Senior Client Strategist, Investment Management
CFA Institute
CFA Institute is looking for a Client Strategist in Chicago to lead client servicing and business development for LGIM America. This role involves managing client relationships and ensuring effective communication of our investment strategies. The ideal candidate will have over 10 years of investment management experience, exceptional communication skills, and a Bachelor's degree. Candidates with a CFA designation are preferred. The position offers a competitive salary along with potential bonus eligibility. #J-18808-Ljbffr CFA Institute
- Morningstar Investment Management, LLC is seeking a skilled investment product analyst in Chicago, IL. The successful candidate will provide product... ..., and marketing teams to enhance investment strategies and client communication. The ideal applicant possesses strong...Senior
- Modern Wealth Management is seeking accomplished wealth management professionals to expand... ...top 50% most profitable and/or complex clients, overseeing top-tier relationships and driving... ...client assets, with a track record in investment management and client service. The role...Senior
$100k - $130k
A leading investment management firm located in Chicago seeks a Manager of Client Performance and Reporting to oversee client reporting and performance solutions. The role involves leading and mentoring a team while driving change initiatives focused on technology and efficiency...Senior- Distinct North America is seeking a Tax Manager/Experienced Senior Associate in Chicago, hybrid role with strong client ownership opportunities. You'll initiate client... ...covers a mixed client base including real estate investments, trusts and high net worth individuals with...Senior
- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement... ...VFA analyses, review portfolios, and coordinate with tax, investments, and estate planning teams to implement strategies. Discretionary...SeniorWork at office
- BBR Partners is seeking a senior professional to join our Chicago office. You will help manage client relationships, shape investment and wealth management plans, and identify prospective clients for our ultra-high-net-worth clientele. The role requires self-motivation,...SeniorWork at office
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$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...Senior$154k - $219k
..., working with extraordinary clients spanning every industry, regardless... ...in your potential and invest in it to build a legacy that... ...your success!The RoleSenior Managers in our Private Client Services... ...Principals, Trusts and Estates.Senior Managers can expect to:Maintain...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$8k
...life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered! Best in... ...student loan repayments, or a combination of both. Engage your clients with Verizon's Velocity Selling methodology. Using AI and...SeniorFull timeTemporary workPart timeWork experience placementShift work$110k - $180k
...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking... ...sector, such as hedge funds, private equity, and other investment-related individuals. Possess comprehensive knowledge...SeniorTemporary workPrivate practiceWork at officeLocal area$110k - $180k
...industry You will have the flexibility to manage your days in support of our commitment... ...Responsible For Supervise a team, foster strong client relationships, prospect and contribute... ...hedge funds, private equity, and other investment-related individuals. Possess...SeniorLocal area- ...Description L&G's Asset Management business is a major investor... ...$1.533 trillion in AUM.* Our clients include individual savers, pension... ...and global institutions, who invest alongside L&G’s own balance... ...solutions focus. Client Strategists lead client servicing,...Full timeTemporary workLocal areaWorldwideFlexible hours
- ...innovative product through impactful client collaboration and crafting... ...to clients' needs. As a Senior Product Solutions Associate in... ...and today we are a leader in investment banking, consumer and small... ...transaction processing and asset management. We offer a competitive total...Senior
- Canadian Imperial Bank of Commerce (CIBC) seeks a Senior Consultant for Privacy & Client Experience in Chicago, IL. You will partner with first line teams to drive privacy risk policy adherence, establish robust controls, and support risk-based decision making across Commercial...Senior
- Skai, Inc. in Chicago is seeking an Expert Services Manager to deliver world-class services and strategic consultation for Skai clients. Lead campaign enablement, optimization, and performance reporting on the Skai Search management platform for Google Ads, Performance...Senior
- HLK is seeking a Senior CX Strategist in Chicago to lead the strategic vision for impactful campaigns. The strategist will manage comprehensive activation plans, ensuring alignment across... ...and significant experience in driving client growth through innovative strategies....SeniorFlexible hours
$85k - $100k
...agency focused on performance media management across paid search and paid social channels... ..., and e‑commerce. Job Summary As a Senior Paid Social Strategist, you will lead the paid social media... ...digital health and e‑commerce clients. You will develop and implement paid...SeniorFull timeRemote work- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary... ...strategy expert for high-net-worth clients (>$15MM). You will partner with Wealth Management Advisors and the Private Bank... ...across tax, estate, investment, and cash flow strategies. Responsibilities...Senior
- Mercer is seeking a Senior Lead Health & Benefits Consultant based in Chicago for a hybrid role requiring at least three days in the office weekly. You will manage and advise client accounts with 2000+ lives on medical, dental, life and disability benefits, negotiating...SeniorWork at office
$146k - $200k
Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services at BDO... ...annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow...SeniorPrivate practiceWork at office- An established digital marketing agency is seeking a Senior Paid Search Specialist to drive client success through innovative digital advertising campaigns. In this pivotal role, you will manage multiple accounts, utilizing your expertise in platforms like Google Ads and...Senior
$144k - $216k
...-impact projects, meeting our clients where they uncover business needs... ....Slalom is actively seeking a Senior Principal Client Partner in... ...lead opportunities within our managed insurance accounts.* Sell to and... ...a result, Slalom is proud to invest in benefits that include...SeniorTemporary workLocal area- ...Financial Group in Chicago seeks a Sr. Treasury Advisor to drive consultative sales and relationship management for treasury and payment solutions. You will manage client engagement, lead generation, and execution of implementation activities while ensuring regulatory...
$108k - $154k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and developing an understanding of their business issues, marketing objectives, and success metrics.Plan for, and achieve, growth goals including but...Senior- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth... ...role, you will partner with advisors and clients to deliver holistic, goals‑based... ...about the various products and platforms (investment, insurance, charitable, educational) available...Work at office
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that has been serving the greater IL area for over... ...strong commitment to helping clients achieve their financial goals... ...financial health including investments, taxes, insurance, and estate...Senior
- ...Staff & Senior Accountants Looking for Staff & Senior Accountants for one of our professional services clients in the Chicago Loop! They are a global real estate investment management company with over $13B in assets looking to hire top accounting talent to one of...Senior
- ...Tensec is looking for a Senior Client Account Manager to work with the Pharma vertical of Large Customer Sales. This role will involve close collaboration with Client Partners to execute campaigns and optimize marketing strategies for clients on Reddit. The ideal candidate...Senior
- Ovative Group is seeking a Senior Analyst, Retail Media Activation in Chicago to develop and optimize retail media strategies driving growth. You'll execute media campaigns, manage client relationships, and lead innovation in retail media. The role requires analytical...Senior
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