- Principal Financial Group (Chicago, IL)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal ... Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge meaningful relationships… more
- Neuberger Berman (Chicago, IL)
- …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives… more
- Nuveen Investments (Chicago, IL)
- The AVP, Wealth Alternatives Product Manager will be responsible for supporting Nuveen's alternatives wealth product platform (non-traded REITs, BDCs, Interval ... The AVP should have direct knowledge and experience within the wealth alternatives industry, strong research and analytical capabilities, and a desire for… more
- Citigroup (Chicago, IL)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- TIAA (Chicago, IL)
- …of information \#LI-AB1 Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative ... affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.… more
- Bank of America (Chicago, IL)
- …Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's ... deliver industry leading investment offering and platforms that support wide range of client segments' needs leading to exceptional client outcomes. ISG offers a… more
- Cherry Bekaert (Chicago, IL)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more
- Cherry Bekaert (Chicago, IL)
- …to serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services ... on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. + Provide the engagement partner… more
- TIAA (Chicago, IL)
- …with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships… more
- Deloitte (Chicago, IL)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of...and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to… more
- Deloitte (Chicago, IL)
- …which allow clients to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with the client 's business ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more
- Citigroup (Chicago, IL)
- …development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...(including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize… more
- Bank of America (Chicago, IL)
- …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Fifth Third Bank, NA (Chicago, IL)
- …+ Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral ... evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Cherry Bekaert (Chicago, IL)
- …for providing compliance and consulting services/projects to an existing client base. Prior industry Real Estate, Construction, Hospitality) experience is ... regional accounting firm with a demonstrated record of having provided leadership, client service, and business expansion. + The qualified candidate will have… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- C-4 Analytics (Chicago, IL)
- …disability, contact this employer to ask for accommodation or an alternative application process. Compensation: Compensation: We offer a competitive compensation ... success, but enjoy the support of a team of Client Services experts who'll always have your back. A...value to clients and serve as a trusted digital advisor + Excellent written and verbal communication skills -… more
- Deloitte (Chicago, IL)
- …management processes by leveraging enabling technologies, process reengineering and alternative delivery models? Deloitte's Tax Technology Consulting (TTC) Legal ... their contract portfolios and process. Bring your expertise and client service skills to Deloitte and click "apply" now!...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Chicago, IL)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more