UNKNOWN

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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. Focus Partners is seeking a hands-on Lifecycle Marketing Manager to design, build, deploy, and optimize the campaigns and journeys that support firm growth, client experience, and multi-firm communications.

Focus Partners Wealth

Lifecycle Marketing Manager

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Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities. Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.

HOUR

Wintrust Financial Corp

Financial Assistant

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The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. The Financial Planning Assistant will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation.

Greater Chicago

Financial Planning Assistant

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Healthcare Business Banking RM 4. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape.

YEAR

US Bank

Healthcare Business Banking Relationship Manager

FULL_TIME

OTHER

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. The Custom SMA Client Service Specialist reports to the Custom SMA Client Service Manager and collaborates with Product Strategists, Sales, Operations and other internal teams to provide excellent service to intermediary clients.

Northern Trust

Custom SMA Client Service Specialist

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Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage. Under general supervision, the Trust Associate I is responsible for clerical administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody and personal trusts, by performing a wide variety of tasks related to serving trust clients by handling daily transaction workflow, creation and maintenance related responsibilities.

Trust Associate I

In addition, the Trust Tax Associate performs traditional trust administration support functions, including account maintenance, transaction processing, document management, account reviews, and client service activities. This position is responsible for assisting with fiduciary tax reporting/tracking, tax document coordination, tax payment processing, account onboarding and closing, and communication with internal partners and external tax vendors.

Wintrust Financial Corp.

Trust Associate (Tax)

You will work across multiple asset classes, including equities, futures, foreign exchange (FX), and fixed income, leveraging technology and data-driven insights to support portfolio construction, risk management, and investment decision-making. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

BlackRock Inc

Vice President, Client Portfolio Manager

With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Familiarity with alternative investments (e.g., private equity funds, private real estate funds, and hedge funds) and related documents such as capital call notices, distribution notices, and K-1s preferred.

Alternative Investment Reporting Associate

The successful candidate will actively create architecture artifacts, design patterns, diagrams, reference architectures, security requirements, and reusable guidance while partnering closely with engineering, enterprise architecture, identity, data, application security, infrastructure, and risk teams. Help define security patterns for: AI agents and digital coworkers AI platforms and orchestration frameworks RAG architectures MCP integrations AI identities and delegated authorization models Model access control and governance AI observability and monitoring.

Principal AI Security Architect

This is a highly visible leadership role balancing "run-the-bank" stability with "change-the-bank" transformation, operating within a dynamic, high-velocity operating model that requires strong ITIL judgment, deep automation expertise, and the ability to influence in a matrixed environment across global technology teams. 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.

Itsm Service Excellence Leader

You will be responsible for building and maintaining referral relationships, acquiring new clients, ensuring overall satisfaction with Always Best Care services, and coordinating with local teams to ensure the provision of high-quality service. Helping team to ensure that client accounts are up-to-date – especially when referrals are received from clients’ legal/financial advisors, coordinating with the finance/billing team, and communicating with families and/or financial managers when needed.

Naperville

Home Care Sales Consultant

The Opportunity: Exit Factor is expanding in the west and southwest suburbs of Chicago, and we need proven business developers who thrive on generating pipeline, building relationships, and closing deals. Roughly 12 million businesses, representing nearly $10 trillion in assets, are expected to change hands over the next decade with just 8% reaching the advanced stages of exit planning.

Exit Factor LLC

Business Development Leader Exit Strategy IL

Be a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available. Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees.

First Financial Bank NA

Worklife Specialist (Cross Town District)

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.

Cresset Capital Management LLC

DIRECTOR, SENIOR COMPLIANCE

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.

ASSOCIATE DIRECTOR, ORGANIC CONTENT & GROWTH

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, Reporting Analyst will partner closely with advisor teams and internal stakeholders to maintain high-quality reporting, support client needs, and identify opportunities to improve reporting processes and scalability.

ASSOCIATE, REPORTING

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. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Northern Trust Corp

Principle Cloud Architect

The Head of Data Product focuses on the business side of data - determining which problems should be solved, prioritizing investments based on business value, understanding advisor, client, and operational needs, defining requirements and success measures, and driving adoption and business outcomes. In simple terms, the Head of Data Product determines where the firm should invest and what outcomes it expects to achieve; the Head of Engineering is responsible for building and operating the technology needed to deliver those outcomes.

Cresset Capital

Director, Head OF Data Product

Skills:Market AnalysisPortfolio ManagementWealth PlanningAnalytical ThinkingClient Investments ManagementClient Solutions AdvisoryNetworkingStrategic ThinkingBusiness AcumenCollaborationCritical ThinkingOral CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm.

Wealth Advisor Jobs in Chicago, IL

Lifecycle Marketing Manager Focus Partners Wealth

Financial Assistant Wintrust Financial Corp

Financial Planning Assistant Greater Chicago

Healthcare Business Banking Relationship Manager US Bank

Custom SMA Client Service Specialist Northern Trust

Trust Associate I Wintrust Financial Corp

Trust Associate (Tax) Wintrust Financial Corp.

Vice President, Client Portfolio Manager BlackRock Inc

Alternative Investment Reporting Associate Focus Partners Wealth

Principal AI Security Architect Northern Trust

Itsm Service Excellence Leader Northern Trust

Home Care Sales Consultant Naperville

Business Development Leader Exit Strategy IL Exit Factor LLC

Worklife Specialist (Cross Town District) First Financial Bank NA

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

ASSOCIATE DIRECTOR, ORGANIC CONTENT & GROWTH Cresset Capital Management LLC

ASSOCIATE, REPORTING Cresset Capital Management LLC

Principle Cloud Architect Northern Trust Corp

Director, Head OF Data Product Cresset Capital

ISG UHNW Portfolio Strategist Bank of America Corp

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