Senior Estate Administrator, Wealth Management
Northern Trust Corp
Northern Trust Corp in Chicago is seeking a Senior Estate Administrator to administer complex probate estates and taxable trusts. The successful candidate will have at least 8 years of experience and knowledge in estate planning, tax laws, and fiduciary management. This full-time position offers a competitive salary range and a comprehensive benefits package, promoting a collaborative work culture. #J-18808-Ljbffr Northern Trust Corp
$114.5k - $194.7k
Northern Trust Corp in Chicago is seeking a Portfolio Advisor for Wealth Management with 6 to 8 years of investment experience focused on high net worth clients. The role involves managing investments, developing strategies to meet client objectives, and collaborating with...Senior$105k - $200k
Bank of America is seeking a Credit Manager II in Chicago to lead a regional team of Credit Advisors. This role focuses on building credit... .... The ideal candidate has over 7 years of commercial or wealth lending experience, strong leadership capabilities, and a proven...Senior$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net... ...role requires 12-15 years of experience in trust administration along with strong fiduciary knowledge and leadership...Senior- A major financial service provider is seeking a senior professional to lead business development efforts and manage client relationships. The ideal candidate will demonstrate expertise in wealth management, possessing 7+ years of experience and a post-secondary degree....Senior
$164.6k - $288k
...financial institution in Chicago is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and deliver high... ...should have 12-15 years of experience in trust or estate administration, particularly with high net worth clients. The...Senior- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...Senior
- Fifth Third Bank is seeking a Wealth Management Advisor II located in Chicago, Illinois. This role involves serving as a trusted advisor to Private Bank clients while ensuring high standards of service delivery. The ideal candidate will have over 8 years of experience in...Senior
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional... ...have 12-15 years of experience in trust or estate administration, with a strong understanding of fiduciary...Senior
- ...financial institution in Chicago seeks a dedicated Relationship Manager to provide advisory-based sales and relationship management.... ...Certified Financial Planner with at least 7 years of experience in wealth management. A competitive salary package and various benefits...Senior
$74k - $138k
BMO U.S. in Chicago is looking for an experienced Audit Professional to conduct audits for the Wealth Management group, ensuring management and internal control processes are critically assessed. A successful candidate will have at least 5 years of audit experience, professional...SeniorWork at officeRemote work$102k - $190k
A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...Senior- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Chicago, Illinois. This role involves providing personalized financial advice and managing client portfolios within a collaborative team environment. Key qualifications include a Bachelor’s degree and...SeniorWork at office
$67.5k - $111.5k
...leading financial services firm in Chicago is seeking a professional to handle complex client inquiries and banking solutions in Wealth Management. The role requires over 5 years of experience in financial servicing/accounting and provides a salary range of $67,500 - $111,...Senior$78.08k - $117.12k
Citigroup Inc. is looking for a Wealth Relationship Manager based in Chicago, Illinois, to deepen relationships with affluent clients and provide tailored financial solutions. The role requires 5-8 years of experience, strong analytical skills, and relevant financial licensing...Senior- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses... ...portfolio management, and assisting a Senior Financial Advisor. Candidates should... ...flexibility are offered. #J-18808-Ljbffr Signature Estate & Investment Advisors, LLCSeniorWork at officeRemote work
$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- A leading professional services firm is seeking a Senior Consultant for Asset & Wealth Management to help clients align their operating models and technology with business strategies. The ideal candidate will have a solid understanding of the investment management lifecycle...Senior
$102k - $190k
...Solutions in Chicago is seeking a seasoned financial advisor who will manage client relationships and deliver exceptional service. This role... ...with a team of experts, and leveraging extensive knowledge in wealth management. The ideal candidate possesses an MBA and has...Senior- Agnello & Rogers seeks a Wealth Management Solutions Trust & Estates Officer in Chicago, IL. This role involves overseeing estate administration, analyzing legal documents, and managing investment decisions in partnership with clients and advisors. Candidates should have...Senior
$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...Senior$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$137.4k - $240.4k
## Senior Estate AdministratorApplylocations: Chicago, ILtime type: Full timeposted on: Posted Yesterdayjob requisition id:... ...leading technology and exceptional service.**SENIOR ESTATE ADMINISTRATOR, WEALTH MANAGEMENT**OH: R155102Administers complex, sensitive probate...SeniorH1bFlexible hours$66.6k - $124.2k
BMO is seeking a Fiduciary Tax Administrator in Chicago to handle trust and estate tax law, manage workflows, and prepare tax returns. Candidates should have a strong foundation in tax regulations with an accounting degree (CPA/EA preferred) and a minimum of 3 years of...Senior$124k - $335k
...Competency: Industry Tax Practice. Industry/Sector: Asset and Wealth Management. Time Type: Full time. Travel Requirements: Up to 20%. At... ...complicated, and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate...SeniorFull time$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee‑producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical...SeniorH1bLocal area$77k - $214k
Overview Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...SeniorFull timeH1bLocal area$164.6k - $288k
Senior Portfolio Advisor II page is loaded## Senior Portfolio Advisor IIlocations: Chicago... ...ADVISOR, II**OH: R152404Position manages a set of fee-producing investment accounts... ...the National Investment and Goals Driven Wealth Management Practices, their peers, and broader...SeniorWork experience placementLocal areaFlexible hours$200k - $225k
About Rockefeller Capital Management Rockefeller Capital Management was established... ...professionals - including wealth planners, tax advisors, estate attorneys, and other experts - who... ...family governance needs. Position The Senior Wealth Planner is an experienced tax...SeniorWork at officeLocal area$102k - $190k
BMO is seeking a talented individual for a senior leadership role focused on strategic talent management in Chicago, Illinois. The ideal candidate will have 7+ years of experience and a relevant post-secondary degree, potentially paired with HR designations. Responsibilities...Senior$67.5k - $111.5k
A leading financial institution in Chicago is seeking a Sr. Account Manager for Banking clients. In this role, you will coordinate account administration, assist with business development, and resolve operational issues. The successful candidate will have over 5 years of...Senior
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