Wealth Management Consultant Jobs in Chicago, IL

Lead the governance and execution of Workday reporting, enhancing data quality and usability. Manage a team to deliver impactful reporting solutions, collaborating with stakeholders to translate busin...

Empower a dedicated team of travel advisors to enhance client satisfaction and elevate service standards for high net worth clientele. Drive performance excellence and foster continuous improvement to...

Champion excellence by leading a specialized team focused on delivering high-caliber travel services to affluent clients, ensuring top performance, refining processes, and fostering professional devel...

Join a team that's reshaping commercial insurance by driving growth, fostering broker relationships, and executing market strategies. Collaborate across functions to influence outcomes and deliver tai...

Lead the charge in executing independent audits to enhance risk management, governance, and compliance within retail brokerage and advisory services. Collaborate with stakeholders to provide actionabl...

Lead the charge in driving revenue through the sale and retention of investment products, leveraging your expertise to identify prospects and develop tailored solutions for clients in a complex financ...

Analyze and enhance financial operations by streamlining processes, improving controls, and optimizing performance. Collaborate with clients to implement transformation strategies while managing compl...

Drive market expansion by cultivating contractor partnerships, utilizing an extensive network. Operate autonomously within your territory to enhance funded volume and serve as a trusted consultant, en...

Lead the charge in managing fiduciary and investment accounts for high-net-worth clients, driving business development and retention while ensuring compliance with regulations and providing tailored w...

Drive operational excellence by leading the financial operations team, ensuring timely commission payments and reconciliations. Collaborate with internal partners and franchise owners to streamline pr...

Transform risk assessment by leading a skilled team in multi-asset market analytics. Utilize expertise in futures, FX, and energy products to enhance risk monitoring, develop reports, and ensure compl...

Champion strategic financial planning by managing budgeting and analytics, partnering with cross-functional teams to deliver actionable insights, forecasting accuracy, and enhanced reporting capabilit...

Join a team that's redefining private equity consulting by leveraging analytics to drive client growth strategies. You'll collaborate in a dynamic environment, taking ownership of projects that shape...

Lead the charge in managing Trust & Estate tax strategies while guiding a talented team to optimize client relationships and deliver exceptional tax solutions for high net worth individuals. Drive gro...

Elevate your career by driving tax strategies and solutions for ultra high net worth clients. Lead a skilled team in managing complex estate, gift, and fiduciary tax matters while enhancing client rel...

Champion the Trust & Estate Tax team, providing expert consulting and management for high net worth clients. Oversee tax return reviews, deliver wealth transfer strategies, and enhance client relation...

Lead the charge in expanding our Corporate Professions portfolio by underwriting professional liability risks and developing robust broker relationships to drive market presence and portfolio growth a...

Pioneer operational excellence by managing daily business functions and enhancing productivity through strategic coordination, performance analysis, and resource management. Drive initiatives that fos...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Drive operational excellence by leading a dynamic property management team, ensuring top-tier client satisfaction, and optimizing portfolio performance through strategic oversight and coaching...

Oversee economic damages analyses and forensic investigations while managing client engagements. Collaborate with a diverse team to provide high-quality insights and mentor junior staff in a dynamic...

Deliver exceptional project management across digital and creative initiatives, ensuring seamless execution from kickoff to final delivery. Collaborate with clients and teams to translate strategic go...

Unlock potential by managing fund administration engagements, ensuring quality control, and developing teams in a dynamic private equity environment. This role emphasizes client interaction, complianc...

Lead the Property Tax Practice by managing client portfolios, driving business growth, and overseeing tax compliance while mentoring staff and optimizing tax liabilities for clients across various sec...

Join a team that's driving financial excellence with data-driven insights. Collaborate with leadership to enhance strategic decision-making and optimize business performance through accurate reporting...