J.P. Morgan jobs in Chicago, IL - 219 jobs

A leading financial services provider seeks a strategic project manager to oversee the design, development, and implementation of various projects in Chicago. The ideal candidate will have over 7 years of experience and a strong background in strategic financial modeling. The role involves advising senior leaders, leading implementation efforts, and collaborating with diverse stakeholders to achieve business goals. Competitive salary, comprehensive benefits, and a commitment to personal growth are offered. #J-18808-Ljbffr

Title: Administrative Assistant Department: IB Industrials Reports to: Grace Russo We are seeking a highly organized detail oriented Administrative Assistant to provide support to VPS, Analysts and Associates within our Investment Banking division. Looking for a proactive, resourceful candidate. Being able to manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day expenses and travel for the junior banking staff members Primary Responsibilities Provide admin support, including travel arrangements Prepare and process expense reports in compliance with our firm policies via concur Collaborate with other administrative assistants on the team and provide backup coverage if needed General office support Order office supplies Required Skills: 1-5 years' experience preferably in financial services or professional services Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment Excellent verbal and written communication skills Strong problem-solving skills Salary $65,000-$80,000 #LI-DNI

A global financial services firm offering investment banking, equities, fixed income, asset management, and wealth management solutions is seeking an experienced Branch / Trade Floor Support Engineer. This hands‑on role partners closely with the global desktop services team to deliver exceptional end‑user support, contribute to strategic initiatives, and enhance technology performance across a high‑pressure trading environment. The ideal candidate is a motivated, solutions‑driven professional who thrives in dynamic settings and is eager to grow while working with cutting‑edge technologies. This position offers extensive exposure to business stakeholders, technology partners, and global initiatives. Key Responsibilities Desktop, Trading Floor & Infrastructure Support Provide daily hands‑on support within a high‑volume, fast‑moving financial services and trading environment. Manage the implementation, maintenance, and support of all desktop technology-including hardware, software, telephony systems, and IPC turrets. Deliver frontline and ancillary support for front‑office and back‑office applications, including trading systems and market data platforms such as Fidessa and Bloomberg. Support Citrix/VDI environments and assist with onboarding new applications and technologies. Monitor desktop infrastructure performance and recommend enhancements to improve stability and efficiency. Operational Ownership & Incident Management Oversee all desktop operations for the assigned office or coverage area. Diagnose and resolve issues efficiently in close collaboration with Engineering and Application Support teams. Act as Incident Manager during outages, ensuring timely escalation and communication to global and local leadership. Coordinate and drive local initiatives, vendor relationships, hardware lifecycle management, and service requests (e.g., RMAs, new equipment, desk moves). Collaboration, Projects & Governance Build strong relationships with business units and serve as a trusted technical partner and advocate. Participate in IT Management meetings to discuss issues, projects, and strategic direction. Support global initiatives with cross‑functional teams (Application Support, Facilities, Infrastructure/Engineering). Assist with application packaging, production certification, and SCCM deployments. Maintain thorough documentation for systems, applications, and scheduled maintenance. Additional Technical Support Areas iPhone/iPad support via MobileIron MDM and Intune. Active Directory support. Printer/MFP management. Data Center rack‑and‑stack activities. Firewall/proxy support. BCP setup, configuration, and testing. Conference room and AV support. Qualifications & Skills Bachelor's degree in Information Technology or related field. 5+ years of IT support experience within a financial services environment. Strong background in enterprise desktop support with deep knowledge of Windows 11 and Office 365. Excellent communication, presentation, and interpersonal skills. Solid understanding of network architecture and client/server technology. Demonstrated problem‑solving ability and willingness to learn new technologies. Experience supporting technologies including: Windows 11, mac OS, IPC turrets, Cisco VoIP phones, HP desktops & laptops, VDI, iPhones/iPads, printers/MFPs. Experience in DEX & AI toolsets is a plus but not required. Highly organized, detail‑oriented, and capable of working independently. Willing to work off‑hours or weekends as business needs require. Primary Location Full Time Salary Range of $85,000 - $100,000.

Application Deadline: 03/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). * Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. * Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. * Prepares new business proposals or presentations to clients/prospects. * Participates in activities for client meetings and account opening documentation. * Provides day to day technical support and management of accounts for team members and customers. * May act as lead relationship manager. * Ensures timely resolution of all client questions and concerns, both internal and external. * Performs client sales & service support activities as required to meet client needs and maintain overall service standards. * Determines client needs and ensures timely and accurate completion of transaction processing. * Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. * Recommends and implements solutions based on analysis of issues and implications for the business and the client. * Assists in the development of strategic plans. * Identifies emerging issues and trends to inform decision-making. * Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. * Partners with the leadership team on strategic direction and complex line-of-business projects. * Conducts independent analysis and assessment to resolve strategic issues. * Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. * Completes comprehensive analysis for risk, financial and profitability rating and assessments. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Monitors and tracks performance, and addresses any issues. * Designs and produces regular and ad-hoc reports, and dashboards. * Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. * Coordinates account management activities with deal team members and internal groups. * Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated. * Manages operational audits and controls for banking and account administration. * Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities. * Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation. * Provides input into the planning and implementation of operational programs. * Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines. * Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation. * Reviews and actions overdrafts and other monitoring reports in a timely manner. * Sets up and completes margin / covenant tests within established timeframes. * Maintains control of security collateral including preparation and registration. * Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements. * Monitors and controls the integrity of lending documentation. * Collects fees applicable to credit terms and conditions or account agreement. * Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. * May specialize as either a funding specialist or a credit underwriting specialist. * As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks. * As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications. * Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. * Identifies and escalates irregularities and discrepancies to management as per guidelines. * Participates in assigned audits and compliance reviews. * Ensures proper adherence to the code of conduct and ethical guidelines. * Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. * Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Provides specialized consulting, analytical and technical support. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently and regularly handles non-routine situations. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. * In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. * In-depth understanding of loan and security documentation, including registration and renewal routine. * Expert communication and relationship management skills. * If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * Deep knowledge and technical proficiency gained through extensive education and business experience. * Verbal & written communication skills - In-depth. * Collaboration & team skills - In-depth. * Analytical and problem solving skills - In-depth. * Influence skills - In-depth. * Data driven decision making - In-depth. Salary: $74,000.00 - $138,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A prominent financial institution in Chicago seeks a highly experienced professional to manage process transformation and serve as a trusted advisor to senior leadership. The role involves designing and implementing organizational processes while fostering collaboration across teams. Candidates should have at least 9 years of relevant experience, strong analytical skills, and expertise in regulatory compliance. Excellent communication and problem-solving abilities are essential. This position offers a competitive salary and comprehensive benefits package. #J-18808-Ljbffr

Application Deadline: 03/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). * Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. * Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. * Prepares new business proposals or presentations to clients/prospects. * Participates in activities for client meetings and account opening documentation. * Provides day to day technical support and management of accounts for team members and customers. * May act as lead relationship manager. * Ensures timely resolution of all client questions and concerns, both internal and external. * Performs client sales & service support activities as required to meet client needs and maintain overall service standards. * Determines client needs and ensures timely and accurate completion of transaction processing. * Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. * Recommends and implements solutions based on analysis of issues and implications for the business and the client. * Assists in the development of strategic plans. * Identifies emerging issues and trends to inform decision-making. * Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. * Partners with the leadership team on strategic direction and complex line-of-business projects. * Conducts independent analysis and assessment to resolve strategic issues. * Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. * Collaborates with internal and external stakeholders in order to deliver on business objectives. * Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. * Completes comprehensive analysis for risk, financial and profitability rating and assessments. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Monitors and tracks performance, and addresses any issues. * Designs and produces regular and ad-hoc reports, and dashboards. * Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. * Coordinates account management activities with deal team members and internal groups. * Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated. * Manages operational audits and controls for banking and account administration. * Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities. * Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation. * Provides input into the planning and implementation of operational programs. * Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines. * Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation. * Reviews and actions overdrafts and other monitoring reports in a timely manner. * Sets up and completes margin / covenant tests within established timeframes. * Maintains control of security collateral including preparation and registration. * Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements. * Monitors and controls the integrity of lending documentation. * Collects fees applicable to credit terms and conditions or account agreement. * Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. * May specialize as either a funding specialist or a credit underwriting specialist. * As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks. * As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications. * Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. * Identifies and escalates irregularities and discrepancies to management as per guidelines. * Participates in assigned audits and compliance reviews. * Ensures proper adherence to the code of conduct and ethical guidelines. * Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. * Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Provides specialized consulting, analytical and technical support. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently and regularly handles non-routine situations. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. * In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. * In-depth understanding of loan and security documentation, including registration and renewal routine. * Expert communication and relationship management skills. * If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * Deep knowledge and technical proficiency gained through extensive education and business experience. * Verbal & written communication skills - In-depth. * Collaboration & team skills - In-depth. * Analytical and problem solving skills - In-depth. * Influence skills - In-depth. * Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $74,000.00 - $138,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Chicago: the salary range for this role is $60000 to $70000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses (for registered CSAs only) * ideally 3-5 years of experience in client service, within the finance sector * bachelor degree preferred, focusing on Finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Application Deadline: 02/03/2026 Address: 1200 E. Warrenville Road Job Family Group: Technology Please note, this is a full-time (40 hours per week) internship role (hybrid - location requires candidate to work on-site), and you will be considered for openings in Naperville, IL and Chicago, IL. Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities." As an intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO. Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMOCanada and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ****************************************************** To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information. Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements. * Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user. * Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution. * Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components. * Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements. * Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk. * Follows release management processes and standards, and applies version controls. * Assists in interpreting and documentation of client requirements. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently on a range of complex tasks, which may include unique situations. * Broader work or accountabilities may be assigned as needed. Qualifications: Foundational level of proficiency: * Creative thinking. * Building and managing relationships. * Emotional agility. * Quality Assurance and Testing. * Cloud computing. * Microservices. * Technology Business Requirements Definition, Analysis and Mapping. * Adaptability. * Learning Agility. Intermediate level of proficiency: * Programming. * Applications Integration. * Test Driven Development. * System Development Lifecycle. * Troubleshooting. * System and Technology Integration. * Verbal & written communication skills. * Collaboration & team skills. * Analytical and problem solving skills. * Data driven decision making. * As a full-time employee, we would require 3-5 years of experience, however as part of the BMO campus program, we are looking for motivated individuals with a strong desire to learn. * Technical proficiency gained through education and/or business experience. Salary: $63,300.00 - $117,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. + Partners and coordinates with Advisor Consultant on developing business and territory management plans. + Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. + Profiles advisors and maintains a solid understanding of the company sales process. + Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. + Collaborates across the internal team and shares best practices with team members. + Documents all Advisor activity in customer management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required Experience** + 2 years of experience in Securities sales within the Financial Services industry + Series 7 & 66 (or combination of 63 & 65) **Preferred Experience** + 3+ years in Financial Services industry + Bachelor's degree + A strong combination of sales and analytical skills + Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios. + Excellent communication skills, both written and verbal. + Ability to profile clients. + Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management **Anticipated Posting End Date:** 2026-03-31 Base Pay Range: $60,000/yr - $90,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Your role Interested in working in finance, specifically in banking, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitious students to join our 2027 Summer Internship Program within our Global Banking business. You'll get to: * evaluate companies and develop models for M&A transactions * prepare industry analyses for pitches * see first-hand how we provide market-leading solutions * execute live innovative deals that transform today's corporate landscape Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We're looking for a candidate who: * pursuing an undergraduate degree and expected to graduate between December 2027 and June 2028 and has a minimum cumulative 3.0 GPA * has a passion for financial markets and is a detail-oriented problem solver skilled in Microsoft Excel and PowerPoint * has values that align with ours: hard-working, trustworthy, dedicated and collaborative * is a strategic thinker with strong communication skills * is motivated to work in a business with high demands and tight deadlines We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Perhaps you've organized a fundraising event or taken part in team sports? Or stepped out of your comfort zone to learn about a subject you found challenging? Let us know how your achievements match the skills we're after. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Develop, enhance, and oversee implementation of liquidity frameworks for U.S. regulatory reports, internal stress testing, and recovery and resolution planning, with a focus on Capital Market products. This role combines strategic oversight, regulatory engagement, and technical expertise to ensure compliance and resilience under various stress scenarios. Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk‑adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank's global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in‑depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank's risk measurement and reporting processes for liquidity and funding management. Key Responsibilities Develop and maintain liquidity frameworks for U.S. regulatory reporting and internal stress testing. Create and maintain stress assumptions for Capital Markets products, analyzing behavioral patterns under stress. Engage directly with U.S. regulatory agencies during supervisory reviews. Develop a robust understanding of U.S. regulatory rules and oversee compliance and interpretations. Collaborate with Liquidity reporting on interpretation of FR 2052a, U.S. LCR, and U.S. NSFR rules; participate in advocacy efforts and regulatory change discussions. Presents to senior management and respond to queries related to Capital Markets products within U.S. LCR, U.S. NSFR, and ILST. Partner with Liquidity Analytics and Regulatory Reporting teams to implement liquidity methodology changes. Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attract, retain, and enable the career development of top talent. Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develop an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Recommend strategic priorities and leads the execution. Manage resources and lead the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. Own internal/external stakeholder relationships, which may include regulators. Lead the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution. Assess and adapt existing operational programs; develops new capabilities to ensure ongoing success. Recommend and implement liquidity and funding solutions based on analysis of issues and implications for the business. Support development and execution of Enterprise's liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding‑related risk appetite limits. Develop processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. Act as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning. Develop and maintain the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions). Identify emerging issues and trends to inform decision-making and understand risk drivers. Recommend and implement solutions based on risk assessments, analysis of issues, and implications for the business. Act as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank's position on market or regulatory developments. Monitor performance of liquidity stress testing processes and addresses any issues (e.g. enterprise‑wide stress testing, OSFI macro‑stress testing, ad‑hoc testing). Provide input into the planning and implementation of liquidity and funding risk modeling activities and programs. Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Gathes and format data into regular and ad‑hoc reports, and dashboards. Monitor and track balance sheet usage, and addresses any issues. Design and produce regular and ad‑hoc reports, and dashboards. Analyze data and information to provide insights into business product pricing and funds transfer pricing processes. Support development and execution of liquidity and funding‑related strategic initiatives in collaboration with internal and external stakeholders. Operate at a group/enterprise‑wide level and serves as a senior specialist resource across BMO. Apply expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems Foster strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipate trends and responds by implementing appropriate changes. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensure alignment between values and behavior that fosters diversity and inclusion. Qualifications Typically 9+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience. Seasoned expert with extensive industry knowledge of Capital Markets. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross‑group collaboration - Expert. Able to manage ambiguity. Data driven decision making - Expert. Salary $164,400.00 - $285,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the customer experience. + Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits. + Analyzes issues and determines next steps; escalates as required. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to helping customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Basic specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $50,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution. Keeps stakeholders informed of messages, recommendations, decisions, process and progress. Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. May network with industry contacts to gather and identify competitive insights and best practices. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

Title: Administrative Assistant Department: IB Industrials Reports to: Grace Russo We are seeking a highly organized detail oriented Administrative Assistant to provide support to VPS, Analysts and Associates within our Investment Banking division. Looking for a proactive, resourceful candidate. Being able to manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day expenses and travel for the junior banking staff members Primary Responsibilities Provide admin support, including travel arrangements Prepare and process expense reports in compliance with our firm policies via concur Collaborate with other administrative assistants on the team and provide backup coverage if needed General office support Order office supplies Required Skills: 1-5 years' experience preferably in financial services or professional services Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment Excellent verbal and written communication skills Strong problem-solving skills Salary $65,000-$80,000 #LI-DNI

**Please note, this is a full-time (40 hours per week) internship role (hybrid - location requires candidate to work on-site), and you will be considered for openings in Naperville, IL and Chicago, IL.** **Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities."** **As an intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.** You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO. **Interested in learning more about our campus program?** Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMOCanada and joining our LinkedIn group BMO Campus Recruiting & Early Talent. **Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at** ********************************************************* **.** To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information. Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. Specific project areas of focus includes translating user requirements into technical specifications, writing code and managing the preparation of design specifications. Supports system design, provides advice on security requirements and debugs business systems and service applications. Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements. + Translates user needs into technical specifications by understanding, conceptualizing, and facilitating technical requirements from user. + Analyzes, develops, tests, and implements new software programs, and documentation of entire software development life cycle execution. + Performs preventative and corrective maintenance, troubleshooting and fault rectification of system and core software components . + Ensures that code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements. + Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, and risk. + Follows release management processes and standards, and applies version controls. + Assists in interpreting and documentation of client requirements. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** Foundational level of proficiency: + Creative thinking. + Building and managing relationships. + Emotional agility. + Quality Assurance and Testing. + Cloud computing. + Microservices. + Technology Business Requirements Definition, Analysis and Mapping. + Adaptability. + Learning Agility. Intermediate level of proficiency: + Programming. + Applications Integration. + Test Driven Development. + System Development Lifecycle. + Troubleshooting. + System and Technology Integration. + Verbal & written communication skills. + Collaboration & team skills. + Analytical and problem solving skills. + Data driven decision making. + As a full-time employee, we would require 3-5 years of experience, however as part of the BMO campus program, we are looking for motivated individuals with a strong desire to learn. + Technical proficiency gained through education and/or business experience. **Salary:** $63,300.00 - $117,200.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). + Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Prepares new business proposals or presentations to clients/prospects. + Participates in activities for client meetings and account opening documentation. + Provides day to day technical support and management of accounts for team members and customers. + May act as lead relationship manager. + Ensures timely resolution of all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client needs and maintain overall service standards. + Determines client needs and ensures timely and accurate completion of transaction processing. + Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Recommends and implements solutions based on analysis of issues and implications for the business and the client. + Assists in the development of strategic plans. + Identifies emerging issues and trends to inform decision-making. + Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. + Partners with the leadership team on strategic direction and complex line-of-business projects. + Conducts independent analysis and assessment to resolve strategic issues. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Collaborates with internal and external stakeholders in order to deliver on business objectives. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Completes comprehensive analysis for risk, financial and profitability rating and assessments. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Coordinates account management activities with deal team members and internal groups. + Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated. + Manages operational audits and controls for banking and account administration. + Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities. + Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation. + Provides input into the planning and implementation of operational programs. + Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines. + Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation. + Reviews and actions overdrafts and other monitoring reports in a timely manner. + Sets up and completes margin / covenant tests within established timeframes. + Maintains control of security collateral including preparation and registration. + Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements. + Monitors and controls the integrity of lending documentation. + Collects fees applicable to credit terms and conditions or account agreement. + Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. + May specialize as either a funding specialist or a credit underwriting specialist. + As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks. + As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications. + Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. + Identifies and escalates irregularities and discrepancies to management as per guidelines. + Participates in assigned audits and compliance reviews. + Ensures proper adherence to the code of conduct and ethical guidelines. + Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. + Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. + In-depth understanding of loan and security documentation, including registration and renewal routine. + Expert communication and relationship management skills. + If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. + Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. + Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). + Expands the business growth potential of the team through telemarketing and outbound calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products and services offered. + Determines appropriate communication/service regarding all aspects of investing. + Independently resolves client complaints in a timely and effective manner; escalates as required. + Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. + Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. + Analyzes data and information to provide insights and recommendations. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. + Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. + Maintain the schedule / calendar to coordinate customer meetings and office coverage. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the client to develop credibility and earn their trust. + Organizes work information to ensure accuracy and completeness. + Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. + Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Advanced knowledge of investment process and procedures. + Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. + Relevant investment industry licensing for the designated jurisdiction / portfolio. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $69,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A leading financial services provider in Chicago is seeking a highly skilled professional to join their team, focusing on maximizing sector engagement and managing client relationships. The role requires extensive experience in investment banking, financial modeling, and strong communication skills. The ideal candidate will thrive in a collaborative environment and be adept at providing strategic financial solutions. This position offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr