Top Tech Jobs & Startup Jobs in Chicago, IL

Manages individual and trust account assets and investment relationships in alignment with client and company objectives. The role focuses on portfolio growth, client retention, investment strategy presentation, and developing and managing Private Wealth Management relationships. It requires strong investment management, finance, economics, sales, communication, decision-making, and client service expertise.

Supports investment relationship managers with sales, administrative, operational, processing, and customer service activities. Responsibilities include scheduling appointments, preparing investment proposals and correspondence, maintaining client records, managing mail and supplies, answering phones, supporting prospect and client outreach, coordinating marketing campaigns and seminars, and collaborating with internal departments on business initiatives. Requires financial services knowledge, regulatory awareness, strong organization, communication, follow-up, and relationship-building skills.

Develops and deepens relationships with high and ultra-high net worth clients through wealth planning, investments, banking, credit, insurance, trust services, and charitable giving. Identifies and closes new business through internal and external sales, profiles client needs, formulates customized strategies, coordinates specialist teams, and serves as a community representative. Requires NMLS registration and compliance with applicable banking regulations.

Manage and enhance AML transaction-monitoring models across the full development lifecycle, including data exploration, production deployment, monitoring, tuning, documentation, and validation. Partner with financial-crime teams, model risk management, auditors, regulators, and business stakeholders. Apply statistical and machine-learning techniques to develop anomaly-detection systems, defend methodologies, address validation concerns, and advance the bank’s AML monitoring program.

Lead and supervise audit engagements for Corporate Treasury: plan audits, assess risks and controls, perform and review testing, coach staff, draft reports, coordinate cross-functional audit coverage, monitor engagement progress, and support department initiatives.

Lead strategy and operations for high-availability enterprise platforms (HP NonStop, Stratus, mainframe, Linux/x86). Drive modernization, resiliency, capacity planning, incident/problem management, security and compliance, vendor and budget management, and engineering leadership for 24x7 mission-critical infrastructure. Present metrics to executives and coordinate cross-functional initiatives.

Drives growth, retention, and expansion of payment, merchant services, commercial card, and treasury management solutions for insurance clients. Develops sales strategies, consults on payment modernization and cash management, presents solutions, manages the sales process through implementation, builds opportunity pipelines, and leads executive client discussions. Partners with relationship managers, product teams, and other stakeholders to deepen relationships and generate revenue across insurance organizations.

Develop and grow payments, merchant services, and commercial card business for financial institution clients. Manage complex consultative sales cycles, coordinate Treasury, Finance, Operations, and Product stakeholders, and serve as the primary sales lead. Identify opportunities, develop sales strategies, present integrated payment solutions, manage client relationships, and achieve revenue goals across banks, insurers, asset managers, and private capital firms.

The Wealth Management Advisor leads investment planning and investment and insurance product delivery for affluent clients. Responsibilities include understanding client goals, constructing goals-based portfolios, providing market and investment strategy guidance, conducting research and due diligence, and delivering tailored investment management and insurance services. The role also requires relationship management, sales, new business development, financial planning, and collaboration across wealth management teams.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance solutions, constructing tailored portfolios, delivering market and investment research, and partnering with internal specialists to grow client relationships and referrals.