Wealth Management Consultant Jobs in Chicago, IL

Lead the charge in managing complex investment portfolios for high net worth clients. Collaborate with sales and service teams to drive growth, execute tailored strategies, and enhance client experien...

Elevate client investment strategies through proactive portfolio management, aligning with high net worth clients to achieve tailored financial objectives while collaborating with a dedicated advisory...

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

Join a team that's dedicated to deepening client relationships and delivering tailored financial solutions. Leverage your expertise to anticipate needs and drive engagement within affluent segments wh...

Empower Mass Affluent client relationships by driving acquisition, retention, and revenue growth. Utilize consultative skills and internal partnerships to deliver exceptional service, managing risk wh...

Provide strategic guidance in tax compliance for asset and wealth management clients, optimizing tax positions and minimizing risks while leading diverse teams and driving project success through effe...

Build relationships and deliver tailored wealth management solutions for high-net-worth clients. Integrate banking, investment strategies, and financial planning while leading cross-functional teams t...

Champion innovation by leading the development of impactful products from concept to scale. Collaborate with clients and cross-functional teams to shape foundational strategies in cutting-edge AI solu...

Help us drive innovation by leading complex product initiatives that bridge technology and business strategy. Collaborate with executive leadership to create impactful solutions, ensuring alignment ac...

Elevate client investment strategies by managing relationships and providing tailored advice. Collaborate with internal teams to optimize solutions, ensuring compliance and ethical judgment in all fin...

Drive the day-to-day management of a separately managed account, overseeing portfolio positioning, conducting market research, and collaborating with investment partners to ensure optimal performance...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Lead the charge in delivering strategic investment solutions to institutional clients. Build trusted relationships, support investment strategy discussions, and contribute to high-quality client exper...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Empower clients by guiding them through complex tax regulations, optimizing tax positions, and ensuring compliance. Lead and inspire a team while leveraging technology to enhance tax practices and bui...

Unlock potential by leading tax compliance projects and teams, optimizing clients' tax positions while ensuring adherence to regulations. Drive innovation and success while cultivating strong client r...

Optimize tax strategies and compliance for asset and wealth management clients, guiding strategic direction while mentoring teams. Lead multiple projects, enhance client satisfaction, and drive busine...

Transform your career by managing tax compliance and advisory for asset and wealth management clients. Guide junior team members, analyze complex issues, and enhance your technical expertise in a dyna...

Join a team that's dedicated to fostering a positive workplace culture by resolving employee relations issues, coaching leaders, and ensuring compliance with employment laws. Drive proactive strategie...

Transform complex estate and wealth planning by delivering expert advisory, fostering relationships with UHNW advisors, and crafting impactful educational content for strategic growth across portfolio...

Shape strategic intelligence by leading teams to identify and analyze emerging threats impacting financial markets. Foster relationships with industry stakeholders to deliver actionable insights and e...

Lead the charge in driving client engagement and team performance, managing a dynamic sales team, and executing impactful strategies to enhance customer relationships and expand business opportunities...

Transform client relationships by managing HNW/UHNW accounts, delivering exceptional fiduciary services, and collaborating with advisors to implement tailored solutions while ensuring client satisfact...

Take ownership of strategic partner relationships within the audience data space, driving engagement and revenue growth through effective communication and collaboration across teams to enhance data o...

Lead and manage client delivery teams on diverse projects in life insurance, from financial modeling to product development, while mentoring staff and driving business growth through expertise sharing...