Relationship Manager - Financial Services, Chicago AdvyzonRelationship Manager - Financial Services, ChicagoChicago, IL$70,000–$100,000 / yearIndustry experience in wealth management or fintech is a strong plus, but the most important attribute is a demonstrated ability to learn quickly, take initiative, and execute at a high level. The ideal candidate is self-driven, highly accountable, and proactive, with strong communication skills and the ability to quarterback client relationships end-to-end.
Channel and Customer Research Sector Lead, Financial Services AlphaSense, Inc.Channel and Customer Research Sector Lead, Financial ServicesChicago, IL$92,000–$135,000 / yearContinuously identify new companies, sub-sectors, and channel check opportunities within the Financial Services ecosystem, expanding CCR coverage by mapping value chains (e.g., brokers, agents, lenders, ISVs, payments ecosystems) and identifying expert networks capable of supporting ongoing research. Serve as the primary domain expert for Financial Services, maintaining a strong understanding of business models, distribution channels, and key investment debates across areas such as lending, deposits, payments, insurance underwriting, and financial technology to guide project design and ensure research relevance.
Financial Services Technical Onboarding Consultant - Chicago AdvyzonFinancial Services Technical Onboarding Consultant - ChicagoChicago, ILFull timeThe ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology.
Financial Services Practice Researcher, Executive Search Egon Zehnder International AGFinancial Services Practice Researcher, Executive SearchChicago, ILGiven continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder's deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges. In this fast-paced role, the Researcher will be responsible for guiding internal client teams of consultants and other Researchers in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function.
Senior Consultant, Financial Services, Strategy, Technology & Transformation HighspringSenior Consultant, Financial Services, Strategy, Technology & TransformationChicago, New YorkEmbrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges.
Financial Services Senior Sales Executive CDW CorpFinancial Services Senior Sales ExecutiveIL$135,000–$175,000 / yearWhat we expect of you: Bachelor's degree with at least five years of experience in Financial Services sales and technology sales within the Information Technology industry, or nine years of equivalent experience in Financial Services sales and technology sales within the Information Technology industry Knowledge of financial statement evaluation, general accounting principles. Job Summary: The Financial Services Sales Executive identifies, structures, and sells CDW Financial Services options to clients across all regions, working closely with the CDW sales team.
Executive Director - Student Financial Services City Colleges of ChicagoExecutive Director - Student Financial ServicesChicago, IL$92,866–$95,000 / yearAs a senior leader within the college's student services operation, the Executive Director provides vision, strategic direction, and operational leadership to ensure students and prospective students receive responsive, accurate, and high-quality financial aid services. The Executive Director provides college-wide leadership and oversight for the administration of federal and state financial aid programs, institutional and external scholarships, veterans educational benefits, financial literacy initiatives, and related student financial services.
Financial Services Representative - State Farm Agent Team Member Ryan Vanderveen - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberAurora, ILFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan Vanderveen - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Client Support Specialist - Financial Services, Chicago AdvyzonClient Support Specialist - Financial Services, ChicagoChicago, ILFull timeAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
Senior Director, Strategic Client Sales, Financial Services AlphaSense, Inc.Senior Director, Strategic Client Sales, Financial ServicesChicago, IL$257,000–$353,000 / yearYou are the CEO of your business, managing a global team tasked with aggressive growth targets across a book of Global Strategic clients, which include firms in public and private markets across the buy and sell side. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients' own research content.
Insurance and Financial Services Position - State Farm Team Member Peter Grande - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberHarwood Heights, ILFull timeIf you’re excited about combining your bilingual Polish skills with sales ability, excellent customer service, and helping clients protect their homes, vehicles, families, and businesses, we’d love to hear from you. We offer a full lineup of insurance & financial services: auto, homeowners, condo, renters, business, life, health, pet insurance, as well as banking, investment, and annuities options.
Senior Director of Account Management, Financial Services Strategics AlphaSense, Inc.Senior Director of Account Management, Financial Services StrategicsChicago, IL$200,000–$250,000 / yearWhat You'll Do: Lead a team of Account Managers, Account Directors, and Key Account Directors helping them achieve and surpass renewal targets and uncover growth opportunities, working closely with Sales partners to drive growth across our largest strategic accounts. Drive successful customer outcomes by increasing renewal rates and reducing churn, expanding revenue through building deeper relationships with our accounts, and influencing future lifetime value through higher product adoption.
Vice President, Advisor Consultant Antares CapitalVice President, Advisor ConsultantChicago, IllinoisThe Vice President, Alternative Investment Regional Director is responsible for the execution of all sales, service, and marketing related activities in their region within registered Investment advisors, wirehouses and independent broker dealer channels for products including both perpetual and drawdown style alternative investment funds. This role serves as a critical conduit between Antares’ investment platform and the advisor community, ensuring that the firm’s alternative investment offerings, particularly in private credit and direct lending are well positioned, understood, and adopted across key distribution channels.
DC Plan Administrator Strongpoint PartnersDC Plan AdministratorChicago, ILRemote$75,000–$95,000 / yearWith a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.
Financial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit Union LPL Financial ServicesFinancial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit UnionElgin, IL$60,000–$80,000 / yearThis employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions.
Insurance and Financial Services Position - State Farm Agent Team Member Manuel Torres II - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberWaukegan, ILFull timeYou will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. As a Insurance and Account Representative with Manuel Torres , you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.
Bilingual Financial Service Representative CURO Group Holdings CorpBilingual Financial Service RepresentativeWaukegan, IL$17.75–$24.25 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Service Representative (Beverly area, Western Avenue) CURO Group Holdings CorpFinancial Service Representative (Beverly area, Western Avenue)Chicago, IL$19–$25.50 / hourAs a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Bilingual Financial Service Representative Lower West Side (Pilsen) CURO Group Holdings CorpBilingual Financial Service Representative Lower West Side (Pilsen)Chicago, IL$19–$25.50 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Virtual Financial Advisor Associated Banc-CorpVirtual Financial AdvisorChicago, IL$21.64–$37.09 / hourThis role supports client growth through proactive outreach, warm branch referrals, and consultative sales activity while providing a high-quality experience through phone, video, screen sharing, and occasional in-person meetings. The Virtual Financial Advisor deepens relationships with assigned and referred clients by conducting investment reviews, identifying additional opportunities, and delivering tailored financial solutions.