Wealth Solutions Strategist
3 weeks ago
The Wealth Solutions Strategist role is a senior position at Citigroup Inc., requiring expertise in financial planning, relationship management, and business development. The ideal candidate will have 5-8 years of experience in wealth management, with strong analytical and financial skills.
Key Responsibilities:- Build and deepen relationships with affluent clients to increase wallet share.
- Anticipate and meet the complex financial needs of clients through a range of products and services.
- Collaborate with product specialists to provide holistic financial solutions.
Required Skills:
Strong analytical and financial skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Estimated Salary Range: $78,080 - $117,120 per year
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Wealth Planning Strategist
5 days ago
Downers Grove, Illinois, United States BMO Financial Group Full timeWealth Planning Strategist RoleAt BMO Financial Group, we are seeking a seasoned Wealth Planning Strategist to drive financial growth and provide exceptional wealth planning advice to our High Net Worth (HNW) and Ultra HNW clients.The successful candidate will leverage their expertise in wealth planning strategies, issues, and trends to deliver customized...
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Wealth Relationship Consultant
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Summary:We are seeking an experienced Wealth Relationship Manager to join our team at Citigroup Inc. as a SAFE Act compliant professional. This is a full-time position with a competitive salary range of $78,080 - $117,120 per year.Main Responsibilities:Build and deepen relationships with affluent clients to gain incremental wallet share.Anticipate and...
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Wealth Relationship Specialist
4 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Description:The Private Client Coverage team at Citigroup Inc is seeking a seasoned Wealth Relationship Specialist to join our ranks. As a key member of our team, you will be responsible for identifying, building, and deepening relationships with affluent clients to drive incremental wallet share.Key Responsibilities:Anticipate complex financial needs of...
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Wealth Relationship Manager
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full time**Job Summary**The Citigroup Inc. is seeking a seasoned Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will play a vital role in building and maintaining strong relationships with high net worth clients.Responsibilities:Identify, build, and deepen relationships to gain incremental wallet share of the...
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Enterprise Technology Strategist
4 weeks ago
Downers Grove, Illinois, United States Logicalis Group Full timeAbout the RoleWe are looking for an Enterprise Technology Strategist to join our team at Logicalis Group. The successful candidate will be responsible for providing strategic guidance on enterprise technology solutions, including data center infrastructure, storage, virtualization, and cloud computing.The ideal candidate will have a strong background in...
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Enterprise Sales Strategist
5 days ago
Downers Grove, Illinois, United States T-Mobile Full timeAbout the RoleAs an Enterprise Sales Strategist at T-Mobile, you will be responsible for driving sales growth and revenue expansion across various industries. You will work closely with senior-level field sales teams and executive C-level client leaders to develop business strategies and drive revenue growth through product solutions.This role requires a...
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Wealth Management Specialist
4 weeks ago
Downers Grove, Illinois, United States NYLIFE Securities Full timeAbout the OpportunityNew York Life offers a dynamic and rewarding career opportunity for a Financial Consultant to join our team. As a Financial Consultant, you will have the chance to work closely with clients to understand their financial goals and develop customized solutions to help them achieve success.Key ResponsibilitiesBuild and maintain strong...
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Sales Growth Strategist
3 weeks ago
Downers Grove, Illinois, United States The Pizzo Group Full timeThe Pizzo Group Overview">We are seeking a highly motivated Sales Growth Strategist to join our team at The Pizzo Group. As a key member of our sales department, you will be responsible for driving consistent, profitable growth in sales and revenues.About the RoleThis role works in conjunction with other members of the sales and contracting departments to...
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Pre-Sales Solutions Expert
3 weeks ago
Downers Grove, Illinois, United States Logicalis Group Full timeAbout this Opportunity:We are seeking an Enterprise Technology Strategist to join our team at Logicalis Group. As a key member of our pre-sales team, you will work closely with clients and Account Executives to determine how our solutions can meet their needs. The ideal candidate will have a strong background in enterprise storage solutions, hybrid cloud...
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Enterprise Sales Strategist
4 weeks ago
Downers Grove, Illinois, United States T-Mobile Full timeUnlock Your Earnings Potential with T-MobileWe are seeking a highly skilled Enterprise Sales Strategist to join our team at T-Mobile. As an expert in sales strategy development and account growth, you will be responsible for crafting tailored solutions to meet the unique needs of each Enterprise client within your portfolio.Job Responsibilities:Sales...
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Senior Financial Planning Manager
3 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeAbout the Role:Citigroup Inc. is seeking an experienced Wealth Relationship Manager to join our Private Client Coverage team. As a SAFE Act compliant professional, you will be responsible for building and maintaining relationships with affluent clients to drive business growth.Main Responsibilities:Identify and develop high-value customer relationships.Offer...
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Affluent Client Advocate
4 weeks ago
Morton Grove, Illinois, United States Citigroup Inc Full timeJob Description:Citigroup Inc. is seeking an experienced Wealth Relationship Manager to join our team as a SAFE Act compliant professional. This role requires a strong background in financial planning and services, with excellent communication and interpersonal skills.Main Responsibilities:Develop and implement effective relationship-building...
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Sales Growth Representative
1 day ago
Downers Grove, Illinois, United States Disability Solutions Full timeRole OverviewT-Mobile seeks a highly motivated Sales Growth Representative to join its team. As a key member of our sales force, you will be responsible for meeting and exceeding monthly sales quota objectives by successfully supporting your team in acquiring accounts within multiple geographic territories. Key Responsibilities:Generate leads and referrals...
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Enterprise Technology Strategist
3 weeks ago
Downers Grove, Illinois, United States Logicalis Group Full timeAbout the Job:We are seeking an experienced Pre-Sales Solutions Expert to join our team at Logicalis Group. As a key member of our pre-sales team, you will work closely with clients and Account Executives to determine how our solutions can meet their needs. The ideal candidate will have a strong background in enterprise storage solutions, hybrid cloud...
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Visual Designer
4 days ago
Downers Grove, Illinois, United States OVC Lawyer Marketing Full timeAbout UsOVC Lawyer Marketing is a leading marketing agency specializing in providing effective solutions for its legal professional clients.We are seeking a motivated and detail-oriented Junior Graphic Designer to join our team at our office. As an integral part of our marketing team, you will assist in the implementation and evaluation of various marketing...
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Office Operations Specialist
4 weeks ago
Downers Grove, Illinois, United States Sound Investment Group, LLC Full timeSound Investment Group, LLC: A Leader in Private Wealth ManagementWe are proud to be a trusted partner for families, business owners, and professionals seeking expert financial guidance.Our experienced team delivers tailored solutions, combining strategic investment advice with comprehensive financial planning.By putting our clients at the forefront of...
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Digital Engagement Strategist
3 weeks ago
Elk Grove Village, Illinois, United States HirexHire Full timeCompany OverviewHirexHire is a Chicago-based recruiting and talent consultancy that provides long-term talent solutions to companies. We integrate with our clients' operations to understand their people goals, gaps, and challenges.
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Sales Growth Strategist
3 days ago
Elk Grove Village, Illinois, United States HirexHire Full timeAbout UsHirexHire is a Chicago-based recruiting and talent consultancy. We integrate with companies to provide long-term talent solutions.We partner with businesses experiencing high growth who need to hire at scale or fill critical roles rapidly.
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Sales Growth Strategist
3 weeks ago
Elk Grove Village, Illinois, United States MILSPED AIR AND SEA LLC Full timeResponsibilitiesCustomer Acquisitions & Onboarding: Utilize your existing book of business to attract and onboard new customers, ensuring a seamless transition and long-term satisfaction.Account Management: Develop and maintain strong, positive relationships with key accounts, proactively offering solutions tailored to their shipping needs.Sales Strategy:...
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Sales Enablement Solutions Strategist
3 weeks ago
Inver Grove Heights, Minnesota, United States Securian Financial Group Full timeCompany OverviewAt Securian Financial Group, we understand the importance of delivering innovative solutions that drive business growth and customer satisfaction. Our company is built on a foundation of integrity, trust, and collaboration, making us an ideal workplace for professionals who share our values.Job DescriptionWe are seeking a highly skilled Sales...
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Financial Planning Specialist
6 days ago
Grove City, Pennsylvania, United States Stratos Wealth Partners Full timeWe are seeking a talented Financial Planning Specialist to join our team at Stratos Wealth Partners. This role offers a strong financial model, with a salary of $80,000 per year, plus bonus incentives.About the RoleThis is an exciting opportunity for a motivated individual to work in the wealth management business. As a Financial Planning Specialist, you...
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Wealth Management Professional
3 weeks ago
Maple Grove, Minnesota, United States Manifest Full timeCompany OverviewWe are a dynamic private wealth management group dedicated to delivering exceptional financial services to our clients. Our team of experts works tirelessly to provide personalized solutions, ensuring our clients achieve their financial goals.With a strong focus on building long-term relationships, we strive to create a positive impact on our...
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Principal Software Success Strategist
4 weeks ago
Grove City, Ohio, United States Salesforce Inc Full timeAbout Salesforce IncWe are a leading provider of customer relationship management software, empowering businesses to succeed in a rapidly changing world. As a Principal Software Success Strategist, you will play a key role in driving innovation in AI-powered customer engagement.Job Description:You will design and develop AI solutions that drive rapid...
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Remote Financial Solutions Expert
2 days ago
Lemon Grove, California, United States F2 Agency Full timeYour Role as a Sales StrategistBuild meaningful client relationships by engaging with individuals seeking financial solutions and providing personalized support.Delve into impactful presentations, utilizing your communication skills to highlight the value of our financial products during virtual consultations.Drive results by working with warm leads and...
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Sales Strategist Leader
3 weeks ago
Maple Grove, Minnesota, United States Securian Financial Group Full timeAre you a sales expert looking for a challenging opportunity to drive growth and partnerships?Job Title: Sales Strategist LeaderA high-profile position driving new sales results and achieving sales goals in partnership with a defined group of distribution partners, representing financial institution products and services.Key Responsibilities:Managing...
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Marketing Data Strategist
1 week ago
Maple Grove, United States Boston Scientific Full timeAdditional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit- High Performance At Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest...
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Expert/Principal Quality Assurance Strategist
4 weeks ago
Inver Grove Heights, Minnesota, United States C4 Technical Services Full timeJob Description:We are seeking an Expert/Principal Quality Assurance Strategist to lead our QAE team and drive the strategic direction of our quality assurance processes. This role involves setting the overall QAE strategy, mentoring junior engineers, and leading large-scale projects to ensure the highest quality standards for our...
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Product Development Strategist
1 day ago
Cottage Grove, Wisconsin, United States Johnson Health Tech Companies Full timeJob SummaryA Product Development Strategist opportunity has arisen at Johnson Health Tech Companies, seeking a motivated individual to drive technology product implementation and strategic partnerships.Key ResponsibilitiesMarket Research:Conduct or participate in meaningful consumer focus groups as neededPrepare and distribute detailed competitive...
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Sr. Manager, Solution Engineering Enterprise
3 months ago
Downers Grove, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
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Tax Accountant/Wealth Management Firm
3 days ago
Buffalo Grove, United States Goodwin Recruiting Full timeJob DescriptionJob DescriptionTo Apply for this Job Click HereOur client, a leading Wealth Management and Tax Preparation firm with over 20 years of success in the Buffalo Grove & Chicago area, is seeking a skilled Tax Accountant to join their dynamic team! They are committed to delivering comprehensive financial and tax solutions all under one roof.Tax...
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Risk Oversight Strategist
1 day ago
Inver Grove Heights, Minnesota, United States Securian Financial Full timeCompany Overview At Securian Financial, we strive to be a leader in the asset management industry by fostering a culture of innovation, collaboration, and mutual respect. Our team is dedicated to providing exceptional investment solutions to our clients while maintaining a strong focus on risk management. Job Summary We are seeking a highly skilled Risk...
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Desktop Solutions Professional
4 weeks ago
Garden Grove, California, United States Harbinger Motors Inc. Full timeHarness Your Expertise with Harbinger MotorsDo you have what it takes to make a real impact in the electric vehicle industry? Harbinger Motors Inc. is looking for a talented Sr. IT Specialist to join our dynamic IT Operations Team! As a rapidly growing company, we need individuals who can adapt quickly and thrive in a fast-paced environment.As a Sr. IT...
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Financial Advisor Summit Credit Union
2 months ago
Cottage Grove, United States Summit Credit Union Full timeJOB REQUIREMENTS: Description Want to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we\'re looking for! In...
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Critical Care Travel Nurse Opportunity
4 days ago
Ocean Grove, New Jersey, United States Health Staffing Solutions Full time**About the Role:**Health Staffing Solutions is seeking an experienced travel nurse to join our team as a Registered Nurse (RN) specializing in Intensive Care Unit (ICU). This 13-week assignment offers a unique opportunity to work with a dedicated healthcare provider and contribute to the well-being of patients in Neptune Township, New...
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Critical Care Specialist
3 days ago
Ocean Grove, New Jersey, United States Health Staffing Solutions Full timeAt Health Staffing Solutions, we pride ourselves in catering to every nurse's specific needs and wants. Our goal is to provide wealth and stability through long-lasting relationships built with our recruiters.We offer a wide range of healthcare staffing services, including local, travel, and permanent placements. You are more than just a number to us, and...
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Financial Advisor
1 week ago
Grove City, United States Plante Moran Full timeLocation: United States, Ohio, Columbus Make your mark.Having roots in one of the nation's largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment...
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Expert Maternal Health Nurse Specialist
4 days ago
Ocean Grove, New Jersey, United States Health Staffing Solutions Full timeAbout the Role">This exciting opportunity is for a skilled Labor and Delivery Registered Nurse to join our dynamic team at Health Staffing Solutions. As a travel nurse, you will have the chance to provide top-notch care in a healthcare setting with a focus on maternal and newborn health.">We are seeking an experienced professional who can hit the ground...
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Risk Management Strategist
4 weeks ago
Cottage Grove, Minnesota, United States Securian Financial Group Full timeCompany OverviewSecurian Financial Group, Inc. is a leading provider of insurance and financial products, committed to delivering innovative solutions that meet the evolving needs of its customers.
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Outreach and Enrollment Strategist
3 weeks ago
Elk Grove, California, United States Welbehealth Full timeWe are looking for a seasoned professional to serve as our Senior Healthcare Services Leader, responsible for guiding the WelbeHealth Outreach and Enrollment Team. This individual will develop and implement strategies to drive business growth, foster collaboration with external stakeholders, and promote our values, culture, and mission.Key qualifications...