- 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 (Chicago, 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 (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
- 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
- BMO Financial Group (Naperville, IL)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client. + Develops and executes the business development strategy, sales targets and the sales results for...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- PagerDuty (Springfield, IL)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- BMO Financial Group (Winnetka, 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
- BMO Financial Group (Chicago, IL)
- …deliver timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... Achieves sales and other targets established by business plans....needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements… 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
- 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
- BMO Financial Group (Chicago, IL)
- …financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned ... all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as the… 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
- Confluent (Springfield, IL)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… 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
- Nutanix (Springfield, IL)
- …achievement, deal attach rates, and on-time renewals. + Serve as a trusted advisor by advising senior leaders in customer organizations on creating compelling ... client relationships? If so, joining Nutanix as a Service Sales Manager will empower you to be at the...accounts, ultimately enhancing adoption and helping customers realize their investment in Nutanix while accelerating their growth. You will… 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
- Deloitte (Chicago, IL)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify ... Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state...you! We are looking for a sharp, analytical Tax Senior Manager who is ready to seek and take-on… more