Investment Director
Jobtailor
Responsibilities Support an established, high performing team of Investment Advisors Collaborate with Advisors on UHNW and Family Office clients Communicate clearly and collaborate effectively Lead new client acquisition and deepen existing relationships Partner with advisors and clients to drive growth Collaborate closely with other PNC leaders on shared priorities Ensure adherence to risk management practices Requirements 8+ years of industry experience University / college degree Higher level education such as a Masters degree, or PhD is desirable Specific certifications are often required Ability to manage complex accounts with large and complex account types Soft Skills Communication Collaboration Leadership Relationship management Client acquisition Growth strategy Risk management #J-18808-Ljbffr
- Jobtailor is seeking a skilled professional in Illinois to manage loan syndication origination and amendments, ensure underwriting accuracy, and contribute to internal reporting while mentoring junior staff. You will build trusted relationships with business owners and...Suggested
- ...activities Maintain financial reports and dashboards used by portfolio stakeholders Provide analytical support for scenario planning and investment reviews Assist Finance and portfolio managers in identifying reporting discrepancies and budget variances Requirements Bachelor's...Suggested
- Capital One is seeking a Manager, Risk Advisor to identify, manage, and mitigate risks effectively. You will work alongside various stakeholders to lead audit requests and support Risk Tech and Product organizations. With a minimum of 5 years of relevant experience and...Suggested
$201.81k - $382.6k
...on providing exceptional client service in the areas of risk and advisory?If yes, consider joining Baker Tilly (BT) as a Managing Director! Our Risk Advisory practice provides a full spectrum of services to help our public sector clients assess their risks, develop strategies...SuggestedWork experience placementLocal areaWorldwide- Risk Manager, Insurance & Contract Compliance Location: Montgomery, IL Working arrangement: Full-time, onsite Our client is one of North America’s largest family‑owned infrastructure contractors, delivering complex construction projects across the US and internationally...SuggestedFull timeContract workFor contractorsFor subcontractorWork at office
$100k - $150k
JLL is looking for a Risk Manager to join its global team. The position reports to the Director of Risk Management and offers a tremendous opportunity for career growth. Work style: Hybrid - work in the downtown Chicago office 2‑3 days a week. What This Job Involves...Full timeContract workTemporary workPart timeWork at officeLocal areaWorldwide2 days per week3 days per week- ...national Fund Administration firm, with offices in Boston. This role will provide administrative support for various Alternative Investment (Private Equity/Real Estate/Venture Capital) funds while working closely with team members across the organization. This is a multifaceted...
$172.5k - $222.5k
Overview Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure. Circle’s platform includes ...Local areaFlexible hours$60k - $70k
Title: Institutional Giving Manager Reports To: VP of Development Classification: Full-Time (Exempt) Salary Range: $60,000 - $70,000 La Casa Norte’s mission is to empower youth and families facing homelessness with the tools to achieve lasting independence and stability...Full timeContract workPart timeWork at officeMonday to FridayFlexible hoursAfternoon shift- ...Leading private equity firm specializing in investments in growth-stage businesses across diverse sectors such as healthcare, financial services, and business services. With a disciplined investment approach and a focus on value creation, we work alongside exceptional...Full timeWork experience placementWork at officeWork from home
- ...offices across four continents. The firm is an industry leader in Latin America with a growing presence in Europe and North America, investing across Private Equity, Infrastructure, Credit, Real Estate, Public Equities, and Global Private Markets Solutions ("GPMS"). GPMS...
- ...growth and advancement. Requirement :Bachelor Degree in Finance/Accounting/Economic s5+ years of progressive experience Alternative Investment Audit or fund administratio nIdeally good exposure to Private Equity fund sStrong team leadership and communication skill #J-1880...
- A leading private equity firm seeks a Mid-Senior level professional to oversee financial operations and reporting. Key responsibilities include managing a team, ensuring accurate financial transactions, and liaising with auditors. Candidates must have an undergraduate ...Full timeWork from home
- OVERVIEW The Community Foundation for the Land of Lincoln strengthens central Illinois by connecting people who care with causes that matter through trusted philanthropic services and community leadership. Since 2003, the Foundation has grown from one fund with approximately...Full timeWork at office
- A growing SaaS company is seeking an Enterprise Software Customer Trainer to conduct engaging training sessions for software products. This fully remote position requires strong communication skills and experience in software onboarding or customer training. You'll be ...Remote work
$1,000 per month
...ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning...Full timeContract workFor contractorsWork at office- ...level Entry level Employment type Full‑time Job function Finance, Business Development, and Sales Industries: Financial Services, Investment Management, and Insurance Referrals increase your chances of interviewing at Modern Woodmen of America by 2x. #J-18808-Ljbffr...Full timeLocal area
$45k - $100k
...from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...with clients to understand financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and...Work from homeVisa sponsorshipFlexible hours
- ...way and for the right reasons. Responsibilities Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and network for middle-market clients by identification of potential...Work at officeLocal area
$140k - $200k
...Career That Builds Futures Are you ready to elevate your career at one of the “ Best Places to Work in 2025”? Nationally recognized investment leader with local branch offices in Highland Park and Orland Park, IL , is offering an extraordinary opportunity to step into a...Work at officeLocal areaFlexible hours$61k - $119k
...you need to be successful in building a financial planning practice that focuses on: Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual’s proprietary planning software...For contractorsWork at office$50k
...administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to...Work at officeWork from homeHome officeFlexible hours$41.71k - $69k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients...Local areaImmediate startDay shift- Regions Bank is seeking a Relationship Banker I to deliver an exceptional customer experience at the teller window and on the phone, while helping customers achieve financial wellness. The role emphasizes accurate cash handling, product education, and building relationships...
$17 - $28.96 per hour
...programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.* Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri...Immediate startRemote work- Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic consumer...Work at office
$80k - $100k
...with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with...Work at officeWork from homeMonday to Friday- ...subpoenas and communicate with State’s Attorneys in all counties; Monitor all things corresponding to asset forfeiture cases; Assist CIEG Director in the creation of the Annual Report; Perform duties of the Illinois State Police Inventory Property Custodian; Collect time...Full timeWork at officeMonday to Friday
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