Top Tech Jobs & Startup Jobs in Chicago, IL

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

As a Financial Services Representative, you will assist clients with stock portfolio inquiries, provide customer service, drive sales, and learn about financial markets while obtaining licenses.

The Director of Software Engineering will develop software solutions for internal business needs in the financial services sector. Responsibilities include designing technical platforms, developing prototypes, and integrating third-party services using Agile methodologies and across various financial markets.

As a Financial Services Representative, you'll assist clients with stock portfolio inquiries, provide customer support, and drive sales by identifying opportunities. You will gain insights into the financial services industry and receive training for Series 7 & 63 licenses.

The Active Trader Relationship Manager is responsible for retaining and growing active trader clients through proactive outreach, product education, and technical support in trading strategies.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors including executing money movements, answering account inquiries, data entry, preparing client meeting materials, managing calendars and travel, enrolling clients in digital tools, and participating in firm initiatives. Maintain compliance with policies and support marketing and business plan activities.

Support Financial Advisors/Private Wealth Advisors by cultivating client relationships, executing business development and marketing tasks, preparing client reports and financial plans, assisting meetings and research, executing clerical client-service tasks (transactions, order entry), and partnering with internal stakeholders to drive practice efficiency and deliver exceptional client experiences.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial and portfolio reports, assisting in financial planning and business development, coordinating events, and ensuring timely, compliant account servicing.

This role manages client inquiries in the financial services sector, providing support for complex trading orders, margin issues, and regulatory communications. Strong customer service, problem solving, and knowledge of derivatives trading are essential.

The Financial Planning Director collaborates with Financial Advisors to deliver personalized financial plans for high-net-worth clients, providing expertise in tax, estate planning, and wealth strategies while leading client conversations and enhancing advisor integration.