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Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Financial Reporting is responsible for bookkeeping, general ledger accounting, and producing financial reports for ultra-high net worth individuals.

Cresset Capital Management LLC

ASSOCIATE, FINANCIAL REPORTING

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Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The role involves collaborating with internal teams and external service providers (Administrators, Auditors, Tax Preparers, Legal etc.) to gather necessary information and address any discrepancies.

ASSOCIATE DIRECTOR, FUND ACCOUNTING

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com, including invoice intake, coding, approval routing, and payment execution.

ASSOCIATE, BILL PAY

The successful candidate will have a performance marketing mindset, using content and organic discoverability as levers to increase visibility, engagement, and lead generation across search engines, AI-driven discovery platforms, digital channels, and paid campaigns. Reporting to the Head of Growth Marketing, the Associate Director, Organic Content & Growth (SEO & GEO/AEO) will help execute and scale Cresset's organic growth initiatives across SEO, GEO/AEO, content marketing, and AI-powered discovery channels.

YEAR

ASSOCIATE DIRECTOR, ORGANIC CONTENT & GROWTH

The Senior Role will serve as a trusted adviser to Compliance colleagues and business leaders, provide clear and practical guidance on complex or recurring matters, and act as a senior escalation point before issues are elevated to the Chief Compliance Officer. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

DIRECTOR, SENIOR COMPLIANCE

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Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. This position provides initial steps in the financial planning process to prospective clients by establishing the initial relationship, explaining our financial advisory and wealth management services, defining mutual responsibilities and begin client data gathering needed in the financial advisory process.

Merit Financial Advisors

Regional Vice President, Partner Programs

Comeet

Competencies and Skills: Knowledge of investment management areas across all products and segments such as fixed income, active and passive equities, cash, alternative investments, securities and international together with other Northern products and services, usually acquired through related work experience, is required to respond to client's needs. 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.

Northern Trust

Strategic Accounts Relationship Manager

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FULL_TIME

Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $103 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe.

Harrison Street

General Full-Time Application

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Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe.

Associate, Capital Markets

General Campus Analyst Application

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. The role will support a variety of business units and ensure that all messaging and deliverables align with Sikich's target markets while maintaining responsibility for managing pursuit team timelines and deliverables.

Sikich LLP

Proposal Specialist

5+ years of hands-on experience working with and selling ERP solutions specifically with a working knowledge of Microsoft Dynamics is preferred, but will consider experience with Oracle, SAP, Epicor, Infor or NetSuite. Specifically, the Pre Sales / Solution Architect will have a deep understanding of the capabilities of Dynamics 365 Business Central along with the surrounding ecosystem and how it can assist clients and prospects to address their business application needs.

Pre-Sales Solution Architect - D365 Business Central

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Collaborate Across Teams - Partner with delivery, solutions, marketing, business development, and pre-sales teams to position Sikich as a trusted advisor and drive successful outcomes.

Senior Account Executive - LegalTech

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Business Development Manager - Chicago Region

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.

Rockefeller Capital Management

Regional Supervision Manager

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Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. 3-5 years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.

Regional Supervision Associate

This role will play an important part in supporting the firm’s growth by identifying and qualifying prospective clients, creating new opportunities, supporting the Directors of Business Development, and helping maintain the systems and data that support the team’s efforts. Over time, the Associate will develop a strong understanding of the firm, its clients, and its value proposition while gaining hands-on experience across prospecting, relationship development, proposal creation, CRM management, and the broader business development process.

Curi Capital

Business Development Associate

The Chief Growth Officer will oversee business development and client acquisition initiatives, while partnering closely with executive leadership, marketing, advisory teams, and strategic partners to identify new opportunities for growth. As a member of the Executive Leadership Team, the CGO will be responsible for developing and executing the firm's enterprise growth strategy while building the infrastructure, talent, and processes necessary to scale the business nationally.

Chief Growth Officer

Sikich

Principal - Tax

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NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Investment Advisor Jobs in Chicago, IL

ASSOCIATE, FINANCIAL REPORTING Cresset Capital Management LLC

ASSOCIATE DIRECTOR, FUND ACCOUNTING Cresset Capital Management LLC

ASSOCIATE, BILL PAY Cresset Capital Management LLC

ASSOCIATE DIRECTOR, ORGANIC CONTENT & GROWTH Cresset Capital Management LLC

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Regional Vice President, Partner Programs Merit Financial Advisors

Strategic Accounts Relationship Manager Northern Trust

General Full-Time Application Harrison Street

Associate, Capital Markets Harrison Street

General Campus Analyst Application Harrison Street

Proposal Specialist Sikich LLP

Pre-Sales Solution Architect - D365 Business Central Sikich LLP

Senior Account Executive - LegalTech Sikich LLP

Business Development Manager - Chicago Region Sikich LLP

Regional Supervision Manager Rockefeller Capital Management

Regional Supervision Associate Rockefeller Capital Management

Business Development Associate Curi Capital

Chief Growth Officer Curi Capital

Principal - Tax Sikich

Senior Demand Generation Manager Clients Blackbox, Inc.

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