Senior Investment Consultant - Client-Facing Portfolio Lead
Mercer
Mercer, a Marsh & McLennan company, seeks a Senior Investment Consultant to advise institutional clients and optimize fiduciary outcomes. You will lead capital market analyses, construct portfolios for large clients, and present updates to executive committees. The role is hybrid and based in Chicago, St. Louis, or Minneapolis, requiring in-office presence at least three days per week and strong client-facing communication skills. #J-18808-Ljbffr Mercer
- ...Media LLC in Chicago is seeking a Senior Analyst to own the reporting layer for client accounts, building dashboards and... ...insights. You’ll work with analytics leads, strategists, and platform... ...Hybrid role in Chicago with client-facing responsibilities; 2-3 years in analytics...Senior
- Northern Trust is seeking a Sr. Investment Associate to handle all administrative aspects of client portfolios, including file setup, reporting, and certificate processing. You will support Investment Advisors, prepare material for reviews, and ensure accuracy with proprietary...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- WESTWARD360, Inc. is seeking a Portfolio Manager to join their growing Property Management team in Chicago, IL. The ideal candidate will... ...Managers to ensure operational excellence. This role includes client management, property operations, and financial oversight with opportunities...SuggestedFlexible hours
$90k - $130k
...Financial Group is seeking a highly skilled AVP of Trading and Portfolio Management to implement and manage various ETF portfolios in Chicago... ...daily portfolio functions, and collaborating closely with clients. Candidates should have a bachelor’s degree and at least 5 years...Senior$100k - $120k
TransPerfect is actively seeking a Client Engagement Consultant in Chicago, Illinois, to enhance client... ...throughout the customer lifecycle. This senior role involves onboarding, workflow... ...candidates should have over 5 years in client-facing technology roles in a fast-paced SaaS...Senior- Rakuten Americas in Chicago is hiring a Senior Consultant in Advanced Analytics to lead complex analytics projects, mentor teams, and engage with clients. The role involves providing insights based on analytical techniques to drive client strategies. The ideal candidate...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$105.4k - $124k
Credit Portfolio Manager, Professional Services and Contractors - Institutional Client Group Location: Chicago, IL (Pay Range: $105,400.00 - $124,000.00) Join U.S. Bank and make a difference. We are an Equal Opportunity Employer and welcome applicants from all backgrounds...Temporary workFor contractorsWork experience placement- ...Agency in Chicago, IL is seeking an experienced Tax Manager to lead a broad portfolio of tax engagements for diverse entity types including S... ...review, stay current on tax changes, and provide strategic client guidance while driving efficiency and firm growth. #J-18808...Senior
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies... ...working closely with clients and client-facing teams to ensure their objectives are met....Senior$73.5k - $139.7k
RSM US LLP is seeking a Senior Associate to join their Finance as a Service (FaaS) practice... .... The position involves engaging with clients, managing accounting activities such as... ...have experience in public accounting or consultancy. This role offers a competitive...SeniorFlexible hours- Brown Brothers Harriman (BBH) is seeking a Client Portfolio Manager in Chicago to represent BBH’s investment strategies to clients and prospects. You will interact with clients, perform ad hoc investment analyses, and oversee asset allocation and portfolio construction...Senior
- ...in Chicago seeks an experienced Wealth Advisor to deliver advisory-based sales and holistic financial planning to a portfolio of clients. You will lead client reviews, craft integrated solutions, and coordinate experts to meet client needs while pursuing regional growth...Senior
- ...seeks a Private Wealth Advisor/Director to serve high-net-worth clients, acting as the quarterback of the relationship and... ...will develop wealth plans and ensure tailored strategies across investments, banking, and trust. The ideal candidate brings 7+ years in wealth...Senior
$75k - $95k
A leading wealth management firm in Chicago is seeking a Consulting Analyst to enhance client experiences through investment analysis and portfolio management. The ideal candidate will possess a Bachelor’s degree preferably in Finance or Economics along with 2-5 years of...$104.31k
Company Overview: All Allied Universal®, North America’s leading security and facility services company, offers rewarding careers... ...customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The...Contract workWork at officeLocal areaRemote work$140k - $190k
...personal goals is the best way to help our clients and advance our business. We take... ...career. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized... ...and other tax information. Take the lead on monitoring legacy managers or...Work at officeLocal area- Burling Bank in Chicago’s Loop seeks a Senior Credit Analyst to underwrite commercial loans, manage portfolio quality, and support the lending function. The role includes... ...on structuring and pricing opportunities, advancing toward client and #J-18808-Ljbffr Burling BankSenior
- AAM - Insurance Investment Management in Chicago is seeking an Assistant Portfolio Manager (APM) to support the investment process for multiple insurance clients. You will be involved in public investment-grade fixed income and gain experience across asset classes. The...
- ...solutions for enterprise and public sector clients. You will act as the lead SME, guiding design, deployment, and service... ...Ideal candidates bring 10+ years in client-facing roles, 3+ years as an Architect, strong consulting experience, and current certifications in Microsoft...
$75k - $85k
Spencer Stuart in Chicago is hiring an Engagement Portfolio Administrator to support the Talent Acquisition team. This role involves managing the recruitment process across various practices, ensuring an exceptional experience for candidates and stakeholders. The ideal...Senior$96k - $144k
A global marketing solutions provider in Chicago is seeking a Senior Advisor, Client Engagement. This role entails being a primary liaison between clients and teams, leading cross-functional efforts for successful outcomes. The ideal candidate will possess over 5 years...SeniorFlexible hours- Scorpion Enterprises, LLC is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross‑functional leaders. You will elevate how Scorpion measures, understands, and improves the client journey, connecting data, feedback, and operational...Senior
$128k - $192k
Epsilon is seeking a Senior Principal of MarTech for their Client Engagement team in Chicago, Illinois. This role involves driving data and technology solutions for enterprise clients, particularly in the dining sector. The candidate must have robust experience with identity...Senior- CFA Institute is seeking a Senior Institutional Client Relationship Manager to expand relationships with institutional investors across the Central... .... The role requires strong experience in institutional investment distribution and proven success in originating and...Senior
- Dexian DISYS is seeking a Senior Program Manager (IT) in Chicago to support large, complex technology portfolios. This role requires strong PMO governance and portfolio oversight experience. The ideal candidate will have a proven track record of managing multiple concurrent...Senior
- LinkedIn is looking for a Sr. Client Solutions Manager to enhance client relationships within our growth mid-market segment. This hybrid position, based in either San Francisco, Chicago, or New York City, involves leveraging media knowledge and analytical skills to maximize...Senior
- A leading consulting firm in Chicago seeks a Project Manager for financial benchmarking programs. The role requires 5+ years in financial services... ...skills, and team leadership experience. You will manage client relationships and project deliverables while developing new business...Senior
- Dormont Manufacturing Co is looking for a Senior Client Account Manager for the Pharma vertical within Large Customer Sales. The role involves collaborating with Client Partners and managing relationships with existing advertising partners to drive revenue growth. The ideal...SeniorFlexible hours
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