Top Tech Jobs & Startup Jobs in Chicago, IL

Leads fundamental credit research on complex municipal bond issuers, analyzing financial documents, sector trends, and credit quality. Develops and communicates credit opinions through reports and presentations for portfolio management teams. Enhances research procedures and analytical techniques, uses data and AI tools, participates in team initiatives, attends industry conferences, conducts site visits, and mentors junior analysts.

Leads a territory-based wealth management team, overseeing advisors, client relationships, business growth, strategic execution, and financial performance. Coaches and develops team leaders, assigns client books, supports complex planning cases, improves market share, promotes appropriate use of wealth management resources, and ensures a seamless client experience. Requires extensive financial services experience and FINRA licensing.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

The Wealth Advisor partners with clients to identify financial goals, analyze finances, and develop tailored investment strategies while managing a team to grow business through referrals.

Lead a team to prepare and review quarterly and annual audited financial statements ensuring GAAP/IFRS compliance and timely delivery; coordinate audits and stakeholders; provide technical accounting guidance on complex transactions (M&A, restructurings); monitor emerging standards; partner with FP&A and Investor Relations; oversee Oracle FCCS change management; and develop a high-performing finance team.

Drive new retirement plan sales and market-share growth among nonprofit and mission-driven institutions. Responsibilities include territory and pipeline management, prospecting, consultative selling, RFP and proposal leadership, finalist presentations, negotiation, sales forecasting, and transition to implementation. The role also develops relationships with retirement plan consultants, RIAs, advisors, aggregators, and other intermediaries while educating partners on TIAA’s recordkeeping solutions. Extensive regional travel is required.