- Fannie Mae (Chicago, IL)
- …investments through LIHTC proprietary funds. *THE IMPACT YOU WILL MAKE* The Senior Underwriter-LIHTC Proprietary Investments role will offer you the flexibility to ... low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment... Advisor (WMA) to retain and attract new investment assets. Responsible and accountable for risk by openly… more
- Sands Investment Group (Chicago, IL)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Description: Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- WTW (Chicago, IL)
- …benchmarking, and legislative, judicial, and regulatory briefs + Attend regular client investment committee meetings and support the senior consultants in the ... trustees, investment sub-committees and corporate sponsors **Excellence** + Support Senior Consultants in the provision of first class advice and guidance… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… 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
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... all assigned branches and/or book of business. + Provide investment /insurance solutions to customers based on a comprehensive financial...High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and… more
- Raymond James Financial, Inc. (Chicago, IL)
- …is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular ... to plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of… more
- JPMorgan Chase (Chicago, IL)
- …Advisors and business leaders on core HR activities. As a Human Resources Business Advisor in Global Investment Banking, you will help deliver the end-to-end ... dynamic Human Resources Team as a Human Resources Business Advisor (HRBA), where you will play a crucial role...executing strategic HR priorities and supporting clients across Global Investment Banking. As the primary relationship manager and the… 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; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- Citigroup (Chicago, IL)
- …for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for ... The Banker is a senior level position responsible for assisting clients in...as required. **Job Family Group:** Institutional Banking **Job Family:** Investment Banking **Time Type:** Full time **Primary Location:** Chicago… more
- BMO Financial Group (Chicago, IL)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... + Ensures alignment between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists.… more
- KeyBank (Chicago, IL)
- …- Chicago, Illinois 60606 ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
- Deloitte (Chicago, IL)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Deloitte (Chicago, IL)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services team. ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products,… more
- Ankura (Chicago, IL)
- …actionable insights that drive informed decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior ... million+ in annual revenue, and deep relationships across private equity firms, investment banks, and corporate development teams. This individual will be a hands-on… more
- BMO Financial Group (Chicago, IL)
- …with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with ... assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net… more
- Capital One (Chicago, IL)
- Senior Manager, Financial Analysis (Hybrid) Capital One is seeking a culture-led, results-driven, and strategic Senior Manager of Global Payments Network (GPN) ... and US Third Party Issuance businesses and serve as a strategic advisor supporting global acceptance expansion via thorough tracking and analysis. **This role… more
- Deloitte (Chicago, IL)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise...45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax… more
