Client Portfolio Strategist - Investor Solutions & Growth
$130k - $160kWTW
A global advisory firm located in Chicago seeks a Client Portfolio Specialist to enhance the investor experience for their Specialist Portfolio Solutions clients. You'll lead client relationships and collaborate with the consulting team to manage client needs effectively. The ideal candidate should have at least five years of investment experience, strong communication skills, and a relevant undergraduate degree. The role offers a competitive salary range of $130,000 to $160,000 along with a short-term incentive bonus. #J-18808-Ljbffr WTW
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio Strategist - Investor Solutions & Growth in Chicago, IL vacancy
- ...Illinois. In this role, you will have the freedom to offer solutions from a comprehensive portfolio of financial products while leveraging a strong network... ...of professionals. Responsibilities include prospecting clients, maintaining relationships, and providing tailored...Suggested
$88k - $125k
...Account Strategist, Small Business Sales, Google Customer Solutions Businesses of all shapes and sizes rely... ...trusted relationships with key client decision-makers, engage... ...goals that maximize portfolio value and contribute to quarterly growth goals. Build Google Ads...Suggested$81k - $119k
Account Strategist, Mid-Market Sales, Google Customer Solutions Google, Chicago, IL, USA Minimum qualifications... ..., agencies, or clients. Experience launching... ...and prioritize a portfolio in an advertising or media... ...achieve goals to drive growth. About the job Businesses...SuggestedFull time- Koitecc Solutions is seeking a Client Service Analyst in Chicago to deliver innovative solutions and enhance client relationships. The role involves collaboration with product, technology, and operations teams to ensure seamless project delivery. Successful candidates will...SuggestedFull timeMonday to Friday
$88k - $125k
Account Strategist, Small Business Sales, Google Customer Solutions Chicago, IL, USA Bachelor's degree or... ...advertisers, agencies, or clients. Experience... ...manage and prioritize a portfolio in an advertising or media... ...achieve goals to drive growth. Ability to build compelling...Suggested$85k - $115k
...experience to prepare and review diverse tax returns for privately held clients. In this role, you will engage directly with clients, offering... .... Your success will be valued, promoting both professional growth and client satisfaction. The position offers a competitive...- ...data into actionable insights for our Consumer Packaged Goods clients. This role requires at least 3 years of analytics experience and... ...management skills. Join us to drive client success through innovative solutions and strategic insights while enjoying a flexible working...Flexible hours
- Unum is seeking a Client Manager Associate in Chicago, Illinois. This role focuses on customer management, education, and retention for... ...accounts, requiring proactive relationship building and execution of growth strategies with internal teams. The ideal candidate holds a...
$28.85 - $33.65 per hour
Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Chicago, Illinois. The successful candidate will provide... ...financial services and advice to banking customers and clients, while obtaining necessary industry licenses such as SIE, Series...Hourly payFull time$28.85 - $33.65 per hour
Dormont Manufacturing Co is hiring a Financial Solutions Advisor Stage I in Chicago, IL. This role involves obtaining securities licenses... ...personalized financial advice. The position requires managing client relationships and providing comprehensive financial solutions....Hourly pay- ...The Portfolio Strategist is a critical and highly visible role within the firm's investment team,... ...Officer. This individual will enhance the client experience — from conducting thorough... ...believe that personal and professional growth starts with a beginner's mind and an openness...Permanent employmentTemporary workWork at officeFlexible hours
Permanent Capital Partners
Chicago, IL2 days ago $88k - $125k
...Account Strategist, Mid-Market Sales, Google Customer Solutions Businesses of all shapes and sizes rely on Google's unparalleled... ...and manage relationships with clients virtually or in person by meeting... .... Drive quarterly business growth through the presentation of...- Covetrus, Inc. is seeking a Clinic Growth Advisor to empower veterinary practices in Chicago... ...for driving adoption of technology solutions, enhancing customer satisfaction, and ensuring... .... It requires 75% travel to engage with clients. The ideal candidate has over 8 years of...Remote job
- ...media marketing agency is seeking a Brand Strategist to help drive the success of clients' brands on Amazon. This role involves... ...communication skills. Join us and contribute to innovative solutions that directly impact clients' business growth. #J-18808-Ljbffr AMZ Advisers
$70k - $75k
Client Onboarding & Deployment Strategist Reports to: Director of Client Success / VP of Operations Location: Flexible... ...of our self‑guided touring solutions across multifamily communities. This... ...performance‑based discretionary bonus Growth opportunities in a high‑growth...Full timeFlexible hours$150k - $180k
Client Strategist, L&G - Asset Management, America Full-time Permanent... ...Management business is a major investor across public and private... ...excellence within client portfolios, 2) being client-led with a... ...expanding relationships with a solutions focus. Client Strategists...Permanent employmentFull timeTemporary workFixed term contractLocal areaWorldwideFlexible hours$90k - $120k
...SCM technologies are either rigid, limited-scope point solutions or custom solutions built in-house, which demand immense... ...next. Come build with us! About the Role We’re hiring Growth Strategists: high-agency, client-facing professionals who will be the tip of the spear...Remote work$70k - $106k
Day to Day The Global Client Strategist (GCS) role under the Global Enterprise Solutions (GES) organization is a quota-holding sales role responsible for accelerating the growth of Indeed’s highest-opportunity enterprise clients by providing integrated, strategic support...- ...company that manages a diverse portfolio of modern pet health brands... ...financial product and builds solutions to simplify the pet parenting... ...Summary The Lead Data Solutions Strategist connects business priorities... ..., and supporting career growth. Ensure consistency and quality...Temporary workWork at officeFlexible hours
$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment... .... The advisor contributes to business growth and executes tailored investment...$47.52k
...firm based in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role requires at least 2 years in a Financial... ...and emphasizes relationship management over portfolio management. The ideal candidate will possess...$73k
PNC seeks a Financial Solutions Advisor in Niles, IL, who will consult on investment strategies while managing client relationships. The role emphasizes an inclusive culture and... ...provides avenues for personal and professional growth. This position involves developing...- Lightbank | Growth Equity Investor Job Brief Lightbank, a Chicago-based venture firm with a track record of backing category-defining companies... ...Lightbank partnership across sourcing, diligence, and portfolio engagement. Responsibilities Investment Diligence & Analysis...
- ...leading Amazon consulting agency is looking for an Amazon Brand Growth Manager. This fully remote position involves researching and launching... ...years in Amazon FBA, strong project management skills, and a client-focused mindset. You will work closely with clients to...Remote work
Scale Jet
Chicago, IL3 days ago $90k - $110k
Title Investor Solutions Analyst (Full-Time) Location Chicago, IL (Hybrid work model: 3 days in-office minimum) Overview The Investor Solutions... ...tools, cash forecasting models, deal closing models, portfolio construction tools). Recommend and implement process changes...Full timeWork at office$125k - $155k
...Account Strategist At Jacobs, we're challenging today... ...for select clients and opportunities in the... ...expanding cross-market solutions, leveraging the full capabilities... ...your assigned client portfolio. While the CAM or CSL... ...and market share growth. As strategic opportunities...Full timeRemote workJacobs Solutions
Chicago, IL18 hours ago$45k
...robust suite of marketing solutions to the automotive... ...leads. We provide our clients with the best service... ...offer an environment of growth from within, constant... ...looking to fill an Account Strategist position at L2T!... ...point of contact’ for a portfolio of automotive dealerships...Full timeTemporary workSummer workWork at officeL2TMedia
Evanston, IL4 days ago$55k - $60k
..., IL location. This role involves engaging with clients to understand their financial priorities, providing solutions, and marketing banking services. Candidates must... ...work hours, and opportunities for professional growth through a supportive and inclusive environment....Flexible hours$80k - $120k
...Core’s student housing portfolio includes over 74,440... ...its pipeline in high-growth metros nationwide. For... ...The Analyst/Associate, Investor Due Diligence will assist... ...readiness. Client Relationship Management... ...messaging Proactive and solutions-oriented; able manage...Hourly payOdd jobFlexible hours- Bank of America is seeking a dedicated individual to join their team in La Grange, Illinois. The role involves building client relationships, managing operational duties, and ensuring top-notch service delivery. The ideal candidate will have a strong work ethic, financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Portfolio Strategist - Investor Solutions & Growth. Be the first to apply!
Related searches
- business strategist Chicago, IL
- technology strategist Chicago, IL
- strategist Chicago, IL
- communications strategist Chicago, IL
- investment strategist Chicago, IL
- strategy consultant Chicago, IL
- workplace strategist Chicago, IL
- senior strategy consultant Chicago, IL
- design strategist Chicago, IL
- senior brand strategist Chicago, IL