- Fifth Third Bank, NA (Schaumburg, IL)
- …developed sales and presentation skills. + Travel required within assigned territory. #LI-ML1 Investment Executive ( Financial Advisor ) Western Suburbs - ... May handle large book of clients with more complex financial profiles. Accountable for sales of full range of...relationships. + Highly developed knowledge of the securities business, investment products and financial solutions. + Highly… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed… more
- World Insurance Associates, LLC. (Chicago, IL)
- …in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll ... World Insurance Associates ("World") is a unique financial services organization with a global network of...run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- Ankura (Chicago, IL)
- …informed decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS ... Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our… more
- Indeed (Chicago, IL)
- …improve. + ** Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and ... accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation.… more
- JPMorgan Chase (Chicago, IL)
- …in Practice Management **Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. ... to effectively educate advisors who have a wide array of abilities, investment /capital market knowledge, and financial planning experience + Foundational… more
- Bank of America (Northbrook, IL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- PNC (Chicago, IL)
- …. Consistently and increasingly using data to drive the way we optimize marketing investment and intent. . Driving a continuous test & learn agenda across channel ... team, you will serve as a strategic thought leader for the Retail Executive Leadership team including deposit product management, the loyalty and rewards program… more
- JPMorgan Chase (Chicago, IL)
- …& Investment Bank, you will be responsible for overseeing financial performance reporting across business units and client relationship management teams, driving ... by leading strategic initiatives and serving as a trusted advisor to Business and Group Heads. As a Business...budget processes, facilitating leadership reviews, and managing executive ad-hoc requests. This dynamic role offers the opportunity… more
- Abbott (Waukegan, IL)
- …alignment, and capability development. + **Strategic Business Partnership** Serve as a trusted advisor to executive leadership on IT solutions for complex SAP ... management capabilities, with a track record of driving enterprise transformation. ** Financial Scope** + Accountable for managing program budgets of **$20MM** ,… more
- ServiceNow, Inc. (Chicago, IL)
- …allow them to achieve the relevant business case for new or continued investment in ServiceNow. Lead discovery and prioritize workloads as account teams demand ... change. 2. ** Financial acumen and value engineering:** Collect and apply available...and qualitative value for the customers' new or existing investment in ServiceNow. Articulately deliver the business case to… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Chicago, IL)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- Deloitte (Chicago, IL)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
- BMO Financial Group (Chicago, IL)
- …accountabilities** + Provides strategic input into business decisions as a trusted advisor . + Applies expertise and thinks creatively to address unique or ambiguous ... state (eg, industry trends, benchmarks) and inform future state priorities (eg, financial modelling, best practices) + Develops business cases by identifying needs,… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- CIBC (Chicago, IL)
- …understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment , ... CIBC clients. + **Relationship Management** - You'll create trusted advisor relationships. Who You Are + **You put our...networks are essential to success. You lean in on executive guidance, and you inspire outcomes by making yourself… more
- Deloitte (Chicago, IL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more