6 compliance testing jobs found in Barrington, IL

Job Title: Controller Job Description We are seeking an experienced Controller to join our team in the Americas region. This role is essential in driving financial planning, budgeting, and analysis to support business growth and operational efficiency. Responsibilities Assist in creating financial plans and budgets for the Americas region, collaborating closely with operational teams to set realistic goals and manage budgets effectively. Conduct detailed financial analyses, evaluate past results, predict performance, and identify trends to provide actionable insights for leadership. Prepare regular reports and dashboards to inform management about key financial metrics and overall business performance in the Americas region. Ensure relevant, timely reporting to Operations, Controlling, and leadership. Assist in preparing consolidated reports for the Americas President and internal/external reporting. Identify opportunities for process improvements and strengthen...

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business....

40 S Barrington Road Barrington Illinois,60010 Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to...

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and...

201 S Grove Avenue Barrington Illinois,60010 Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates...

Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops investment proposals and participates in meetings with prospects/clients. Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies. Produces client reports based on analysis of client-specific investment data. Provides guidance to the relationship manager on portfolio management issues. Evaluates investment markets, portfolio characteristics and investment manager performance. Reviews and reports on the economy, stock/bond market performances, economic trends and changes in...