.9k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in Chicago, IL.PNC is an in-office company...SeniorFull timeTemporary workPart timeWork experience placementWork at office- ...will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving...SeniorPart timeLocal area
- DHJJ is seeking an experienced accountant to apply accounting knowledge to record and analyze client data as part of a collaborative team. The role offers growth toward becoming a principal in the firm and opportunities to work with clients both in person and remotely. ...SeniorRemote work
- .../Madison, WI. You will qualify leads and solicit business through agents, brokers and direct channels, while maintaining strong relationships with Preferred/Firemarked agents. The role emphasizes visiting agents quarterly, submitting complete submissions for quotations,...Senior
- ...Senior Tax Accountant A well-established and highly respected public accounting firm is seeking an experienced Senior Tax Accountant... ..., participate in decision-making, and build lasting client relationships. If you are a CPA with 5+ years of public accounting...SeniorWork at officeLocal area
- ...Job Overview A law firm seeks a Senior Associate Attorney in Naperville, IL. This role offers the opportunity to make a significant... ...and administrative professionals. Build and nurture client relationships, leveraging personal networks and firm reputation....Senior
- A community-focused higher education institution in Illinois is seeking a Senior Philanthropy Officer to build and maintain strong relationships with constituents. The role involves managing a portfolio of prospects for major gifts, developing strategic fundraising plans...Senior
- ...is seeking a Tax Specialist III to coordinate tax reporting for trust, individual, and charitable returns. You will interact with Wealth Advisors, mentor junior staff, and ensure timely e-filing across multiple entity types. The role requires CPA/EA designation and 3-...Senior
$100.1k - $185.9k
...Senior Relationship Manager At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...SeniorFull timeTemporary workPart timeWork experience placementWork at office- Wipfli LLP is seeking a Senior Tax Manager specializing in Real Estate to act as a strategic advisor, leading complex engagements and... .... The role combines technical prowess with leadership, client relationships, and business development. You will mentor teams, collaborate...Senior
$115k - $160k
...experienced engineer to enhance its water and wastewater market share. This role involves acquiring new clients, maintaining existing relationships, and managing projects effectively. Ideal candidates should hold an engineering degree, have over 15 years of experience, and...Senior$45 - $52 per hour
...Job Title: Contract Senior Operations Recruiter Industry: Warehouse / Manufacturing / Distribution Location: Naperville, IL... ...pipelines through proactive sourcing, screening, interviewing, and relationship building. Assess candidates based on experience,...SeniorContract workSeasonal workLocal area- ...experienced engineer to enhance its water and wastewater market share. The role involves serving as a technical resource, managing client relationships, and providing insights for proposals. Key qualifications include a master's or bachelor's degree in a relevant field, over 15...Senior
- ...provide high-level service to clients and drive firm growth. Responsibilities include managing multiple engagements, building client relationships, and participating in business development. Prospective candidates should possess a Bachelor’s degree in accounting or related...Senior
- ...to lead occupancy growth and elevate community presence. You will develop and execute sales and marketing strategies, cultivate relationships with prospective residents and referral partners, and guide prospects from inquiry to move-in. This leadership role blends strategic...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!
- senior brand strategist Naperville, IL
- senior mulesoft developer Naperville, IL
- senior mainframe developer Naperville, IL
- senior level Naperville, IL
- senior technical accountant Naperville, IL
- senior project manager Naperville, IL
- senior network engineer remote Naperville, IL
- senior implementation engineer Naperville, IL
- senior manager creative operations Naperville, IL
- senior medical science liaison Naperville, IL





