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
$102k - $190k
...advisory-based sales and relationship management in wealth management. You will work to attract, retain, and grow a portfolio of client relationships, delivering exceptional client... ...of relevant experience, preferably with HNW clients, and offers a salary range from $102,...High net worth- ...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
$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 worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust...High net worth- ...seeking an experienced Tax Partner to join our Ultra High Net Worth (UHNW) team. This role involves providing comprehensive tax planning,... ..., and consulting services to a diverse array of high-net-worth clients, particularly in real estate. We are looking for candidates with...High net worth
$114.5k - $194.7k
...investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience... ...is preferred. This role involves developing investment strategies and solving complex portfolio management issues. The salary range...High net worth$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- 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
$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$164.6k - $288k
...Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management... ...to business growth and executes tailored investment strategies. A comprehensive benefits package and a lucrative salary range...High net worth$102k - $190k
...Wealth Management Relationship Manager Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience... ...solutions, investment strategies, and holistic financial planning...High net worthContract workPart timeLocal areaShift work$147k - $260k
Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High... ...counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on...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
- Connect Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior advisors in serving ultra-high-net-worth... ...The ideal candidate will have at least 2 years of experience in wealth management, family office, or financial planning, and will work...High net worthWork at office
$60k - $130k
Rockefeller Capital Management is looking for a motivated Client Relationship Manager to work with ultra-high-net-worth clients. This role involves assisting senior advisors and managing complex financial structures. The ideal candidate has strong communication skills,...High net worthWork at office$102k - $190k
...as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines...High net worthLocal areaShift work- Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating...High net worth
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth... ...counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on...High net worth
- ...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
- 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...
- ...Senior Tax Manager in Chicago, IL. This role offers exceptional work/life balance while allowing you to work with a diverse range of clients, including High Net Worth individuals. The ideal candidate will have a BS/BA in accounting, CPA certification, and over 5 years of...High net worthRemote job
$60k - $200k
World Insurance Associates, LLC. is hiring a Sales Executive - Private Client in Chicago, IL to develop new personal lines and cultivate high-net-worth relationships. This role requires experience in advising on personal lines insurance and building long-term client partnerships...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- ...might be your lane. Our client is a growing CPA firm that is... ...They are expanding their HNW and UHNW individual tax practice and want... ...year-end planning, estimated strategies, and life event planning (liquidity... ...sales). • Coordinate with wealth managers, attorneys, and...High net worthLive inWork at officeRemote workFlexible hours
- 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$75k - $85k
...America is seeking a Financial Advisor in Chicago to serve high-net-worth clients by building relationships and assessing financial goals. This role involves recommending investment strategies to help clients achieve their objectives. Successful candidates will possess...High net worth$78.08k - $117.12k
A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates should...High net worth$98.4k - $199k
...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 years of investment...High net worth- JazzHR is seeking an experienced Tax Director to oversee tax compliance and planning services for ultra-high-net-worth clients. In this role, you'll lead a team, manage complex tax engagements, and provide strategic advisory services. Ideal candidates will have 8+ years...High net worth
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