Wealth Management Consultant Jobs in Chicago, IL

Drive impactful investment strategies by partnering with advisors to enhance portfolio recommendations and foster client engagement through tailored financial guidance and exceptional support...

Partner with us to expand our intermediary distribution across the Midwest. Drive adoption of innovative investment solutions, working with key strategic partners to foster enterprise relationships an...

Join a team that's committed to data integrity and enhancing client reporting. Leverage your analytical and operational expertise in a fast-paced environment focused on private investments, while coll...

Partner with us to enhance client investment reporting and maintain data integrity. Leverage your analytical skills and operations experience in asset management to streamline processes and ensure acc...

Engage as a key business leader driving JV success, fostering executive relationships, and steering strategic initiatives to achieve optimal performance and growth in collaboration with partners...

The Private Wealth Advisor - Director provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of client relationships while delivering exceptional client exp...

Advance your career by creating compelling investment content that shapes market insights. Collaborate across teams to differentiate our value proposition and enhance client communications with timely...

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...

Transform the executive wealth experience by leveraging in-depth financial expertise and building trust. Collaborate with senior executives to deliver tailored, comprehensive wealth planning solutions...

Engage collaboratively with the Manager Research team to analyze investment strategies, evaluate managers, and deliver insights that shape investment decisions and client communications across diverse...

Lead the Strategic Intelligence team to shape regulatory priorities, analyze emerging risks, and enhance decision-making through intelligence-driven initiatives, fostering collaboration with stakehold...

Transform relationships with Private Client customers by delivering outstanding service and mentorship. Oversee a team while managing renewals and enhancing client experiences through collaboration an...

Unlock potential by leading complex equity data projects, partnering with clients, and driving process improvements through automation and documentation. This mid-to-senior role combines tactical deli...

Shape the future of private markets by partnering with financial advisors, driving adoption of investment solutions, and translating complex strategies into actionable insights. Use your expertise to...

Unlock potential by collaborating with Wealth Advisors to enhance client relationships through tailored financial plans, investment strategies, and risk management while working in a hybrid environmen...

Transform leadership through innovative program design and delivery, enhancing skills for all management levels. Drive holistic development and build a thriving pipeline of future leaders within a col...

Optimize client service through operational excellence, driving improvements and strategic initiatives across investment operations. Collaborate with teams to enhance governance and support transition...

Elevate your career by supporting investment accounting, financial reporting, and reconciliation efforts within a dynamic team. Collaborate to ensure data integrity, manage accounting activities, and...

Accelerate progress at sourcing new private wealth clients through expert networking, strategic partnership building, and delivering tailored solutions with a talented team in a dynamic, client-focuse...

Lead the strategic steering of regional portfolios, enhancing performance and profitability through data analysis, stakeholder collaboration, and process improvement, all while navigating a dynamic ri...

Take ownership of client relationships and delivery of financial planning solutions. Collaborate with lead advisors while honing skills in software tools, communication, and analysis to prepare for gr...

Transform investment strategies by leading firms through seamless integration onto our unified investment platform, ensuring high client retention and collaboration with legacy teams for successful tr...

Elevate client experiences by leading a team of Licensed Insurance Brokers, driving compliance, performance excellence, and professional development in a dynamic environment focused on service and ope...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Elevate our client solutions by leveraging your extensive cloud implementation expertise to manage projects efficiently and nurture collaborative relationships within project teams...