Wealth Builder Intern Curi CapitalWealth Builder InternChicago, IllinoisOur Wealth Management Internship Program gives college juniors a genuine look at how a wealth management firm operates, working alongside the advisors and leaders who guide clients through some of the most important financial decisions of their lives. You'll have a genuine, firsthand understanding of what a career in wealth management actually looks like, and the clarity to know where your own skills and interests fit best.
Strategic Accounts Relationship Manager Northern TrustStrategic Accounts Relationship ManagerChicago, IL$99,600–$169,200 / yearCompetencies and Skills: Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Regional Vice President, Partner Programs Merit Financial AdvisorsRegional Vice President, Partner ProgramsChicago, ILBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. This position provides initial steps in the financial planning process to prospective clients by establishing the initial relationship, explaining our financial advisory and wealth management services, defining mutual responsibilities and begin client data gathering needed in the financial advisory process.
Senior Account Executive - LegalTech Sikich LLPSenior Account Executive - LegalTechILSikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Collaborate Across Teams - Partner with delivery, solutions, marketing, business development, and pre-sales teams to position Sikich as a trusted advisor and drive successful outcomes.
Business Development Manager - Chicago Region Sikich LLPBusiness Development Manager - Chicago RegionChicago, ILSikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Pre-Sales Solution Architect - D365 Business Central Sikich LLPPre-Sales Solution Architect - D365 Business CentralIL5+ years of hands-on experience working with and selling ERP solutions specifically with a working knowledge of Microsoft Dynamics is preferred, but will consider experience with Oracle, SAP, Epicor, Infor or NetSuite. Specifically, the Pre Sales / Solution Architect will have a deep understanding of the capabilities of Dynamics 365 Business Central along with the surrounding ecosystem and how it can assist clients and prospects to address their business application needs.
Corporate Tax Manager Sikich LLPCorporate Tax ManagerILRemoteSikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Proposal Specialist Sikich LLPProposal SpecialistILSikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. The role will support a variety of business units and ensure that all messaging and deliverables align with Sikich's target markets while maintaining responsibility for managing pursuit team timelines and deliverables.
Regional Supervision Associate Rockefeller Capital ManagementRegional Supervision AssociateChicago, Illinois$85,000–$100,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. 3-5 years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.
NewSecurities Enforcement Auditor II Illinois Secretary of StateSecurities Enforcement Auditor IIChicago, ILFull timePerforms difficult and complex financial and other reviews, regulatory compliance examinations for registered securities dealers, investment advisors and other entities selling securities, mineral investment contracts, mineral deferred delivery contracts or rendering investment advice; reviews complex periodic and annual financial filings; advises the department of the results of these reviews and examinations and recommends action to be taken; provides assistance and advise to attorneys and investigators and testifies in administrative, civil and criminal proceedings; supervises and trains Auditor I's and trainees. Duties and Responsibilities: Conducts complex financial and other reviews and examinations of registered dealers, investment advisors and other entities selling securities, mineral investment contracts, mineral deferred delivery contracts or rendering investment advice; reviews department records to become familiar with the firm being reviewed or examined; reviews firm's books and records to determine whether all records required by Illinois Securities Law or regulations adopted thereunder are current and in proper form; evaluates firm's sales practices and interviews firm's personnel, as required; supervises, assists and trains Auditor I's and trainees.
Financial Crimes Manager M1 Holdings IncFinancial Crimes ManagerIL$150,000–$170,000 / yearFinancial Crimes ManagerFull-timeDepartment: Legal & ComplianceReports To: Senior Compliance DirectorIndustry: Financial ServicesEmployment Type: Full-time Compensation: USD 150000 - USD 170000 - yearlyCompany DescriptionM1 Finance has created a personal wealth-building platform made for the modern era, uniting personal perspective and automated ease. What You"ll DoAML Program leadership: Lead the day-to-day execution and continuous enhancement of the firm"s AML Program under the direction of the AML Compliance Officer, ensuring compliance with the Bank Secrecy Act (BSA), USA PATRIOT Act, and FINRA, SEC, FinCEN, and OFAC requirements.
REGIONAL MANAGING DIRECTOR, WEALTH ADVISORY Cresset Capital Management LLCREGIONAL MANAGING DIRECTOR, WEALTH ADVISORYChicago, IL$250,000–$300,000 / yearThe ideal candidate is an experienced leader with a proven track record of managing high-performing advisory teams, coaching advisors, driving organic growth initiatives, and leading sales management programs within a sophisticated client base. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Vice President or Principal, Quantitative Research Specialist Adams Street Partners LLCVice President or Principal, Quantitative Research SpecialistChicago, IL$175,000–$250,000 / yearStrong understanding of investment management concepts, including accounting principles, portfolio theory, equity valuation, factor models, asset allocation, portfolio optimization, liquidity risk management, and performance measurement. Develop advanced analytic models, scenario analyses, and simulation-based frameworks, including Monte Carlo simulations, to support risk-aware portfolio construction and investment processes across subclasses, strategies, and products.
Vice President, Performance Reporting & Analysis Adams Street Partners LLCVice President, Performance Reporting & AnalysisChicago, IL$125,000–$145,000 / yearThe Vice President, Performance Analytics will serve as a senior analytical resource responsible for developing sophisticated performance analyses and reporting solutions that support the firm''s fundraising, investor communications, and strategic initiatives across all private markets strategies. The ideal experience and competencies for this role include the following: Graduated from an accredited undergraduate university, with an analytically oriented degree, such as Finance, Accounting, Statistics, or related field, with proven academic success.
Vice President, Marketing RFP Adams Street Partners LLCVice President, Marketing RFPChicago, IL$120,000–$150,000 / yearWhile executive RFPs, RFIs, and DDQs remain the core of the function, this leader will also own a broader portfolio of firmwide business communications, partnering closely with Marketing, Investor Relations, Compliance, Investment teams, and senior firm leadership, including Partners. Minimum of 8 years of progressive experience in RFP/proposal management, marketing communications, or investor relations, with proven success in investment management, private markets, consulting, investment banking, or financial services.
SVP, Compliance Officer Mesirow Financial Holdings IncSVP, Compliance OfficerChicago, IL$95,000–$125,000 / yearAs a Compliance Officer at Mesirow, the role will be responsible for supporting all aspects of the Compliance Department including review and marketing materials, Code of Ethics monitoring, trade surveillance monitoring, testing, training, and developing compliance policies, procedures and internal controls. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities.
DIRECTOR, PRIVATE MARKETS - REAL ESTATE & REAL ASSETS Cresset Capital Management LLCDIRECTOR, PRIVATE MARKETS - REAL ESTATE & REAL ASSETSChicago, IL$150,000–$200,000 / yearThis role offers the opportunity to work across a diverse range of private investment strategies, with a primary focus on creating unique access points through funds, co-investments and other structures that help the platform leverage the scale for the end clients' benefit. As an Director, you will gain direct exposure to differentiated private investment opportunities, contribute meaningfully to decision-making processes, and help develop a durable career path in private real estate and real assets investing.
Compliance Officer Neuberger Berman Group LLCCompliance OfficerChicago, IL$80,000–$130,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Neuberger is a private, independent, employee-owned investment manager, offering a wide range of active strategies across equity, fixed income, private equity, real estate, and hedge funds to institutions, advisors, and individual investors worldwide.
Vice President, Wealth Business Development (Midwest) Wilshire Advisors, LLCVice President, Wealth Business Development (Midwest)Chicago, IL$130,000–$230,000 / yearThis individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. The role will focus on driving adoption of Wilshire's investment solutions, model portfolios, manager research capabilities, outsourced investment solutions, and alternative investment offerings across the wealth management landscape.
Sr. Relationship Manager Retirement & Wealth Millennium Trust Company, LLCSr. Relationship Manager Retirement & WealthOak Brook, ILThis role is also responsible for managing our existing institutional relationships, creating strategic plans to expand relationships, completing special projects, creating client communications, coordinating the on-boarding of new large relationships, and working closely with Client Service, Operations, Legal and Technology. The RM will also work closely with the grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships.