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
- Dormont Manufacturing Co is seeking a Senior Investment Strategist to partner with advisors and clients by offering insights into investment philosophy and market perspectives. The role involves creating compelling materials that illustrate the value of investment offerings...Senior
- Topel Forman LLC in Chicago is looking for an Audit Supervisor to manage client engagements and supervise a team. This role involves direct client service in various industries, such as investment partnerships and real estate. The ideal candidate will have at least four...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$200k - $250k
Mesirow-Financial-Administrative-Corp is seeking a Senior Portfolio Manager in Chicago to manage discretionary client portfolios. The role emphasizes investment management, client relationship leadership, and collaboration across the firm. The ideal candidate will possess...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$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$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- Northern Trust in Chicago seeks a Senior Wealth Strategist to lead client development in wealth management. This role requires a proven sales background and strong relationships with ultra-high net worth clients. You will strategize on business development, engaging clients...Senior
- ...Co is looking for a talented individual to join our Healthcare Investment team. This hybrid role requires at least three days in the... ...focusing on providing investment consulting services to healthcare clients. The ideal candidate will have over 8 years of experience,...SeniorWork at office
$63k - $95k
...Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization.... ...across verticals and regions Participate and manage strategic internal projects that require...SeniorWork experience placementLocal area$70k - $140k
Huntington National Bank in Chicago is seeking a Treasury Management Specialist Sr. to develop client relationships and deliver innovative treasury solutions. The role includes collaborating with Treasury Management Advisors and providing comprehensive sales support, as...SeniorRemote job- Stryker Corporation is seeking an Event Strategist - Senior Associate to join its Global Corporate Banking Events team in Chicago... ...Illinois. This role involves planning and executing client engagement events while managing multiple projects and collaborating with...SeniorWork at office
- ZS is seeking a talent management consultant to enhance their talent lifecycle through effective role design, structured assessments, and... ...model emphasizing flexibility and collaboration, with opportunities for client-facing travel and professional growth. #J-18808-Ljbffr ZSSeniorWork at office
$154k - $219k
...the ordinary, working with extraordinary clients spanning every industry, regardless of... ...top. We believe in your potential and invest in it to build a legacy that extends... ...the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$150k - $200k
...relevant experience and a strong understanding of the industry. Key responsibilities include providing strategic advisory and leading client delivery while maintaining excellent communication and analytical skills. The position offers a competitive annual salary ranging...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
$60.8k - $84k
...Search Sr. Associate to lead Search Campaigns that align with client objectives. You will oversee campaign execution, monitor budgets... ...ideal candidate has 2+ years of experience in Search campaign management and is proficient in MS Excel. The position offers a competitive...Senior$140k - $160k
Position Summary The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment... ...on current market trends Work closely with Manager Research, Proprietary Strategies, and Marketing to...SeniorWork experience placementLocal area- ...Paid Search Sr. Associate to execute and oversee Search Campaigns that align with client objectives. The ideal candidate will have at least 2 years of experience in Search campaign management and be adept in tools like Google Ads and Microsoft Ads. The role includes...Senior
- ...Paid Search Sr. Associate in Chicago, IL. The role focuses on executing Search Campaigns while aligning with client objectives. Responsibilities include managing SEM campaigns, overseeing budgets, and driving optimization efforts. Candidates should have 2+ years in...SeniorFlexible hours
$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... ...loan repayments, or a combination of both. Engage your clients with Verizon's Velocity Selling methodology. Using AI and advanced...SeniorFull timeTemporary workPart timeWork experience placementShift work$137.4k - $240.4k
...leader in innovative wealth management, asset servicing, asset... ...partners, and to provide to our clients and the communities we... ...and exceptional service. SENIOR WEALTH STRATEGIST, WEALTH MANAGEMENT OH: R15... ...as you cultivate new investment management relationships in...SeniorH1bLocal areaWorldwideFlexible hours- 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
$96.5k - $207.5k
Fifth Third Bank, N.A. is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee transactions and portfolio management. This role requires maintaining accountability for risk while ensuring a positive customer experience. The ideal candidate will...Senior$150k - $180k
Client Strategist, L&G - Asset Management, America Full-time Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Investment Management L&G sub Business Unit: LGIMA Primary Location: USA, Chicago...Permanent employmentFull timeTemporary workFixed term contractLocal areaWorldwideFlexible hours- Transform how investments get executed by bringing AI-driven automation... .... Partner side-by-side with senior investment professionals to build... ..., syndication, and asset management through automation, analytics... ...institutional and government clients under the J.P. Morgan and Chase...
$56.25k - $68.25k
Dormont Manufacturing Co is seeking a Client Support Specialist to collaborate closely with client management teams to enhance client satisfaction and resolve issues. This hybrid role requires working onsite twice a week in Chicago, along with occasional travel. Ideal candidates...- ...Publicis Groupe Holdings B.V in Chicago is seeking a Paid Search Sr. Associate to execute and manage search campaigns. The role bridges campaign execution with client objectives, ensuring that all aspects of search campaign management deliver on goals. The ideal candidate...Senior
$107.16k - $226.32k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...believe nothing is more important than investing in our culture because it is an investment... ...a firm. KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private...SeniorPrivate practiceLocal area$65k - $75k
...representing brands in sports, we provide our clients with a full-service marketing... ...industry. rEvolution is seeking a Senior Media Strategist to join our quickly growing sports... ...Lead day-to-day media buying, campaign management, pacing, QA, and optimization across...SeniorWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Strategist, Investment Management. Be the first to apply!
- workplace strategist Chicago, IL
- business strategist Chicago, IL
- strategy consultant Chicago, IL
- technology strategist Chicago, IL
- brand strategist Chicago, IL
- communications strategist Chicago, IL
- investment strategist Chicago, IL
- account strategist Chicago, IL
- strategist Chicago, IL
- digital strategist Chicago, IL


