NewInvestment Client Srvcs Analyst (New Accounts) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (New Accounts) - HybridFranklin, WIThis role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment.
NewInvestment Client Srvcs Analyst (Asset Movement) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (Asset Movement) - HybridFranklin, WIEducational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service: For customer service a minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills. Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.
Investment Perf & Analytics Analyst (Hybrid) Northwestern MutualInvestment Perf & Analytics Analyst (Hybrid)Oak Creek, WI$75,600–$113,400 / yearDemonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis. See Northwestern Mutual Privacy Policy at https://www.northwesternmutual.com/online-privacy-statement/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Assistant Director, Software Engineering - Public Investments Northwestern MutualAssistant Director, Software Engineering - Public InvestmentsCaledonia, WI$176,000–$264,000 / yearIT Strategy: Leverages knowledge of the short and long-term IT strategy to identify, mitigate, and resolve immediate and future business challenges; uses critical thinking and knowledge of business demand to plan, prioritize, and execute high impact initiatives and programs that keep the end user experience at the forefront. Talent Development & Planning: Develops direct reports’ skills based on organizational objectives, evaluates skill gaps, and manages succession planning to develop more capable direct reports, diverse, strong teams and better organizational performance in an equitable and inclusive manner.
Assistant General Counsel & Assistant Secretary - Institutional Investments Northwestern MutualAssistant General Counsel & Assistant Secretary - Institutional InvestmentsOak Creek, WI$176,000–$264,000 / yearAs a member of the Institutional Investments legal team, and working collaboratively with other Department members, this attorney will: Provide legal support for the 720 East CLO platform including reviewing offering memorandums, indentures, engagement letters, warehouse agreements, collateral management agreements, control agreements, and other investment related documents; and. Provide legal support for a wide range of asset management activities for the 720 East CLO platform and general account investment portfolio including amendments and waivers, restructurings, bankruptcies, realizations, and regulatory matters, as well as manage the CLO platform’s participation in liability management exercises.
Investment Compliance Consultant Northwestern MutualInvestment Compliance ConsultantOak Creek, WI$89,360–$134,040 / yearRisk Assessment & Identification: Leverages industry knowledge to determine and seek hazards that could potentially prevent the program, enterprise, or investment from achieving their objectives; designs systematic processes of identifying severity of hazards and evaluating the scale and impacts of any associated risk on the business. Supports the development and administration of all aspects of the regulatory compliance programs as assigned, including compliance policies and procedures, portfolio compliance, compliance training, testing and risk management, vendor due diligence and oversight, violations management, regulatory filings and reporting.
Investment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - Private Debt & EquityFranklin, WINorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. See Northwestern Mutual Privacy Policy at https://www.northwesternmutual.com/online-privacy-statement/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Investment Consultant - Highland Park, IL FidelityInvestment Consultant - Highland Park, ILHighland Park, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Consultant - Deer Park, IL FidelityInvestment Consultant - Deer Park, ILDeer Park, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Audit Supervisor | Alternative Investments CBIZ IncAudit Supervisor | Alternative InvestmentsDeerfield, ILThis role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.
NewSenior Client Partner Investment Sales Cellco PartnershipSenior Client Partner Investment SalesKenosha, WisconsinUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Investment Services Client Representative Kestra Financial Independent AdvisorInvestment Services Client RepresentativeDeerfield, ILPrimary Duties Include: Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines. Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.
Senior Client Partner Investment Sales Verizon Communications IncSenior Client Partner Investment SalesKenosha, WI$123,000–$215,000 / yearUsing AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.
Senior Analyst Finance AbbVie IncSenior Analyst FinanceNorth Chicago, ILWorks directly with Accounting Shared Service contact on monthly close and financial reporting processes to ensure complete, accurate and timely monthly actual results, including variance analysis and commentary for P&L, headcount and balance sheet. Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position.
Financial Analyst - Operations FP&A Abbott LaboratoriesFinancial Analyst - Operations FP&ALake Forest, IL$61,300–$122,700 / yearFinancial Planning & Analysis Knowledge: Working knowledge of budgeting, forecasting, financial modeling, profitability analysis, cost accounting concepts, operational finance, and performance management, with the ability to translate data into actionable business insights. Abbott Rapid Diagnostics is part of Abbott's Diagnostics family of businesses, bringing together world‑class expertise and industry‑leading technologies to support diagnostic testing that delivers critical information for the treatment and management of diseases and other medical conditions.
Sr. Financial Analyst - Supply Chain PurposeBuilt Brands IncSr. Financial Analyst - Supply ChainGurnee, ILRemote$85,000–$112,000 / yearOur beloved brands, including Weiman, Harris, Green Gobbler, 30 Seconds, Goo Gone, Mighty Mint, Biokleen, Urnex, Five Star, and Micro-Scientific, are preferred choices among consumers and seasoned professionals alike. The Role: The Senior Financial Analyst of Supply Chain partners with Supply Chain, Operations, Logistics and the Finance team to provide financial analysis, forecasting, reporting and strategic decision support.
Financial Planning Analyst/Financial Planning Associate Greater ChicagoFinancial Planning Analyst/Financial Planning AssociateVernon Hills, IllinoisThe ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.
Research Analyst Focus Partners WealthResearch AnalystDeerfield, Illinois$100,000–$150,000 / yearAs a Research Analyst, you will be an integral member of the Manager Research team within the Investment Department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Principal Financial Analyst, International Markets Team Capital One Financial CorpPrincipal Financial Analyst, International Markets Teamriverwoods, IL$109,900–$125,400 / yearThe associate will perform core FP&A duties for their orgs, including managing monthly processes & forecasts as well as provide management and business clients with project statuses, budget comparisons, and analysis on investment drivers and key performance indicators. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.