Senior Financial Services Tech Consultant - CRD Wealth
EY
EY is seeking a Senior role in Financial Services Technology Consulting to lead CRD configuration and front‑to‑back investment process optimization. You will partner with traders, portfolio managers and operations to implement CRD solutions and ensure seamless data flows across systems. Ideal candidates bring 3+ years with CRD/CRIMS, strong SQL and data analysis, and hands‑on experience with cloud migrations. Hybrid work and global collaboration are core to the role. #J-18808-Ljbffr EY
$102.5k - $187.9k
...leader in serving the global financial services marketplace and the only... ...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...lead, you will partner with senior stakeholders across... ...company or as a Management Consultant in one of these companies 1...SeniorWork experience placementSummer holidayFlexible hours$120k
...Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays... ...Responsibilities: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United...SeniorFull time$48k - $100k
A leading financial services firm in Oak Brook is seeking a Financial Advisor to deliver comprehensive wealth management solutions. The role focuses on establishing strong client relationships and providing tailored financial planning. The ideal candidate will hold necessary...Senior- Modern Wealth Management is seeking accomplished wealth management professionals to expand our national footprint. The Executive Wealth... ..., with a track record in investment management and client service. The role includes leadership opportunities, transition support...Senior
$48k - $100k
A leading financial services firm in Chicago is seeking an experienced Financial Advisor to deliver comprehensive wealth management strategies. Responsibilities include client assessments, financial planning, and building relationships. Candidates must possess FINRA Series...Senior- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic... ...internal experts to tailor solutions, and provide high-caliber service with integrity, autonomy, and a strong network. The role offers...Senior
- K&B Communications is looking for a Senior Financial Advisor based in Oak Brook, Illinois. In this role, you will deliver... ...financial planning and investment management services to clients, utilizing your extensive wealth management experience and strong understanding of...Senior
$102k - $208k
A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorFull timeFlexible hours$115k - $180k
RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing personalized financial advice tailored to clients' individual values and goals. Successful candidates will possess an entrepreneurial...Senior- ...Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth... ...tailored advice, and deliver exceptional service while adhering to the highest ethical standards... ...in private wealth management or financial services, have the necessary licenses, and...Senior
$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and... ...plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within 90 days. This role offers...SeniorWork at officeFlexible hours$120k - $150k
...focusing on developing and managing client relationships for wealth management. This role includes collaborating with a Managing... ...degree in finance or economics and over 5 years of experience in financial services. A strong ethical standard, communication skills, and...SeniorRemote job- Fortitude Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for... ...client relationships with exceptional service, and collaborate with internal teams...Senior
- Central Business Solutions, Inc in Chicago, IL seeks a Senior Wealth Management Advisor to join our high-net-worth practice. This full-time role offers extraordinary financial potential and requires a strong track record in investment sales and client relationship management...SeniorFull timeLocal areaRelocation package
- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services. The ideal candidate will have 12-15 years of experience in trust or estate administration...Senior
- RK Partners is seeking a Wealth Advisor in Chicago, Illinois. This role involves providing personalized, strategic advice to high-net... ...degree in Finance or a related field and possess exceptional client service skills. Offer includes competitive compensation, professional...Senior
- ...with high-net-worth clients in the Chicago area. You will drive lending and deposit solutions while collaborating with CIBC Private Wealth Management and other partners to grow strategic client relationships. You will oversee portfolio health, perform risk assessments,...Senior
- U.S. Bank seeks a Wealth Management Investment Portfolio Manager to oversee individual and trust assets, aligning with client goals and... ...investment oversight, relationship expansion, and coordinated financial planning to support clients’ long‑term wealth goals. #J-18808-...Senior
$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...Senior$102.5k - $187.9k
...solutions including Charles River Development (CRD), Aladdin, Bloomberg, and related... ...absence when needed to support your physical, financial, and emotional well‑being. EY provides... ...will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport...SeniorSummer holidayFlexible hours$114.5k - $194.7k
...their objectives are met. Ideal candidates will have 6 to 8 years of experience in investment management, a deep understanding of financial principles, and strong decision-making skills. The position offers a competitive salary range of $114,500 - $194,700 along with a...Senior- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence. You will lead client meetings, prepare CNA, SAA and VFA analyses...SeniorWork at office
$85k - $135k
A financial planning firm in Chicago is seeking an experienced financial planner to act as the main point of contact for clients, preparing detailed meeting deliverables and leveraging various resources to achieve client objectives. The ideal candidate will have 4+ years...SeniorFlexible hours$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...SummaryAt PwC, our people in tax services focus on providing advice and... ...You will review and analyse financial data, prepare and file tax... ...increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$150k
...future of the profession. Experienced Financial Advisor - Bring and Grow Your Book Location... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients’ needs Collaborate with other senior advisors and firm leadership...SeniorTemporary work$124k - $335k
Industry/SectorAsset and Wealth... ...Investment Company (RIC) - Senior Manager, you will focus... ...will review and analyze financial data, prepare and file... ...within the financial services industry- Reviewing and... ...compliance and regulatory consulting- Building and maintaining...SeniorFull timeH1b- Hines Private Wealth Solutions is seeking an ambitious professional to help strategically build the Hines Private Wealth platform across... ...and expand distribution across client segments. Strong leadership and client-service focus are essential. #J-18808-Ljbffr NAREIMSenior
$80.5k - $159.3k
...our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest... ...with confidence. As a Cybersecurity Senior Consultant, you will help organizations navigate...SeniorLocal areaWorldwide- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
- ...number one priority. With a wealth of learning and career development... ....KPMG is currently seeking a Senior Associate to join our Capital... ...Provide lender due diligence services and Regulation AB compliance... ...areas: accounting, advisory, financial audit, or...SeniorH1bLocal area
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