Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentILFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewInvestment Associate Northern TrustInvestment AssociateOakbrook Terrace, ILFull timeResponsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies coordinating and/or supporting investment or client service teams' monthly Compliance (REV) and New Account Review processes and documentation (as directed by supervisor). About Northern Trust 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.
NewSenior Investment Associate Northern TrustSenior Investment AssociateLake Forest, ILFull timeAbout Northern Trust 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. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
Financial Analyst - Investment Accounting Wintrust Financial CorpFinancial Analyst - Investment AccountingRosemont, IL$50,000–$65,000 / yearWe serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Financial Analyst - Investment Accounting is responsible for processing daily investment activity, reconciling payments, maintaining the investment system data/investment schedules, monthly accounting, pricing and reconciliation activities.
NewInvestment Banking Associate Selby Jennings LtdInvestment Banking AssociateLake County, ILAssociates at the firm participate in every stage of the deal lifecycle supporting initial pitches, leading analytical workstreams, interfacing with clients, and helping drive transactions to close. This is a strong opportunity for a driven professional to gain meaningful transaction experience, assume significant responsibility, and work closely with senior bankers in a collaborative, entrepreneurial environment.
NewInvestment Consultant - Oak Brook, IL FidelityInvestment Consultant - Oak Brook, ILOak Brook, 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.
Managing Director, Investment Advisory Bankers' BankManaging Director, Investment AdvisoryElk Grove Village, ILFull timePreferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH, and Indianapolis, IN.Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced leader to drive this initiative.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, ILArlington Heights, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Senior Investment Portfolio Manager BMO (Bank of Montreal)Senior Investment Portfolio ManagerHinsdale, IL$102,000–$190,000 / yearProvides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Director, Strategy & Execution - ETF & Index Investments Invesco LtdDirector, Strategy & Execution - ETF & Index InvestmentsDowners Grove, IL$180,000–$250,000 / yearThe role serves as the integrator and operator‑in‑chief for the ETF & Index business-aligning a long-term vision to commercial priorities, operating models, technology, governance, KPIs, benefits realization and continuous improvement with right talent to support growth, resilience, and long‑term competitiveness. This leader operates at the intersection of strategy, investment capabilities, people, and platform acting as the connective tissue across Investments, Product, Distribution, Technology, Operations, Risk, and Enterprise Architecture globally.
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.
NewDirector, Head of Investments AdvyzonDirector, Head of InvestmentsLisle, ILDirector, Head of Investments We are seeking a highly motivated and experienced Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions. The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3 rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation.
Investment Operations Specialist Helping Communities ThriveInvestment Operations SpecialistNaperville, IllinoisReceive and add planned and unplanned wires to PMA systems; Update systems so advisors know whether to follow up with clients; notify other departments of receipt. Consistently demonstrates exceptional internal and external service with clients, coworkers, along with the core values: Integrity, Performance and Commitment.
Investment Banking Managing Director Selby Jennings LtdInvestment Banking Managing DirectorOakbrook Terrace, ILThe firm advises privately held, founder-owned, and middle-market businesses on mergers & acquisitions, ownership transitions, strategic alternatives, and capital raising transactions. The firm has advised on hundreds of middle-market transactions across a wide range of industries and maintains a strong presence in the lower middle-market and middle-market M&A landscape.
Director, Strategy & Execution - ETF & Index Investments InvescoDirector, Strategy & Execution - ETF & Index InvestmentsDowners Grove, IllinoisThe role serves as the integrator and operator‑in‑chief for the ETF & Index business—aligning a long-term vision to commercial priorities, operating models, technology, governance, KPIs, benefits realization and continuous improvement with right talent to support growth, resilience, and long‑term competitiveness. This leader operates at the intersection of strategy, investment capabilities, people, and platform acting as the connective tissue across Investments, Product, Distribution, Technology, Operations, Risk, and Enterprise Architecture globally.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRosemont, IL$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Northwest Chicago MarketWestmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
J.P. Morgan Wealth Management - Investment Phone Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Investment Phone SpecialistElgin, ILRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, ILGlenview, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
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.