Top Tech Jobs & Startup Jobs in Chicago, IL

Administer HubSpot marketing automation for advisor and corporate teams. Responsibilities include managing access and accounts, creating email templates, configuring workflows, monitoring deliverability, maintaining HubSpot and Salesforce data integrity, troubleshooting systems, producing reports, training users, onboarding advisor teams, and coordinating with HubSpot customer success.

Leads technology integration workstreams for newly acquired advisory firms, managing project plans, system migrations, application onboarding, data integration, vendors, risks, and stakeholder communications. Partners with business and technology teams on due diligence, infrastructure transitions, access provisioning, training, change management, and regulatory alignment to ensure smooth post-acquisition adoption.

Execute and monitor daily portfolio overlay workflows, including portfolio rebalancing, block order transmission, cash management, settlement tracking, account reconciliation, exception resolution, and compliance reporting. Coordinate with advisors, portfolio managers, custodians, compliance teams, and vendors to ensure accurate, timely trade execution and alignment with investment policies, risk parameters, tax strategies, and client cash requirements.

Build candidate pipelines, source and engage passive candidates, conduct initial screening, and support recruiting for corporate and advisor-facing roles. Partner with recruiters and hiring managers, maintain talent maps and applicant tracking records, provide market intelligence, and help improve recruiting processes. This four-month contract requires strong sourcing, Boolean search, communication, organization, and multitasking skills.

Conduct routine and for-cause compliance examinations of branch offices and advisory locations for an SEC-registered investment adviser and FINRA-regulated broker-dealer. Assess adherence to SEC, FINRA, state, and internal requirements; test risk areas; document findings; report violations; track remediation; maintain examination records; refine procedures; identify trends; and support regulatory examinations.

Supports internal mergers and acquisitions and advisor succession planning projects. Builds financial models, evaluates practice economics and valuations, develops succession plans, collaborates with Finance, Legal, Operations, and Advisory Services, and prepares transaction analyses, presentations, and pipeline reports for leadership and internal committees.

Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive financial planning and customized wealth management strategies. Manage investment portfolios, coordinate with external professional advisors, ensure regulatory compliance, develop client relationships, generate new business through networking and referrals, and mentor junior advisors. The role requires expertise in retirement, investment, tax, estate, risk management, and cash flow planning.

Conduct risk-based compliance reviews of marketing and communications for registered investment adviser and broker-dealer businesses. Evaluate materials under SEC Marketing Rule, FINRA requirements, and applicable regulations; identify regulatory and reputational risks; provide practical guidance; maintain policies and controls; train stakeholders; monitor regulatory developments; support audits and examinations; improve review workflows and technology; and mentor team members.

Supports advisory fee billing operations, including account onboarding and terminations, fee and refund calculations, billing test runs, reporting, audit documentation, and internal control compliance. Collaborates with advisor teams to resolve billing inquiries, maintain accurate records, support integrations and projects, and remediate discrepancies. The role requires strong financial analysis, billing systems, data accuracy, communication, and Excel skills.

Supports branch examinations and compliance testing through SQL-based analysis, dashboards, data validation, repeatable testing, risk identification, and remediation tracking. The role investigates exceptions and trends, communicates findings to nontechnical stakeholders, documents data logic and quality checks, and collaborates with compliance, business, examination, and technology teams. It also helps automate recurring reporting and testing using Alteryx, Power Automate, and Power Apps.