Top Tech Jobs & Startup Jobs in Chicago, IL

Handle inbound client calls about portfolios, account updates, money movement, and trade requests. Provide customer service, resolve issues, identify sales opportunities, educate clients about financial products, follow compliance procedures, and pursue Series 7 and 63 licensing through employer-paid training.

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.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors, executing transactions, answering account queries, preparing meeting materials, managing calendars and travel, assisting with account documentation and digital tool enrollment, and participating in firm initiatives.

Build and maintain client relationships on a Financial Advisor team, assess client objectives, recommend investment and wealth-management strategies, deliver presentations for business development, ensure compliance with industry rules, and coordinate with team members to implement customized financial plans.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.

Provides inbound customer support for investment accounts, including money movement, account updates, and trade requests. Identifies customer needs, resolves issues, educates clients about financial products, and identifies sales opportunities. The representative follows compliance and conduct standards, collaborates with internal teams, manages follow-ups, and completes ongoing investment and financial markets education. Morgan Stanley provides training for Series 7 and 63 licensing.

Lead a mainframe storage engineering function supporting highly available IBM Z compute and storage platforms. Configure IBM DS8000 and TS7700 infrastructure, manage DFSMS storage policies, backups, replication, disaster recovery, capacity planning, and REXX automation. Troubleshoot outages and dataset access issues, conduct root-cause analysis, and execute complex storage migrations. The role requires expertise in z/OS storage utilities, tape management, FICON, replication protocols, resiliency technologies, and storage performance.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors: execute money movements, answer account questions, enter profile and account data, enroll clients in digital tools, prepare client meeting materials, support marketing and travel/expense logistics, and participate in firm initiatives.

Lead and improve production reliability for Wealth Management services: monitor availability and performance, automate deployments and operational tasks, troubleshoot infrastructure and databases, collaborate with development and upstream teams, maintain runbooks/knowledgebase, perform root cause analysis, and participate in 24/7 on-call coverage and offshore coordination to reduce outages and operational toil.

The Platinum Relationship Manager is responsible for retaining and growing high-value retail clients, delivering exceptional client service, and understanding their investment needs while managing client interactions effectively.