Senior Wealth Services Coordinator
7 days ago
Alera Group, a leading provider of wealth services, is seeking a highly skilled Senior Wealth Services Coordinator to join their team. As a key member of the organization's operations team, you will play a vital role in supporting the success of high-producing advisors.
The ideal candidate will have excellent communication and organizational skills, with the ability to multitask and prioritize tasks effectively. A strong understanding of financial services and products is essential, as well as experience working with advisors and other stakeholders.
This is a dynamic and challenging role that requires a professional with a high level of autonomy and discretion. If you are looking for a new challenge and are passionate about delivering exceptional service, this may be the perfect opportunity for you.
We estimate the salary for this position to be around $65,000 - $85,000 per year, based on industry standards and the company's location.
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Senior Wealth Management Strategist
7 days ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job Overview:The Head of Strategy in Wealth Management is a senior leadership role responsible for developing...
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Strategic HR Leader for Wealth Management
7 days ago
Chicago, Illinois, United States Northern Trust Full timeAbout UsNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. We are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role OverviewWe are seeking a Senior HR Business Partner to join our Wealth Management team. In this...
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Chicago, Illinois, United States The Judge Group Full timeJob Title: Senior Software Test Architect for Hybrid Wealth Management TeamThis is a hybrid position located in Downtown Chicago.Overview:We are seeking an experienced Senior Software Test Architect to lead the development of our test automation strategy, tools, technologies, and processes for our Wealth Management team.Experience Level:...
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Global Wealth Manager
6 days ago
Chicago, Illinois, United States BNY Mellon Full timeAbout the RoleWe're seeking a results-driven Global Wealth Manager to join our Wealth Management team. In this role, you'll be responsible for managing a medium-sized client service team and providing quality client experience on a daily basis.Key ResponsibilitiesManage a client service team responsible for delivering exceptional client outcomes.Maintain a...
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Chicago, Illinois, United States Alera Group Full timeWe are seeking a highly motivated Associate, Advisor Support Services to join our Wealth Services team at Alera Group Wealth Services.Job Description:The successful candidate will provide support to a pool of high-producing advisors, including insurance and investment sales, administrative tasks, and marketing support. This role also offers the opportunity...
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Site Reliability Engineer
5 days ago
Chicago, Illinois, United States eTek IT Services, Inc. Full timeJob DescriptionThe Goals Driven Wealth Management platform is a showcase product for Northern Trust's Wealth Management business, providing holistic advice on wealth management to high net worth and ultra high net worth clients.Salary: $120,000 - $180,000 per year based on experience and location. With over 8 years of experience in the field, you can expect...
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Senior Client Services Manager
3 weeks ago
Chicago, Illinois, United States AMS Staffing, Inc. Full time**Role Overview**The Senior Client Services Manager role is a pivotal position that focuses on receiving and enhancing client relationships. Key responsibilities include client relationship management, retention and relationship repair, utilizing firm resources, client support and advisory, team leadership and development, and operational excellence.Key...
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Wealth Management Solutions Expert
7 days ago
Chicago, Illinois, United States Northern Trust Full timeNorthern Trust, a Fortune 500 company, is a globally recognized financial institution with over 130 years of experience. Our commitment to service, expertise, and integrity has earned us numerous awards.We are seeking a skilled Wealth Management Solutions Expert to join our team in advancing strategic relationships with partners in Wealth. This role requires...
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Strategic Leader
7 days ago
Chicago, Illinois, United States The Bank of New York Mellon Full timeJob Title: Market President II - Wealth Management and Client SuccessOverviewWe are seeking a seasoned executive to lead our Wealth Management team in a key market. The Market President II will be responsible for driving business growth, developing and executing strategic plans, and overseeing a team of professionals. Responsibilities:Develop and execute...
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Wealth Support Specialist
5 days ago
Chicago, Illinois, United States Alera Group, Inc. Full timeWe are seeking an experienced Associate, Advisor Support Services to join our Wealth Services team at Alera Group Wealth Services.This role involves providing support to financial advisors, including data entry, document preparation, and other administrative tasks.The successful candidate will have a strong understanding of financial concepts and...
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Site Reliability Engineer
7 days ago
Chicago, Illinois, United States eTek IT Services, Inc. Full timeJob OverviewThe Goals Driven Wealth Management platform is a showcase product for Northern Trust's Wealth Management business providing holistic advice on wealth management to high net worth and ultra high net worth clients.
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Strategic Mergers and Acquisitions Professional
3 weeks ago
Chicago, Illinois, United States Vigilant Wealth Management Full timeCompany OverviewVigilant Wealth Management is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. We also offer 401(k) consulting and cash management services to corporations. Our capital solutions, operational support services, size, and scale empower our...
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Senior Private Client Attorney
1 week ago
Chicago, Illinois, United States LHH Full timeAbout LHHWe are a leading law firm that offers top-notch services to individuals, entrepreneurs, and family offices.Our clients rely on us for expert advice in estate planning, business planning, administration, and transfer taxation. Our goal is to provide comprehensive wealth management solutions that meet their unique needs.Job OverviewThis is an...
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Wealth Management Team Lead
7 days ago
Chicago, Illinois, United States BNY Mellon Full timeCompany OverviewAt BNY Mellon, we empower our employees to grow and succeed in a dynamic work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets, making us a leader in the industry.We continue to be recognized for our commitment to innovation and creating an inclusive workplace, earning top...
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Wealth and Insurance Solutions Expert
2 days ago
Chicago, Illinois, United States Wintrust Financial Full timeAbout the RoleAs a Wealth and Insurance Product Specialist at Wintrust Financial, you will play a crucial role in providing high-quality insurance solutions to clients. Working closely with internal partners such as private bankers, financial advisors, and trust administrators, you will analyze client data to understand current and long-term financial...
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Chicago, Illinois, United States Danaher Corporation Full timeLeica Biosystems is a global leader in cancer diagnostics with a comprehensive portfolio from biopsy to diagnosis. We're driven by our mission to advance cancer diagnostics and improve lives.We're seeking an experienced Senior Manager to lead our Service Coordination team. This role requires overseeing the planning and scheduling of field resources for...
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Radiologic Imaging Specialist
1 week ago
Chicago, Illinois, United States Wealth Recruitment, LLC Full timeWealth Recruitment, LLC is seeking an experienced and skilled Radiologic Imaging Specialist to work as a CT Technologist in Merrillville, Indiana. This is a rewarding contract assignment offering the unique choice between first and second shifts, allowing for a perfect balance between work and personal life while making a tangible impact on patient...
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Senior Administrative Coordinator
4 days ago
Chicago, Illinois, United States Mack & Associates, Ltd. Full timeMack & Associates, Ltd. is seeking a highly skilled Senior Administrative Coordinator to support high-level leadership in their Chicago office. This role offers a competitive salary of $130,000 - $140,000 per year, commensurate with experience.Job Description:This is an exceptional opportunity for an organized and proactive individual to provide...
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Senior Business Coordinator
7 days ago
Chicago, Illinois, United States Mack & Associates, Ltd. Full timeMack & Associates, Ltd. is a premier investment firm seeking a highly skilled Senior Business Coordinator to join its Investor Relations team.The ideal candidate will possess excellent organizational skills, be able to multitask with ease, and have a keen eye for detail. A competitive salary of $90,000 - $100,000 per year reflects the firm's commitment to...
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Senior Office Coordinator
7 days ago
Chicago, Illinois, United States CNA Financial Corporation Full timeCNA Financial Corporation is seeking a highly skilled Senior Office Coordinator to assist management in the coordination of organizational administration activities.The ideal candidate will have excellent communication skills, both written and verbal, and be able to effectively communicate with internal and external customers.