Private Wealth Investment Management Specialist Bank of America CorpPrivate Wealth Investment Management SpecialistChicago, ILSkills: • Causation Analysis • Financial Management • Investment Management • Trading Strategy • Trading and Investment Analysis • Portfolio Analysis • Portfolio Management • Price Verification and Valuation • Trade Monitoring • Client Investments Management • Client Solutions Advisory • Financial Analysis • Financial Forecasting and Modeling • Wealth Planning. The Investment Management Specialist is responsible for defining the Financial Advisors and/or Advisor Teams overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas.
Financial Crime Compliance Lead Hub International InsuranceFinancial Crime Compliance LeadChicago, IllinoisThis is a unique opportunity for a compliance professional who thrives in a build-oriented environment — someone who is energized by the prospect of creating structure, establishing processes, and driving meaningful change across a complex, matrixed organization. The expected salary range for this position is $95,000 to $120,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Financial Crime Compliance Lead Hub International LtdFinancial Crime Compliance LeadChicago, IL$95,000–$120,000 / yearThis is a unique opportunity for a compliance professional who thrives in a build-oriented environment - someone who is energized by the prospect of creating structure, establishing processes, and driving meaningful change across a complex, matrixed organization. The expected salary range for this position is $95,000 to $120,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Service Request Fulfillment Firewall Engineer Bank of AmericaService Request Fulfillment Firewall EngineerChicago, IllinoisKey responsibilities include ensuring compliance with incident management and problem management policies and procedures, serving as a focal point for the customer, client, and associate experience, restoring complex production incidents under tight Service Level Agreements, and pursuing root cause and problem resolution follow ups. Ensures all impacts are accurately recorded and documented in the system of record, oversees that documents and wikis are updated and available for use during triage, and supports the documentation of application flows, upstream/downstream impacts during outages, the customer experience, and contacts for support needs.
Financial Representative – State Farm Agent Team Member Alejandro Pizarro - State Farm AgentFinancial Representative – State Farm Agent Team MemberGrayslake, ILFull timeAs a State Farm agent, Alex Pizarro is dedicated to helping clients manage the risks of everyday life, recover from the unexpected, and realize their dreams. Join the team at State Farm Agent Alex Pizarro's office, where we are committed to providing top-notch insurance and financial services to our community.
Professional Services Engineer Abacus Group, LLCProfessional Services EngineerChicago, ILWe are looking for a candidate that will develop and deploy client centered solutions and enhance our service catalog for clients based in the financial services & healthcare industries. Responsibilities (including, but not limited to the following): Handling complex technical project tasks, project issues and initial troubleshooting for clients.
Customer Experience Representative, Advanced Services RobinhoodCustomer Experience Representative, Advanced ServicesChicago, IL$34–$40 / hourBonus if you have Series 4. Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering) to enhance product functionality and customer satisfaction. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands.
Customer Experience Representative, Core Services RobinhoodCustomer Experience Representative, Core ServicesChicago, IL$28.10–$33 / hourGrowing your financial services expertise as you develop deep subject mastery of complex financial concepts like equities trading, margin, and options trading. Schedule flexibility as we evolve to meet the growing demands of our customers (initial and/or future shift assignment may include evenings and weekend hours).
Registered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociateChicago, IllinoisOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewWealth Management Client Associate Bank of AmericaWealth Management Client AssociateChicago, IllinoisOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateNorthbrook, IllinoisOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Registered Wealth Management Client Associate- Chicago Market Bank of America CorpRegistered Wealth Management Client Associate- Chicago MarketNorthbrook, IL$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Business Manager Bank of AmericaBusiness ManagerNorthbrook, IllinoisOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables.
Business Manager - EGP Bank of America CorpBusiness Manager - EGPNorthbrook, IL$28.85–$45 / hourStrong leadership abilities, communication and delegation skillsUnderstanding of how to deliver a strong overall client experienceThorough knowledge and understanding of the suite of Wealth Management products and servicesProven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/proceduresStrong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate riskAbility to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Manager, Actuarial Services Centene Corporation GroupManager, Actuarial ServicesILRemote$134,600–$249,000 / yearAdditional responsibilities will include: Lead the development of sophisticated financial models to assess financial risk and opportunity associated with proposed and existing VBC arrangements (e.g., shared savings/risk, capitation, bundled payments, specialty carve-outs). Why This Role Is Appealing: As a critical leader on the team, you'll shape Value-Based Care (VBC) strategies, vendor arrangements, and contract design that drive significant financial value across multiple lines of business.
Manager -International Tax Business FS RSMManager -International Tax Business FSChicago, IL$82,400–$155,700 / yearAs an International Tax Manager, you will be responsible for the following job duties which focus around three core concepts - Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development as discussed below: Advise financial services clients on international tax planning and structuring which may include ensuring adherence to taxing regime in multiple jurisdictions, analyzing international tax implications of cross-border transactions (e.g., anti-hybrid rules), and developing tax planning strategies to minimize tax liabilities for the ultimate investors in the funds. Ability to build and review tax modelling of clients' tax scenarios including global intangible low-taxed Income (GILTI), sourcing of income, foreign tax credit (FTC), FDII, foreign currency rules, along with the prospective international tax changes under the OBBBA with respect to the financial services industry such as the net controlled foreign corporation tested income ("NCTI").
Member Service Advisor Regional Federal Credit UnionMember Service AdvisorHammond, Indiana$19REGIONAL Federal Credit Union, a leading provider of banking products and financial services serving Northwest Indiana, is looking for a full-time Member Service Advisor to join our team at our Hammond location. Member Service Advisor: Promote credit union products and services based on member needs that are obtained from member interviews during account openings.
Senior Financial Analyst Lockton IncSenior Financial AnalystChicago, ILThey will leverage and analyze data in collaboration with other financial and client service team members to prepare and deliver comprehensive financial reporting and insights for clients related to their health benefit plans. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Finance Transformation Manager - Managed Services, Controllership & Record-to-Report | Consumer Industry Deloitte Touche Tohmatsu LtdFinance Transformation Manager - Managed Services, Controllership & Record-to-Report | Consumer IndustryChicago, IL$122,000–$240,500 / yearOur professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale. This role combines accounting domain expertise, managed services solutioning, Consumer Industry experience, commercial acumen, and strong client leadership.
Finance Transformation Manager - Managed Services, Controllership & Record-to-Report | Technology, Media, & Telecom Industry Deloitte Touche Tohmatsu LtdFinance Transformation Manager - Managed Services, Controllership & Record-to-Report | Technology, Media, & Telecom IndustryChicago, IL$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Technology, Media & Telecom Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.