Wealth Management Consultant Jobs in Chicago, IL

Shape the future of international tax as a Senior Manager. Lead strategic advisory projects, develop tax optimization strategies, and guide diverse teams to navigate complex regulations while enhancin...

Unlock potential by managing client relationships and ensuring project success. Act as the primary liaison, leading a team to deliver high-quality disclosure documents while fostering collaboration ac...

Lead the charge in delivering exceptional software solutions by managing customer onboarding, ensuring successful implementation of TruComply products, and fostering strong client relationships throug...

Lead the charge in driving growth strategies for large omnichannel merchants, while optimizing partnerships and implementing actionable plans. Collaborate with stakeholders to deliver measurable ROI a...

Oversee the planning, execution, and improvement of software testing. Ensure product quality through automated testing, defect tracking, and collaboration with teams to enhance usability and functiona...

Engage in the preparation of GAAP and SEC reporting deliverables, collaborating cross-functionally while ensuring compliance and providing analytical insights into financial metrics to support audit p...

Join a team that's transforming financial planning for charter schools nationwide while advising leaders on sustainability and governance. Collaborate in dynamic projects, mentor colleagues, and drive...

Reimagine financial strategies by providing expert consultation and strategic support in advanced planning areas such as estate, business, and charitable planning, ensuring alignment with clients' fin...

Deliver strategic oversight for information protection initiatives, ensuring compliance with data regulations while collaborating with cross-functional teams to strengthen organizational defenses agai...

Drive impactful FP&A solutions by partnering with sales teams to identify and close opportunities, engaging financial leaders to maximize customer outcomes through advanced reporting and planning capa...

Collaborate with leaders to translate business strategies into effective HR solutions, enhancing performance and talent capabilities. Drive organizational effectiveness through proactive assessment an...

Shape the future of talent management by partnering with leaders to implement strategic HR initiatives that drive performance, foster growth, and enhance organizational effectiveness in a dynamic busi...

Unlock transformative finance results by leading AI strategy engagements that redefine core finance functions. Collaborate with C-level leaders to engineer innovative, data-driven solutions that eleva...

Engage with clients to deliver financial insights, manage accounting teams, and drive process improvements. Collaborate on budgeting and technology integration while ensuring compliance in healthcare...

Optimize growth strategies by partnering with teams to drive account expansion, identify opportunities, and enhance processes for measurable business success in a fast-paced environment focused on con...

Support strategic growth initiatives by partnering with teams to identify opportunities, coordinate activities, and improve effectiveness across commercial programs while engaging with senior leaders...

Reimagine underwriting processes and enhance business profitability within the Staffing/Healthcare Vertical through expert risk assessment and team collaboration, ensuring compliance and high-quality...

Join a team that's committed to providing top-notch due diligence and transaction advisory services. Engage with diverse clients, collaborate closely with partners, and develop your career within a dy...

Accelerate your career by driving retirement plan sales across diverse markets. Build strong relationships with financial intermediaries and manage your territory effectively to achieve ambitious sale...

Lead the charge in managing asset-based lending relationships while mentoring a skilled team of lending professionals. Drive portfolio quality, strategic lending solutions, and client growth through e...

Oversee construction risk for affordable housing projects, ensuring successful completion by monitoring progress, resolving issues, and collaborating with teams to enhance project viability and stakeh...

Pioneer innovative data-driven insights as a Director in Global Transaction Analytics. Lead diverse client projects, enhance team skills, and drive impactful decision-making throughout the M&A lifecyc...

Join a team that's dedicated to delivering precise performance analysis and client reporting, ensuring efficiency through innovation while collaborating across various departments to meet private weal...

Execute strategic credit analysis and lending solutions for commercial banking, enhancing client relationships while ensuring compliance with regulatory standards and risk management frameworks. Drive...

Engage with a diverse team to manage client risk issues, investigating fraud and financial exploitation cases while providing expert advice to colleagues and ensuring compliance with regulations in a...