CFP Relationship Manager Wealth Planning Concierge
$131k - $154kBroughton Group
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 services and CFP certification. Based in Chicago, this role expects in-person attendance multiple days a week. Competitive salary range for this position is $131,000 – $154,000, depending on experience and qualifications. #J-18808-Ljbffr Broughton Group
- Robinhood is looking for a Relationship Manager to join their Concierge team in Chicago, IL. This role involves guiding... ...through comprehensive financial planning processes while ensuring compliance... .... The ideal candidate has a CFP certification and experience in financial...Suggested
- 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
$149k - $175k
...largest transfer of wealth in human history.... ...team + role The Concierge team is expanding... ...customers with financial planning, advice, education... ...Robinhood Asset Management, product, and... ...contributor in a Relationship Manager role, you... ...within 120 days. CFP certification required...SuggestedWork at officeLocal areaFlexible hoursShift work3 days per week- ...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...SuggestedImmediate start
$98.4k - $199k
...financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth... ...activities. You will collaborate within Wealth Management to ensure compliance with investment... ...including medical insurance and retirement plans. #J-18808-Ljbffr Old National BankSuggested- ...(PA), Carlson Quinn (CQ), SI GROUP (SIG), Retirement Planning Consulting Group (RPCG), Karel‑Gordon & Associates (KGA... ...Summary Strongpoint Partners is seeking a dynamic and relationship‑driven National Account Manager – Retirement Plans (RIA and BD Distribution) to...Local areaRemote workHome officeFlexible hours
- ...retirement services provider is seeking a National Account Manager to develop and manage strategic partnerships with... ...Candidates should have 7-10 years of experience in retirement plan sales, strong relationship management skills, and knowledge of the retirement plan marketplace...Remote work
$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... ..., and continuously learning to improve performance. Planning and Organizing: Ability to determine a course of action, set...Full timeWork at officeLocal area$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development... ...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate...Full timeWork at office- 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....
- 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...
- ...experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client... ..., strong analytical skills, and proficiency in financial planning tools like NaviPlan Select. Competitive benefits are offered,...
$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...$168k - $199k
...responsible for project delivery and oversight along with client relationship management. You will manage teams as an engagement manager, responsible... ..., employees will participate in either an annual bonus plan based on company and individual performance, or a role-based...Local areaWorldwide$164.6k - $288k
...exceptional service. Role Summary: As the Internal Sales Manager - Wealth Client Group (WCG), you will you will lead all aspects of the... ...~ NASD Series 7, 24, 63 and 65 required ~ MBA, CIMA, CFP or CFA certification preferred ~10+ years of intermediary experience...Flexible hours- 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...
- M&T Bank Corporation is seeking a Relationship Manager to oversee client relationships in Global Capital Markets. This role includes ensuring compliance with internal controls and managing daily operations for assigned accounts. The ideal candidate will have a Bachelor...
$89k - $148.3k
A leading financial institution in Chicago is looking for a Relationship Manager to oversee Global Capital Markets accounts. The role involves managing client relationships, ensuring compliance with internal policies, and coordinating operational activities. Ideal candidates...- Strategic Relationship Manager in Chicago Hybrid Chicago, IL, USA Join our growing, dynamic High-Net-Worth MGU client as a Strategic Relationship Manager and help protect high-net-worth lifestyles through tailored insurance solutions. What You’ll Do: Build and maintain...
- AgHires in Chicago seeks a Relationship Manager for the Food, Beverage and Agribusiness sectors. The ideal candidate has over 10 years of experience in Commercial Banking, excellent negotiation and communication skills. Key responsibilities include developing client relationships...
$205k - $234k
• Job Title: Engagement Manager / Commercial Due Diligence • Salary Range: $205,000 – $234,000 + Bonus • Location / Working Model: Chicago, IL | Hybrid Our client is a globally recognised advisory firm specialising in growth strategy and commercial due diligence...- ...Cut+Dry is seeking a Customer Success Manager to lead distributor relationships and enhance platform adoption. This role requires foodservice distribution... ...platform. Responsibilities include building rollout plans, advising on feature use, and monitoring metrics for customer...Remote work
$55k
...advisors in Chicago. This position requires a Bachelor’s degree and a sound understanding of investment products, aiming to build relationships and expand the client base. The ideal candidate will possess skills in teamwork, communication, and adapting strategies to...$230k - $400k
...Strategy & Transformation team in Chicago. This role involves managing client relationships, developing engagement strategies, and executing... ...extensive benefits package including participation in the Employee Stock Ownership Plan (ESOP). #J-18808-Ljbffr Burns & McDonnell- Legora AB seeks a dedicated professional in Chicago to manage relationships with law firms and in-house legal teams, driving product adoption and customer satisfaction. You will lead complex rollouts, analyze client needs, and promote long-term success through tailored...
- Associated Bank - Corp in Chicago is looking for a Relationship Manager to grow and manage a portfolio of commercial middle market clients. This role includes developing new business and ensuring high-quality credit and client experience while partnering with specialists...
- RR Donnelley & Sons in Chicago is seeking a strategic account manager to lead complex customer relationships and oversee team performance. The role requires strong leadership skills, customer relationship management, and the ability to resolve issues efficiently. Ideal...
$55k
...degree and have a strong understanding of capital markets. In this role, you will partner with financial advisors, expand client relationships, and develop sales strategies. We offer a hybrid working model and a diverse benefits package tailored to your lifestyle. The...$200k - $285k
...client onboarding and service functions Manage the AI portfolio operating model,... ...implementation, change management, and ongoing planning Define and track key performance... ...major change initiatives Build trusted relationships with key stakeholders to drive alignment...Full time- 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...
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