Senior Trust & Estate Relationship Lead
$74k - $138kBmo
BMO is seeking a Trust & Estate professional in Chicago to deliver high-quality sales and service to clients, ensuring exceptional experiences. This role involves managing accounts, providing technical expertise, and collaborating within a team to develop business strategies. The ideal candidate has 5-7 years in trust administration, a Bachelor's degree in Finance, and strong analytical skills. This position offers a salary range of $74,000 to $138,000 with comprehensive benefits including health insurance, tuition reimbursement, and retirement plans. #J-18808-Ljbffr
$150k
...Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b job at The Symicor Group. Chicago... ...strong technical knowledge of trust and estate law, gift, irrevocable life insurance... ...interests and objectives. Maintain sound client relationships by managing administrative and fiduciary...SeniorLocal area- ...A leading financial services firm is seeking an Active Trader Relationship Manager to enhance client relationships and provide exceptional service. This role requires at least 1 year of client service experience and relevant licenses. Responsibilities include supporting...Senior
- Wilmington Trust is seeking a qualified candidate for managing client relationships in Chicago. The role involves daily administration of complex Global Capital Markets accounts and ensuring compliance with regulatory standards. The successful candidate should have a bachelor...Senior
- Citi is looking for a Mid-Corp Food, Beverage and Agribusiness Relationship Manager based in Chicago, Illinois. This strategic role focuses on developing client relationships and offering innovative solutions tailored to their needs. The ideal candidate has over 10 years...Senior
$80k - $120k
...National Tax Position Title: Tax Senior Associate Job Description As CohnReznick... ...with deep industry knowledge and relationships, solutions to address clients’ unique business... ...a Tax Senior Associate to join our Trust & Estate Tax team within our National Tax...SeniorWork at officeLocal areaRemote workFlexible hours- ...plans to monitor and mitigate their risk exposure. A Senior Risk Consulting Engagement Lead is a recognized subject matter expert, making an impact... ...guidance to clients Drive the expansion of client relationships for large projects and harness opportunities to gain new...Senior
- ...Critical Supplier Relationship & Program Management Lead Sr Associate Own the governance and performance of the firm's most critical supplier relationships... ...organization, and stakeholder management skills across senior and matrixed teams. Preferred Qualifications,...SeniorContract work
$74k - $138k
A leading financial institution in Illinois seeks an experienced relationship manager to provide advisory-based sales and client solutions. You will develop business strategies, manage client relationships, and collaborate with experts to enhance service delivery. Ideal...Senior$170k - $260k
...Description Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust Location: Remote (U.S.-based)... ...to a range of clients Lead and mentor a team of tax professionals... ...Foster strong client relationships and contribute to firm-wide strategy...SeniorSummer workImmediate startRemote workFlexible hours- ...plans to monitor and mitigate their risk exposure. A Senior Risk Consulting Engagement Lead is a recognized subject matter expert, making an impact... ...guidance to clients Drive the expansion of client relationships for large projects and harness opportunities to gain new...SeniorMinimum wage
$200k - $250k
...Senior Portfolio Manager – Front Barnett Team Mesirow is an independent... ...advice related to tax, estate, and business planning. To... ...management, client relationship leadership, and collaboration... ...ability to build and maintain trusted client relationships Preferred...Senior$140k - $190k
BDO is seeking a Tax Senior Manager for its Private Client Services in Chicago, IL. This role involves managing tax compliance and consulting for high net-worth individuals, providing executive presence in client interactions, and supervising associates. The ideal candidate...Senior$164.6k - $288k
...Senior Relationship/Trust Advisor, WM page is loaded## Senior Relationship/Trust Advisor, WMlocations... ...world’s most sophisticated clients using leading technology and exceptional service.**... ...laws, including trust and tax law, estate planning techniques, financial planning...SeniorWork experience placementFlexible hours$175k - $279k
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager in Technology banking within Specialized Industries as part... ...them meet their current and future needs Develop trusted relationships at the operational, c-suite, and board of...SeniorOngoing contractFull timeWork experience placementImmediate start$80k - $120k
A leading professional services firm is seeking a Tax Senior Associate focused on Trust & Estate tax work. This role involves reviewing tax returns, providing consulting for high-net-worth clients, and managing engagements. Ideal candidates will have a Bachelor's degree...SeniorRemote workFlexible hours$74k - $138k
The Hispanic Alliance for Career Enhancement in Chicago seeks an experienced professional to manage Trust & Estate accounts while providing exceptional client service. The role involves technical expertise in compliance and collaboration within teams. Candidates should...- ...Adams, Inc. is seeking a Senior Trust Officer in the suburb of Chicago, IL. This role serves as the primary advisor to high-net-worth individuals... ...comprehensive wealth planning across investments, trust and estate planning, retirement, tax, insurance, and cash flow strategies...Senior
$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location: New York, Chicago, Dallas, Hartford, Hoboken, Iselin, Jericho, Los... ...You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing...SeniorContract workSummer holidayFlexible hours- EY seeks a Senior in FTEAS to prepare complex fiduciary and court accountings and manage client relationships as part of their Financial Services Organization. This role involves conducting detailed analyses, ensuring compliance, and supporting business development. Successful...Senior
$90k - $121.3k
...Old National Bank is seeking a Senior Compliance Advisory Services Officer to oversee compliance matters for the Wealth Division. This role requires at least 10 years of regulatory compliance experience and strong knowledge of applicable banking regulations. The officer...Senior$75.2k - $124.1k
...Management, Insurance, and Real Estate, Hospitality and Construction... ...financial institutions are trusted and flourish, and the global... ...throughout the United States. The Senior plays an integral role in the... ...accountings; managing client relationships; maximizing operating...SeniorSummer holidayFlexible hours$164.6k - $288k
Northern Trust is a Fortune 500 company that has been in continuous... ...operation since 1889. Senior Relationship/Trust Advisor, Wealth Management... ...trust and tax law, estate planning techniques, financial... ...Primarily responsible for leading client conversations for life...SeniorWork experience placementVisa sponsorshipWork visa$175k - $279k
...About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B supporting... ..., and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across...SeniorWork experience placement$130k - $160k
A leading law firm in Chicago is seeking a Fiduciary Accountant responsible for trust and estate accounting tasks, including tax return preparation and client interaction. This role, which allows hybrid working, requires a bachelor's degree and significant experience....Senior$175k - $200k
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$74k - $138k
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional... ...the regional team as part of the client/relationship management solution. Identifies and makes... ...plans of varying scope and type; leads or participates in a variety of change‑...SeniorPart timeLocal area- JPMorgan Chase & Co. is looking for a Wealth Management Solutions Estate Officer in Chicago. In this role, you will manage the... ...advisors. You should have a minimum of 7 years of experience in the Trust and Estates sector, preferably with a corporate fiduciary or law...
$180k - $250k
...We are seeking a Senior Sourcing Lead - Hardware to join our Global Procurement team. This role... ...value from our OEM and supplier relationships, managing global supply chain dynamics... ...improvement. Represent Procurement as a trusted advisor to infrastructure engineering...Senior$180k - $250k
...We are seeking a Senior Sourcing Lead - Cloud & AI Inference to join our Global Procurement... ...Establish and strengthen key vendor relationships with hyperscalers and emerging AI infrastructure... .... Represent Procurement as a trusted advisor to technology and business...Senior- ...I’m currently partnering with a highly sophisticated private client law firm that’s looking to add a Senior Trusts & Estates Attorney to its Chicago office. This is a strong opportunity for an experienced estate planning attorney seeking more sophisticated UHNW work...SeniorWork at office
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