Downtown Chicago Are you in the wealth management industry looking for a new path in your career to build ongoing client relationships with generations of family members? If yes, today is the day to make that change. Our highly-regarded client is a well-established, multi-generational family office in Chicago. Our client is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities of three family lines. PRIMARY RESPONSIBILITIES: Manage client relationships and provide financial advising services to family office clients. Conduct quarterly meetings with family members, including reviewing a full net worth statement, cash flow projections, and investment purchase & sale information for individuals and entities. Manage cash flows for multiple individuals and entities, and their corresponding investments. Participate in the estate planning process, including advising on existing and new entities/initiatives. Assist with tax compliance and planning for individuals and trusts Provide client follow up and other support to senior wealth advisors in the office. Interact with external family advisors, including bankers, attorneys, accountants, and oversee family office analysts. REQUIREMENTS: BA/BS [...]

• Mission Driven Philanthropic Foundation • Make a difference in your career… …and in the world, you live in. • River North • Our client is a major Midwest foundation based in Chicago that supports efforts to improve the quality of life in the Great Lakes region, focusing on public policy changes related to education, work force development, environment, and gun violence prevention. The Philanthropic Foundation is seeking a seasoned Executive Assistant to provide administrative and scheduling support to the President. RESPONSIBILITIES: • Manage President’s calendar • Oversee committee, board, and membership affiliations for the president • Coordinate all travel arrangements for the President and board members as needed • Schedule all-staff, program officer, and board-related meetings • Maintain organization of files, contacts, and other materials • Submit monthly expense reports • Prepare and distribute meeting agendas and presentation materials • Facilitate and manage correspondence including conference calls and mail with staff and others outside the foundation • Organize and plan events—secure locations, track RSVPs, plan menu, prepare presentation equipment • Track write-ups to be reviewed by the president • Assist grants manager with proofreading and other tasks as needed QUALIFICATIONS: • 10+ years as executive assistant with strong [...]

Business Development Manager for Senior Health Care Community Northwest Suburbs of Chicago Job Description   A leading Senior Care company is searching for a Business Development Manager to manage Chicago's North West suburbs including Elk Grove Village, Roselle, Bensenville, Barrington. This role is a unique blend of customer relations, soft sales, community outreach and marketing. The ideal candidate is flexible, upbeat, outgoing, articulate, proactive, and enjoys a broad range of responsibilities. Job Objective Create and implement growth strategies that benefit clients in our target markets Primary Responsibilities Design and develop creative approaches that build productive relationships with referral sources Manage marketing programs. Establish business partnerships Target accounts include hospitals, physicians, home health agencies, assisted living facilities, nursing homes, senior centers, hospice, funeral homes, etc. Lead development of new service lines using transformative technology to enable care Forecast and track sales productivity Qualifications College degree or equivalent work experience 3 years sales or business development experience building referral relationships Knowledge of SalesForce or similar prospect management platform Able to manage email outreach campaigns Provide specific examples of professional development and personal learning Must possess a valid driver’s license Knowledge of home care or home health industries is preferred but not [...]

Chicago, IL Are you a people person with an interest in wealth management and want long-lasting client relationships that can last generations? OVERVIEW OF THE COMPANY Our client is a single family mid-sized office located in downtown Chicago. The office provides integrated wealth management and trust services for three-generation families.  The office is service oriented, highly professional and takes pride in being an innovator within the family office industry. THE POSITION           Associate Client Services will work collaboratively with the dynamic Client Services team with these key responsibilities: Coordinate with various banks, investment managers and professional advisors Confirm delivery instructions for third party foreign and domestic wires and charitable gift transfers Process money movement transactions for clients and related entities Gather data to update cash flow modeling Assist with the tax compliance process Update quarterly electronic tax payment spreadsheets for federal and state tax Research, compile and analyze date to create reports on unique projects Request and maintain client insurance summaries THE INDIVIDUAL The ideal candidate will be detail oriented, flexible and comfortable working in a team environment.  Providing excellent client service must come naturally to this person. Our client’s takes great pride about having spirited team members who have [...]