Top Tech Jobs & Startup Jobs in Chicago, IL

Develop quantitative models for risk management, focusing on volume forecasting and capacity planning, while adhering to Model Risk Management standards.

The Wealth Strategies Advisor focuses on supporting Merrill advisors to address clients' wealth planning objectives, developing integrated strategies, and engaging ultra-high net worth clients for wealth transfer and tax minimization.

The role involves supporting Financial Advisors by managing business strategies, client relationships, and practice financials, while ensuring compliance with regulatory standards.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, mitigate risk, pursue new client opportunities, and complete required licenses and trainings (including SAFE Act registration if originating mortgages).

Lead treasury sales for complex Non-Bank Financial Institution clients (Insurance, Mortgage, Private Capital). Originate and expand relationships, manage portfolio revenue and profitability, coordinate cross-functional teams for proposals and onboarding, coach analysts, drive digital adoption, and represent the bank in client meetings and industry events. Responsible for client planning, pricing discipline, and transforming onboarding experience.

The Senior Investment Manager leads investment strategies for Financial Advisors, ensuring risk assessments align with client goals, and acts as a subject matter expert for investment-related inquiries.

The role involves developing client relationships, providing investment recommendations, and managing a personal client portfolio while collaborating with advisors and adhering to compliance expectations.

As a Merrill Advisor, you will develop client relationships, recommend financial solutions, and grow a book of business through personalized service and collaboration.

As a Financial Advisor in the Advisor Development Program, you will seek to build relationships with clients, assess their financial needs, and deliver personalized investment recommendations while developing a book of business.

The Business Manager supports a Financial Advisor team by managing business plans, metrics, client service strategies, and team operations, ensuring efficient execution toward financial goals.