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 Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required) Citigroup IncWealth 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 Relationship Manager SAFE Act - Chicago Citigroup IncWealth Relationship Manager SAFE Act - ChicagoChicago, IL$78,080–$117,120 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms 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 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 - NAPERVILLE, IL Citigroup IncWealth Relationship Manager - NAPERVILLE, ILNaperville, ILAppropriately assess risk when business decisions are made, demonstrating 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.
NewJ.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerChicago, ILFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
J.P. Morgan Wealth Managment - Market Director of Wealth, Chicago, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Managment - Market Director of Wealth, Chicago, ILChicago, 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.
Wealth Regional Director - Chicago (C16) Citigroup Inc.Wealth Regional Director - Chicago (C16)Chicago, IL$250,000–$500,000 / yearThe Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. Accelerate investment business growth in the market by identifying new and existing (deepening wallet share) opportunities and positioning the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically.
Wealth Management Advisor - Glen Ellyn, IL US BankWealth Management Advisor - Glen Ellyn, ILGlen Ellyn, IL$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Wealth Management Advisor - Oak Lawn, IL U.S. BankWealth Management Advisor - Oak Lawn, ILOak Lawn, Illinois$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. · Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE) Wells Fargo & CoSenior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)Chicago, IL$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Executive Wealth Solutions within Banking, Lending & Trust (BL&T) provides integrated banking, lending, and fiduciary services to high-net-worth clients, senior executives, business owners, and professional services leaders.
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.
Wealth Advisor, director Bank of MontrealWealth 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.
JPMorganChase Wealth Management - Vice President, Client Safeguarding Team Leader JPMorgan Chase Bank, N.A.JPMorganChase Wealth Management - Vice President, Client Safeguarding Team LeaderChicago, ILFull timeAs a Vice President, Client Safeguarding Team Lead, you will lead a specialized front-line escalation team within the Wealth Management service organization responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels. Identify trends and recurring drivers of escalations to inform process improvements, controls enhancements, training needs, and client experience improvements; participate in working groups, pilots, and projects supporting the safeguarding operating model.
Private Bank Wealth Advisor IV Huntington Bancshares IncPrivate Bank Wealth Advisor IVChicago, ILAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewWealth Custom Lending Specialist Wells Fargo & CoWealth Custom Lending SpecialistChicago, IL$77,000–$145,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services.
Director, Wealth First Busey CorpDirector, WealthGlenview, IL$155,000–$215,000 / yearDirector, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships. In partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through: Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients.
Wealth At Work - Investment Counselor Lead - VP Citigroup Inc.Wealth At Work - Investment Counselor Lead - VPChicago, IL$155,280–$232,920 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Wealth Management Advisor Mowery & SchoenfeldWealth Management AdvisorLake Forest, IllinoisThis is a unique opportunity for a motivated self-starter to work alongside our Managing Director of Wealth Management working closely with clients to provide comprehensive financial analysis and sound financial planning that aligns with their financial goals. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business.