Client Advisor
6 days ago
The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA’s objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling). Responsibilities Partner with others on the team (and in some cases lead) day-to-day new business development and client coverage action items to ensure team goals are met. Tasks may involve direct client prospecting, responding to client requests, meeting follow ups and preparation, territory management, and product / client targeting. Expand relationships with larger clients / prospects with multiple touch points (e.g. multiple product heads) as well as prospecting new relationships with smaller clients in territory. Assist in creating sales presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc. Support the team with client and prospect contact management, including CRM maintenance. Assist with new business pipeline updates and other internal reporting updates. Liaise and establish strong relationships with internal investment teams. Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met. Participate in team projects to enhance client coverage strategy and execution. Qualifications 7-10 years of direct institutional sales experience from the buy-side and/or sell-side. Experience covering “real money” clients, such as pension, endowments/foundations and/or insurance companies is preferred but not required. Sophisticated in markets and covering complex clients. Knowledge of portfolio construction and role in portfolios of various asset classes. Knowledge of multiple asset classes is preferred; exhibits high degree of interest in financial markets and investment strategy; interest in expanding knowledge across a range of asset classes. Strong achievement in undergraduate degree in finance, economics, or related disciplines. MBA is a plus but not required. Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems. Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment. Detail-oriented with strong organizational and follow-up skills. Strong analytical and problem-solving skills. Excellent written and oral communication skills. Proficient in Microsoft Word, Excel, PowerPoint, OneNote and other tools such as eVestment. Series 7 & 66 licenses required. #J-18808-Ljbffr
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Associate Client Advisor
2 months ago
Chicago, United States Bessemer Trust Full timeJob Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...
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Client Advisor
4 weeks ago
Chicago, United States Burberry Limited Full timeINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide...
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Client Advisor
2 months ago
Chicago, United States Burberry Limited Full timeINTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to...
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Client Advisor
1 month ago
Chicago, United States The Ladders Full timeSummary The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a large market territory. The CA's objective is to better penetrate this large territory through business development activities (prospecting, and cross-selling). Responsibilities Partner with others on the team...
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Client Advisor
6 days ago
Chicago, Illinois, United States Giorgio Armani Full timeJob SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a key member of our sales team, you will be responsible for driving sales and providing an exceptional client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client...
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Client Advisor
2 months ago
Chicago, United States Neuberger Berman Group LLC Full timeSummary The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory covering the Midwest & parts of the western half of the United States. The CA's objective is to help grow the business in the territory by collaborating with the Managing Director...
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Senior Client Advisor
2 weeks ago
Chicago, Illinois, United States ILNA Inc. Full timeAbout the RoleWe are seeking an exceptional Senior Client Advisor to join our team at ILNA Inc. in Chicago. As a Senior Client Advisor, you will be responsible for building and maintaining long-lasting relationships with high-end clients, driving sales, and providing exceptional customer service.Key ResponsibilitiesEngage with clients to understand their...
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Senior Client Advisor
2 weeks ago
Chicago, Illinois, United States Dolce & Gabbana Full timeAbout Dolce & GabbanaDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand.Position OverviewSales and Service Professionals are the top...
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Senior Client Advisor Chicago
1 week ago
Chicago, United States Dolce & Gabbana S.r.l. Full timeDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Position Overview Senior Client Advisors (SCA) are the top sellers in the...
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Senior Client Advisor Chicago
2 weeks ago
Chicago, United States ILNA Inc. Full timeDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in the...
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Institutional Client Advisor
6 days ago
Chicago, Illinois, United States TOIGO Foundation Full timeAbout the RoleWe are seeking a highly motivated and experienced Institutional Client Advisor to join our team. As a key member of our sales team, you will be responsible for growing our business in the Midwest and western United States by building and deepening relationships with institutional clients.Key ResponsibilitiesDevelop deep knowledge of the...
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Strategic Client Advisor
2 months ago
Chicago, United States Surgical Directions LLC Full timeJob DescriptionJob DescriptionSurgical Directions is the country’s premier procedural health tech-enabled services company. We provide consulting, leadership and technology solutions that power the future of procedural and anesthesia care. We have partnered with over 400 clients across the country, and consistently deliver exceptional results. We instill...
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Senior Client Advisor Chicago
3 months ago
Chicago, United States Dolce & Gabbana Full timeDolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity In Chicago. We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand POSITION OVERVIEW: Senior Client Advisors (SCA) are the top sellers in...
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Financial Advisor Assistant
2 weeks ago
Chicago, Illinois, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Senior Client Advisor
2 weeks ago
Chicago, Illinois, United States Dolce & Gabbana Full timeJob Summary:Dolce & Gabbana, a leader in the world of luxury fashion, is seeking an exceptional Senior Client Advisor to join our team in Chicago. As a key member of our sales team, you will be responsible for building and maintaining long-lasting relationships with our discerning clients, providing exceptional client service, and driving sales growth.Key...
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Client Advisor
7 days ago
Chicago, Illinois, United States Bottega Veneta Full timeJob DescriptionWe are seeking a skilled Client Advisor to join our dynamic team in Chicago. As a Client Advisor, you will play a crucial role in delivering exceptional customer service and driving sales growth.Key Responsibilities:Meet and Exceed Sales Goals: Develop and implement strategies to meet and exceed monthly sales targets, focusing on client...
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Senior Client Service Advisor
2 weeks ago
Chicago, Illinois, United States wipchicago Full timeOverview:The Client Service Associate position is a pivotal role in managing and nurturing relationships within the institutional sector. This role involves collaborating closely with Client Advisors and reporting to the Client Service Manager. The ideal candidate will excel in building strong connections with senior client representatives, understanding...
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VP Institutional Client Advisor
1 month ago
Chicago, United States TOIGO Foundation Full timeSummary The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory covering the Midwest & parts of the western half of the United States. The CA’s objective is to help grow the business in the territory by collaborating with the Managing...
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Client Advisor
3 months ago
Chicago, United States The Hartford Full timeCustomer Service (Priority Business). Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues and renewal coordination for their cases. Together with Account Executive, develops pro-active account activi Client Advisor, Benefits, Customer Service, Customer Experience, Advisor, Internet, Banking
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Private Bank Client Advisor
2 weeks ago
Chicago, Illinois, United States Fifth Third Bank, N.A. Full timeAbout the RoleFifth Third Bank, N.A. is seeking a highly skilled and experienced Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will play a critical role in delivering exceptional client service and driving business growth.Key ResponsibilitiesSales and Business Development: Develop and prospect internal and external...