Mediabistro logo
job logo

Senior Director, Private Wealth Advisory

BMO U.S., Chicago, IL, United States


A financial services institution is seeking a skilled professional for a client relationship management role in Chicago. The candidate will provide advisory-based sales and lead a business development strategy while managing High Net Worth client relationships. Aiming for excellence in client experience, the ideal candidate has 7+ years of relevant experience, strong analytical and problem-solving skills, and a background in financial planning, preferably with an MBA or CFP certification. The role includes managing resources and developing tailored solutions. #J-18808-Ljbffr