Advisor, Partnership - Chicago

As an Advisor on the Insurance Market Development team, you will play a critical role in executing partnership and acquisition strategies that drive growth within the Insurance vertical. This is a hands-on, individual contributor position focused on managing existing partnerships ...

This role offers visibility across the organization and the chance to influence strategic outcomes while building deep expertise in insurance market development. As an Advisor on the Insurance Market Development team, you will play a critical role in executing partnership and acq ...

Description · Position: Wealth Management Field Integration Vice President · Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal A ...

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. · Bachelor's degree in a business-related major required4-6 years of sales experience in financial services / investment management preferredFundamental knowledge and understanding of capital markets, mutual ...

We are searching for a driven Advisor Success Consultant who thrives on building relationships and empowering financial professionals to grow their practices. · Partner with financial advisors to understand their business goals and match them with solutions that deliver measurabl ...

+Job summary · We are seeking a sales-driven Vice President to aggressively expand our Data & AI Practice. · Generate $10M+ annually in net new revenue through direct sales and business development efforts. · ...

· Position Summary · Our client is seeking a highly motivated and client-focused Advisor to join their team as a Financial Advisor. In this role, you will build and maintain long-term relationships, delivering a comprehensive and personalized approach to financial planning. The ...

Company Name: · Chicago House AC (Semi-Professional Soccer Team) · Company Website: · Role: · Part-Time Financial Advisory Board Member · Compensation: · Sweat Equity + Option to Invest · About the Role · Chicago House AC is a semi-professional soccer club that embodies the spiri ...

A long-established private family office in downtown Chicago seeks a Tax Strategy Associate to support senior leadership in delivering integrated tax estate and wealth planning for an ultra-high-net-worth family. · ...

Estate Planning Associate Attorney · Work directly with high net worth individuals, business owners and family offices on sophisticated estate planning and tax strategies. Build a broad skill set across estate planning, trust administration, corporate, real estate and tax matters ...

Manage tax filings and compliance for private equity funds and related entities. · ...

United Benefit Advisors (UBA) is seeking a Director of Partner Recruitment in a business development role focused on building and managing key relationships with prospective independent employee benefits advisory firms and current UBA Partner Firms. · ...

Tax Manager – Private Equity · Chicago, IL · | Hybrid (3 days onsite) · A leading · global private equity firm · is seeking a · Tax Manager · to join its Chicago-based finance team. This role will play a critical part in managing tax compliance, reporting, and planning for multip ...

A leading global private equity firm is seeking a Tax Manager to join its Chicago-based finance team. · ...

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential. · Effectively profile advisors to understand their practice... · ...

Description · As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management team, you will be responsible for promoting awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual F ...

This is a senior executive assistant role that requires providing dedicated operational and administrative support for investor relationships in close partnership with the Director of Strategy & Investments.Key responsibilities include acting as a trusted point of coordination be ...

Financial Advisor – Wintrust Bank · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Wintrust Ban in Chicago, IL would allow you to join the Investm ...

We are seeking a strategic, hands-on Manager, People Operations to serve as a trusted advisor to business leaders and a key driver of organizational effectiveness. · This role is forward-facing and business-aligned, focused on enabling performance through strong people strategy. ...

The Director of Operations will play a pivotal role in shaping the advisor new account onboarding (NAO) and integration experience at our firm. · Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individ ...