Private Client Relationship Leader — Hybrid
edgewoodpartnersinsurancecenter
EPIC Insurance Brokers & Consultants is seeking a Private Client Team Leader to provide exceptional service, guidance, and advocacy for Private Client customers while supporting the team in training, relationship management and problem solving. Responsibilities include mentoring Private Client staff, managing renewals, and expanding client relationships. Hybrid work options available across multiple locations as EPIC grows. #J-18808-Ljbffr edgewoodpartnersinsurancecenter
- ...tailored tax advice and compliance solutions for private clients. The ideal candidate will have over 5 years... ...tax professionals, manage complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is offered, with a focus on...Private client
- ...analyze Subpart F, GILTI, PFIC, and FTC, and collaborate with Private Client Services and Trust & Estate teams on international matters. The... ...NR reporting knowledge and a broad range of US international tax rules. Hybrid work options available. #J-18808-Ljbffr EisnerAmperPrivate clientFixed term contract
- ...Mission Investment Fund is seeking a Sales and Business Relationship Manager to foster trusted connections with ministry leaders, driving loan and investment growth aligned with our mission. This Chicago-based hybrid role emphasizes regional engagement, portfolio...Suggested
- EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in a hybrid role based at our Chicago, IL office. You will lead client relationships, provide expert guidance, and partner with a team of specialists to deliver superior service...Private clientWork at office
$225k - $275k
...DescriptionSummary The National Leader, High-Net-Worth... ...business production, client retention, account... ...production, retention, relationship management, productivity... ...producers and hybrid advisors. Build a sustainable... ..., financial services, private client, or related advisory...Private clientFull timeImmediate startFlexible hours- A leading aesthetics clinic platform is seeking a Regional Relationship Director to oversee multiple clinics. This hybrid role emphasizes people-first management, team integration, and operational excellence. Ideal candidates have over 8 years in leadership roles, preferably...
- ...complex estate planning and tax matters. This role offers a hybrid work schedule, allowing for flexible work environments. Strong... ...skills are essential for this position, which also requires a willingness to help build client relationships. #J-18808-Ljbffr Denovo ReviewFlexible hours
$150k - $190k
...approach to business and relationships. We know that... ...best way to help our clients and advance our business... ...'s relationships with privately owned businesses and their... ...Chicago location and is a hybrid role, with a minimum... .... Our long-tenured leaders are experts in their areas...Private clientFull timeWork at officeLocal area- ...Senior Market Lead to focus on building and growing relationships with middle market and large corporate clients. The ideal candidate will have over 10 years of... ...business development and client satisfaction, allowing a hybrid work model. We offer a competitive salary,...
$160k - $400k
...a Major Metro Growth Leader aligned to the Chicago... ...market work with existing clients and diversifying the... ...dynamics and relationships to secure strategic wins... ...and sizes with diverse private and public sector clients... ...empower employees with our hybrid working policy,...Private clientFull timeTemporary workLocal areaRemote work$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...Private client$95k - $125k
Location: Hybrid to Richfield, MN or Chicago, IL Come join... ...expertise helps support our clients' regional and global needs... ...team! JOB OVERVIEW The Private Client Team Leader is responsible for providing... ...Client team in training, relationship management and problem solving...Private clientHourly payPrivate practiceLocal area- ...experienced CFO / Tax Director to guide high-net-worth families and private businesses through proactive tax planning and strategic financial leadership. This role emphasizes advisory work, client relationships, and long-term planning rather than busy-season hours. You will...Remote job
- ...Procurement & Sourcing to lead and deliver procurement optimization engagements for private equity clients across the U.S. You will design and implement sourcing strategies, manage supplier relationships, and drive end-to-end procurement transformations. The role requires deep...Private client
- ...firm, partnering with clients to solve the world’s most... ...requires a dynamic leader who combines design excellence... .... This role is a hybrid position located in... ...global clients across the private, public, and federal... ...and long-term client relationships in alignment with...Private clientContract workFor contractorsWork at officeLocal areaWorldwideFlexible hours
- Sikich LLP in Naperville, Illinois is looking for a Principal to manage key client relationships and lead strategic business development initiatives. This role demands a strong background in professional services with a focus on engagement profitability and team management...Private clientFlexible hours
$95k - $125k
Private Client Insurance Relationship Manager 125 S Wacker Dr, Suite 3150, Chicago, IL 60606 Location: Hybrid to Richfield, MN or Chicago, IL Come join our team! There are many reasons why... ...JOB OVERVIEW: The Private Client Team Leader is responsible for providing...Private clientHourly payPrivate practiceLocal area- ...division of First Citizens Bank, is seeking a senior client relationship professional in Chicago. This hybrid role requires building and expanding high-value... ...ensure compliant delivery of customized financing, private banking, analytics, payments, and wealth advisory services...
- Aon Corporation in the Midwest seeks a Regional Leader for the Middle Market Practice to oversee risk management solutions... ...property, liability, cyber, and EPL, while deepening client and carrier relationships. This hybrid role requires strategic leadership, strong negotiation...
- ...least 8 years in health plan management consulting, strong client relationship skills, and the ability to lead teams effectively. This role... ...commitment to collaboration and problem-solving. ZS offers a hybrid working model and a comprehensive benefits package. #J-18808...
- ...developing strategic risk management solutions for large, global clients, designing and marketing insurance programs, and leading client relationships with senior market contacts. The position is hybrid, based in Chicago, with responsibilities including negotiating coverage...
- ...risk management solutions for large, global clients and overseeing insurance program design, marketing... ...successful candidate will bring peer market relationships and senior market connections to the table. The position is hybrid, based in our Chicago office, with...Work at office
- ...start to finish, ensuring quality results, and fostering strong client relationships. Ideal candidates will have over 6 years of experience in... ...projects. A Bachelor's degree is required. This position is hybrid, offering competitive compensation and a comprehensive...
$80k - $180k
...is looking for a Procurement Category Manager in Chicago. This hybrid role involves strategic sourcing for hardware categories,... ...successful candidate will lead sourcing initiatives, manage supplier relationships, and collaborate with cross-functional teams to optimize...$104k - $130k
...located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working... ...DR tests. Oversee and monitor the business-line’s third-party relationships, including both performance and risk management. Assist the business...Hourly payWork at officeImmediate startVisa sponsorshipWork visaFlexible hours- ...vision and multi-year roadmaps for enterprise clients. The role requires 10+ years of experience in... ...strategy, with a successful track record in client relationship growth and mentoring strategists. This position offers a hybrid work model and numerous benefits. Join to...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment... ...Series 66 license, and possess a strong commitment to client relationships. This role emphasizes relationship management, not just...Private client
- JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial...Private client
- A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal...Private client
$125k - $160k
...Hybrid, Work-life balance (50-55 hour weeks busy season), Unlimited PTO, Generous Bonus,... ...business advisory - each designed to meet clients' current needs and help achieve financial... ...Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine....Private clientLocal area
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