Top Tech Jobs & Startup Jobs in Chicago, IL

Leads enterprise wealth management technology strategy, architecture, software development, modernization, integrations, and lifecycle management. Oversees microservices, APIs, data pipelines, analytics, security, resiliency, governance, regulatory compliance, and vendor integrations. Translates business requirements into scalable solutions, guides development teams, manages delivery and risk, supports audits, and communicates technology decisions to senior leadership. Requires deep wealth management experience and the ability to contribute as both a people leader and individual contributor.

Provide U.S. tax planning, advisory and compliance for BMO Financial Group. Advise on domestic and inbound international transactions, ensure tax positions are reflected in returns and provisions, perform tax research, manage relationships with business lines, lead tax workstreams, mentor staff, coordinate with Canada Tax Team, manage external advisors, and support audits and process improvements.

Independently reviews and adjudicates credit applications for an assigned portfolio, ensuring credit quality within risk limits and policies. Leads strategic initiatives, develops analytics and reporting, provides coaching and training, supports due diligence for acquisitions, and collaborates with stakeholders to maintain risk controls and improve processes.

Serve as primary relationship manager for HNW and UHNW clients, delivering integrated wealth management including credit, lending, investments, and financial planning. Drive business development, cross-selling, and team coordination; create client proposals, lead reviews, ensure regulatory compliance and risk management, and produce reporting and change-management deliverables.

Serve as primary relationship manager for HNW/UHNW clients delivering integrated banking, credit, investment and holistic financial planning. Lead business development, cross-selling, and client retention; coordinate multi-disciplinary teams to design portfolios, lending solutions, and tax/trust/insurance strategies. Oversee reporting, risk management, regulatory compliance, change initiatives, and mentor junior team members while driving regional sales targets and enterprise-level strategic initiatives.

Serve as primary relationship manager for HNW/UHNW clients delivering integrated banking, lending, investment and holistic financial planning. Drive business development, cross-selling, and ‘One Client’ strategies; coordinate multidisciplinary teams; produce client reports and reviews; ensure regulatory compliance and risk management; design tools, training, and change management; mentor junior team members and lead strategic initiatives to meet business goals.

The Private Wealth Advisor - Director provides advisory sales and relationship management, focusing on building client relationships, executing business strategies, and delivering holistic financial solutions. Responsibilities include business development, client support, stakeholder collaboration, and strategy recommendations to meet organizational goals.

Provide specialized wealth planning and advisory for HNW/UHNW clients, collaborating with relationship teams and external advisors to deliver complex financial, tax, estate, succession, and philanthropic solutions. Drive client growth and retention through business development, produce training and content, analyze data to inform strategy, and ensure compliance with bank policies and regulations.

Lead and deliver US accounting programs, reporting, and controls. Serve as subject matter expert on accounting policies, regulatory compliance, and financial close processes. Manage teams, drive strategic initiatives, produce reports and dashboards, support audits, analyze financial performance, and advise senior stakeholders to improve processes and ensure accurate statutory and management reporting.

Develops credit strategy analysis, portfolio reporting, dashboards, and predictive insights using large datasets. Builds and automates Power BI reporting solutions, identifies credit risk trends, translates business needs into technical specifications, and delivers recommendations to improve credit policy and strategy. Provides analytics consulting, documents processes, supports self-service reporting, and trains non-analytical users. Requires collaboration with stakeholders and independent problem-solving in a banking environment.