Wealth Relationship Manager Safe Act - Chicago Citigroup Inc.Wealth Relationship Manager Safe Act - ChicagoChicago, IL$78,080–$117,120 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Management-Investment Portfolio Manager US BankWealth Management-Investment Portfolio ManagerChicago, IL$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management- Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Divisional Credit Manager - Global Wealth & Investment Management Bank of AmericaDivisional Credit Manager - Global Wealth & Investment ManagementChicago, IllinoisThe CMII is an enterprise talent leader, an enterprise advocate and communicator, a champion of diversity and inclusion, leads by example, models what right looks like and inspects, coaches, and improves the performance of direct reports. The credit organization is charged with developing new credit relationships, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing existing credit relationships with wealth clients.
Wealth Operations Senior Manager BMO (Bank of Montreal)Wealth Operations Senior ManagerChicago, IL$112,200–$209,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Wealth Relationship Manager Safe Act - Chinatown - Chicago (Multilingual Skills Required) Citigroup Inc.Wealth Relationship Manager Safe Act - Chinatown - Chicago (Multilingual Skills Required)Chicago, IL$78,080–$117,120 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Sales Enablement Content Manager Huntington Bancshares IncWealth Sales Enablement Content ManagerChicago, IL$70,000–$140,000 / yearProject Management and Copywriting: Provides project management for all existing content to determine relevance and tone, while also writing updated copy, to ensure that insights content remains current. Duties & Responsibilities: Strategy, Leadership and Co-Creating Deliverables: In partnership with the Sales Enablement Leader, leads insights content strategy for the Wealth organization, ensuring alignment with business goals, objectives and market trends.
Product Manager Supernova TechnologyProduct ManagerChicago, IllinoisYou will define problems with precision, work directly with enterprise clients to translate raw feedback into business problem statements, and prototype your own solutions — this role owns prototyping end-to-end, using AI-assisted tooling as a default part of how you research, specify, build, and validate. Own the solution end-to-end, from problem statement to development-ready package: you design and build interactive prototypes and UI mockups yourself using AI-assisted tooling — prototyping is not delegated — and validate them with clients and internal stakeholders before development begins.
NewOperations Manager-Wealth Management-Tampa, FL RK PartnersOperations Manager-Wealth Management-Tampa, FLChicago, ILReporting to the COO, this role leads the Client Service Associate (CSA) team, drives operational excellence, supports the consistent delivery of a high‑touch client experience, and helps the organization scale through strong processes, technology adoption, and team development. This established Private Wealth Management practice delivers sophisticated planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals and families.
Wealth Management Specialist Bank of America CorpWealth Management SpecialistChicago, IL$30–$45 / hourThe role requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products, and requires a working knowledge of general bank policies, programs and procedures, and financial/accounting practices. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Content Director, Wealth Management Global Sales Enablement Northern TrustContent Director, Wealth Management Global Sales EnablementChicago, ILFull timeLead the Wealth Management RFP, proposal, and due diligence content team, ensuring the delivery of high-quality, compelling, and commercially effective responses that support new business development, institutional consultant relationships, and competitive sales opportunities. The Content Director, Wealth Management Global Sales Enablement will lead the strategy, development, and delivery of high-impact content that empowers Wealth Management sales and client-facing teams to drive growth, deepen client relationships, and win in competitive markets.
Private Wealth Investment Management Specialist Bank of AmericaPrivate Wealth Investment Management SpecialistChicago, IllinoisOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas.
Financial Advisor - Wealth Management Merit Financial AdvisorsFinancial Advisor - Wealth ManagementChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
NewDigital Client Experience (Cx) Lead - Wealth Management Northern TrustDigital Client Experience (Cx) Lead - Wealth ManagementChicago, IL$114,500–$194,700 / 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. The role requires deep understanding of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client expectations, the wealth management value chain, and the interplay between digital, human, and advisory experiences.
Wealth Banker - PNC Wealth Management PNC BankWealth Banker - PNC Wealth ManagementNiles, IllinoisDevelop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementChicago, IllinoisIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Content Strategist, Marketing, Wealth Management Northern TrustContent Strategist, Marketing, Wealth ManagementChicago, IL$114,700–$194,900 / yearDevelops and executes engaging content for Northern Trust Wealth Management that can be tailored as appropriate across multiple platforms, including thought leadership, lead generation campaigns, sales collateral, social media, digital marketing, media relations, video production, client communications and internal communications. As 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.
Wealth Management Sales Enablement Associate Wintrust Financial Corp.Wealth Management Sales Enablement AssociateChicago, IL$65,000–$75,000 / yearEnsure timely and quality upkeep of departmental infrastructure including the firm's intranet, public websites, and social media accounts, all collateral, shared network drive files, marketing supplies (promotional items, paper, binding materials, folders, brochures), and equipment (printer, computer, and binding machine). The Sales Enablement Associate role is to: Support the Sales Enablement Manager in driving social media presence for both Wintrust Wealth Management and Wintrust Investments and lead effective adoption of social media by front-line employees.
Senior Auditor - Asset & Wealth Management Northern TrustSenior Auditor - Asset & Wealth ManagementChicago, IL$74,200–$126,200 / yearThe Senior Auditor provides technical expertise and training to auditors within the engagement audit team and works closely with Senior Audit Managers to confirm the scope of the audit and to devise an appropriate testing approach to be performed during the engagement. As 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.
Wealth Advisor Director BMO (Bank of Montreal)Wealth Advisor DirectorChicago, IL$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Wealth Advisor - Director BMO (Bank of Montreal)Wealth Advisor - DirectorChicago, IL$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.