Wealth Management Consultant Jobs in Chicago, IL

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...

Innovate procurement strategies enterprise-wide, managing sourcing, contracts, and supplier relations. Support compliance and analyze performance metrics. Collaborate with cross-functional teams to en...

Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...

Drive client success by creating tailored financial plans and managing relationships. Utilize award-winning training to build your practice, backed by comprehensive resources for strategic growth and...

Join a team dedicated to managing complex credit portfolios, providing superior service and strategic solutions for specialty finance clients. Collaborate with various banking partners to enhance rela...

Join a team transforming insurance programs to maximize value creation. Drive growth and profitability via innovation while advising clients on risk management strategies and optimizing insurance serv...

Advance lending solutions by leveraging your expertise in credit analysis, client relationship management, and financial evaluation to drive portfolio performance and enhance client satisfaction in a...

Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collab...

Unlock potential by leading credit investigations and implementing process improvements through independent research, collaboration, and decision-making, aiding in complex loan scenarios and enhancing...

Transform client outcomes by managing complex M&A advisory projects, leading teams, and delivering high-quality financial analyses. Leverage your strategic thinking and problem-solving skills to drive...

Collaborate with teams on financial due diligence for buy and sell transactions, managing engagements while presenting key findings to clients and stakeholders. Mentor staff and drive integrated solut...

Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...

Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...

Shape the future of financial planning as you collaborate with Relationship Managers and clients to analyze and implement strategies for high-net-worth individuals, delivering tailored financial solut...

Transform third-party risk management by ensuring compliance, performance, and strategic oversight across diverse business units, facilitating strong vendor relationships and proactive issue resolutio...

Unlock potential by leading financial reporting for diverse portfolios in real estate finance. Ensure compliance with GAAP standards, guide clients on accounting options, and enhance operational effic...

The Manager - Financial Advisory Services will oversee client engagements, providing hands-on consulting and analysis in financial advisory, M&A, and strategy. This role requires strong communication...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Shape the future of insurance claims transformation by leading client engagements, driving quality service delivery, and fostering long-term client relationships. Collaborate with diverse teams to opt...

Unlock your potential by joining a supportive team dedicated to enhancing clients’ financial lives. Leverage existing relationships and provided resources to build a rewarding practice and serve a div...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Champion an exceptional client experience as a Lead Associate in Private Client services. Guide and train teams, handle complex inquiries, and reinforce service excellence to ensure compliance and ali...

Unlock your potential as a pivotal leader in finance platforms, driving operational excellence and enhancing planning systems. Collaborate cross-functionally to support enterprise planning, shaping st...

Optimize legal operations by supporting attorneys and coordinating fund governance processes while managing timelines and project deliverables in a fast-paced environment...