Current jobs related to Market Executive for Wealth Management - Chicago, Illinois - Bank of America
-
Wealth Management Market Executive
2 weeks ago
Chicago, Illinois, United States Old National Bank Full timeWealth Advisor Regional ExecutiveOld National Bank is seeking a seasoned professional to lead our Wealth Management team as a Wealth Advisor Regional Executive. This role requires a proven leader with a strong track record of success in wealth management, client relationship building, and team development.Key Responsibilities:Lead a team of Wealth Advisors...
-
Wealth Channel Marketing Manager
1 week ago
Chicago, Illinois, United States Northern Trust Full timeJob SummaryNorthern Trust, a leading financial institution, seeks a skilled Wealth Channel Marketing Manager to develop and execute integrated campaigns that expand and deepen relationships with clients and prospects.This role will serve as a strategic business partner, working closely with Northern Trust Wealth Management and NTAM's Wealth Client Group to...
-
Wealth Management Market Executive
1 week ago
Chicago, Illinois, United States Old National Bank Full timeJob SummaryOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to lead our team of Wealth Advisors in providing exceptional financial and investment guidance to our High Net Worth clients. The successful candidate will have a proven track record of leadership, executive presence, and communication skills, with a...
-
Wealth Management Market Executive
2 weeks ago
Chicago, Illinois, United States Old National Bank Full timeJob OverviewOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to lead a team of Wealth Advisors in providing financial and investment guidance to High Net Worth clients. The successful candidate will have a proven track record of leadership, executive presence, and communication skills, with a strong ability to...
-
Wealth Management Executive
3 weeks ago
Chicago, Illinois, United States Old National Bank Full timeJob Title: Wealth Advisor Regional ExecutiveOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable...
-
Wealth Strategist
2 weeks ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeUnlock Your PotentialAt Corient Private Wealth LLC, we're on a mission to empower high- and ultra-high-net-worth individuals and families to achieve their financial goals. As a Wealth Strategist, you'll play a vital role in helping our clients navigate the complexities of wealth management and make informed decisions about their financial futures.Key...
-
Wealth Management Professional
3 weeks ago
Chicago, Illinois, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth PlannerAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Planner, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop and implement comprehensive financial plans,...
-
Wealth Management Associate
3 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timeJob Title: Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and experienced Associate Wealth Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and building long-term relationships with our affluent clients.Key Responsibilities:Client...
-
Wealth Management Executive
3 weeks ago
Chicago, Illinois, United States Old National Bank Full timeJob Title: Wealth Advisor Regional ExecutiveOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable...
-
Wealth Advisor Regional Executive
1 month ago
Chicago, Illinois, United States Old National Bank Full timeJob Title: Wealth Advisor Regional ExecutiveOld National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to join our team. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors in providing financial and investment guidance and expertise to high net worth clients.Key...
-
Wealth Management Partner
3 weeks ago
Chicago, Illinois, United States Atticus Recruiting Inc Full timeConfidential Wealth Management Partner OpportunityWe are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.The ideal candidate will possess strong technical skills in complex estate planning and estate and trust administration. A portable business with a transferable client...
-
Wealth Management Partner
1 week ago
Chicago, Illinois, United States Atticus Recruiting Inc Full timeWe are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.The ideal candidate will have strong technical skills in complex estate planning and estate and trust administration.Portable business reflecting work with a transferable client base in the amount of approximately...
-
Wealth Management Head of Strategy
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and...
-
Wealth Management Specialist
3 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.Key ResponsibilitiesDevelop and...
-
Wealth Management Director
3 weeks ago
Chicago, Illinois, United States BMO US Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute business...
-
Wealth Management Professional
4 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key ResponsibilitiesDevelop and execute business...
-
Wealth Management Director
3 weeks ago
Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute...
-
Wealth Management Professional
1 week ago
Chicago, Illinois, United States Old National Bank Full timeKey ResponsibilitiesAs a Wealth Advisor at Old National Bank, you will be responsible for developing and maintaining relationships with clients, providing financial guidance and investment expertise, and working closely with a team of specialists to deliver comprehensive solutions.Key AccountabilitiesClient Relationship Management: Manage a portfolio of...
-
Wealth Management Head of Strategy
2 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the financial services industry.Our commitment to innovation, expertise, and integrity has enabled us to provide exceptional financial services and guidance to the...
-
Wealth Management Specialist
1 week ago
Chicago, Illinois, United States Bank of Montreal Full timeJob DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Key Responsibilities:Develop and execute business development...
Market Executive for Wealth Management
2 months ago
Job Overview:
At Bank of America, our mission is to enhance financial well-being through meaningful connections.
We embody Responsible Growth, which is our approach to serving clients, supporting teammates, contributing to communities, and delivering value to shareholders.
We prioritize creating an inclusive and diverse workplace, investing in our employees and their families by providing competitive benefits that promote physical, emotional, and financial health.
Our commitment to collaboration is matched by our dedication to offering flexibility tailored to various roles within our organization.Being part of Bank of America means embarking on a fulfilling career with opportunities for growth, learning, and making a significant impact.
Key Responsibilities:
The Market Executive serves as the primary leader in the market, responsible for driving growth, enhancing productivity, and ensuring a cohesive approach across all client solutions.
1. Collaborating with teams to provide solutions to clients while fostering new relationships and strengthening existing ones.
2. Promoting market integration across different business lines.
3. Attracting and recruiting talent to the platform.
4. Cultivating a culture of growth and client engagement throughout all roles.
With the support of a robust market team, the Market Executive will dedicate time to deepening relationships with teams, clients, prospects, and centers of influence to drive growth.
As the market leader, this individual will be accountable for achieving revenue and flow targets, PCA productivity, and overseeing adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance regulations.
The Market Executive leads the market leadership team, which includes the Sales Executive, Client Management Executive, Market Trust Executive, and Market Investment Executive.
In smaller markets, support is provided by a Sales Executive and Client Management Executive from a larger hub market, along with a local Business Support Manager. Required licenses include Series 7, 63, 65 or 66, and 24.Essential Qualifications:
FINRA Licenses Required:
S7, S66 OR S63 & S65, S24.
Demonstrated strong business judgment and decision-making skills, particularly regarding business selection, risk management, talent and performance management, enterprise partnerships, financial oversight, and problem resolution.
A proven track record of achieving business results and fostering responsible growth.Ability to attract, select, develop, and retain top talent across various job families.
Effective communication skills with employees, clients, and enterprise partners (executive presence).
Comprehensive knowledge of the business landscape, including fiduciary and investment platforms, banking and credit products, and industry trends.
A Bachelor's Degree is preferred; advanced certifications are a plus.Additional Competencies:
Business Acumen
Client Management
Customer and Client Focus
Leadership Development
Talent Development
Decision Making
Inclusive Leadership
Problem Solving
Sales Strategy
Strategic Planning and Development
Budgeting
Conflict Management
Relationship Building
Strategic Thinking
Workforce Planning
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr
