Senior Trust & Estate Advisor
BMO U.S.
BMO Financial Group is seeking a seasoned Trust & Estate professional to manage fiduciary accounts and lead strategic client engagements in the U.S. This role focuses on delivering superior client experiences, risk-aware proposals, and collaboration with regional teams. The ideal candidate has extensive trust administration expertise, strong analytical skills, and proven ability to grow relationships while ensuring compliance with fiduciary laws and policies. #J-18808-Ljbffr BMO U.S.
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A mid-sized law firm in Chicago is looking for a seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge...SeniorFlexible hours$365k - $420k
...Private Client Services Group in Chicago. Candidates should have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic credentials and excellent communication skills are required, with an LL.M. in tax...Senior- Bank of Montreal in Chicago seeks a Wealth Trust & Estate professional to provide high quality sales and service to Trust & Estate clients, delivering exceptional client experiences, and offering technical expertise for fiduciary account management and administration....Senior
$150k - $250k
Strategic Employment helps a large accounting firm recruit for a Senior Tax Manager/Principal focusing on high-net-worth individuals.... ...for complex federal and multi-state filings, including trusts and estates. The position is remote with full-time direct hire and a salary...SeniorRemote jobFull time- BCG Attorney Search in Chicago seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The successful candidate will work with two partners on significant multi-line and multi-generational client matters, providing sophisticated...SeniorPrivate practice
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A well established and growing public accounting firm with a team that cares about their people is hiring a Senior Tax Accountant with Estate and Trust expertise to join their tax practice. Chicago, IL | In-Person | $100,000 - $110,000 /yr | Full-Time What You’ll Do: Consult...SeniorFull timeLocal area- Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Chicago, IL. The successful candidate will work with two partners on significant multi-line and multi-generational client matters, providing...SeniorPrivate practiceFlexible hoursShift work
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GT Restructuring is seeking a Real Estate Lending Associate for our Chicago office. This full-time position offers a salary range of $235,000 - $320,000 per year, based on experience. You will work with various clients across industries, ensuring a dynamic environment...SeniorFull timeWork at office- Cross Street Group in Chicago is seeking a Portfolio Leasing Manager to lead leasing operations for multiple residential portfolios on behalf of third-party owners. You will mentor leasing staff, monitor metrics across markets, and coordinate renewals, pricing, and marketing...SeniorLocal area
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- BCG Attorney Search in Chicago seeks a Mid-Senior Real Estate Associate to join its Real Estate Practice Group. The ideal candidate will bring substantial experience in commercial real estate and financing transactions across mixed-use, office, multi-family, retail assets...SeniorWork at office
- StepStone Group in Chicago, IL, is seeking an Associate / Senior Associate for its Real Estate Investment Team to identify and evaluate opportunities across residential, commercial, industrial, and mixed-use assets. You will lead underwriting, perform financial modeling...Senior
- ...LLC is hiring an Associate for their Chicago corporate headquarters, focusing on financial modeling and portfolio management. This senior role supports the investments team, requiring strong analytical and communication skills, along with 2-5 years of relevant experience...Senior
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...constituencies and other stakeholders. FTI Consulting’s Real Estate Solutions has a singular focus on the real estate and finance industry... ..., opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You’ll DoReview and assist with the...SeniorFull timeInterim roleWork at officeFlexible hours$300k
...Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm... ...mystery out of investing, insurance, estate conservation, and preserving wealth.... ...with the ability to build rapport and trust with clients. Job Duties and Responsibilities...SeniorFull timeWork at officeLocal area$350k
Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide....SeniorPrivate practiceWork at officeFlexible hoursShift work$202k - $303k
The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic regulatory advisor and subject matter... ...intelligence materials for diverse stakeholder audiencesServes as a trusted advisor to the Vice President and Chief Regulatory Operations...SeniorFull timeContract workTemporary workFor contractorsFor subcontractorWork at officeLocal areaImmediate start$102k - $190k
...Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides... ...to the client/relationship team.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth...SeniorFull timeContract workPart timeLocal areaShift work- Alter Domus is seeking a Senior Fund Accountant / Assistant Fund Manager for our Real Estate Fund Administration team in Chicago. The role involves supervising a team, leading projects, and ensuring accurate financial reporting across real estate portfolios. The ideal candidate...Senior
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