- Hispanic Alliance for Career Enhancement (Chicago, IL)
- …and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal Strategy) plays a vital role in helping ... through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring...FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and… more
- JPMorgan Chase & Co. (Chicago, IL)
- Shape the future of wealth management by driving innovation and growth at JP Morgan. Be at the heart of launching strategic initiatives, empowering teams, and ... financial services. As the Business Development Support Consultant within JP Morgan Wealth Management , you are responsible for executing strategic business… more
- Gould & Ratner LLP (Chicago, IL)
- …of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. Form family entities to help with the management ... Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and ...family members, and probate administration. Serve as a business advisor to clients, guiding them through a full range… more
- PowerToFly (Oak Brook, IL)
- …SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... is a senior service level position for a Financial Advisor (s) (FAs)/ Private Wealth Advisor (s)...shape the vision of client service model and business management by defining clear roles and responsibilities for each… more
- Antares Capital LP. (Chicago, IL)
- Senior Vice President, Midwest Advisor Consultant page is loaded## Senior Vice President, Midwest Advisor Consultantlocations: Chicagotime type: Full timeposted ... 8 Days Agojob requisition id: R564**Job Description**The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares' … more
- William Blair (Chicago, IL)
- …spearhead strategic AI initiatives aimed at enhancing client engagement and advisor effectiveness. The ideal candidate will possess significant project management ... experience, particularly in the AI/ML sphere, and be adept at collaborating across teams to drive impactful technology deployments. This role offers competitive salary and a comprehensive benefits package. #J-18808-Ljbffr more
- Vigilant Capital Management, LLC (Chicago, IL)
- A wealth management firm based in Chicago is seeking a Director of Operations to oversee custodian infrastructure and client agreement workflows. The ideal ... candidate will have over 10 years of experience in financial services, strong leadership skills, and the ability to drive operational excellence. This role offers a competitive salary of $160,000-$180,000, flexible PTO, and a hybrid work schedule. Join a… more
- Financialnarrative (Chicago, IL)
- …clients and customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment ... Across Wealth Management , Goldman Sachs helps empower...digital solutions that help customers save and invest. Across Wealth Management , our growth is driven by… more
- Vigilant Capital Management, LLC (Chicago, IL)
- …NY, USA Job Description Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services ... aggregation and trend analysis. Support PVM colleagues in integrating Advisor Practices into the Hightower Signature Wealth ...or university. 3-5 years of full-time work experience in wealth or investment management , with a strong… more
- Vigilant Capital Management, LLC (Chicago, IL)
- …4, 2025 at 6:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to ... across the US, we operate as a registered investment advisor (RIA). Your Future Team The Director of Operations...integration experiences. It demands a strategic thinker with deep wealth management operational knowledge, a passion for… more
- William Blair (Chicago, IL)
- …Project Manager AI to lead the delivery of strategic AI initiatives across Private Wealth Management . This role will play a critical part in enhancing ... advisor effectiveness, client engagement, and operational decision-making through responsible...delivery momentum and alignment. Stay current on AI and wealth management technology trends, evaluating their potential… more
- PowerToFly (Chicago, IL)
- …expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm ... support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to...strategic initiative to embed planning in the core of wealth management - driving long-term firm growth… more
- Vigilant Capital Management, LLC (Chicago, IL)
- …19, 2025 at 6:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to ... and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size… more
- EQT AB (Chicago, IL)
- …3+ years experience in client or product marketing, preferably in asset or wealth management . Bachelor's degree or equivalent experience. Strong project ... shape our brand, deepen engagement and support capital raising across private wealth and institutional channels. About the team The Americas Marketing team supports… more
- Ernst & Young Oman (Chicago, IL)
- …or line of business executives and covers the banking, capital markets, asset management , wealth management , and insurance segments. Representative projects ... impact of our strategies, and make EY-Parthenon the global advisor of choice for business leaders. You have the...holding company, a strategic due diligence for a global wealth management company, a product strategy for… more
- Vigilant Capital Management, LLC (Chicago, IL)
- …29, 2025 at 5:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to ... and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size… more
- Sorren, Inc. (Chicago, IL)
- …lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management .At Sorren, we believe that success is a shared ... and alignment with client objectives Serve as a primary advisor on advanced tax strategies such as M&A structuring,...and process improvements across the tax function Respected internal advisor , often consulted by peers and firm leadership on… more
- BMO (Chicago, IL)
- …and risk expertise. Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. Broad and diverse background ... Provides a superior level of customer service and portfolio management in lending services for all existing and potential...and maintain overall service standards. Acts as a trusted advisor to senior leaders for making business decisions and… more
- Alvarez & Marsal Deutschland GmbH (Chicago, IL)
- …team overseeing a diverse range of projects involving turnaround management , restructuring, performance improvement and corporate advisory services, helping ... of the restructuring process - from the strategy to cash conservation/liquidity management , to business plan development and implementation - providing you with a… more
- NFP Corp (Chicago, IL)
- …and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a ... issue term, universal and indexed universal life insurance through brokers and advisor partners Generate sales Develop a business plan to maximize market share… more
