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
- ...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
- 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
- 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
- ...PowerToFly is seeking a Director, Inflation Reduction Act Strategy & Planning to provide strategic direction and leadership for managing IRA-related risks in the pharmaceutical industry. This role requires 12+ years of experience, a Bachelor's degree in business, and...Suggested
$105.2k - $147.95k
...Horace Mann is seeking a collaborative Property & Casualty (P&C) Business Area Compliance Director who is an analytical thinker, and enthusiastic about maintaining high ethical and regulatory standards while supporting business growth and operational excellence. The ideal...SuggestedRemote work$142k
...Company : Highmark Inc. Job Description : JOB SUMMARY The Director of Strategy for Risk Adjustment (Risk Adjustment Accuracy Management (RAAM)) plays a pivotal role in driving the strategic planning, operational efficiency, and programmatic execution within the RAAM department...For contractorsWork at officeLocal areaRemote work- 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...
$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$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...
$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$149.8k - $171k
A leading financial services company is seeking a Business Analysis Manager for their Capital One Shopping team. This remote-eligible role involves driving business growth through strategic initiatives, leading cross-functional projects, and managing analysts. The ideal...Remote job- ...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
- ...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
$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$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$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$101.23k - $172.36k
...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation...Remote work- J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses ...
$58.44k - $93.5k
Magellan Health in Springfield, IL seeks a Personal Financial Counselor to provide financial counseling services to military service members and their families. Responsibilities include one‑on‑one counseling, consultation services, and managing financial workshops. The...$61k - $119k
...in 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...Work at office$65k - $75k
Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on...Contract workWork at officeFlexible hours- ...A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based...Work at officeLocal area
- ...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
$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- Memorial Health is seeking a patient accounts collector in Illinois to manage self-pay and liability balances for ALMH and TMH, determine eligibility for financial assistance, and uphold our performance standards of safety, courtesy, quality, and efficiency. Responsibilities...
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