Senior Trust Officer: Wealth & Fiduciary Strategist
$150kSymicor Group
A boutique talent acquisition firm is seeking a Sr. Trust Officer in Chicago, IL, to manage multimillion-dollar trust portfolios and ensure fiduciary compliance. Candidates should have a degree in finance, five years of trust management experience, and strong knowledge of trust law and financial planning software. This position offers a competitive salary of up to $150K and an excellent benefits package. Not a remote position. #J-18808-Ljbffr Symicor Group
$121.9k - $262.1k
...in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth... ...our goal is not only to be the nation's highest performing regional bank, but to be the bank people most value and trust....SeniorFull timeBank staffShift work- Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service...Senior
$70k - $130k
What is the opportunity? Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer... ...tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW...SeniorFull timeTemporary workFlexible hours$150k
Sr. Trust Officer - To $150K - Chicago, IL - Job # 3403b job at Symicor Group. Chicago, IL. Sr. Trust Officer... ...by Municipalities throughout New Jersey. Wealth Management Administrator will be responsible for handling fiduciary account administration, and functions for...SeniorLocal area- MSCI Inc. in Chicago seeks a driven business development professional to grow MSCI Wealth Solutions by engaging RIAs, private banks, and enterprise platforms. You will qualify opportunities, manage a robust pipeline, and collaborate with Marketing, Product, Data, and Sales...Senior
$159.97k - $188.2k
...excel at—all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to... ...business succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products...Temporary workWork experience placementLocal area$164.6k - $288k
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized... ...and exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R151466 The Senior... ...million in MV and delivers high quality fiduciary and administrative services....SeniorWork experience placementFlexible hours- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-... ...business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful...Senior
- ...POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing... ...relevant experience in estate and tax planning and/or fiduciary and trust planning and administration. Must possess a foundation...SeniorWork at office
$150k - $170k
Job Description Summary The Wealth Strategist is a senior planning professional... ...strategy. The role serves as a trusted resource who helps... ...Proficiency in Microsoft Office applications (PowerPoint,... ...commitment to integrity and the fiduciary standard. Comfort engaging...Work experience placementWork at officeLocal area- Northern Trust is seeking a Municipal Bond Portfolio Manager in Chicago to lead fiduciary and institutional accounts. You will apply municipal market expertise, construct portfolios, monitor risk, and optimize investment analytics and workflows to serve client objectives...Senior
- U.S. Bancorp is seeking a seasoned Controller for Investment & Fiduciary Services to lead accounting and financial reporting across trust, wealth management, and asset management divisions. You will oversee monthly to annual closes, ensure GAAP compliance, and strengthen...Senior
- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial... ...in Chicago, with offices around the world, we serve clients... ...provide investment and fiduciary services to individuals, families... ...90 years, built around our trusted advisors who have an average...SeniorLocal area
- ...America is committed to an in-office culture that supports collaboration... ...for managing a book of fiduciary and investment management accounts... ...investment management and trust accounts and working with team... ...retention, assisting clients with wealth planning needs, and managing...Work at officeFlexible hoursShift workDay shift
$164.6k - $288k
...a global leader in innovative wealth management, asset servicing, asset... ...banking services, Northern Trust (Nasdaq: NTRS) is proud to... ...WEALTH MANAGEMENTOH: R161517The Senior Wealth Advisor acts as a technical... ...transfer, tax, philanthropy, fiduciary practice, asset location and...SeniorH1bLocal areaWorldwideFlexible hours- Northern Trust is seeking a Senior Integrated Campaign Strategist to lead multi‑channel campaigns that connect client needs with business priorities. The role requires translating insights into measurable growth and collaborating with product, sales, content, and distribution...Senior
- Northern Trust is seeking a Senior Digital Transformation leader to define and drive the operational digital strategy across Asset Management platforms, focusing on scale, efficiency, and client outcomes. You will own vision, prioritization, and delivery across business...Senior
- Northern Trust Corp. is seeking a seasoned Specialist, Business Strategy to partner with Wealth Client Group leadership. You will translate growth objectives into actionable plans, assess staffing and budgets, and drive prioritization of initiatives to scale the business...Senior
- Northern Trust in Chicago, IL seeks a Senior Employee Relations Consultant to advise managers and HR, lead investigations, and shape policies for a... ...proactive risk management, with a hybrid work arrangement to balance office and remote work. #J-18808-Ljbffr Agnello & RogersSeniorWork at officeRemote work
$80k - $95k
Orbit Media Studios is seeking a Senior SEO+CRO Strategist (internally titled ‘Senior Digital Strategist'). Supported by a clearly defined optimization... ...take the lead on organic strategy as a credible, trusted expert Act as a peer advisor, partner, and friend in these...SeniorLocal area- RK Partners seeks a Senior Wealth Manager to build relationships, close new business, and operate with independence and flexibility for high... ...will drive growth, deliver white-glove service, and act as a trusted advisor with a collaborative team supporting you. Senior...Senior
- Charles Schwab in Chicago seeks a Sr. Manager, Wealth Advisor to manage ongoing client... ...investment guidance aligned with Schwab’s fiduciary standard. You’ll collaborate with an experienced... ..., ownership of client results, and in-office collaboration. #J-18808-Ljbffr Charles...SeniorWork at office
- Husch Blackwell LLP in Chicago seeks a Senior Trusts & Estates Tax Professional to support high‑level estate administration, post‑death irrevocable trusts, and fiduciary tax matters for domestic and international clients. You will prepare estate and fiduciary tax returns...Senior
$85k
...Customer Operations is the backbone of trust and reliability for readers,... ...legal or policy‑related requests. As Senior Training & Quality Assurance Strategist, you’ll build the training and quality... ...opportunities Wellness and home office stipends Complimentary access to...SeniorFor contractorsLocal areaImmediate startRemote workHome officeFlexible hours$164.6k - $288k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq... ...using leading technology and exceptional service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENT OH: R162254 The Senior...SeniorWork experience placementH1bWorldwideFlexible hours- Inspira Education in Chicago is seeking a Senior Academic Advisor to drive revenue growth through inbound sales. You will lead consultative... ...will own the relationship from first touch to enrollment, build trust, and refine outreach scripts. Collaborating with marketing,...Senior
- ...financial planning and insurance \n Review and update several times annually \n \n \n Qualifications \n \n Strong people skills \n The desire to help others \n Create life changing wealth for yourself while helping others accomplish their goals \n \n...Senior
- Northern Trust in Chicago seeks a Senior Wealth Advisor to act as a technical expert for high-net-worth clients, partnering with local and national teams to design goals-based wealth plans that integrate investment management, banking, wealth transfer and tax efficiency...SeniorLocal area
- ...Third Bank in the United States is seeking a Senior Risk Advisory Consultant to partner with Wealth Advisors and Strategists. You will identify client risks, evaluate coverage... ..., reviews policies, and collaborates with fiduciary professionals to deliver integrated risk...Senior
$175k - $200k
...Chicago is looking for a seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years... ..., and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging...SeniorFlexible hours
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