Wealth Management Consultant Jobs in Chicago, IL

Shape effective claims processes by managing communication and documentation, evaluating policies, and advocating for clients to ensure optimal outcomes in 1st party property insurance claims while co...

Join a team that's dedicated to expertly managing complex 1st party property claims, advocating for clients from inception to resolution while fostering collaboration and optimizing processes for succ...

Pioneer a new approach to commercial credit analysis by evaluating financial statements and collaborating with loan officers, ensuring credit excellence while guiding junior team members in a fully re...

Lead strategic consulting projects, guiding clients through complex transformations and driving impactful change. Collaborate with stakeholders to deliver results, leveraging expertise in energy and c...

Unlock potential by shaping and guiding a healthcare modeling application. Collaborate with users and engineers to transform complex needs into actionable product features, ensuring the delivery of im...

Transform your career by managing multiple client teams in healthcare, providing insights through financial reporting, and leading staff development. Drive operational improvements while ensuring exce...

Take ownership of Trust Operations management, overseeing daily activities, compliance, and risk management while ensuring a seamless workflow in the Wealth Management Department. Lead your team to su...

Join our team to support underwriting and portfolio management in healthcare real estate. You'll analyze financial data, assess risks, and manage client relationships, contributing to the growth and e...

Champion client success by preparing individual and trust tax returns, mentoring associates, and driving effective communication within a dynamic team. Elevate your career with hands-on training and g...

Lead the preparation of individual and trust tax returns while mentoring associates. Collaborate with clients and team members to deliver exceptional service and solutions, ensuring compliance and fos...

Elevate the sales organization by coaching and inspiring teams to surpass revenue targets, driving accountability, and leading strategic sales initiatives within a defined regional market...

Lead the charge in evolving global regulatory operations for the payment network, driving compliance and scalability while fostering strategic partnerships across teams to enhance market positioning a...

Drive revenue growth by executing strategic sales plans targeting top-tier Banking and Capital Markets clients. Collaborate with cross-functional teams to address complex challenges in fraud, AML, and...

Manage a high-performing team of Account Managers to deliver exceptional client service, drive retention, and meet business goals while creating a collaborative and supportive environment that fosters...

Optimize web experiences by managing site governance and performance while collaborating with marketing teams to drive conversion. Leverage A/B testing, AI tools, and audience segmentation to enhance...

Drive client retention strategies and processes, managing proposals and presentations. Collaborate across teams to customize solutions for large retirement accounts while supervising delivery and anal...

Shape the future of customer solutions by bridging technology and business outcomes through innovative prototyping and collaboration across teams to deliver impactful AI-driven results in asset-intens...

Lead customer-focused solutions by prototyping AI-driven applications, proving value rapidly and shaping adaptive strategies across functions to meet the needs of asset-intensive industries and drive...

Champion the evolution of a global alumni program, driving engagement and brand equity through strategic initiatives, data insights, and cross-functional collaboration that enhance connections and sup...

Explore your potential as you lead international alumni engagement strategies, enhancing connections and brand strength while collaborating with diverse teams to elevate our global alumni community ex...

Drive your career forward by leading federal proposal efforts from start to finish. Collaborate with cross-functional teams to create compelling, compliant proposals for defense and civilian sectors...

Drive innovation in accounting processes and lead a high-performing team to enhance efficiency, implement automation, and support financial operations across various functions to foster business growt...

Shape the future of accounting by leading teams, driving automation, and enhancing financial processes. Collaborate across functions to ensure efficient operations and implement technology solutions f...

Drive impactful projects in public health by leading teams, managing RFPs, and ensuring client satisfaction through effective collaboration and clear communication...

Manage a team of Portfolio Managers to oversee small business and commercial loan servicing. Ensure compliance and risk assessment, while exploring revenue opportunities and enhancing customer relatio...