Top Tech Jobs & Startup Jobs in Chicago, IL

Supports investor solutions and business development by researching wealth management partners, qualifying prospects, preparing strategist briefs and executive presentations, and assisting with meeting preparation and follow-up. Performs market, peer, portfolio, performance, and competitive analyses to support investor communications, sales strategy, and collateral development. Documents relationship activity and identifies trends, gaps, and strategic opportunities.

Partner with external sales to identify, prospect, nurture, and close retirement-plan opportunities. Maintain accurate Salesforce CRM data, prepare client meeting materials, support RFI/RFP and due diligence, deploy sales toolkits and analytics, and collaborate across the NRI team to grow assets and refine territory plans. Stay current on industry trends and competitor positioning.

Lead insurance-focused business development for Nuveen, acquiring and retaining clients with balances of $2 billion or less. Build senior stakeholder relationships, develop pipelines, close new business, present investment capabilities, explain insurance investment structures and capital treatment, and coordinate onboarding and ongoing service. The role requires strong fixed income expertise, collaboration with portfolio managers, FINRA registrations, and approximately 50% travel.

Support multi-asset portfolio management by coordinating day-to-day processes, developing portfolio solutions, conducting investment research, preparing client materials and RFP/DDQ responses, and producing periodic attribution and portfolio-trend reports.

Lead product marketing strategy and execution for Brooklyn's tax-advantaged investment platform. Develop product-specific marketing plans, collateral, and integrated campaigns; drive capital-raising support; coordinate with product, investment, client marketing, and compliance to ensure regulatory-aligned materials and measurable growth in assets under management.

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.

Executes business and process improvement projects from research and assessment through implementation and transition. Identifies operational upgrades, implements efficiency and cost-effectiveness enhancements, collaborates with cross-functional teams, diagnoses and prioritizes value-creation opportunities, supports smooth adoption of new solutions, and calculates metrics to measure organizational impact.

Provides in-house legal support for C-PACE financing transactions of $10 million or more, including drafting agreements, conducting legal diligence, reviewing closing and conveyancing documents, coordinating recordation, tracking post-closing matters, and supporting capital markets and new business initiatives. Requires experience representing commercial real estate lenders, with preferred expertise in C-PACE structures, securitization, secondary markets, workouts, and forbearance agreements.