Sr. Portfolio Banker - Global Family Office (GFO) Northern Trust CorpSr. Portfolio Banker - Global Family Office (GFO)Chicago, IL$137,400–$233,600 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity •Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required.
NewHNW/Private Client Tax Manager (Hybrid) JobotHNW/Private Client Tax Manager (Hybrid)Mettawa, IL$125,000–$170,000 / yearRecognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine. The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future.
Microbiology Manager SGS SAMicrobiology ManagerILWith over 97,000 employees in 130 countries and operating a network of more than 2,400 offices and laboratories, we provide services to almost every industry by assuring quality and safety of products and services. Organize departmental or company-wide projects designed to improve the internal efficiency and overall quality of work performed at the laboratory.
Tax Manager - Gifts, Estates, and Trusts Topel FormanTax Manager - Gifts, Estates, and TrustsChicago, IL$130,000–$170,000 / yearTopel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. Advise and consult clients on wealth transfer strategies, estate and gift tax planning strategies involving Irrevocable Trust structures like GRATs and SLATs, valuation discounts and GST planning to support multi-generational wealth and succession goals.
Client Associate UBS Group AGClient AssociateChicago, ILWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
Client Skills Training and Practice Management, US Private Bank, Design & Delivery, Vice President JPMorgan Chase & CoClient Skills Training and Practice Management, US Private Bank, Design & Delivery, Vice PresidentChicago, ILJob summary: As a Client Skills Training & Practice Management (US Private Bank) Design and Delivery Vice President on the Client Skills Training Private Bank Design and Practice Management team, you will be working closely with senior leaders across the Private Bank. Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm.
Tax Manager - Ultra High Net Worth RSM US LLPTax Manager - Ultra High Net WorthChicago, IL$95,400–$180,400 / yearAs a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service: Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.
Principal Implementation Specialist FactSetPrincipal Implementation SpecialistChicago, New York$140,000–$175,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Principal Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations.
Lead Implementation Specialist FactSetLead Implementation SpecialistChicago, New York$120,000–$150,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Our Implementations team is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements.
J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management National Branch Personal Advisor - Chicago, ILChicago, ILYou will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Tax Senior Manager - Ultra High Net Worth RSM US LLPTax Senior Manager - Ultra High Net WorthChicago, IL$126,100–$253,000 / yearAs a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service: Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.
Worklife Specialist (Cross Town District) First Financial BankWorklife Specialist (Cross Town District)Orland Park, IL$58,000–$78,000 / yearBe a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available. Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees.
NewTax Manager JobotTax ManagerChicago, IL$105,000–$130,000 / yearOur team provides comprehensive tax planning, accounting, financial reporting, business consulting, audit support for nonprofit organizations, business formation services, estate tax planning, tax resolution, and strategic financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
J.P. Morgan Wealth Management - Vice President, Wealth Management Credit Decisioning Unit JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Wealth Management Credit Decisioning UnitChicago, ILAs a Credit Decisioning Vice President in the JPMorgan Wealth Management Credit Decisioning Unit (CDU), you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and JPMorgan Advisors (JPMA) channels.
J.P. Morgan Wealth Management - Private Client Advisor - Elgin / Kane County Illinois JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Elgin / Kane County IllinoisElgin, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Project Manager StratAcuity Staffing Partners IncSenior Project ManagerChicago, IL$80–$95 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Business Experience: A strong preference will be given to candidates with experience in Wealth Management, Capital Markets, trading platforms, investment systems, portfolio management, or Front Office trading environments.
Senior Vice President- FCM & FX Risk Manager WEDBUSH, Inc.Senior Vice President- FCM & FX Risk ManagerChicago, IL$180,000–$250,000 / yearOur Chicago office is hiring for an experienced Senior Vice President, Market Risk Analytics Manager FICCS to join our Risk and Credit Group. The primary function of this role is to act as a Market Risk Analytics Manager focusing on futures, options on futures, FX, power products and Fixed Income.
Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ JPMorgan Chase Bank, N.A.Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZChicago, ILRemoteFull timeAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Asset & Wealth Management Tax Manager PwCAsset & Wealth Management Tax ManagerRosemont, IL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Global Head Of Wealth Management Compliance Northern TrustGlobal Head Of Wealth Management ComplianceChicago, IL$171,700–$300,500 / yearLead and enhance the end-to-end Global Wealth compliance program, including regulatory compliance, conduct risk management, financial crimes compliance (e.g., AML, sanctions), conduct adherence partnering with relevant peer leaders as required. Ensure effective regulatory change management for wealth‑related rules, including suitability, best‑interest duties, AML/CTF, sanctions, cross‑border marketing, data privacy, and consumer protection partnering with peer leads as appropriate.