Pablo J. Ramirez Email & Phone Number

Chicago, Illinois, United States

Accelerate the Strategic Business Alliance relationship for RSM’s Family Office practice by working closely with sales and service line leaders to generate pipeline and new opportunities.-Manage the overall daily activities and relationship health for third-part alliance companies and provide ongoing relationship targeting and map for key stakeholders -Drive joint pipeline activities, support joint account planning and alliance related client initiatives-Manage RSM participation in alliance programs including all aspects ranging from qualifications, pre-requisites, required skills and certifications while driving, capturing, and monitoring progress for key metrics including pipeline, registered deals and influenced revenue

Chicago, Illinois, United States

Support the RSM Family Office Enterprise with:•Building, strengthening, and maintaining relationships across RSM's strategic ecosystems•External and internal facing market and practice development activities related to key relationships with financial intermediaries, RSM alliance firms, law firms and other strategic partners•Providing customized, high-quality service regarding a significant revenue stream annually for the firmServes as a trusted navigator between Family Office Enterprise Account Leaders, client engagement teams, clients, prospects and financial intermediaries.Reports directly to the Family Office Advisory Center Practice Leader with direction from Family Office Enterprise Account and Markets Leaders.

100 S. Wacker Dr. Chicago, Il 60606

Family Office Exchange (FOX) is the leading global membership organization for family offices and their key advisors from over 500 organizations in over 20 countries with investable assets ranging from 75MM to multi-billions. FOX provides families of multi-generational wealth proprietary access to critical knowledge about managing wealth, sustaining family legacy and operating a family office. FOX was the first private network dedicated to providing wealth owners, family office executives, and their advisors with trusted insight and best practices for managing family wealth and empowering them to fulfill their long-term vision for their family.•Build, strengthen, and maintain relationships with international family office members, advisors, and prospects, mostly in LATAM and Europe, by serving as a trusted navigator between them and the resources FOX offers, including best practices with family office design, governance, succession, family education and vision, enterprise planning and sustainability, trust and estate planning, next generation initiatives, risk management, benchmarking and insights, privacy and data security, technology outsourcing, and more. •Support the Market Leader for Europe and Latin America in sales, marketing, and relationship management, including program management and implementation of all International Council events, Chapter meetings, and Int’l Rising Generation initiatives•Serve as the Chicago office contact for the international market in physical absence of the International Market Leader

Chicago - Headquarters - 111 W. Monroe St. Chicago, Il 60603

•Develop and implement an annual business development plan to maximize referrals / opportunities through proactive outreach to branch-managed small business clients, personal prospects from business banking, and other selected personal customers•Support the growth in new business by developing personal and small business solutions tailored to unique / specific customer segments•Build and manage a network of internal and external referral sources to grow BMO’s business and make referrals to BMO partners•Work with partners to proactively identify small business clients that are personal banking prospects•Contribute to growing loyalty by creating great customer experiences grounded in an understanding of the personal and small business banking needs of the customer•Engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions)

Chicago - River East - 352 E. Illinois St. Chicago, Il 60611

•Assess the needs of customers and offer them banking services that meet their financial needs•Generate leads and uncover new streams of revenue within existing relationships•Manage risk and compliance while supporting the operations of the branch•Build long-term relationships with clients, ensuring they use BMO Harris Bank's products and services for all their banking needsI maintain and support the appropriate sales of our products and services. I maintain myself a valuable asset to the bank by building close relationships with our customers and anticipating their needs. As a banker, I analyze customer financials, credit data and other relevant information to evaluate risk levels and present viable financial alternatives and advice to clients.

Chicago - River East - 352 E. Illinois St. Chicago, Il 60611

•Directly responsible for the overall performance of the teller line, managed through ongoing observation, training and coaching•Achieve monthly and quarterly SRC goals while coaching teller staff on product knowledge and successful referral strategies to reach targets•Responsible for proper completion of all daily, weekly, monthly, quarterly, and semi-annual branch audits in accordance with directives and procedures•Work alongside reporting employees in a teller capacity performing cash transactions such as deposits, withdrawals and applying loan payments•Assist the teller staff with balancing issues, approving exceptions to policy such as waiving fees or removing check holds, and resolving escalated customer service issues