Strategic Investment Consultant - Client Relationship Lead
Morgan Stanley
Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a FA/PWA team. The role focuses on developing and maintaining client relationships and delivering highly strategic investment consulting using Morgan Stanley’s resources. You will assess client objectives and provide tailored financial guidance with an emphasis on wealth building and preservation. Key duties include advising clients, analyzing opportunities, and presenting to clients and prospects while complying #J-18808-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Investment Consultant - Client Relationship Lead in Chicago, IL vacancy
- ...seeking a Tax Director for a premier public accounting firm in Chicago. This key role involves leading the tax department, managing client relationships, and overseeing strategic tax planning. The ideal candidate will have extensive experience in tax compliance, strong...SuggestedFlexible hours
- Epsilon, a leading data and identity driven digital media company, is seeking a Lead, Client Success to own client relationships and drive strategic adoption of identity-based media solutions. You will partner with Sales, agency partners, and cross-functional teams to translate...Suggested
- Morgan Stanley is seeking an Investment Consultant - Relationship Manager to drive client relationships on a FA/PWA team. You will provide strategic investment guidance and coordinate with the Financial Advisor Team to tailor plans that meet client goals. The role requires...Suggested
- Euromonitor International in Chicago seeks a Client Engagement Executive (CEE) to accelerate... ...accounts. The role builds senior-level relationships and translates client priorities into... ...with Research and Commercial teams, lead renewal negotiations, identify expansion...Suggested
- Ensono is seeking a Client Engagement Director to drive strategic growth and long-term partnerships... .... You will manage relationships with senior IT and business... ...to client needs, and lead cross-functional teams through... .... The role emphasizes consultative selling, agility in a...SuggestedRemote job
- Wintrust Financial Corporation is seeking a Relationship Banker for the Lincoln Park area in Chicago, IL. This full-time role focuses on... ...relationships, opening and maintaining accounts, and guiding clients to wealth and mortgage solutions when appropriate. The position...Full time
- Bank of America, located in Chicago, IL, seeks a client-focused associate to serve as the first point of contact for financial centre... ...transactions. Responsibilities include deepening client relationships, proactively following up, and ensuring accurate processing while...Weekend work
- Chase is seeking a Relationship Banker in a Chicago branch to represent our brand with hospitality, leveraging banking solutions and digital tools to assist clients. You will acquire, manage, and retain relationships, using financial knowledge to offer thoughtful solutions...
- ...Chase & Co. is seeking an Associate Banker in Chicago to welcome clients, understand their financial needs, and provide friendly,... ...their daily finances. The Associate Banker will cultivate trusted relationships, learn products quickly, and collaborate with team members to...
- U.S. Bank is seeking a Relationship Banker to build trusted client relationships across in-person, appointment, and digital channels, offering proactive guidance to help customers meet banking goals with a digital-first mindset. You will open accounts, process routine transactions...
- SHI International Corp. is seeking a Client Director - Strategic Education to drive strategic sales plans and revenue growth. You will lead a high-performance team, identify new business... ..., and build strong executive relationships with education clients and partners. The...
$112.8k - $209.6k
...Epsilon is seeking a Client Analytics Lead to serve as an... ...across a portfolio of strategic accounts within Epsilon... ...will own the analytics relationship for assigned... ...implications. Build Consultative Client Partnerships... ...influence planning and investment decisions earlier in...Temporary workFreelanceLocal areaFlexible hoursPublicis Groupe
Chicago, IL1 day ago- ...Block Advisor Tax Advisor to help clients navigate complex tax and business situations... ...opportunities, and build lasting relationships using industry-leading training and technology and a... ...advising on tax planning, and delivering consultative service while maintaining IRS #J-1...Hourly payWork at officeLocal area
- JPMorgan Chase & Co. in Berwyn, IL is seeking a Business Relationship Manager I to help clients grow their businesses through tailored financial... ...with a portfolio of 100-130 business clients and provide strategic advice on deposits, cash management, and credit up to $...
- U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and digital channels. You'll build trusted client relationships, educate on deposit and loan products, open accounts, process transactions, and support digital FIRST banking experiences...
$43k - $75k
...objectives. Takes a lead in proactively... ...banking, retail investments, lending... ...solutions). Offers clients advice and... ...and building new relationships within the community... ...conversations to provide strategic advice.... ...Experience in a consultative customer service...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Evergreen Park, IL1 day ago- JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to be the main contact for affluent clients in Branch Banking, managing their banking relationship and advising on products and services. You will collaborate with Specialists to connect clients to experts for...
- Transcarent is seeking a Manager, Client Success to own long-term client outcomes, drive retention and revenue... ..., leveraging data-driven insights to influence strategic decisions and ensure strong client health. You will lead cross-functional collaborations, develop value...
- Clark Construction Group, LLC in Chicago seeks a strategic Client Growth Lead to cultivate relationships with real estate developers and capital sources, driving regional growth from our Chicago office. The role emphasizes long-term partnerships over short-term wins. The...Temporary workWork at office
- Position Overview Clark Construction is seeking a strategic Client Growth Lead (CGL) to drive regional growth out of our... ...-connected professional with deep, existing relationships across the real estate development and investment community. We actively encourage candidates...Contract workTemporary workWork at officeLocal areaImmediate startAfternoon shift
$107k - $145k
The Strategic Sourcing Lead - Data and AI supports the Strategic SourcingAssociate Director and partners... ...considerations, including Firm and client data use, data ownership and usage... ...key strategic Data and AI vendor relationships, including supplier performance, service...Contract work- Epsilon is seeking a Lead, Client Success in Chicago to drive client relationships, adoption of identity-driven media solutions, and cross-functional collaboration... ...oversee hands-on execution. The role emphasizes strategic thinking, data-driven insights, and delivering...
- ...Financial is seeking an Implementation Manager in Illinois to lead end-to-end client benefit plan implementations. This hands-on role reports... ...and track detailed project plans, coordinate with sales, consultants and plan sponsors, and drive issues to timely resolution...
- ..., ensuring projects are delivered on time, within scope, and within budget. You will provide strategic guidance to optimize CCaaS platforms, foster strong client relationships, and drive platform migration and global rollout strategy. This client-facing role requires Agile...
$80k - $120k
...Lead, Client Success As a Lead, Client Success, you will act as a pivotal individual... ..., owning client & agency relationships and driving the strategic adoption of Epsilon's person-first... ...broader business goals and future investment planning. Develop innovative, data...Local areaWorldwideFlexible hours- First American Bank is seeking a Senior Personal Banker to join our Oak Lawn branch. You will lead sales conversations, develop relationships with customers, and help clients meet their banking goals through a full range of personal products and services. The role emphasizes...
- ...seeking a senior Wealth Services banker in Chicago to grow relationships with high-net-worth clients. You will collaborate across internal partners to... ...credit knowledge, and a track record of cross-selling investment, trust, and banking solutions. A college degree is preferred...
$128.6k - $254.6k
...EY brand. The opportunity Client Technology (CT) is at the... ...to clients. As the CT BMC Strategic Programs Lead, you will lead communications... ...ability to build relationships, navigate complexity and influence... ...of services in assurance, consulting, tax, strategy and...Summer holidayLocal areaFlexible hours- GEP is seeking a Sourcing Lead - Construction Services to drive end-to-end sourcing across... ...spend. You will collaborate with client teams, general contractors, and suppliers... ...measurable value. Based in a client-facing consulting role within our managed services practice...For contractors
- Hedgepoint Group invites an experienced Grains Relationship Manager to join the US Agriculture desk in Chicago. The role focuses on servicing existing clients, expanding new opportunities, and applying OTC and listed derivatives in agribusiness risk management. You will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Investment Consultant - Client Relationship Lead. Be the first to apply!
Related searches
- investment consultant Chicago, IL
- investment advisor Chicago, IL
- investment coordinator Chicago, IL
- investment Chicago, IL
- investment part time Chicago, IL
- investment strategist Chicago, IL
- investment writer Chicago, IL
- property investment Chicago, IL
- real estate investment Chicago, IL
- community investment Chicago, IL