Head of Client Solutions & Wealth Partnerships
$110k - $175kWilshire
Wilshire seeks a Client Solutions professional in Chicago to serve as the primary liaison for assigned clients across wealth and retirement channels. You’ll coordinate with internal teams, monitor market trends, and deliver timely, accurate investor reporting and materials.
This role emphasizes building deep client relationships, growing assets, and ensuring compliance. Hybrid work options and a comprehensive benefits package accompany a base pay range of $110,000–$175,000 with potential
#J-18808-Ljbffr- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs... ...offers attractive wealth management solutions, and delivers a high level of... ...own business development effortsIn partnership with wealth advisors and private client...Partnership
- Asset and Wealth Management Divisional OverviewA career with Goldman... ...is an opportunity to help clients across the globe realize their... ...the world with a dedicated partnership and focus on long-term performance... ....Role Overview:Multi Asset Solutions (MAS) is a multi-asset class...Partnership
- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize their... ...around the world with a dedicated partnership and focus on long-term... ...and awareness of GSAM client solutions (including mutual funds, exchange...Partnership
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs... ...offers attractive wealth management solutions, and delivers a high level of... ...business development efforts In partnership with wealth advisors and private client...Partnership
- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth... ...is an opportunity to help clients across the globe realize their... ...the world with a dedicated partnership and focus on long-term performance... ...resides within the Client Solutions Group in Goldman Sachs Asset...Partnership
$100k - $230k
...career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...around the world with a dedicated partnership and focus on long‑term... ...delivers innovative investment solutions through a global, multi-product...PartnershipFull timeTemporary workPart time$200k - $250k
Senior Director - Private Wealth Solutions Join to apply for the Senior Director... ...skills and a passion for client service. This individual will report to the Head of RIA and help strategically... ...high-net-worth investors Work in partnership with the Head of RIA, broader...PartnershipFull timeWork at officeLocal areaRemote work- A solutions-based company is seeking a Director of Client Services in Chicago. The role involves acquiring new business and establishing relationships within health services. The ideal candidate will have a consultative mindset and strong communication skills with over...Partnership
$164.6k - $288k
...global leader in innovative wealth management, asset servicing,... ...partners, and to provide to our clients and the communities we serve... ...service. Position Summary:The Head of Client Service Oversight &... ...as a sense of urgency and partnership to do what is best for the client...PartnershipFull timeH1bWorldwideFlexible hours- ...firm committed to helping our clients realize their most critical... ...deliver the highest quality solutions to our clients with consistency... ...depth and delivery leadership partnership complement your... ...recognize that people come with a wealth of experience and talent beyond...PartnershipFull timeFlexible hours
- ...role requires leading One Bank partnerships to tailor relationship strategies... ...and deliver beneficial banking solutions. Responsibilities include prospecting clients, developing business plans, coordinating... ...management, capital markets and wealth management teams, and meeting...Partnership
$100k - $230k
Asset & Wealth Management OverviewA career with Goldman Sachs Asset... ...is an opportunity to help clients across the globe realize their... ...commercializing differentiated ETF solutions.The successful candidate will... ...capabilities through ETFs. Partnership Across Goldman SachsBuild...PartnershipFull timeTemporary workPart time$115k - $150k
...Manager, Client Success The Manager, Client Success is responsible... ...across the portfolio in partnership with Sales, Kroger-facing teams... ...activation, and measurement solutions to maximize client value and... ...and out-of-network benefit. Wealth: 401(k) with Roth option and...Partnership$164.6k - $288k
As a global leader in innovative wealth management, asset servicing, asset management... ...and institutions. Position Summary The Head of Client Service Oversight & Governance for... ...the organization and influence internal partnerships for exceptional client servicing. Knowledge...PartnershipH1bWorldwideFlexible hours- Why you’ll love Softchoice:We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative... ..., Partners, GTM and all other teams to ensure successful partnerships are formed and maintainedSales planning: Collaborate with...PartnershipFull timeRemote workFlexible hours
$50 per hour
At BBH, Partnership is more than a form of ownership—it’s our approach... ...is the best way to help our clients and advance our business. We... ...fulfilling career.The Tax Advisor, Wealth Management will be... ...specialist expertise, technology solutions and partnership approach to client...PartnershipFull timeWork at officeLocal area3 days per week$105k - $200k
...Growth and delivering for our clients, teammates, communities and... ...Advisors (CA) delivering credit solutions to Private Bank clients. The... ...credit relationships with wealth clients. The CMII sets the strategy... ...others while building strong partnerships and retaining...PartnershipFull timeWork at officeFlexible hoursDay shift$90k - $120k
...banking, specialty finance and wealth management services through... ...Wintrust delivers the sophisticated solutions of a large bank while staying... ...banking roots. We serve clients in all 50 states with more... ...acquisitions through productive partnership with relevant parties.Own...PartnershipFull timeTemporary workFlexible hours$94.56k - $160.73k
Senior Marketing Manager, Client Solutions Morningstar is a global leader in independent investment research, data, and investment management... ..., or sales within asset management, investment management, wealth management, or financial services. Deep knowledge of the...Temporary workWork at officeFlexible hours$85k - $105k
...of $300+ million. With 300+ manufacturer partnerships, Henricksen offers an array of products... ...conference furnishings to architectural solutions including modular walls, flooring, lighting... ...the order life cycle in alignment with client goals and mutual agreements. The Account...PartnershipFull timeContract workFor contractorsWork at office$100.35k - $205k
...consulting services to individual clients and their trusts, estates,... ...concerns, while providing solutions to complex tax issues? Do you... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...of individual, fiduciary, partnership, closely-held corporations, estate...PartnershipPrivate practiceWork at officeLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...the opportunity to help our clients meet their tax obligations while... ...stakeholder views to develop solutions and recommendations.Address... ...experience with complicated partnership structures;Leveraging experience...PartnershipFull timeH1bLocal areaOverseas$100k - $230k
...cutting-edge media intelligence and data solutions, world-class creativity, next-... ...marketing platform, WPP Open, to help our clients navigate change, capture opportunity and... ...We are open-minded: to new ideas, new partnerships, new ways of working.You're optimistic:...PartnershipContract workWork at officeLocal area$77k - $214k
...transition. Our team helps our clients design and implement personal... ...focus on key issues like wealth management, compliance, cash... ...tax advisors with innovative solutions- Utilizing advanced skills and... ...of tax-related intricacies of partnership structures- Proficiency in US...PartnershipFull timeH1b- ...diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide... ...delivering personalized investment solutions. Responsibilities Champion and support... ...acquisition, relationship cultivation, and partnership integration. Commitment to goals-...Partnership
$124k - $335k
...transition. Our team helps our clients design and implement personal... ...focus on key issues like wealth management, compliance, cash... ...develop and discuss potential solutions, even before the stakeholder... ...of tax-related intricacies of partnership structures- Interpreting and...PartnershipFull timeH1b$99k - $266k
...transition. Our team helps our clients design and implement personal... ...focus on key issues like wealth management, compliance, cash... ...stakeholder views to develop solutions and recommendations.Address sub... ...You Apart- Broad knowledge of partnership structures and transactions-...PartnershipFull timeContract workH1b$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths... ...you'll be doingAs a Private Wealth Business Development Officer (BDO)... ...to identify opportunities, foster partnerships, and deliver bespoke wealth solutions in collaboration with our talented...PartnershipFull timeRemote work$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...the opportunity to help our clients meet their tax obligations while... ...and discuss potential solutions, even before the stakeholder... ...of compliance for financial partnerships- Knowledge of structuring funds...PartnershipFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...providing advice and guidance to clients on tax planning, compliance,... ...and implement creative tax solutions. As a Senior Associate you will... ...experience with complicated partnership structures- Possessing...PartnershipFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Client Solutions & Wealth Partnerships. Be the first to apply!
- senior director of client services Chicago, IL
- director client management Chicago, IL
- director of customer service Chicago, IL
- customer care manager Chicago, IL
- manager customer service Chicago, IL
- director of client services Chicago, IL
- contact centre manager Chicago, IL
- partnership development manager Chicago, IL
- senior manager strategic partnerships Chicago, IL
- strategic partnerships manager Chicago, IL

