Top Tech Jobs & Startup Jobs in Chicago, IL

The Tax Manager is responsible for leading client relationships, preparing and reviewing tax returns, projections, and mentoring Junior staff in a fast-paced environment.

The Tax Associate prepares tax returns and projections for high-net-worth clients, collaborates with the tax team, and ensures timely responses to tax inquiries.

The Relationship Manager I supports service excellence in wealth management, ensuring client commitments are met and enhancing client experiences, while collaborating with advisors and internal teams.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

The Client Development Coordinator provides administrative and operational support to the regional team, coordinating meetings, preparing materials, managing data, and enhancing client outreach efforts.

Serve as primary investment contact for Wealth Advisors: consult on portfolio strategy, manage implementations, support firm integrations, draft Envestnet proposals, audit portfolios, train new hires, and collaborate with Operations, Trading, Compliance, and Portfolio Management to meet SLAs and support business development.

Support tax team operations by onboarding new tax clients, entering and verifying client data, generating fee quotes, assisting billing/invoicing, supporting employee onboarding and integrations, monitoring workflow and data integrity, communicating with clients and stakeholders, and performing general administrative and process improvement tasks.

Manage local event project intake, planning, logistics, vendor relationships, and post-event measurement. Create event collateral, manage registrations and Salesforce campaigns, reconcile budgets, administer sponsorship approvals, and coordinate special projects with content, finance, and compliance teams.

Serve as primary investment liaison for Wealth Advisors: consult on portfolio strategy, manage and audit implementations, support integrations of acquired firms, create investment deliverables for prospects, coordinate with trading, compliance, and operations, and train/mentor new consultants to ensure timely, accurate service.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.