Wealth Strategy Director for UHNW & HNW Clients
$102k - $190kBank of Montreal
Bank of Montreal in Chicago seeks a Relationship Manager for high-net-worth clients. The role requires 7+ years of experience in wealth management, focusing on delivering personalized financial advice and banking solutions. You will craft integrated solutions, manage client relationships, and drive business development strategies to increase wallet share. Competitive annual salary ranges from $102,000 to $190,000, along with additional benefits including health insurance and retirement plans. #J-18808-Ljbffr Bank of Montreal
- ...management. You will lead the execution of business development strategies, manage high net worth client relationships, and collaborate with internal teams to... ...7+ years of relevant experience, an understanding of wealth management, and be adept in communication and...High net worth
- CFS, a rapidly growing Chicago-area law firm, seeks a Tax Partner to lead UHNW and Private Client advisory, focusing on high-net-worth client engagements and long-term growth. The role emphasizes strategic leadership, mentoring, and client relationship development in a...High net worthRemote job
$102k - $190k
...Relationship Manager in Chicago to serve high-net-worth and ultra-high-net-worth clients. This role focuses on delivering tailored wealth management solutions integrating banking and investment strategies. With a required 7+ years of experience, candidates should have a robust...High net worth- ...seeking a Relationship Manager in Chicago to oversee high-net-worth clients in wealth management. This role involves coordinating with teams to... .... The ideal candidate has extensive experience with HNW clients, a strong understanding of financial planning, and excellent...High net worth
$200k - $250k
Mesirow-Financial-Administrative-Corp is seeking a Senior Portfolio Manager in Chicago to manage discretionary client portfolios. The role emphasizes investment management, client relationship leadership, and collaboration across the firm. The ideal candidate will possess...High net worth$102k - $190k
BMO U.S. is seeking a seasoned professional in wealth management who will proactively identify growth opportunities within existing client relationships and lead business development initiatives. The ideal candidate will manage high-net-worth clients, provide personalized...High net worth$225k - $250k
Hightower in Chicago is looking for an Executive Director to lead advanced estate planning for high-net-worth clients. This client-facing leadership role offers the... ..., and a knack for translating legal strategies into practical solutions. The position offers a...High net worthFlexible hours- A leading accounting firm in Chicago is seeking an experienced Tax Partner to oversee tax operations and guide high-level client engagements. This role involves providing strategic leadership to enhance firm growth, mentoring tax professionals, and advising ultra-high-...High net worth
- ...rapidly growing law firm in Chicago, Illinois. This strategic role entails overseeing tax operations, engaging with high-net-worth clients, and fostering professional growth within the firm. The ideal candidate will have 12-15 years of tax experience, strong leadership...High net worth
$147k - $260k
...The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net... ...and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on...High net worth$147k - $260k
JPMorgan Chase seeks a Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. This role involves marketing wealth management services and generating new business alongside wealth advisors. Candidates need licenses (...High net worth- Brobston Group LLC is seeking a Client Director for the Midwest and Mid-Atlantic Region, based in Chicago. This leadership role will develop and implement strategies to enhance client relationships with High Net Worth individuals, ensuring exceptional service and building...High net worth
- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors... ...regulatory compliance within a collaborative client strategy team. The position requires 5-7 years of experience, a...High net worth
$114.5k - $194.7k
Northern Trust is seeking a Relationship Advisor for their Wealth Management team in Chicago. The advisor will manage complex HNW and UHNW client relationships, ensuring timely delivery of services and exceptional client satisfaction. The ideal candidate will have 7-10...High net worth- 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...High net worth
- Selby Jennings is seeking a Client Relationship Manager to act as the primary liaison for ultra-high-net-worth families and institutional... ...The ideal candidate must possess over 7 years of experience in wealth management, showcasing strong relationship management skills and...High net worth
$102k - $190k
...20 S Canal StreetJob Family Group:Wealth Sales & ServiceServes as the primary... ...manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth... ...integrates banking solutions, investment strategies, and holistic financial planning....High net worthContract workPart timeLocal areaShift work- Tiger Recruitment is seeking an experienced Client Relationship Manager for their Park Ridge, IL office. This position involves managing... ...delivery. The ideal candidate has strong experience in private wealth management and will play a key role in client satisfaction and retention...High net worthWork at office
- ...accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...High net worth
- ...looking for a Trusts and Estates Associate to join its Private Client Services group in Chicago. This role is designed for an attorney... ...advising high-net-worth individuals on estate planning and tax strategies. You will work alongside seasoned attorneys, gaining exposure...High net worthPermanent employment
- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...High net worth- ...financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate has a...High net worth
$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...High net worth$147k - $260k
JPMorgan Chase Bank, N.A. is seeking a Client Specialist based in Chicago, IL, focused on addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals. The role emphasizes generating new business through collaboration with wealth advisors and bankers...High net worth- InforCapital, partnership is seeking a Director of Investments in Chicago, IL. This role focuses on supporting ultra-high-net-worth clients through advanced investment solutions and tax strategies. Ideal candidates should have a strong investment background and skills in...High net worth
$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...High net worth- ...financial planner in Chicago, Illinois, to manage client relationships, provide tailored advice, and oversee investment strategies. The ideal candidate will possess a CFP... ...it, have at least 5 years of experience in a wealth management context, and a strong understanding...High net worth
- RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a...High net worth
$74k - $138k
BMO U.S. is seeking a specialized wealth planner for High Net Worth clients in Chicago. This role focuses on providing customized financial planning advice... ...field, with an ability to engage directly with HNW/UHNW clients. The salary range is between $74,000 and $138,...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Director for UHNW & HNW Clients. Be the first to apply!
- wealth management advisor Chicago, IL
- wealth manager Chicago, IL
- wealth management consultant Chicago, IL
- corporate planning manager Chicago, IL
- strategic account manager Chicago, IL
- senior manager financial planning & analysis Chicago, IL
- sales strategy manager Chicago, IL
- brand strategy manager Chicago, IL
- planning manager Chicago, IL
- strategic planning manager Chicago, IL

