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Senior Director of Financial Planning & Client

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Senior Director of Financial Planning & Client Experience
A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement.

The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications.
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Position Requirements
10+ Years work experience
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