Wealth Management Consultant Jobs in Chicago, IL

Pioneer the future of finance as you lead a dedicated team managing diverse accounting functions for our clients. Leverage cutting-edge technology and your expertise to provide actionable insights and...

Drive comprehensive wealth management for high-net-worth clients, integrating banking and investment strategies. Lead cross-functional teams to deliver tailored solutions and enhance client relationsh...

Join a team that's delivering integrated wealth management solutions for HNW and UHNW clients through strategic financial planning, investment strategies, and advanced banking solutions while driving...

Pioneer comprehensive wealth management for high-net-worth clients by leading strategic relationships and holistic financial planning initiatives, ensuring personalized advice and innovative solutions...

Unlock your potential by driving growth in multi-asset portfolio solutions, collaborating with financial advisors to create impactful strategies and leveraging data to enhance client relationships and...

Join a dynamic team as a primary relationship manager for high-net-worth clients, delivering integrated wealth management solutions that encompass banking, investments, and financial planning for ulti...

Shape the future of investment management by leading our trading and investment teams. Drive operational excellence while managing growth, onboarding, and innovative investment strategies in a collabo...

Accelerate business growth by managing the Quote to Close process for sales. As a key advisor, you’ll oversee documentation and compliance to optimize software licensing and revenue recognition, ensur...

Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...

Drive impactful client relationships by conducting investment research and analysis, providing tailored reports, and supporting institutional clients through proactive engagement and a collaborative a...

Engage as a strategic advisor to ultra-high net worth families, leading estate planning efforts and ensuring top-tier service delivery. Collaborate with senior wealth advisors and manage a team to int...

Elevate client relationships by overseeing trust administration, analyzing legal and tax issues, and collaborating with Wealth Advisors in a team environment. Be instrumental in maintaining fiduciary...

Help us shape the future of portfolio management, driving strategy and product development for innovative wealth management solutions. Collaborate with cross-functional teams to deliver scalable, comp...

Champion operational excellence by delivering seamless support for global B2B clients, resolving inquiries, and enhancing processes. Collaborate cross-functionally to build a world-class support model...

Unlock potential by leading the Financial Reporting team in delivering precise fund statements and ensuring compliance with U.S. GAAP and SEC regulations, driving timely audits and fostering strong cl...

Drive the growth and excellence of an elite estate planning practice for UHNW families, mentoring a team of strategists while personally engaging in complex client situations and ensuring top-tier ser...

Drive project oversight and financial analysis by leading teams, gathering data, and applying financial acumen to deliver high-quality results in client engagements. Collaborate across diverse industr...

Join a team that's dedicated to delivering strategic financial insights and support to clients through in-depth due diligence and analysis, while collaborating across various industries to enhance you...

Join a team that's committed to enhancing operations through effective vendor management. Utilize your expertise to negotiate contracts, streamline processes, and collaborate with diverse stakeholders...

Unlock potential by leading strategic consulting projects in the pulp and paper industry. Leverage your expertise to drive client success and deliver actionable insights while managing internal collab...

Empower teams to optimize client engagement by effectively staffing tax professionals while enhancing resource management and deployment strategies across multiple projects in a dynamic environment...

Lead the charge in financial planning and analysis, driving insights and forecasting for key business units; collaborate across departments to enhance operational efficiency and business performance w...

Transform financial strategies and analytics in a dynamic role, enhancing decision-making through robust modeling and forecasting while leading process improvements and collaborating with cross-functi...

Shape your career with this strategic role driving financial planning, forecasting, and operational insights across key business units, while building analytics capabilities and fostering cross-depart...

Deliver expert financial reporting and client management for captive insurance, fostering strong relationships while driving strategic growth within a defined client portfolio. This senior role requir...