NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantSchaumburg, ILOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Investment Consultant II - Merrill Premium Bank of America CorpInvestment Consultant II - Merrill PremiumChicago, IL$28.85–$36.06 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Investment Consultant Marsh McLennanSenior Investment ConsultantChicago, IllinoisAs a Senior Investment Consultant , you will advise institutional clients—both defined benefit and defined contribution—on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Consultant - Highland Park, IL FMR LLCInvestment Consultant - Highland Park, ILHighland Park, IL$59,000–$74,000 / yearPlease be advised that Fidelitys 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 Calamos Investments LLCInvestment ConsultantNaperville, IL$65,000–$80,000 / yearConsistently works to deepen existing relationships with financial advisors, divisional and regional representatives, and analysts to increase both our value added support to them and their sales to Calamos. The Investment Consultant Level I is responsible for creating an increased phone presence in the assigned region(s) that complement the sales activities of that territory's VP, Investment Consultant (external wholesaler).
NewInvestment Consultant Mesirow Financial Holdings IncInvestment ConsultantChicago, IL$70,000–$120,000 / yearThe Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client‑facing engagement and opportunities for project leadership.
AVP Investment Consultant Calamos Investments LLCAVP Investment ConsultantNaperville, IL$100,000–$130,000 / yearMaintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles. Travels throughout the region and conducts meetings in order to present information about Calamos' products and encourage new business.
VP Investment Consultant Calamos Investments LLCVP Investment ConsultantNaperville, IL$100,000–$130,000 / yearThis role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantChicago, IL$162,000–$324,000 / yearAs a Senior Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Consultant - Orland Park, IL FidelityInvestment Consultant - Orland Park, ILOrland 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.
Consultant, Investment Reporting Northern Trust CorpConsultant, Investment ReportingChicago, IL$74,200–$126,200 / yearThe Consultant role within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, responsible for leading the design, governance, delivery, and continuous enhancement of client reporting solutions across North American Asset Management clients. Acting as a trusted advisor to investment teams, client servicing, product management, technology, operations, and data management functions, this individual ensures the delivery of high-quality, insightful, and scalable reporting solutions that support client retention, business growth, and regulatory requirements.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpChicago, IL$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Consultant - Regulatory Change - Investment Management Deloitte Touche Tohmatsu LtdSenior Consultant - Regulatory Change - Investment ManagementIL$119,000–$218,300 / yearAs a Senior Consultant, you will have opportunities to: Support regulatory change management for investment managers by helping establish and execute end-to-end regulatory change processes (e.g., horizon scanning, regulatory rule requirement applicability and assessment, impact assessments including rule, technology and data analysis, implementation planning, implementation and ongoing monitoring). Help clients understand and respond to key regulatory and industry developments affecting investment management (e.g., rules impacting advisers/funds, trading and markets, disclosures, governance, recordkeeping, data, and third parties).
Sr. Consultant - Investment Performance Attribution Northern Trust CorpSr. Consultant - Investment Performance AttributionChicago, IL$131,905–$224,135 / yearIn addition to the portfolio managers, this role will act in collaboration with business partners including Risk Management, Product Management, Sales and Marketing, performance and accounting, and various operational teams, to implement strategic solutions for data issues, enhance methodology and define fit-for-purpose attribution analysis, optimize the use of attribution for clients and client facing functions. The role will leverage NT technology and analytics and external technology/analytical platforms primarily Aladdin, FactSet, Perform, Bloomberg and Morningstar to continuously refine and deliver meaningful performance attribution that explains the investment outcomes effectively.
Director of Investments Empowered StaffingDirector of InvestmentsSkokie, ILOur client, a distinguished multifamily office with a dynamic portfolio in healthcare services, healthcare real estate, behavioral health, and affiliated operating businesses, is seeking a Director of Investments. Construct and maintain sophisticated financial models: including operating forecasts, valuation analyses, leveraged buyout models, and scenario analyses to support investment evaluations.
Asset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice President The Goldman Sachs Group IncAsset & Wealth Management, Defined Contribution/Retirement Consultant Relations (Northeast/Southeast/Midwest Territory), Vice PresidentChicago, ILAs part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Organize research meetings, due diligence reviews, and presentations between dedicated DC investment consultants and GS Research, track and summarize progress with investment consultants, including: • RFI/RFP inclusion, sales opportunities, ratings (informal and formal), and DC market trends.
Vice President, Investment Research BlackRockVice President, Investment ResearchChicago, IllinoisThe successful candidate will apply strong analytical rigor to produce and explain investment and portfolio analytics (e.g., performance and risk drivers, attribution, exposures, and options strategy outcomes as applicable), track and report status and risk metrics, identify process bottlenecks, and implement controls to reduce errors and escalations. SpiderRock Advisors (SRA) is seeking an investment professional to scale institutional client coverage across family offices, pension funds, and endowments by driving measurable improvements in client onboarding throughput, RFP win support, and ongoing service quality.
Investment Manager Research Analyst: Fixed Income and Private Credit Aon PlcInvestment Manager Research Analyst: Fixed Income and Private CreditChicago, IL$85,000–$120,000 / yearAon is looking for an Investment Manager Research Analyst: Fixed Income and Private Credit The Investment Manager Research Analyst will serve as the primary coverage lead on a select group of fixed income managers, and as subject matter expert in fixed income, while also supporting Aon's proprietary fixed income and private credit funds. Support the initiatives and research priorities of the fixed income manager research team, while also actively debating and challenging investment views to ensure an idea meritocracy.
Global Consultant Relations, Based in the West Coast Teachers Insurance and Annuity Association of America (TIAA)Global Consultant Relations, Based in the West CoastChicago, IL$172,000–$250,000 / yearKey responsibilities will include: Develop and manage strategic relationships with investment consultants, client consultants, and independent advisors across key markets to identify opportunities and manage business risk, with the goal of increasing and retaining AUM across Nuveen affiliates. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
PGIM: 2027 Real Estate, Equity Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Investment Analyst ProgramChicago, IL$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramChicago, IL$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
Fund Accounting & Reporting Analyst - Real Estate Investments Deutsche Bank AGFund Accounting & Reporting Analyst - Real Estate InvestmentsChicago, IL$52,000–$98,000 / yearThe successful candidate will provide support to ensure the timely and accurate reporting of financial deliverables from fund administrators to our clients and various RREEF teams including Portfolio Management, Asset Management, Transactions, Client Advisory Group, Capital Markets and Compliance. Primary contact and reviewer of select real estate vehicles which includes reviewing monthly accounting close packages, quarterly financing statements and annua audit reports, loan compliance, and quarterly consultant reporting, as required.
NewFund Accounting & Reporting Analyst - Real Estate Investments DWSFund Accounting & Reporting Analyst - Real Estate InvestmentsChicago, IllinoisThe successful candidate will provide support to ensure the timely and accurate reporting of financial deliverables from fund administrators to our clients and various RREEF teams including Portfolio Management, Asset Management, Transactions, Client Advisory Group, Capital Markets and Compliance. Primary contact and reviewer of select real estate vehicles which includes reviewing monthly accounting close packages, quarterly financing statements and annua audit reports, loan compliance, and quarterly consultant reporting, as required.
VP, Investment Officer - Data Centers (Central/East) Prologis IncVP, Investment Officer - Data Centers (Central/East)Chicago, IL$206,400–$283,800 / yearKey responsibilities include: Partner with local Investment Officers, Project Managers, Market Officers and Leasing teams to drive deal flow by directly identifying new capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of data center and industrial buildings and support M&A and entity investments). Leverage existing professional relationships and develop new strategic contacts to generate business opportunities with potential real estate partners, private sellers, brokers, investment bankers, owners, developers, consultants and high net-worth individuals.
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramChicago, IL$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
NewSenior Proposal and Investment Writer HeitmanSenior Proposal and Investment WriterChicago, ILThis position will also handle updating the PMAPs content library, develop marketing collateral for the firm's funds and strategies, and will edit client communications, including quarterly and annual reports. Job DescriptionOur Chicago office is seeking a Senior Proposal Writer who will develop responses to requests for proposals and due diligence questionnaires from consultants and prospective clients.
Investment Manager Research Analyst: Fixed Income and Private Credit Aon CorporationInvestment Manager Research Analyst: Fixed Income and Private CreditChicago, Illinois$85,000–$120,000 / yearThe Investment Manager Research Analyst will serve as the primary coverage lead on a select group of fixed income managers, and as subject matter expert in fixed income, while also supporting Aon’s proprietary fixed income and private credit funds. Support the initiatives and research priorities of the fixed income manager research team, while also actively debating and challenging investment views to ensure an idea meritocracy.
2027 Commercial & Investment Bank Risk Management Full-Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Risk Management Full-Time Analyst ProgramChicago, ILYou''ll sharpen your skills in areas such as valuation analytics, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis through interactive learning tools and hands-on modeling supported by your colleagues, teammates, and mentors. You''ll build your technical and practical knowledge on-the-job with opportunities in one of the groups listed below: Credit Risk Team: Assess client credit strength and analyze the firm''s retained credit risk related to lending and trading activities.
Global Consultant Relations, Based in the West Coast TIAAGlobal Consultant Relations, Based in the West CoastChicago, IllinoisKey responsibilities will include : Develop and manage strategic relationships with investment consultants, client consultants, and independent advisors across key markets to identify opportunities and manage business risk, with the goal of increasing and retaining AUM across Nuveen affiliates. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Consultant Relations Associate, L&G - Asset Management, America Legal & General Group PlcConsultant Relations Associate, L&G - Asset Management, AmericaChicago, ILL&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G's own balance sheet. Collaborate with internal teams including Distribution, Investments, Client Strategy, Solutions Strategy, Product, Marketing, and Compliance, to ensure consistent messaging and timely delivery of materials.
NewConsultative Offerings - Investment Banking Analyst - Corporate Finance Deloitte Touche Tohmatsu LtdConsultative Offerings - Investment Banking Analyst - Corporate FinanceChicago, ILThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewInvestment Manager Research Specialist Marsh & McLennan Companies IncInvestment Manager Research SpecialistChicago, IL$82,800–$165,600 / yearYou'll lead in-depth due diligence on a variety of equity managers, craft forward‑looking research that drives Mercer's recommended list and gain unmatched exposure to top asset managers while accelerating your career through hands‑on training, collaborative mentorship, and real client impact. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
NewAssociate Manager/Manager, Investment Consulting Willis Towers Watson PLCAssociate Manager/Manager, Investment ConsultingChicago, IL$90,000–$105,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Our work helps clients make and monitor investment decisions - from setting investment objectives and strategy, to selecting and monitoring managers, reviewing performance, and developing investment communications.
Asset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - Chicago The Goldman Sachs Group IncAsset & Wealth Management, Multi-Asset Solutions: Personalized Portfolios Investment Product Manager (Retirement), Vice President - ChicagoChicago, ILThe successful candidate would become a member of the Retirement Planning and Advice Investment Product Team- a managed accounts and advice solution for defined contribution plans and other primarily retirement asset pools - within MAS that develops personalized retirement glidepaths, portfolios and retirement income plans for individual investors based on the capabilities brought to the firm in the 2022 acquisition of NextCapital. As part of one of the world''s leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients.
PGIM: 2027 Real Estate, Equity Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Investment Analyst ProgramChicago, IL$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
VP, Financial Consultant Schaumburg, IL The Charles Schwab CorpVP, Financial Consultant Schaumburg, ILSchaumburg, ILRequired Qualifications: • A valid and active FINRA Series 7 license required • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice.
Managing Director, Institutional Business Development & Consultant Relations Virtus Investment Partners IncManaging Director, Institutional Business Development & Consultant RelationsIL$200,000–$225,000 / yearAs part of Virtus's multi‑boutique asset management platform, the team represents a broad suite of differentiated investment strategies across equities, fixed income, alternatives, and outcome‑oriented solutions, working closely with affiliated investment managers to deliver specialized capabilities aligned to client needs. Partner with Institutional Sales leadership to execute a strategic plan for institutional AUM growth driven primarily through consultants and other key Centers of Influence (COIs), including trustees and plan staff, while selectively supporting direct institutional opportunities when they arise outside consultant‑led processes.
VP, Senior Product Manager, Data & Technology (Investments) Heitman LLCVP, Senior Product Manager, Data & Technology (Investments)Chicago, IL$150,000–$200,000 / yearPlan, prioritize, and manage the product features and requirements from conceptual stages through product life cycles to optimize revenue and meet operational, financial, and corporate objectives in assigned business segment, demonstrating strong understanding of the business segment needs. Deeply understand the business case for proposed products and initiatives in assigned business segment, including cost/benefit estimates, market trends, competitive and risk analysis, industry best practices, and product development timelines.
VP Consultant Relation Sales Calamos Investments LLCVP Consultant Relation SalesNaperville, IL$200,000–$250,000 / yearCoordinates internal resources, communicating and collaborating with key IS team members and other internal business units critical to success, including Product Management, Portfolio Specialists, Legal, Compliance, Operations, Product Management and the investment team. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets.
Asset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - Chicago The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group, Retail Insurance - Regional Consultant, Associate - ChicagoChicago, ILRCs partner closely with Insurance Channel Regional Directors and internal coverage teams to help build and deepen relationships with Variable Annuity platforms and insurance‑affiliated broker/dealers, while engaging financial advisors to understand their practices and client needs. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi‑product platform that offers clients the advantages of working with a leading asset manager, while maintaining a highly consultative and client‑focused approach.
Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - ChicagoChicago, ILHOW YOU WILL FULFILL YOUR POTENTIALJob Summary & Responsibilities Effectively profile advisors to understand their practice, clients, and investment process so that we can better serve their needs as well as strategically position Goldman Sachs products/services Conduct proactive telephone and virtual sales presentations to top tier clients and prospects, highlighting the GSAM products and value proposition with the ultimate goal of raising capital in our investment strategies. As a member of our team, Regional Consultants work to increase the sale and awareness of GSAM client solutions (including mutual funds, exchange traded funds, private alternatives, and separately managed accounts)through telephone presentations, virtual meetings, email correspondence, attending industry conferences and territory travel.
Associate Solutions Consultant, Eclipse Client Services SS&C Technologies Holdings IncAssociate Solutions Consultant, Eclipse Client ServicesChicago, ILUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. Get To Know The Team: SS&C Eze provides premier global investment technology to support the front, middle and back-office designed to optimize operational and investment alpha throughout the entire investment process.
NewFinancial Consultant - Gold Coast, IL FMR LLCFinancial Consultant - Gold Coast, ILILRemote$60,000–$75,000 / yearPlease be advised that Fidelitys 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.
Financial Consultant - Highland Park FidelityFinancial Consultant - Highland ParkHighland 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.
NewSales Consultant AssetMark, Inc.Sales ConsultantChicago, IL$45,000–$70,000 / yearResponsibilities: Proactive and continuous outreach to prospective clients through cold calling, utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline. Additionally, you will manage and fulfill sales material requests, utilize sales software to illustrate product performance, and provide point-of-sale consultation on product details, fund performance, fund holdings, and investment allocation.
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.
Senior Vice President, Midwest Advisor Consultant Antares CapitalSenior Vice President, Midwest Advisor ConsultantChicago, IllinoisThe Senior Vice President, Alternative Investment Regional Director (External Wholesaler) 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. The Senior Vice President, Midwest Advisor Consultant is a key external-facing sales leader within Antares’ Wealth Distribution team, responsible for driving strategic growth across the Western U.S. through deep engagement with financial intermediaries, including wirehouses, registered investment advisors, and independent broker-dealers.
Retirement Plan Consultant III - Chicago, IL Corebridge Financial IncRetirement Plan Consultant III - Chicago, ILChicago, ILCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
NewTechnical Consultant - Chicago AdvyzonTechnical 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.
AI Readiness Assessment Consultant Staffworxs LLCAI Readiness Assessment ConsultantChicago, ILThe consultant will conduct structured AI readiness assessments across key business functions, evaluating operational, process, data, technology, and organizational readiness to enable successful AI adoption. •12+ years of consulting or transformation experience with at least 3+ years conducting AI readiness assessments within Financial Services or Market Infrastructure organizations.