Wealth Management Consultant Jobs in Chicago, IL

Serve as the primary client liaison, driving satisfaction and retention while fostering partnerships and implementing effective client strategies for healthcare products. Collaborate cross-functionall...

Lead the charge in transforming organizational behaviors and driving change initiatives. As a Business Performance Manager, you'll shape strategies, oversee projects, and influence outcomes across div...

Transform the future of Life & Annuity by leading cross-functional teams to deliver innovative solutions and ensure successful program outcomes while driving business and technology transformations...

Join a team that's driving the evolution of our Deal Desk function, balancing hands-on deal execution with strategic guidance to support high-quality deals. You'll enhance collaboration across teams...

Grow your career with a strategic VP of Financial Planning & Analysis, driving insights for financial success. Collaborate across teams to enhance budgets, forecasts, and reporting, while offering act...

Empower growth by collaborating with Financial Advisors to drive advisory asset acquisitions. Analyze performance, identify opportunities, and create strategies that enhance relationships, ensuring la...

Drive success by enhancing client engagement and product adoption across enterprise accounts. Act as a trusted advisor, ensuring clients fully realize value from their investments while strengthening...

Advance your career by executing complex investigations into high-risk financial crimes. Lead multi-entity analysis while mentoring analysts, ensuring regulatory compliance with OCC, FinCEN, and inter...

Join a high-impact team as a Retirement Sales Activation Manager, optimizing processes and driving exceptional customer experiences. You will lead, coach, and inspire sales activation specialists whil...

Lead a dynamic team to deliver impactful solutions for Global Financial clients, driving successful project execution, enhancing client relationships, and optimizing team performance in a fast-paced e...

Champion exceptional client service by empowering and leading a dedicated team, driving operational excellence, and fostering inclusive workplace culture while supporting strategic business initiative...

Join a team that's integral to streamlining underwriting operations. You'll manage reporting, document processes, and collaborate with stakeholders to enhance efficiency and communication within the i...

Join a team that's dedicated to delivering exceptional tax services. Lead the review and management of complex tax engagements while mentoring staff and identifying growth opportunities for clients in...

Optimize tax compliance processes by leading a skilled team to deliver exceptional client service, manage engagements, and resolve diverse tax issues for high net worth individuals and entities...

Shape the future of tax strategies by leading our diverse team and managing client relationships. Engage with various industries to deliver tailored solutions and ensure client satisfaction while driv...

Manage a dynamic team in real estate fund administration, oversee financial reporting, mentoring, and compliance while collaborating with clients and property managers to ensure performance and strate...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Champion enterprise sales by driving, managing, and closing new client relationships within the financial services industry, leveraging strong sales skills and industry knowledge to expand business op...

Join a team that's leading actuarial insights in Management Liability, driving pricing analyses, reserving, and strategic support while cultivating key relationships across departments for optimized b...

Join an industry-leading team as you manage and optimize the Management Liability actuarial function, providing insights, analyzing risks, and driving strategic initiatives to enhance profitability an...

Empower advisor growth and leadership as you provide strategic coaching and advocacy support, enhancing productivity and client relationships while championing the development of Black/African America...

Lead the charge in driving retirement plan sales across the nonprofit sector. This high-volume role focuses on developing and closing opportunities while managing a robust pipeline and fostering stron...

Innovate solutions that enhance property management systems while maintaining strong ties between teams and external partners, driving AI initiatives and organizational progress in a dynamic, fast-pac...

Empower strategic investment management by overseeing joint ventures and financial analysis. Lead risk assessment and financing processes while driving compliance and operational success to support op...

Manage end-to-end operations for fixed income capital markets offerings. Oversee transaction execution, ensure compliance, and enhance operational efficiency while leading a high-performing team in a...