Vice President, Wealth Business Development (Midwest) WilshireVice 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.
Compliance Officer Neuberger BermanCompliance 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.
Sr ETF Specialist Invesco LtdSr ETF SpecialistDowners Grove, IL$170,000–$175,000 / yearAbout the role: Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients.
Sr ETF Specialist InvescoSr ETF SpecialistDowners Grove, IllinoisAct as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients. Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM.
Market Leader - Midwest Grayscale Investments LLCMarket Leader - MidwestChicago, ILPrior Experience/Requirements: 8-15+ years of experience in a proactive, successful sales and service role (preferably in the financial sector or digital currency investments) and/or an established network of potential accredited investors. Deep market knowledge of the global asset management industry (alternative investments preferred) as well as deep understanding of various client segments (including products, key regulatory, and industry trends).
Vice President, Senior Compliance Manager - Regulatory Counsel Antares Holdings LP (Inactive)Vice President, Senior Compliance Manager - Regulatory CounselChicago, IL$200,000–$230,000 / yearThe successful candidate will help advance the firm's compliance framework by: (1) Providing thoughtful, practical guidance on the application of global regulations, evolving industry developments, and best practices in support of our private credit strategy and fund structures and the general growth of the firm's asset management transactional activities; (2) Interpreting and operationalizing compliance policies and procedures to align with the firm's existing and newly developing products and business activities and the firm's expanding jurisdictional reach; (3) Leading and coordinating the implementation of new regulatory requirements and enhancements to existing frameworks; and (4) Partnering cross-functionally to represent Compliance in enterprise-wide initiatives, while supporting day-to-day matters and broader program oversight. Strategic thinking and decision making: Applies strong business and market insight and expertise to shape functional/team strategy, solves complex problems, recommends best practices, makes high quality decisions, anticipates future needs and delivers stakeholder aligned value.
Vice President, Senior Compliance Manager - Regulatory Counsel Antares CapitalVice President, Senior Compliance Manager - Regulatory CounselChicago, New YorkThe successful candidate will help advance the firm’s compliance framework by: (1) Providing thoughtful, practical guidance on the application of global regulations, evolving industry developments, and best practices in support of our private credit strategy and fund structures and the general growth of the firm’s asset management transactional activities; (2) Interpreting and operationalizing compliance policies and procedures to align with the firm’s existing and newly developing products and business activities and the firm’s expanding jurisdictional reach; (3) Leading and coordinating the implementation of new regulatory requirements and enhancements to existing frameworks; and (4) Partnering cross-functionally to represent Compliance in enterprise-wide initiatives, while supporting day-to-day matters and broader program oversight. Strategic thinking and decision making: Applies strong business and market insight and expertise to shape functional/team strategy, solves complex problems, recommends best practices, makes high quality decisions, anticipates future needs and delivers stakeholder aligned value.
Business Development Associate Cerity Partners LLCBusiness Development AssociateChicago, IL$75,000–$85,000 / yearThey will also play a key role in the client onboarding experience by collecting and organizing proposal materials, monitoring the onboarding process alongside servicing advisors, and qualifying opportunities to facilitate introductory meetings between BDOs and FCs or prospective clients. The Associate will be responsible for coordinating branch meetings, responding to initial inquiries from branch Financial Consultants (FCs), and managing outreach on stale or difficult-to-reach prospects to ensure pipeline momentum is maintained.
Client Relationship Manager-Chevy Chase, MD RK PartnersClient Relationship Manager-Chevy Chase, MDChicago, IllinoisExperience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred. Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
Asset Management Group Undergraduate Intern The PNC Financial Services Group IncAsset Management Group Undergraduate InternChicago, IL$39,100–$126,500 / yearRequired Education and Experience: Working toward bachelor's degree, Preferred business relevant majors (e.g., Finance, Economics, Marketing, Math, Statistics, Management, Communications, Business Law, Psychology,, Actuarial Sciences), junior status, Minimum GPA 3.2. Institutional Asset Management (IAM): PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits, governments, and other institutional investors for over 75 years.
Compliance Analyst William BlairCompliance AnalystChicago, Illinois1-3 years of prior professional experience involving compliance for registered investment advisers and/or registered investment companies and other pooled investment vehicles (CITs, UCITS, private funds, etc.). This dynamic role reports to the WBIM Chief Compliance Officer and partners closely with the William Blair Funds' Chief Compliance Officer and the broader WBIM compliance team in Chicago.
Compliance Associate Michael Page InternationalCompliance AssociateChicago, Illinois$50–$60 / hourTemporaryOur client is a global asset servicing and compliance solutions provider that supports investment managers, financial institutions, and corporations with fund administration, regulatory compliance, governance, and corporate services. A successful Compliance Associate should have: Experience within investment management, asset management, hedge funds, private equity, alternative investments, or a registered investment adviser (RIA) environment.
Controller PhaxisControllerChicago, IL$120,000A financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors is seeking a Controller to lead accounting, financial reporting, and regulatory operations for a growing Wealth Management and Broker-Dealer firm. This individual will oversee core accounting functions, ensure SEC and Client compliance, maintain internal controls, and provide financial support to leadership.
NewCounsel Artisan PartnersCounselChicago, IL$175,000–$250,000 / yearMonitor and analyze regulatory, legislative, and industry developments affecting investment advisers, registered investment companies, private funds, and other investment products, and advise the business regarding their potential impact. In this role, Counsel will provide legal advice and support relating to Artisan's business as an investment adviser, with a focus on mutual funds, private funds, other pooled investment vehicles, and separately managed accounts.
NewCompliance Associate Cerity Partners LLCCompliance AssociateChicago, ILThe Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investments, operations, legal, marketing, and finance teams to strengthen and evolve the Firm's compliance infrastructure. This role focuses on the day-to-day administration of core compliance functions, including code of ethics oversight, regulatory filings, policy administration, and examination readiness, while helping identify and mitigate compliance and conflicts-of-interest risk.
Co-Founder & CEO - AI WealthTech FutureSight VenturesCo-Founder & CEO - AI WealthTechChicago, IllinoisYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Senior Vice President, Relationship Management AdvyzonSenior Vice President, Relationship ManagementChicago, ILRemoteThis role is focused exclusively on the ongoing success, retention, and expansion of existing AIM relationships .Success in this role will be measured by the strength and retention of client relationships, growth in net new assets, increased share of wallet, adoption of additional AIM solutions, and the overall health of the assigned client territory. About Advyzon Investment Management Advyzon Investment Management provides financial advisors with an integrated investment management experience designed to help firms scale their investment operations, deliver personalized portfolios, and better serve their clients.
Associate, Credit Analysis CIM Group, LPAssociate, Credit AnalysisChicago, IL$120,000–$140,000 / yearPresent written analysis on individual credits including but not limited to; identification of strengths/weaknesses, mitigants to weaknesses, business outlook, industry dynamics, company management, deal sponsor, capital structure, key credit agreement terms, collateral profile, cash flow projections/sensitivity analysis, comparable analysis, and relative value. #LI-BL1 HOW WE FEEL ABOUT DIVERSITY AND INCLUSION: OFS is committed to creating a successful diversity, equity and inclusion (“DEI”) program in which ALL employees recognize and understand individual differences and how we can adjust our preconceived biases and perceptions of others and, thereby, promote an inclusive environment at OFS based on its core tenets of Honesty , Integrity , Kindness and Respect .
Senior Manager, Experienced Talent Acquisition ClearView Healthcare PartnersSenior Manager, Experienced Talent AcquisitionBoston, MassachusettsThe Talent Acquisition Senior Manager – Experienced Recruiting is responsible for leading the strategy and execution of global experienced hiring across half of our corporate business (three departments) and four recruiting pillars, supporting roles from Senior Analyst through Principal level . Partnering closely with another senior manager, this leader will share ownership of our experienced hiring portfolio and ensure cohesive strategy, consistent processes, and an exceptional experience for both candidates and hiring partners.
Business Office Manager ElderwoodBusiness Office ManagerMattapan, MassachusettsFull timeIn order to ensure a safe work environment for residents, coworkers, visitors, and/or supervisors of the Company, and to permit unfettered communication between the employee and those residents, coworkers, visitors, and supervisors, this position requires that the employee be able to read, write, speak, and understand the English language at an intermediate or more advanced level. Whether you're welcoming a new resident and family, helping a responsible party understand coverage, following up on an outstanding account, or ensuring the facility's financial records are accurate, your work directly contributes to a well-run community and a positive experience for residents and their families.