Envestnet jobs - 231 jobs

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Pricing Analyst Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Pricing Analyst to join our Finance department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: As a Senior Pricing Analyst at Envestnet, you will be responsible for developing and implementing pricing strategies that enhance profitability and market share while aligning with business objectives. Job Responsibilities: * Pricing Tools: Design, build, and maintain robust pricing tools, models, databases, and other pricing process components to support innovative and data-driven pricing decisions. * Performance Monitoring and Reporting: Architect dashboards to assess pricing effectiveness, track KPIs and KLIs, deal activity, and monitor client renewals to increase transparency for leadership; Monitor discounting behavior and price realization, identifying trends and flagging misalignment with pricing strategies. * Analysis: Analyze product-level and portfolio-level pricing performance, identifying trends, risks, and opportunities to refine pricing strategy. * Cross Functional Collaboration: Partner with commercial teams, finance, operations, legal, and product management to ensure pricing insights drive informed decision making. * Governance: Support the consistent application of pricing policies and enforce escalation procedures; standardizing terms and conditions and renewal uplift policies and targets. * Confidentiality and Integrity: Comply with standards concerning discretion and confidentiality regarding sensitive firm and client information. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Education: Bachelor's degree in business, finance, economics, or a related field required; advanced degree (MBA or equivalent) preferred. * Experience: Minimum of five years of relevant finance experience, including data analysis and financial modeling. Experience in financial technology, wealth management, or financial services industries is preferred. * Analytical and Quantitative Skills: Proficient in analyzing complex data and developing financial models. * Technical Proficiency: Advanced Excel skills required; familiarity with PowerBI, SQL, or other advanced software tools beneficial but not required. * Communication and Interpersonal Skills: Strong written and verbal communication skills, presenting findings to diverse audiences and working collaboratively across teams. * Problem-Solving & Change Management: Capable of identifying and resolving issues, having intellectual curiosity and a strategic mindset. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

A leading credit information provider is looking for a Vice President, Alternative Credit Data Solutions to oversee product management of alternative credit data products. The ideal candidate will have over 15 years of experience in product management, with strong collaboration and problem-solving skills. You will manage global product teams and ensure the commercial success of diverse data solutions. This hybrid role offers competitive benefits and the chance to shape innovative data strategies for various markets. #J-18808-Ljbffr

A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr

A leading analytics firm in Chicago is seeking a Machine Learning Platform Engineer to set up and manage data science environments. The ideal candidate has a Master's or PhD in a quantitative field, strong programming skills, and experience in MLOps. You will work cross-functionally to drive analytic solutions and may oversee projects from design to execution. This hybrid role offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr

A leading technology firm is seeking a VP Global Identity Solutions to lead the strategy and implementation of core identity products within their Global Fraud Solutions team. This role will focus on driving growth, managing P&L, and developing identity risk solutions globally. Candidates should have over 10 years of experience in fraud management and a strong background in product strategy. A hybrid work model is offered. #J-18808-Ljbffr

A leading data solutions provider is seeking a Machine Learning Platform Engineer in Chicago. You will drive the setup of new data science environments and lead cross-functional teams in developing effective data science workflows. The ideal candidate will have a strong background in MLOps, advanced programming skills, and a Master's or PhD in a quantitative field. This hybrid position offers flexible benefits and a salary range of $112,500 to $187,500 annually. #J-18808-Ljbffr

A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan. #J-18808-Ljbffr

A leading consulting firm is seeking a Senior Manager for Banking & Payments Consulting. In this hybrid role, you will lead a team of analysts, enhance client relationships, and utilize your expertise in financial services. You should have a strong background in consulting and analytics, as well as a bachelor's degree in a relevant field. The position offers competitive compensation and numerous benefits, including flexible time off and health coverage. #J-18808-Ljbffr

**What We'll Bring:**At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. As a Senior Solution Architect are an integral part of the Customer Success Team delivering critical services to our customers. You own the technical relationship with assigned Strategic and Premium (if required) clients to support them throughout their partnership with TransUnion's Global Fraud Solutions group. This includes consultations on solution architecture, onboarding support, technical troubleshooting and providing technical expertise for all of our Global Fraud Solution Group's services and platforms for our strategic customers. You will be the customer's trusted advisor and subject matter expert helping them understand our systems and take advantage of the technology. In this role you lead customer technical engagements across a range of industries, types of projects, platforms, solution interfaces, and provide expert technical knowledge, support and troubleshooting for our solutions and platforms. In addition, as a senior team member in this field you will collaborate in the development of appropriate integration manuals, training materials, and procedures; proactively seek ways for the solution architect team to improve its processes to enhance the customer experience, and provide value added services and provide sales engineering support as appropriate for the business development group.**What You'll Bring:*** Bachelor's degree in Computer Science, IT, Software Development or related field and 7+ years of relevant work experience* Direct experience in product application integrations* Proven experience as a consultant.* Verified skills in a variety of web and software development technologies including but not limited to: REST/JSON, HTTP JavaScript, Web Services, XML, HTML5, SQL, PHP, C# and Java* Demonstrated ability to diagnose and troubleshoot technical issues in diverse customer technical environments* Demonstrated ability to identify opportunities and challenges; consult with the customer to develop solutions to address these areas and effectively resolve technical issues using practical and imaginative methods* Demonstrated success in working on multiple projects, with competing priorities and delivering high quality software on schedule* Effective customer-service orientation and relationship-building skills* Ability to multi-task in a fast-paced environment, and balance thought with action while getting the most out of limited resources* Exceptional analytical and quantitative skills and ability to structure analyses to form data-driven solutions to ambiguous customer challenges* Flexible work hours in order to accommodate special meeting requests, trainings and demonstrations for customers in different time zones* Advanced skills with MS Word, Excel, and PowerPoint* Availability for some overnight travel and on call rotation.* Ability to work and act independently.**We'd Love To See:*** Fraud management or identity and access management experience* Understanding of Transunion's Global Fraud Solutions services* Basic understand/familiarity with iOS and Android* Project management experience* Fluency in Spanish, Portuguese, French, Mandarin, or Japanese**Impact You'll Make:****Thought Leadership:** You have strong advisory, consulting and interpersonal skills coupled with the deep technology skills needed to lead customer engagements and strategic client discussions in solution architecture and design projects to meet their technical objectives by providing best practices by proactively identifying and closing gaps. **Project Management:** Work with Customer Success Advisors to deliver the largest and most complex initiatives and customer engagements. Apply strategic thinking and demonstrated expertise to understand technical requirements to support all phases of a customer project lifecycle to ensure successful technical project delivery.**Subject Matter Expertise:** Provide specialized expertise for all technical and architecture related questions for the Global Fraud Solutions group and have a willingness to learn and adapt to new skills and technology.**Problem Solving:** You are a creative problem solver, comfortable with challenging the status quo and rapidly responding to escalated issues and urgent customer demands. Demonstrated strong analytical acumen to identify, triage, and recommend troubleshooting with software applications and able to decide and act without the total picture.**Influence:** Represent the voice of the customer and manage the development of product initiative requests**Technical Support:** Support all technical needs for the clients under your management to give customers a single point of contact for all issues related to our platforms and solutions. Support technical escalations as the subject matter expert.**Mentorship:** As a Senior Solution Architect you are expected to not only have a tremendous impact in transforming our customers, but also have a leading role in mentoring and coaching junior teammates to engender effective contribution to TransUnion's solutions.**Diverse Perspective:** Brings a unique skillset or approach to the table in every customer engagement or internal activity.**Passion:** Actively seeks responsibility and takes pride in delivering the highest quality results and recommendations to our customers.**Team Player:** Effectively integrates, motivates and builds relationships with cross-functional team members (local or remote), sponsors, key stakeholders, executives and other individuals or organizations.#LI-NO1Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.**Benefits:**TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic #J-18808-Ljbffr

Loading job Back to Search Results Previous Opportunity Next Opportunity Business Development Associate Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Business Development Associate to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Business Development Associate - RIA partners closely with the Business Development Director to identify, source, qualify, and develop new sales opportunities within a defined territory. BD Associates support Business Development Directors and Consultants with lead qualification and administration, ensuring strong coordination across the sales process. This includes supporting outbound sales and marketing campaigns, driving qualified leads through proactive prospect engagement, and helping to expand relationships with existing advisor clients. The Associate plays a key role in supporting Envestnet's growth among RIA firms by managing the early stages of the sales process, coordinating outreach activities, and maintaining a healthy pipeline of opportunities for the field team. Job Responsibilities: * Partner with Business Development Directors to build and expand client relationships across the assigned territory, driving revenue growth and sales performance. * Source and qualify new sales opportunities through proactive outbound calling, email outreach, and campaign follow-up, leveraging insights from market data and CRM systems. * Support the development and execution of territory sales plans, identifying high-potential firms and opportunities for managed account adoption and platform expansion. * Maintain accurate and up-to-date opportunity data and pipeline information in Salesforce and other CRM tools. * Deliver sales collateral, presentations, and proposals to facilitate the sales process in partnership with the Business Development Director. * Assist in managing and coordinating the contracting and onboarding process for new advisor clients. * Actively engage with clients and prospects via phone and email, ensuring all communications and interactions are consistently documented in the CRM. * Conduct market research to identify prospective firms, decision-makers, and target segments; generate awareness and interest in Envestnet solutions. * Support sales trip planning by identifying target prospects, scheduling meetings, and preparing materials for the Business Development Director. * Cross-sell additional Envestnet products and services to existing advisor clients, helping to deepen platform adoption and wallet share. * Actively leverage Salesforce and the suite of sales enablement tools to track progress, measure impact, and optimize efficiency. * Adhere to all Envestnet legal, compliance, risk, and business continuity policies, ensuring timely completion of training, certifications, and affirmations. * Support and promote Envestnet's corporate business practices, internal controls, and procedures designed to create value and minimize risk. Required Qualifications: * Bachelor's degree in Business, Finance, or a related field. * 3-5+ years of inside sales or business development experience, ideally within financial services, wealth management, or fintech. * Strong communication and presentation skills, with a confident phone presence and ability to engage senior advisor audiences. * Collaborative team player with a growth mindset and a passion for generating new business opportunities. * Proven ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment. * Highly motivated, results-oriented, and eager to learn and advance within a sales organization. * Proficiency in Microsoft Office and CRM platforms (preferably Salesforce). * Demonstrated work ethic, initiative, and professional integrity. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Posted Monday, January 5, 2026 at 6:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The Director of Salesforce Development reporting to the Executive Director, Head of Software Engineering owns the operations of the Salesforce platform and manages the entire lifecycle of custom-developed Salesforce applications. They lead a team to ensure projects meet organizational goals and architectural standards. You will collaborate across departments to maintain alignment with our goals through strategic administration, design, and programming efforts. What You'll Do Lead Salesforce Development, managing the entire Salesforce ecosystem and ensuring seamless integration and performance across all teams, technologies, and platforms. Develop and implement comprehensive strategies for Salesforce solutions, ensuring alignment with organizational goals and objectives. Oversee platform administration, secure development, and high-quality documentation to drive reliable, performant releases. Stay informed about the latest technologies and industry trends, continuously seeking opportunities to enhance the Salesforce platform and improve administrative and development processes. Identify potential risks and develop mitigation strategies to ensure the successful delivery and operation of products. What You'll Bring A bachelor's degree in computer science, information technology, or a related field. 8 + years of experience in application development and architecture with expertise developing on the Salesforce platform. Proven leadership and exceptional communication skills, extensive experience managing and mentoring development teams and effectively collaborating across departments. Strong analytical and problem-solving skills to address complex technical challenges coupled with a mastery of software development methodologies, agile practices, and project management principles. What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Mother's lounge onsite Flexible PTO plan Hybrid work schedule (minimum of 3 days in office) Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Base salary of $175,000-$195,000 plus discretionary bonus (exact base salary amount will be dependent on experience) AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. 200 W Madison St, Chicago, IL 60606, USA #J-18808-Ljbffr

The Job/What You'll Do: As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted environment. This role offers substantial growth potential in sales, finance, and more. This is an ideal opportunity for a strong communicator with a talent for problem-solving who enjoys helping customers achieve their goals. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL. Responsibilities: * Generate and manage financial reports for the sales team * Perform maintenance and administration tasks within Salesforce * Order marketing materials for advisors, prospective advisors, and sales team * Execute call campaigns to drive participation in conferences, webinars, and regional events * Perform other related duties as assigned to support the team's goals Knowledge, Skills, and Abilities: * Strong time management and organizational skills * Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment * Self-motivated with the ability to work independently * Strong interpersonal and phone communication skills * Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: * Bachelor's degree in a business or finance field * Sales or customer service experience Compensation: The Base Salary range for this position is between $45,000-$50,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The Senior M&A Integrations Associate plays a critical role in supporting the M&A Integration Leads to ensure that newly acquired advisor practices are fully prepared to operate successfully on the Hightower platform. This position is key to delivering a smooth and efficient integration experience, enabling advisors to thrive within the Hightower community. The ideal candidate will bring hands-on experience working within a financial advisor practice, coupled with a strong sense of curiosity and a problem-solving mindset. They should be adept at thinking critically, anticipating challenges, and driving solutions that create a seamless transition for incoming practices. What You'll Do Gain deep insight into each advisor practice undergoing an M&A transaction to tailor a smooth and effective integration experience. Maintain expert knowledge of the Hightower platform to troubleshoot issues, recommend solutions, and assist in developing customized training programs. Partner with subject matter experts across Hightower to identify operational nuances and address areas requiring special attention. Collaborate with Integration Leads to enhance project plans by incorporating the unique characteristics of each new practice. Manage and monitor progress using project management tools, ensuring timely updates and accurate tracking of integration milestones. Measure success through KPIs, including advisor platform readiness, adoption and usage rates, and pre- vs. post-close processing performance. What You'll Bring Bachelor's degree preferred. 3+ years of experience in an operational, client-facing role within a Registered Investment Advisor (RIA) environment strongly preferred. Familiarity with financial services technology, including CRM systems, client reporting tools, custodial platforms, and other industry-standard applications. Exceptional organizational skills with the ability to manage multiple priorities effectively. Strong communication and interpersonal skills, with a collaborative approach to problem-solving. Willingness and ability to travel up to 50% as needed. What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Mother's lounge onsite Flexible PTO plan Hybrid work schedule (minimum of 3 days in office) Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Pet insurance Base salary of $85,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience) AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

A leading data solutions company is seeking a Senior Director of Data Science Product Development to lead innovative data products within their Fraud Solutions team. The ideal candidate has over 10 years of experience in data science, strong team leadership skills, and a deep understanding of AI and analytics. This hybrid position offers competitive benefits and the opportunity to influence cutting-edge solutions in a collaborative environment. #J-18808-Ljbffr

A financial services company based in Chicago is seeking a Director of Salesforce Development. The role requires a bachelor's degree in computer science and over 8 years of experience in Salesforce application development. Responsibilities include leading the Salesforce ecosystem, developing strategic solutions, and collaborating across departments. The company offers a competitive base salary of $175,000-$195,000 plus bonuses, hybrid work options, and a range of benefits including medical coverage and flexible PTO. #J-18808-Ljbffr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team Hightower's Overlay Management team owns daily trade prioritization, execution, and monitoring to ensure client portfolios are optimized to their assigned investment policies on the Hightower One platform; they coordinate with portfolio managers and advisors, manage risk and exposures (including cash, and tax overlays), and deliver compliance-ready reporting and reconciliations. We are a collaborative, and driven group passionate about delivering excellent service, supporting advisor growth, and helping clients achieve their financial goals. What You'll Do The Portfolio Trading Analyst will prioritize, sequence, review and execute daily trades proposed by the Hightower One's platform optimizer to ensure the timely investment of client portfolios to their investment policies while minimizing market and tax impacts. Prioritize and sequence daily trades generated by run groups within the trading platform to ensure timely review and execution of proposed trades on client portfolios. Execute overlay actions (tracking error reductions, exposure adjustments, cash overlays, tax‑aware trades) using the platform's optimization tools. Translate client investment policies into enforceable overlay rules and maintain those rule sets in the platform. Validate optimizer-proposed trades for alignment with the proposal objective and investment objective on the client's account. Manage cash and settlement timing across aggregated accounts to avoid unintended cash shortfalls or excesses and optimize short‑term liquidity. Perform daily reconciliations and exception management: trade blotters, start of day account reconciliations, failed/partial files, and documented remediation steps. Produce compliance‑ready reporting and audit trails for overlay actions, including performance attribution and tax impact summaries. Maintain and test automation workflows and runbooks for overlay rules, change controls, and release management in the platform. Coordinate with stakeholders - including portfolio managers, advisors, compliance, and/or the platform's vendor - to resolve exceptions or issues when optimizing client portfolios. Improve execution and run group logic: batching, crossing, smart routing, and tax‑lot sequencing to enhance efficiency and reduce operational risk. What You'll Bring 2-5 years in trading operations, portfolio operations, execution, or overlay/centralized portfolio management. Hands‑on experience with OMS/EMS, TAMP platforms, portfolio optimizers and trade blotter workflows; ability to configure run group rules and maintain runbooks. Practical understanding of trade lifecycle, settlement mechanics, cash management, and tax‑lot accounting. Bachelor's degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field; advanced degrees are a plus Advanced Excel (pivot tables, advanced formulas). An understanding of SQL or equivalent query skills a plus. Attention to detail, clear written and verbal communication, and experience coordinating with portfolio managers, advisors, compliance, and custodians. Problem solving under time pressure and disciplined escalation judgment. Communication and stakeholder management skills, with the ability to influence business and technology teams. What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Mother's lounge onsite Flexible PTO plan Hybrid work schedule (minimum of 3 days in office) Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Pet insurance Base salary of up to $90,000-$100,000 plus discretionary bonus (exact base salary amount will be dependent on experience) AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills/Experience/Qualifications You'll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… * Continue to evolve and refine a design language that resonates with our clients * Partner closely with UI/UX leadership to create design consistency and quality across the platform * Foster continual design system education throughout the team * Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) * Form strong partnerships with engineering teams to create frictionless design system implementation * Implement and maintain processes tools for UI/UX engineering team to utilize our design system * Review in-flight designs with Product Designers for holistic application of a design solution * Contribute to a culture of continual creative improvement and innovation, excellence and accountability * Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients * Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs * Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products * Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… * You have 2-5 years of experience as a UI Designer working in a cross-functional team * You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs * Candidate required to submit portfolio with previous case studies; linked to resume * You have a bachelor's degree in design or related field preferably, master's degree a plus * You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule * You have excellent skills in Figma * You have a basic understanding of HTML/CSS * You have an advanced understanding of web components, interaction design, visual design and industry trends * You are fluent in responsive design, mobile/tablet UI * You can establish deep relationships across the entire Design department * You are a 'self-starter' who is driven and seeks out opportunities * You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization * You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) * You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles * You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating * You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Loading job Back to Search Results Previous Opportunity Next Opportunity Business Development Associate Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Business Development Associate to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Business Development Associate plays a key role in driving adoption and growth of Envestnet's Financial Wellness and Managed Account solutions through proactive inside sales engagement. This role focuses on converting leads and prospects into platform users, nurturing advisor relationships virtually, and providing high-quality sales support to accelerate revenue and account growth. The ideal candidate thrives in a fast-paced, sales-driven environment, managing inbound and outbound activity to generate opportunities and deepen advisor engagement. Job Responsibilities: * Lead Generation & Conversion - Qualify, engage, and convert advisors to platform users through outbound calls, digital outreach, and follow-ups on marketing campaigns. * Sales Support & Enablement - Provide consultative product guidance to advisors under $50M AUM, assisting with account setup, onboarding, and expansion of Envestnet programs (PMC, FSP, SMA, UMA, and Exchange). * Virtual Advisor Engagement - Deliver one-on-one and group web-based product demos, education sessions, and platform training to drive adoption of Financial Wellness Solutions. * Pipeline Management - Maintain an active sales pipeline through Salesforce, documenting all outreach, opportunity progression, and conversion outcomes. * Cross-Team Collaboration - Partner with Regional Directors & Regional Consultants to support field sales efforts and ensure seamless follow-up on qualified leads and campaign activity. * Campaign Execution - Execute outbound calling initiatives, targeted advisor campaigns, and follow-up sequences to drive engagement across assigned territories. * Marketing Alignment - Coordinate with Marketing on campaign messaging, advisor communications, and event follow-up to ensure consistency and strong conversion outcomes. * Service Liaison - Serve as the primary contact for inbound advisor inquiries via hotline and email, routing complex service issues to the appropriate internal teams. * Sales Tools & Reporting - Leverage Salesforce, CRM dashboards, and reporting tools to track activity, measure success, and support sales forecasting. * Compliance & Process Adherence - Ensure all outreach and advisor interactions align with Envestnet's compliance, risk, and operational standards. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Bachelor's degree * 3-5 years of experience in inside sales, sales support, or advisor engagement within financial services, asset management, or fintech * Strong understanding of fee-based advisory, managed accounts, or financial wellness solutions * Excellent communication, presentation, and consultative selling skills via phone and WebEx * High degree of responsiveness, organization, and CRM proficiency (Salesforce preferred) * Comfort with sales metrics, campaign management, and pipeline reporting. Preferred Qualifications: * Experience supporting external wholesalers or regional sales teams * Familiarity with RIA, IBD, or enterprise advisory distribution channels * Exposure to insurance, lending, and retirement product integration Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Salary: The annual base salary range for this position is $68,000 to $91,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now