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Senior Consultant, Wealth Management
$113K - $131K *
West Monroe is seeking a Senior Consultant with Wealth and Consulting experience to join their Chicago team. The role involves helping financial services clients with business and technology projects...
4 weeks ago
Private Wealth Consultant, Outsourced Advisory Solutions
$150K - $175K *
The Private Wealth Consultant (PWC) will lead the Outsourced Advisory Solutions (OAS) sales process by partnering with the sales force to identify and assist financial advisors in servicing high net w...
Reposted 1 month ago
Senior Manager, Wealth Management
$190K - $222K *
The Senior Manager, Wealth Management at West Monroe will lead client delivery and business development initiatives within the financial services sector, focusing on wealth management. This role invol...
4 weeks ago
Business Manager - Wealth Solutions
$130K - $140K *
The Business Manager - Wealth Solutions at Hightower is responsible for managing the development and delivery of the Wealth Solutions platform, enhancing service offerings, and driving advisor utiliza...
3 weeks ago
$90K - $110K *
The Wealth Manager is responsible for delivering exceptional wealth management services to clients, supporting the Senior Wealth Manager in client interactions and investment strategies. This role inv...
1 week ago
$72K - $134K *
The Wealth Strategist provides advanced financial planning and wealth management services to High Net Worth and Ultra High Net Worth clients. This role involves collaborating with Investment Advisors...
1 month ago
Private Wealth Advisor / Director
$100K - $185K *
The Private Wealth Advisor / Director is responsible for relationship management and business development, focusing on high net worth clients within a wealth management team. This role involves provid...
2 weeks ago
Senior Advisor, Wealth Management
$116K - $252K *
The Senior Wealth Advisor at Baker Tilly will serve as a trusted member of the team, addressing the wealth management needs of business owners, executives, and affluent families. This role involves de...
3 days ago
Private Wealth Advisor Director
$100K - $185K *
The Private Wealth Advisor Director is responsible for providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of high-net-worth client relationships. This...
2 weeks ago
Relationship/Trust Advisor, Wealth Management
$114K - $194K *
The Relationship/Trust Advisor in Wealth Management at Northern Trust is responsible for managing a portfolio of wealth management clients, providing tailored advice and solutions based on their needs...
5 days ago
Asset & Wealth Management Tax Manager
$98K - $266K *
The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...
Reposted 1 month ago
Asset & Wealth Management Tax Manager
$98K - $266K *
The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...
Reposted 1 month ago
Consultant, Operations & Technology Transformation - Investment & Wealth Management
$93K - $155K *
The Consultant in Operations & Technology Transformation will work with clients in the Investment & Wealth Management sector to deliver innovative, technology-enabled solutions. This role involves gat...
Reposted 1 week ago
Senior Investment Portfolio Manager / Wealth Management
$100K - $185K *
The Senior Investment Portfolio Manager is responsible for providing high-quality sales and service to investment clients, ensuring compliance and delivering an exceptional client experience. This rol...
1 week ago
$150K - $250K *
The Wealth Advisor at Bernstein Private Wealth Management is responsible for representing the firm within their community and building lasting relationships with high-net-worth clients. They provide c...
1 month ago
FSI/Senior Consultant - Wealth Management - Business Consulting
$93K - $118K *
The Senior Consultant in Wealth Management will be part of a global team focused on business consulting engagements, driving innovation and enhancing user experience in the wealth management sector. R...
3 weeks ago
Senior Director, Wealth Management Regional Leadership - Market
$300K - $400K *
The Senior Director, Market President Chicago will lead the strategic planning and implementation for the Wealth Management sector in the Chicago market, focusing on increasing market share and profit...
1 week ago
Investment Portfolio Specialist
$85K - $100K *
The Investment Portfolio Specialist will work with the US Growth Team to develop custom investment solutions for clients and provide investment analysis. This role involves creating proposals, managin...
6 days ago
$122K - $208K *
The Wealth Strategist CNR is responsible for expanding relationships with ultra-high net-worth clients and attracting new prospective clients. This role involves developing integrated estate and finan...
4 weeks ago
Product Manager, Portfolio Management System (PMS)
$80K - $120K *
The Product Manager for the Portfolio Management System will oversee and enhance tools and systems that support portfolio management and reporting for private wealth clients. This role involves managi...
2 weeks ago
Asset & Wealth Management - Tax Senior Manager
$119K - $328K *
The Asset & Wealth Management - Tax Senior Manager will lead and manage large-scale projects while providing strategic tax advice to clients in the financial services sector. This role involves innova...
Reposted 1 week ago
Asset & Wealth Management - Tax Senior Manager
$119K - $328K *
The Asset & Wealth Management - Tax Senior Manager will lead and manage large-scale projects while providing strategic tax advice to clients in the financial services sector. This role involves innova...
Reposted 1 week ago
$69K - $143K *
The Senior Wealth Planning Analyst collaborates with Wealth Strategists and other specialists to provide comprehensive financial analyses and strategies for high-net-worth clients. This role involves...
Reposted 3 days ago
$69K - $143K *
The Senior Wealth Planning Analyst collaborates with Wealth Strategists and other specialists to provide comprehensive financial analyses and develop tailored Wealth Strategies for high-net-worth clie...
Reposted 3 days ago
$75K - $110K *
The Senior Surety Client Manager is responsible for managing client accounts related to surety and insurance needs, including bond requests and billing issues. This role involves effective communicati...
6 days ago