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Keywords: Private Client Advisor, Location: Chicago, IL

Page: 2

Director, Transaction Advisory Services (TAS) and Financial Due Diligence (FDD)

objectives. Acts as a thought leader and trusted advisor to client's key leadership. Leads the end-to-end project management... banking, private equity, consulting, investment management and strategic finance / FP&A, we are uniquely positioned to provide...

Company: Embarc Advisors
Location: Chicago, IL
Posted Date: 20 Dec 2024

2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Chicago Financial Services

’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions... under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring...

Company: Houlihan Lokey
Location: Chicago, IL
Posted Date: 20 Dec 2024

Wealth Analyst

to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist... on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account...

Company: Bank of the West
Location: Chicago, IL
Posted Date: 20 Dec 2024
Salary: $44000 - 82000 per year

Senior Consultant, Wealth Management

Client and Advisor Experience Familiarity with retirement plan, alternative asset, annuities, and other nuanced products.... Skills and Experience: Core Business & Delivery Skills Leading client-facing workshops with Stakeholders Preparing POV...

Company: West Monroe
Location: Chicago, IL
Posted Date: 19 Dec 2024
Salary: $113800 - 131000 per year

Senior Manager, Wealth Management

Client Servicing / Operations Regulatory / Compliance Data Strategy / Reporting / Analytics Client and Advisor Experience... consultants, while building the practice and your career at one of the best places to work. Primary Responsibilities: Client...

Company: West Monroe
Location: Chicago, IL
Posted Date: 19 Dec 2024

Senior Consultant, NetSuite

for middle to upper middle-market clients with multiple West Monroe team members working on a single client project at a time.... What you'll do: Serve on client delivery teams as a program manager on engagements of moderate-to-high complexity and scale...

Company: West Monroe
Location: Chicago, IL
Posted Date: 19 Dec 2024
Salary: $113800 - 131000 per year

Managing Director, High Tech & Software Industry (Product and Digital transformation)

client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners Execute...&S) industry, nationally. This leader will serve High-Tech & Software clients and Private Equity investors with a focus...

Company: West Monroe
Location: Chicago, IL
Posted Date: 18 Dec 2024

Manager, NetSuite

for middle to upper middle-market clients with multiple West Monroe team members working on a single client project at a time.... What you'll do: Serve as a delivery leader on engagements of moderate-to-high complexity and scale, communicating with client...

Company: West Monroe
Location: Chicago, IL
Posted Date: 18 Dec 2024
Salary: $146900 - 172400 per year

Wealth Relationship Manager SAFE Act - Chicago, IL

's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning... use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client...

Company: Citigroup
Location: Chicago, IL
Posted Date: 14 Dec 2024
Salary: $78080 - 117120 per year

VP, SBU Retail Large Deals Head

customer organization, as well as third party advisors, private equity firms, industry analysts and sourcing advisors, eco...-systems partners to create the mindshare and spot large, strategic deal ideas that unlocks exceptional value for the client...

Company: Cognizant
Location: Chicago, IL
Posted Date: 13 Dec 2024

Wealth Analyst

to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist... on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account...

Company: Bank of the West
Location: Chicago, IL
Posted Date: 13 Dec 2024
Salary: $44000 - 82000 per year

Restructuring Experienced Associate/Director

: Join an established boutique business advisory shop specializing in turnaround and restructuring and private equity consulting. Our client... and experienced professional to join their restructuring and private equity consulting team. Our client is looking for an Experienced...

Company: Selby Jennings
Location: Chicago, IL
Posted Date: 12 Dec 2024
Salary: $140000 - 170000 per year

Managing Director

As an Investment Sales Managing Director for Greysteel in Chicago, Illinois, you'll serve as the lead advisor..., Retail, Self-Storage, Hospitality]. This role is a dynamic blend of being a trusted advisor, executing deals, developing...

Location: Chicago, IL
Posted Date: 05 Dec 2024

Oliver Wyman Actuarial – Health Senior Manager – Medicare Advantage Experience

workforce. serves as a critical strategic, economic and brand advisor to private sector and governmental clients... as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment...

Company: Marsh McLennan
Location: Chicago, IL
Posted Date: 05 Dec 2024

2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Chicago Industrials

banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity... to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions, the No. 1 M...

Company: Houlihan Lokey
Location: Chicago, IL
Posted Date: 24 Nov 2024

2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Chicago Consumer

and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings...’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions, the...

Company: Houlihan Lokey
Location: Chicago, IL
Posted Date: 24 Nov 2024

2026 Summer Financial Analyst (Class of 2027) | Corporate Finance, Chicago Healthcare

to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions, the No. 1 M...&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive...

Company: Houlihan Lokey
Location: Chicago, IL
Posted Date: 24 Nov 2024

Intern

. You will work closely with a Financial Advisor with almost 30 years of experience in the business and assist the team members... for a minimum of 6 months . Your role will include: Research and analyze portfolio holdings Prepare client documents for annual...

Company: UBS
Location: Chicago, IL
Posted Date: 14 Nov 2024
Salary: $20 per hour

Tax Experienced Manager, Core Tax Services

and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client... while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance...

Company: BDO
Location: Chicago, IL
Posted Date: 07 Nov 2024
Salary: $136000 - 165000 per year

Tax Experienced Manager, Core Tax Services

and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client... while maintaining client relationships and acting as the primary contact for complex questions. Job Duties: Tax Compliance...

Company: BDO
Location: Chicago, IL
Posted Date: 07 Nov 2024
Salary: $136000 - 165000 per year