UNKNOWN

FEED

YEAR

TalentFish is casting a line for a Customer Success Lead (This role is formally titled Director howere the role does not have direct reports you will be leading the Customer Success Technology pillar reporting to the CIO and managing the technology services tools and vendors). All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.

TalentFish LLC

Customer Success Lead

jobdiva

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences.

Cerity Partners LLC

Product Designer

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Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Product Manager

FULL_TIME

Location: Chicago, IL or Windsor, CT Key responsibilities include: Support research projects within the Investment Team and contribute insights that may help inform client portfolios, including research on market trends, industries, and specific investment opportunities. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirementplan advisory services - empowering clients to navigate complexity with clarity and confidence.

HOUR

NFP Corp

2027 Investments Intern - Chicago, IL

[AW]-iCims

This role leads and prioritizes marketing efforts enterprise-wide, balancing long-term strategy with near-term execution in close partnership with Sales, Sales Enablement, and Business Line leadership. This role serves as the primary marketing partner to Business Line Leaders, Sales, and Sales Enablement, while directly managing Marketing Managers and ensuring consistent, high-quality execution across the organization.

AVP, Business Line Marketing (Remote)

Madison Street, Suite 1700, Chicago, IL, 60661 Key responsibilities include: Gain an understanding of what attributes make prospects attractive for M&A, specifically in the RIA and business management industries Analyze CIMs / CIPs and summarize materials for the corporate development team Create initial analysis based on prospect financials and compare to Wealthspire benchmarks Participate in initial calls with prospective target companies Gain an understanding for the deal approval process Create analysis based on the financials, AUM, and pro forma for use in various deliverables Participating in the departmental diligence processes Assist in the creation of various presentations used throughout the diligence process Assist in the creation of deal evaluation materials Assist in the creation of the flow of funds Gain an understanding of the integration / monitoring process Participate in the integration kick off call immediately after close Assist in the creation of the opening balance sheet Participate in the ongoing monitoring of businesses after closing Qualifications: Rising junior or senior preferred Pursuing an Undergraduate degree in related field Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry Strong analytical skills with a keen attention to detail, organization skills and time management skills Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel The summer internship experience provides interns with meaningful exposure to the financial services industry. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

Aon Plc

2027 M&A Intern - Chicago, IL

Location: Chicago, IL or Windsor, CT Key responsibilities include: Support research projects within the Investment Team and contribute insights that may help inform client portfolios, including research on market trends, industries, and specific investment opportunities. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

2027 Investments Intern Chicago, IL

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

2027 M&A Intern Chicago, IL

2027 IT / AI Engineer Intern - Chicago, IL

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Compensation Manager

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Internship Program Overview: Our 10-week Summer Internship Program provides hands-on experience with modern software engineering, offering exposure to both development and infrastructure.

Collaborate with internal partners - Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of pre-screen and relationship strategy meetings. Collaborative team player: You have demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth and ultra-high net worth individuals, families and institutions.

Canadian Imperial Bank of Commerce

Private Banker

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role will focus on helping Financial Advisors, Support Professionals, Field Leadership, and Home Office partners use AI as a practical platform to deliver targeted business campaigns, strengthen client and prospect engagement, and apply new capabilities in consistent, measurable ways.

Morgan Stanley

Regional AI Specialist, Vice President

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This role will focus on helping Financial Advisors, Support Professionals, Field Leadership, and Home Office partners use AI as a practical platform to deliver targeted business campaigns, strengthen client and prospect engagement, and apply new capabilities in consistent, measurable ways.

Regional Artificial Intelligence Specialist, Vice President

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The ideal candidate is an ambitious, highly organized, and detail-oriented marketer who thrives on structure, takes pride in follow-through, and is eager to build skills in wealth management marketing, CRM operations, and multi-stakeholder project coordination. Own day-to-day Asana management across practice marketing workstreams, including creating tasks, updating statuses, flagging deadlines, and keeping projects current.

Cerity Partners

Practice Marketing Coordinator

PERMANENT

POSTING_API

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . This is an excellent opportunity for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering exceptional client service while supporting the operational side of the business.

Beacon Hill Staffing Group was founded to set a new standard in search, career placement and flexible staffing.

 

Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

 

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Government Services, Beacon Hill Legal, Beacon Hill Life Sciences, Beacon Hill Solutions and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.

Or you can visit one of our branch locations www.beaconhillstaffing.com/locations
 

We look forward to working with you.

Beacon Hill Staffing Group, LLC

Client Services Associate

As a Financial Advisor / Financial Planner , you will serve as a primary point of contact for assigned wealth-management clients and work closely with senior advisors and other members of the financial planning team. If you are an experienced Financial Advisor / Financial Planner in Buffalo Grove, IL with 3+ years of direct client-facing financial planning experience and an active Series 65 or Series 66 license , we encourage you to apply.

Terra Talent Consulting

Financial Planner - Lead

Manatal

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.

Wintrust Financial Corp

Trust Associate I

ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual—responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management—to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI’s Wealth and Advisor business. Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth, with a focus on penetrating existing firm-clients with broader SEI solutions to increase share of wallet.

Wealth Advisor Jobs in Illinois

Customer Success Lead TalentFish LLC

Product Designer Cerity Partners LLC

Product Manager Cerity Partners LLC

2027 Investments Intern - Chicago, IL NFP Corp

AVP, Business Line Marketing (Remote) NFP Corp

2027 M&A Intern - Chicago, IL Aon Plc

2027 Investments Intern Chicago, IL NFP Corp

2027 M&A Intern Chicago, IL NFP Corp

2027 IT / AI Engineer Intern - Chicago, IL NFP Corp

Compensation Manager NFP Corp

2027 IT / AI Engineer Intern - Chicago, IL Aon Plc

Private Banker Canadian Imperial Bank of Commerce

Regional AI Specialist, Vice President Morgan Stanley

Regional Artificial Intelligence Specialist, Vice President Morgan Stanley

Practice Marketing Coordinator Cerity Partners

Client Services Associate Beacon Hill Staffing Group, LLC

Financial Planner - Lead Terra Talent Consulting

Trust Associate I Wintrust Financial Corp

Senior Estate Planning Strategist Osaic

Business Development Director SEi

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