Director, Fiduciary Advisory Services - Chicago

Only for registered members Chicago, United States

1 week ago

Default job background
$102,000 - $190,000 (USD)

Job summary

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.

Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
  • Identifies opportunities to grow existing relationships and develop new business.
  • Makes presentations to clients/prospects in conjunction with others based upon their needs.
  • Provides day to day technical support team members responsible for fiduciary account management.

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Transaction Advisory Services

    Only for registered members

    We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services practice in our Chicago officeThis position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and suppo ...

    Chicago

    3 days ago

  • Work in company

    Transaction Advisory Services

    Only for registered members

    As CohnReznick grows so do our career opportunities. We currently have an exciting career opportunity for a Manager to join our Transaction Advisory Services practice in our Chicago office. · This position will support our rapidly growing Transaction Advisory Services group condu ...

    Chicago $110,000 - $180,000 (USD)

    1 month ago

  • Work in company

    Transaction Advisory Services

    Only for registered members

    A well-established and growing firm is seeking a Transaction Advisory Services Senior or Supervisor to join its Transaction Advisory Services team. · Plan buy-side and sell-side transaction advisory engagements and financial due diligence on middle market companies (average deals ...

    Chicago

    4 weeks ago

  • Work in company

    Associate, Transaction Advisory Services

    Only for registered members

    The Associate role at Palm Tree is a critical position supporting financial due diligence, transaction advisory, and value‑creation engagements. · ...

    Chicago, IL

    2 weeks ago

  • Work in company

    Manager Transaction Advisory Services

    Only for registered members

    A highly reputable industry leading globally recognized brand in the Financial Services industry is growing their Transaction Advisory Services group. · ...

    Chicago, IL

    3 weeks ago

  • Work in company

    Transaction Advisory Services Director

    Only for registered members

    We are the leading provider of professional services to the middle market globally. Our exceptional people are the key to our unrivaled culture and talent experience. We find an environment that inspires and empowers you to thrive both personally and professionally. · TAS Directo ...

    Chicago, IL

    1 day ago

  • Work in company

    Manager Transaction Advisory Services

    Only for registered members

    We are seeking an experienced Transaction Advisory Services (TAS) Manager. · Lead buy-side and sell-side financial due diligence. · Manage engagements end-to-end: scoping, execution, review. · ...

    Greater Chicago Area

    1 month ago

  • Work in company

    Director, Transaction Advisory Services

    Only for registered members

    The Transaction Advisory Services Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met if not exceeded and support the overall delivery of the national TAS strategy. · Leads clie ...

    Chicago, IL, United States

    6 days ago

  • Work in company Remote job

    Manager Transaction Advisory Services

    Only for registered members

    Analyze target company financial and operating results to identify non-recurring transactions that affect reported earnings. · ...

    Greater Chicago Area

    1 month ago

  • Work in company

    Associate, Transaction Advisory Services

    Only for registered members

    The Associate role at Palm Tree supports financial due diligence, · transaction advisory,and value creation engagements. Support day-to-day execution of financial due diligence engagements. · Build and refine financial models such as QoE schedules... · ...

    Chicago

    4 days ago

  • Work in company

    Associate, Transaction Advisory Services

    Only for registered members

    Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. · The Associate role at Palm Tree is a critical position supporting financial due diligence, transaction advisory, and value-creation engag ...

    Chicago

    2 weeks ago

  • Work in company

    Transaction Advisory Services Supervisor

    Only for registered members

    Miller Cooper is seeking a Transaction Advisory Services Senior or Supervisor to join our growing team.With over 105 years of independent, client-focused service in Chicagoland, we've grown organically—never through mergers or acquisitions. That means more opportunity, more impac ...

    West Madison Street Chicago, Illinois, United States

    1 week ago

  • Work in company

    Transaction Advisory Services Manager

    Only for registered members

    Transaction Advisory Services Manager. We're seeking a Transaction Advisory Services Manager to join our growing team. · ...

    West Madison Street Chicago, Illinois, United States

    2 days ago

  • Work in company Remote job

    Actuarial Advisory Services Intern

    Only for registered members

    The Insurance and Actuarial Advisory Services (IAAS) practice is a market leading service covering all segments of the property/casualty and life/health insurance industries. · Support Client Engagement teams performing diverse range of actuarial tasks. · Solve complex problems a ...

    Chicago, IL

    1 week ago

  • Work in company

    Manager- Transaction Advisory Services

    Only for registered members

    Join Sikich and be part of a rich and varied group of contributors. We believe that through varied perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities. · ...

    Chicago, IL

    1 month ago

  • Work in company

    Transaction Advisory Services Consultant

    Only for registered members

    A Transaction Advisory Services Consultant is sought to support financial due diligence engagements for mergers and acquisitions. · Bachelor's degree in Accounting or Finance required · 3 years of experience in transaction advisory or corporate finance preferred/li> · ...

    Chicago, IL

    1 month ago

  • Work in company

    Manager Transaction Advisory Services

    Only for registered members

    A highly reputable brand in the Financial Services industry is growing their Transaction Advisory Services group. · ...

    Chicago

    3 weeks ago

  • Work in company

    Associate, Transaction Advisory Services

    Only for registered members

    Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, · tax,data analytics,cybersecurity,and technical accounting. · ...

    Chicago $120,000 - $145,000 (USD)

    2 weeks ago

  • Work in company

    Manager Transaction Advisory Services

    Only for registered members

    We are seeking an experienced Transaction Advisory Services (TAS) Manager to join our due diligence practice. · Lead buy-side and sell-side financial due diligence. · Manage engagements end-to-end. · Serve as primary client contact. · ...

    Chicago

    1 month ago

  • Work in company

    Transactional Advisory Services Supervisor

    Only for registered members

    Miller Cooper is seeking a Transaction Advisory Services Senior or Supervisor to join our growing team. With over 105 years of independent, client-focused service in Chicagoland, we've grown organically—never through mergers or acquisitions., · Bachelor's or master's degree in ac ...

    Chicago $83,000 - $110,000 (USD)

    1 month ago

  • Work in company

    Associate, Leadership Advisory Services

    Only for registered members

    The Leadership Advisory Services (LAS) Practice is an exciting and dynamic practice within Spencer Stuart that provides advice and partnership to clients navigating key leadership and talent issues. The LAS Associate supports Consultants in the full execution of client engagement ...

    Chicago

    3 weeks ago