Senior Wealth Manager
$150kFull-time
Leah Yosef International
14B+ AUM Independent
Wealth Management Firm
Chicago, IL
Overview
Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
Highlights
- The Firm has been growing consistently 30%+ year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Build upon the Firm’s extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele
- Compensationparameters: $150,000+ package,clear track to $400,000+
Requirements
- CFP strongly preferred
- 10+ years experience leading relationships with high-net-worth clientele
2206
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Manager in Chicago, IL vacancy
$200k
...RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Manage a portfolio of Asset Based Lending (ABL) transaction for the overall credit quality, collateral monitoring financial analysis, risk...SeniorFull timePart timeShift workDay shiftTruist
Chicago, IL4 days ago- ...Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. As a Senior Manager in the Asset Management practice, you will be responsible for: • Assuming overall responsibility for project execution and...SeniorFull timeLive inWork at officeLocal area
Accenture
Chicago, IL6 days ago - ...one of the Chicago area's largest non-profit, community-focused owners and operators of high-quality affordable seniors housing to recruit a Property Manager . This role leads the day-to-day operations of a senior housing community — occupancy, rent collection,...SeniorFull time
Specialty Consultants Inc.
Chicago, IL2 days ago $120k - $215k
...a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.Impact You'll MakeAs a Senior Manager, you’ll play a leadership role in delivering complex intellectual property damages analyses while shaping engagement strategy,...SeniorFull timeLocal areaFlexible hoursStout Risius Ross
Chicago, IL5 days ago$160k - $175k
...****@*****.*** DescriptionDrive client engagementsReview and prepare financial statements, footnotes, workpapers, management letters, agreed upon procedures, and other attestation engagementsDemonstrate professional creativity in dealing with client...SeniorRobert Half
Chicago, IL3 days ago$124.7k - $288.5k
...Attraction team, to submit candidates for review via our applicant tracking system.Job Description:Baker Tilly is looking for a Senior Manager to join our Real Estate Advisory Group!The Senior Manager will be responsible for business development and will execute and...SeniorFull timeLocal areaWorldwideBaker Tilly
Chicago, IL2 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorFull timeH1bPwC
Chicago, IL3 days ago- ...We are collaborating with a global law firm on a search for a Senior Business Development Manager – Intellectual Property, based in Detroit, Washington, D.C., or Chicago. The Senior Business Development Manager will lead BD and marketing strategy for the IP Department...SeniorFull time
Friedman Williams
Chicago, IL2 days ago $150k - $250k
...everything they do!CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance... ...of Nexia.We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services...SeniorWork at officeLocal areaRemote workFlexible hoursCohnReznick
Chicago, IL2 days ago$185k - $200k
Job Classification:Investment Management - InvestmentsA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business... ...looking for an experienced and driven professional to fill a Senior Director position within our High Yield Debt Originations team....SeniorFull timePart timeLocal areaPGIM
Chicago, IL5 days ago- ...Our Division Altus Property Partners , under Altus Investment Group, is a tech-forward, property management company operating across Chicago and surrounding markets (looking to expand nationwide) + Recently expanded to Tampa, Florida. We manage 750+ units, 30+ HOA and...SeniorFull timeContract workWork at office
Altus Property Partners
Chicago, IL2 days ago - Senior Lifestyle is seeking a Property Manager in Chicago, IL, responsible for optimizing occupancy, leading staff, and maintaining compliance with regulations. The ideal candidate will have 6+ months of management experience in hospitality or senior housing, possess a...Senior
$102k - $120k
Job TitleSenior Property Manager - Commercial Real EstateJob Description SummaryPOSITION SUMMARYResponsible for the management of the... ...are seeking an experienced, strategic, and relationship-driven Senior Property Manager to oversee the day-to-day operations of a high...SeniorMinimum wageFull timeContract workWork at officeLocal areaRemote workRelocationFlexible hoursCushman & Wakefield
Chicago, IL1 day ago$79.74k - $132.9k
...accordance with established policies and procedures Acts as a neutral third-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions Recommends improvements to existing processes and solutions to improve efficiency...SeniorWork experience placementStewart
Chicago, IL2 days ago- ...Job Description Job Description Commercial Maintenance is seeking SUPERVISOR/SENIOR MANAGER- Commercial Properties MUST BE-- dependable, self-motivated Facilities Maintenance SUPERVISOR/SENIOR MANAGER – Commercial Properties to perform maintenance, repairs...SeniorWeekly payMonday to FridayAfternoon shift
Professional Holding Group
Chicago, IL3 days ago $125.8k - $209.6k
Position Overview:The Cigna Group is seeking an experienced transformational leader to serve as Senior Manager, Portfolio Strategy & Planning within Global Workplace Programs (GWP). This leader will align the company's workplace portfolio, workforce requirements, technology...SeniorFull timeLocal areaWork from homeCIGNA
Chicago, IL23 hours ago$160k - $230k
...helps organizations optimize performance, manage risk, and maximize value through... ...an exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team... ...accountings for trusts and estates;Provide wealth transfer tax planning and tax consulting...SeniorWork at officeLocal areaRemote workFlexible hoursCohnReznick
Chicago, IL2 days ago$143.4k - $216.9k
...enterprise.Overview of the RoleThe REWS Strategic Initiatives Sr. Manager will be a key member of the Strategic Initiatives team within... ...decision making at all levels of the organization, including senior executive sponsors* Leverage existing project management tools...SeniorFull timeFlexible hoursSalesforce
Chicago, IL23 hours ago$170k - $200k
...This seat is the finance partner for two growth business units, one in real estate services and one in technology services. It's a senior, hands-on individual contributor role on the enterprise FP&A team, with room to build a team of analysts later. What you'll own...SeniorWork at officeConnect Search, LLC
Chicago, IL9 hours ago- 5T Management, a Chicago-based property management firm, seeks a Senior Property Manager to lead CHA community portfolios. You will supervise Property Managers, ensure regulatory compliance, control budgets, and maintain high resident services across multiple sites. You...Senior
- Baker Tilly Advisory Group, LP in the United States seeks a Senior Manager for the Real Estate Advisory team in Chicago. You will lead engagements in personal property valuation, interface with public and private sector clients, and oversee scope, fees, and staff development...Senior
$151k - $203k
...feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving...SeniorTemporary workLocal areaFlexible hoursWipfli
Chicago, IL5 days ago$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities...SeniorFull timeH1bLocal areaPwC
Chicago, IL2 days ago- Description We are seeking a Senior Underwriting Manager to oversee our Major Accounts Property portfolio in the Central Region. In this role, you will be responsible for managing a team of underwriters focused on complex monoline property accounts with a minimum Total...SeniorLocal area
$133.1k - $295.67k
...provide excellent client serviceOversee engagement process and other risk management activities; lead teams of tax professionals/assistants working on client projects Additional Responsibilities for Senior Manager: Manage risk and financial performance of engagements,...SeniorLocal areaKPMG
Chicago, IL3 days ago- ...goals. Join us.Overview:We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This... ...we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what...SeniorRemote workFlexible hours
Plante Moran
Chicago, IL5 days ago $152k - $205k
...collaboration, we equip our teams to work at the highest levels possible.Job Summary: We are seeking a highly analytical, data-driven Senior Manager to join Acrisure’s growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago, IL, New York City or...SeniorFull timeImmediate startFlexible hoursAcrisure
Chicago, IL3 days ago- Senior Lifestyle Corporation in Chicago, IL is seeking a dedicated Property Manager to oversee daily operations of our Senior Suites at Garfield Ridge. You will serve as the main point of contact for staff, residents and community partners, ensuring high service standards...Senior
- ...Job Description Job Description Position Summary Provides multi-site and senior-level property-management supervision, coaching Property Managers and supporting consistent operational, financial, leasing, maintenance, resident-service, and compliance performance...Senior
HR LEGACY COMMERCIAL
Chicago, IL6 days ago $171.6k - $338.3k
...latest real estate, location and workplace analytics technologies.Recruiting for this role ends on 10/17/2026.Work You’ll DoAs a Senior Manager you will:· Develop real estate portfolio optimization strategies· Design Corporate Real Estate (CRE), Facilities Management (FM...SeniorContract workLocal areaVisa sponsorshipDeloitte
Chicago, IL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Manager. Be the first to apply!
Related searches
- wealth management advisor Chicago, IL
- wealth manager Chicago, IL
- wealth management consultant Chicago, IL
- senior living Chicago, IL
- senior associate vice president Chicago, IL
- senior app developer Chicago, IL
- senior ml engineer Chicago, IL
- senior data analyst Chicago, IL
- senior executive director Chicago, IL
- senior financial systems analyst Chicago, IL