- Sands Investment Group (Chicago, IL)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... their production, we build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to invest in real estate;… more
- SAP (Chicago, IL)
- …and a variety of benefit options for you to choose from. **Job Title:** Solution Advisor Senior Specialist - Unified Data & Analytics - Midwest **What you'll ... do** : As the Solution Advisor (SA) Senior Specialist, you will be...person for any solution or product questions within the sales team. You will leverage your deep expertise in… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- SAP (Oak Brook, IL)
- …and a variety of benefit options for you to choose from. **Solution Advisor Senior Specialist,** **Governance Risk and Controls (GRC)** **Location: Chicago** ... **What you'll do:** As the Solution Advisor (SA), you will be the go-to person for...person for any solution or product questions within the sales team. You will leverage your deep expertise in… more
- SAP (Chicago, IL)
- …must be based in the Midwest region with proximity to an SAP office location. ** Senior Solution Advisor , Finance & Spend** SAP started in 1972 as a team ... people's lives. **What you'll do** : As the Solution Advisor (SA) specializing in the Finance & Spend solution...person for any solution or product questions within the sales team. You will leverage your deep expertise in… more
- Huntington National Bank (Palos Heights, IL)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- Truist (Chicago, IL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- BMO Financial Group (Des Plaines, IL)
- …are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... High Net Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- KeyBank (Chicago, IL)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- Celonis (Chicago, IL)
- …- and for that, we need you to join us. **The Team:** The position of Senior Value Engineer is a trusted advisor helping customers achieve their strategic goals ... and demos, running value workshops, and engaging with multiple senior stakeholders to deliver value driven results and secure...customers. You will work in partnership with the Celonis Sales Teams and have full responsibility for the end-to-end… more
- SAP (Chicago, IL)
- …post-sale to ensure they get maximum value from their Business Technology Platform investment . You will be the technical trusted advisor "Cloud Solution ... of benefit options for you to choose from. **Business Technology Platform Senior Customer Success Partner** **- Midwest Region** SAP Office- Midwest Region. (Chicago… more
- BlackRock (Chicago, IL)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client-facing sales professionals with a proven successful track record ... **Primary Responsibilities:** **Develop deep relationships across all aspects of an advisor 's business** **Deliver fiduciary and investment insights through… more
- HUB International (Des Plaines, IL)
- …providing unbiased advice for your insurance journey, either digitally or through a human advisor . **Job Overview** The Senior Product Analyst is a key member of ... features. + Develop comprehensive business cases, including financial projections and return-on- investment analyses, to support product investment decisions. +… more
- BlackRock (Chicago, IL)
- …platforms, field questions from clients via inbound calls, service client requests, support senior sales teams, collaborate internally to deliver a strong client ... **Primary Responsibilities:** + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through… more
- BMO Financial Group (Northbrook, IL)
- …relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as client's trusted ... advisor and primary point of contact. + Proactively works...portfolio to uncover needs, provide solutions, and identify additional sales opportunities. + Makes key recommendations on products, pricing,… more
- JPMorgan Chase (Chicago, IL)
- …span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire ... solutions to meet their generational wealth management needs. As a Vice President Sales Practice Manager within JP Morgan Wealth Management, you will have the… more
- Bank of America (Northbrook, IL)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (Chicago, IL)
- …the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Wells Fargo (Chicago, IL)
- …. **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or "Financial Sponsors") ... focus on providing the full suite of commercial and investment banking products and services with an emphasis on...across the Wells Fargo platform + Work closely with senior and junior colleagues across numerous PE firms to… more
- BMO Financial Group (Chicago, IL)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including… more