Senior Investment Consultant - Client-Focused, AI-Driven Wealth
Mercer
Mercer, a Marsh business, is seeking a Senior Investment Consultant to advise institutional clients on investment objectives, asset allocation, and manager selection. You will present market updates to committees, develop portfolio recommendations for large client bases, and manage project plans with a focus on fiduciary effectiveness. You will lead teams, expand relationships, and deliver client-focused presentations. #J-18808-Ljbffr Mercer
- ...strategy and planning for a key client, owning deliverables end to... ...client relationships, guide data-driven storytelling, and craft full-... ...plans across channels with AI-enabled workflows. The role emphasizes... ...across Activation, Investment, and Data & Measurement teams,...Senior
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored... ...solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
- Bank of America is seeking a senior fiduciary and investment management professional to manage... ...families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth...Senior
- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to... ...delivering sophisticated investment solutions to High... ...High Net Worth clients. This leader will partner... ...performance culture focused on collaboration,... ...mitigating and compliance-driven culture which firmly...SeniorFull timeWork experience placementWork at office
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...and increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$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- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...Senior
- Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies. You will act as trusted advisor, assess client circumstances, coordinate with...Senior
$102k - $208k
A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorFull timeFlexible hours- ...Financial Partners is seeking a Wealth Advisor to join our Chicago-... ...team and support a Senior Wealth Advisor in delivering... ...strategies for high-net-worth clients. You’ll conduct research and... ...personalized financial plans and investment portfolios, manage client relationships...Senior
- Crowe is seeking an AI-enabled technology advisor to enhance consulting delivery by applying generative... ...will design repeatable AI-driven workflows for research, analysis, and client-ready deliverables, while... ...hands-on, practical, and focused on applying existing AI technologies...Senior
- ...Job Description Senior Wealth Manager Presented... ...on behalf of our client About the Firm... ...‑only Registered Investment Advisor (RIA)... ...lead advisor or consultant for high‑net‑worth... ...Positive, client‑focused attitude Self‑... ...collaborative, values‑driven culture. The firm...SeniorRemote work
- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...Senior
- Capgemini Invent (frog) seeks a Senior Manager in Marketing Strategy & Transformation to help clients design and implement data-driven, AI-enabled marketing organizations focused on growth. You will lead marketing transformation programs, partner across strategy, data...Senior
- BBR Partners is seeking a senior professional to join our Chicago office. You will help manage client relationships, shape investment and wealth management plans, and identify prospective clients... ...of an enterprising business development focus. #J-18808-Ljbffr BBR PartnersSeniorWork at office
- ...forward‑deployed engineering firm that embeds with wealth management clients to deploy AI in production. As a Senior / Staff Software Engineer you’ll partner directly... ...emphasis on reliability, observability, and pragmatic, outcomes‑driven delivery. #J-18808-Ljbffr ImpruveSenior
- TXI Inc. is seeking a Senior Software Engineer to build modern, AI-enabled software solving meaningful... .... You will partner with clients to shape product strategy... ...a collaborative, craft-driven team. You will expertly... ...environments, with a focus on durable, maintainable...SeniorRemote job
$100k - $230k
Job Description Asset & Wealth Management A career with Goldman... ...Management is an opportunity to help clients across the globe realize... ...to participate in exciting investment opportunities while... ...a dedicated partnership and focus on long-term performance. As...Full timeTemporary workPart timeWork experience placement$100k - $110k
...8, Hightower is a wealth management firm that provides investment, financial and retirement... ...as well as 401(k) consulting and cash... ...businesses and help their clients achieve their... ...Your Future Team The Senior Investment... ...fast‑paced, field‑driven environment.Series...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday$125k - $175k
...Description:AssetMark Wealth Services develops... ...innovative, outcome-oriented investment strategies and... ...outcomes for their clients.We are expanding our... ...ETF solutions. As Senior Investment Consultant - Private Markets, you... ...a relentless focus on what matters to clients...SeniorFull timeWork at officeRemote workFlexible hours- ...Northern Trust Corp in Chicago is seeking a Senior Banking Advisor in Wealth Management to build new client relationships, manage complex banking and lending relationships, and advise on Goals Driven Wealth Management. You will structure and negotiate loans, analyze terms...Senior
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry... ...Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance... ...and regulatory consulting- Building and maintaining...SeniorFull timeH1b- A prestigious national wealth management firm in Chicago is seeking... ...to serve high-net-worth clients. This role offers an exceptional... ...exceptional opportunity for an advisor focused on business development.... .... #J-18808-Ljbffr Talent Focus Executive Search and Consulting
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You... ...deep market understanding, and a strong focus on serving bilingual English/Spanish...
$177.65k - $261.25k
...trading, clearing and investment solutions to... ...seeking a Director and senior producer to lead... ...(FA), and broader Wealth Management channel... ...This is a senior, client-facing sales role... ...insights, and data-driven content that... ...with a derivatives-focused mandate. Familiarity...Full timeWork at officeImmediate start$225k - $270k
...Hines Private Wealth Solutions is searching... ...a passion for client service. This... ...will report to senior leadership and... ...to:Establish consultative relationships and... ...the firm’s investment philosophy and... ...RIA Aggregators focused on private assets... ...investment manager, driven by our by our...SeniorWork at officeLocal area- ...management. The role emphasizes rigorous financial review, adherence to methodologies, and partnership with senior colleagues to advance scalable AI-enabled workflows while maintaining client-focused #J-18808-Ljbffr National Association For Latino Community Asset Builders
$124k - $280k
...practice, within Finance Consulting services, will provide... .... We support our clients by addressing the challenges... ...will drive initiatives focused on FP&A process redesign... ..., analytics, and AI-enabled technologies.As... ...enable more strategic, data-driven finance organizations.ResponsibilitiesLead...SeniorFull timeH1b$154k - $219k
...working with extraordinary clients spanning every industry... ...and collaboration. Our focus is on your development... ...in your potential and invest in it to build a legacy... ...success! The Role Senior Managers in our Private... ...about legislative changes, wealth transfer techniques,...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- The Boston Consulting Group GmbH is looking for a Senior Analyst - BCG Vantage in Chicago, IL. This role focuses on delivering value to clients through specific expertise in insurance. Responsibilities include leveraging BCG assets, contributing to proposals, and supporting...
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