Sales Representative
New York Life job in Chicago, IL
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.
Role Overview:
The Sales Representative role is a key part of our New York Life Group Benefit Solutions distribution organization that focuses on growth of the organization by developing highly productive producer relationships, selling new business and assisting with the persistency of our Inforce clients. The Senior Sales Representative role sells group insurance products, including Life, Accident, Disability (STD and LTD) and Absence Management solutions to middle market (50-5000 lives) clients. In addition, the Sales Representative is responsible for partnering with other Field Office roles to drive proactive growth (upselling and cross selling) and the profitable retention of Inforce Clients. We are seeking a candidate that is a self-starter who likes building relationships and driving profitable sales results in a fast-paced environment.
What You'll Do:
* New Business Sales/Profitable Growth/Retention
* Drive new business pipeline from geographically assigned brokers and consultants. This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals and product presentations to client/brokers
* Meet or exceed annual business plan as measured by New Business premium and case count
* Maintain prescribed monthly broker call activity and new business quote activity
* Foster and expand deep broker and consultant relationships
* Manage the new business sales process for Life, Accident, Disability and Absence Management products
* Partner with internal service partners to develop strategies to ensure optimum upsell penetration
What You'll Bring:
* High energy and self-motivation with a "sense of urgency" and a "take charge" attitude to develop quality business relationships with geographically assigned brokers and consultants to drive high quote activity and new business opportunities
* Ability to partner internally with service partners and externally with brokers looking for growth opportunities and driving quote activity from inforce book
* Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary
* Ability to navigate and develop relationships within a matrix organization (underwriting, service, implementation partners)
* Demonstrates active listening and exceptional written and verbal communication skills
* Excellent presentation skills
* Proactively identify and present New Business and Inforce Client sales/growth opportunities; work with matrix partners to guide successful implementation
* Ability to work independently and as a team player to achieve goals and objectives
* Well organized and able to handle multiple tasks at once while prioritizing as needed
* Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
* Be accountable to deliver an exceptional client and broker sales experience
* Acceptable driving record
#LI - EM1
#LI - REMOTE
Pay Transparency
Salary range: $120,000 + (base salary plus sales incentive)
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Job Requisition ID: 92760
#GBS
Group Benefits Enrollment Consultant - Bilingual - Chicago
Franklin Park, IL job
Work Type: Full Time Regular Application Closes: Open Until Filled
2025-08-27 SHARE
As a Bilingual Group Benefits Enrollment Counselor, you will travel on behalf of our Group Insurance offices and facilitate the enrollment process for new and existing customers. You will connect with people on an individual level and know you are making an impact on their lives through setting them up with benefits that protect what matters most.
WHAT WE CAN OFFER YOU:
Estimated Salary (Levels have variable responsibilities and qualifications):
Group Benefits Enrollment Counselor: $80,000 - $85,000 plus annual bonus opportunity
Senior Group Benefits Enrollment Counselor: $85,000 - $90,000 plus annual bonus opportunity
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
Coordinate and facilitate the entire enrollment process for new and existing Group Insurance customers, ensuring efficient and smooth operations.
Plan, organize, and execute enrollment strategies to meet customer needs, maximize employee participation, and stay within budget, including performing cost analyses.
Conduct enrollments and re-enrollments of employee groups in voluntary insurance products through various methods.
Develop and deliver customized enrollment materials and support systems, working closely with Group Sales Representatives, brokers, and employers to address specific communication needs.
Provide operational support to Group Sales offices and assist in planning enrollment methodologies, processes, and tools for voluntary benefits management.
WHAT YOU'LL BRING:
2+ years' experience with group benefits enrollment with in-depth knowledge of voluntary group benefits and products with strong communication and relationship building skills.
Proficiency with PowerPoint along with developing/facilitating/navigating PowerPoint presentations. Experience using Excel to include navigating/data entry.
Licensed agent in residence state, able to obtain non-residence license or actively pursuing appropriate licenses
Ability to travel 75% during peak season and may travel 50% of the work period and a have a valid driver's license
Working knowledge of competitor products and services
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Must reside 3 hours to our office located in Chicago, IL in a hybrid environment and ability to travel within the Chicago area.
PREFERRED:
Working knowledge of video conferencing and technology platforms including Microsoft Teams, Brainshark, Amazon Polly, iMovie, and others.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
If you have questions about your application or the hiring process, email our Talent Acquisition area at *************************. Please allow at least one week from time of applying if you are checking on the status.
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Financial Representative Trainee (Sales) - Chicago. IL
Oakbrook Terrace, IL job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Investment Banking Associate - Healthcare Services
Chicago, IL job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Investment Banking Associate on our Healthcare Services team in New York, NY, Chicago, IL, San Francisco, CA, Charlotte, NC.
Learn more about the team here.
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:
* Minimum 3+ years of investment banking experience
* Experience with M&A transactions
* Excellent written and verbal communication skills, including ability to develop internal and external relationships
* Strong knowledge of accounting and financial modeling
* Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
* LI-AH1
Auto-ApplyEquity Research Associate - Financial Services Group
Chicago, IL job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role.
Responsibilities
* Work in partnership with the senior analyst to conduct extensive company and industry research
* Create financial models and valuation analyses
* Write company reports, industry reports, and develop investment recommendations
* Form relationships with company management teams through meetings, calls, roadshows, etc.
* Make company visits and attend industry conferences
* As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors
Requirements
* Must have at least one year of Equity Research or Investment Banking experience preferred
* Financial Services industry background preferred (Banking, Fintech, Payments, etc.)
* The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
* Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
* Outstanding interpersonal and written communication skills
* Outstanding quantitative and organizational skills
* A strong competitive spirit balanced by a proven ability to work as part of a team
* Bachelor's degree in Accounting, Finance, or Economics required
* Strong financial modeling experience required
* Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain)
* Progress towards CFA a plus
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
* LI-AH1
Auto-ApplyUI Designer - Design Language, Associate
Chicago, IL job
The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!
We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners.
Once here you will…
Continue to evolve and refine a design language that resonates with our clients
Partner closely with UI/UX leadership to create design consistency and quality across the platform
Foster continual design system education throughout the team
Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance)
Form strong partnerships with engineering teams to create frictionless design system implementation
Implement and maintain processes tools for UI/UX engineering team to utilize our design system
Review in-flight designs with Product Designers for holistic application of a design solution
Contribute to a culture of continual creative improvement and innovation, excellence and accountability
Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients
Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs
Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products
Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm
Relevant experience and mindset…
You have 2-5 years of experience as a UI Designer working in a cross-functional team
You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs
Candidate required to submit portfolio with previous case studies; linked to resume
You have a bachelor's degree in design or related field preferably, master's degree a plus
You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule
You have excellent skills in Figma
You have a basic understanding of HTML/CSS
You have an advanced understanding of web components, interaction design, visual design and industry trends
You are fluent in responsive design, mobile/tablet UI
You can establish deep relationships across the entire Design department
You are a ‘self-starter' who is driven and seeks out opportunities
You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization
You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.)
You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles
You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating
You constantly seek opportunities to evangelize and promote design thinking in a large organization
Why work at Morgan Stanley?
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPart-Time Teller (20 Hours) - Franklin and Adams Branch
Chicago, IL job
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
The salary range provided in this posting is based on a 40 hour work week.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Customer Service
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**Job Family:**
Branch Service
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**Time Type:**
Part time
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**Primary Location:**
Chicago Illinois United States
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**Primary Location Full Time Salary Range:**
$39,520.00 - $46,810.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$19.00 - $22.50
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 29, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Agent
New York Life Insurance Company job in Schaumburg, IL
New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies.
Private Credit- Underwriting- Analyst/ Associate
Chicago, IL job
Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities.
Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform.
Responsibilities:
* Work with senior and junior members of MSDL to conduct due diligence on new opportunities
* Perform in-depth sector and company research and detailed financial modeling
* Prepare credit investment memoranda
* Assist with the negotiation of term sheets, commitment letters and credit documentation
* Monitor portfolio company results as well assist with add-on financings and amendments
* Bachelor's Degree
* Strong academic record and job performance
* Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred
* Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models
* Strong written and verbal presentation skills
* Ability to work effectively on multiple projects in a fast-paced environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Illinois-
Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyWealth at Work Investment Relationship Officer
Chicago, IL job
The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
* Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
* Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
* Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
* Provide the highest level of customer service and teamwork to our clients
* Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
* Ensure all documentation received is current, accurate and complete.
* Fulfill all requests in a timely manner
* Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
* Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
* Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 2-4 years of relevant experience
* Prior experience in wealth management or other financial services roles preferred
* Ability to manage relationships both internal and external
* Ability to multi-task
* FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
Education:
* Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage
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Job Family:
Client Onboarding
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Time Type:
Full time
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Primary Location:
Chicago Illinois United States
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Primary Location Full Time Salary Range:
$69,130.00 - $96,470.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 18, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Training and Development Coordinator
Skokie, IL job
General responsibilities
The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist.
More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management.
Qualifications & Desired Skills
Bachelor's Degree preferred, but not required.
Strong detail orientation and organizational skills
Project management skills
Skilled in Excel and tech-savvy in general
Works effectively with people at all levels and builds strong relationships
Effectively manages time to address multiple priorities at multiple levels
Adaptable and can navigate uncertainty with confidence
High-capacity, team-player with passion for helping others
Effective written and oral communication skills
Auto-ApplyAssociate Director of Recruitment
Lombard, IL job
Job Description
With direction from office leadership, this role is responsible for district network office or network office recruitment efforts. This role will execute office recruiting plans, including sourcing, community engagement, and process engagement, to reach office contract goals. Critical competencies in this position include: interpersonal savvy, priority setting, strong verbal and written communication skills, and drive for results.
Primary Responsibilities
Sourcing & Selection
• Review resumes and schedule initial interviews
• Own relationship and communication with candidates throughout the recruitment process
• Process ownership to include but not limited to screening candidates, conducting first interviews, administering screening tools, and guiding candidates throughout the process
• Build and develop effective referral sources within the office, with community advocates, and from a variety of other sources that generate qualified leads
• Actively participate in community clubs and organizations to promote the office and company brand
• Coordinate advertising and marketing strategies including social media, flyers, local events, etc.
• Develop relationships with other Northwestern Mutual recruiters to share leads and best practices Accountability, Tracking, and Analysis
• Report weekly recruiting activity to leadership team
• Develop proficiency and use of home office-supported software to maintain candidate databases and accurate records of prospects to ensure efficiency of the selection process
• Assist in the coordination of leadership team meetings and the preparation of activity/results reports
• Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements
• May include the oversight of contract and licensing responsibilities
Qualifications
• Bachelor's degree; or 5+ years of equivalent work experience
• 3+ years of professional work experience, preferably in sales, recruiting, or related field
• Experience in the financial services industry a plus
• Demonstrated ability to work professionally as a team member and with all levels of people
• Experience with prospecting; generating leads via phone or face-to-face interactions preferred • Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake) • Strong network of personal/professional advocates or community involvement
If this sounds like you, please complete this short survey:
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Business Development Representative
Chicago, IL job
We are seeking a motivated and dynamic Business Development Representative (BDR) to join our team. The BDR will play a crucial role in generating new business opportunities by prospecting, qualifying leads, and nurturing relationships with potential clients. This position is ideal for individuals with a keen interest in business development and the ability to work independently as well as collaboratively with our team of financial advisors.
Key Responsibilities
Prospecting: Identify and engage potential clients through research and strategic outreach. Use a variety of channels, including phone calls, emails, and social media, to connect with prospects who align with our ideal client profile.
Lead Qualification: Assess and qualify leads based on their unique needs, budget, and readiness for our financial solutions. Conduct thorough research to gather valuable customer insights that will aid in personalizing pitches.
Lead Nurturing: Maintain contact with leads who may not be ready to buy immediately but show potential for future engagement. Develop nurturing strategies, such as providing valuable resources and offers via email or social media, to advance prospects through the sales funnel.
Booking Meetings: Schedule and coordinate introductory appointments for our financial advisors with qualified leads. Prepare financial advisors with vital prospect information to ensure successful meetings and facilitate deal closures.
Why Join Us?
BDRs are instrumental in enhancing the efficiency and effectiveness of our sales process by:
Increasing Sales Pipeline Velocity: By identifying and qualifying leads, BDRs ensure a consistently full pipeline and help shorten the sales cycle.
Providing Valuable Customer Insights: Enable financial advisors to tailor their pitches to meet specific prospect needs, increasing the likelihood of successful deals.
Improving Sales Efficiency: Free financial advisors from unqualified prospects, allowing them to focus on leads more likely to close.
Skills and Qualifications
Creativity: Demonstrate the ability to think outside the box and employ creative strategies to capture the attention of prospects.
Strong Communication: Exhibit superior verbal and written communication skills. Engage effectively with prospects across multiple channels, including phone, email, and social media.
Research and Prospecting Skills: Proficient in identifying prospects and gathering relevant information, including finding commonalities to make personal connections.
Resilience: Maintain a positive attitude and persistence in the face of rejection. Utilize coping strategies and community resources to continue prospecting effectively.
Organizational Skills: Manage time efficiently and maintain meticulous records of interactions in the CRM system.
Experience: Previous experience in a similar role with a focus on cold calling and client outreach. Experience in the financial services industry is a plus.
Join us as a Business Development Representative and contribute to expanding our reach and impact in the financial services industry. Apply today to become a part of our dynamic team!
Compensation: $55,000
Auto-ApplyCampus Recruiter
Skokie, IL job
Job Description
Campus Recruiter
The Campus Recruiter drives the recruitment and selection efforts for the internship program in collaboration with the broader internship team. This role is responsible for developing and executing campus, internal, and online recruiting strategies that align with the network's selection, contract, and conversion goals. The Campus Recruiter analyzes recruitment metrics, recommends improvements, and ensures accurate records in the Internet Collaborative Information Management Systems (iCIMS). This position plays a key role in fostering a positive internship culture by engaging office staff and leadership to support and promote the program. The recruiter's efforts contribute to the overall success of the program, from sourcing high-quality candidates to facilitating a smooth transition from internship to full-time opportunities.
Primary Responsibilities Sourcing
Build and develop effective referral sources:
In-office: current and former interns, FRs, staff, leaders
On-campus: COIs, professors, department heads, athletics, career services, student organizations
Actively participate in campus clubs and organizations to promote and brand Northwestern Mutual
Coordinate advertising and marketing strategies on campus including the career services website, online job postings and advertising to include ads, direct mail, community events, etc.
Develop relationships with other Northwestern Mutual recruiters to share leads and best practices
Prepare and maintain recruiting and marketing materials
Determine, schedule and coordinate on-campus recruiting activities
Selection
Specific selection process accountability to include but not limited to screening candidates, conducting initial interviews, administering selection tools and guiding candidates through the selection process
Review resumes and schedule initial interviews
Communicate effectively about information and language regarding all aspects of the financial representative career and each step of the selection process
Accountability, Tracking, and Analysis
Report weekly campus recruiting activity to leadership team
Develop proficiency and use of home office-supported software to maintain candidate databases and accurate records of prospects to ensure efficiency of the selection process
Assist in the coordination of leadership team meetings and the preparation of activity/results reports
Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements
May include the oversight of contract and licensing responsibilities
Qualifications
Bachelor's degree preferred
0-3 years professional work experience, preferably in sales, recruiting, or related field
Experience in the financial services industry a plus
Demonstrated ability to work professionally as a team member and with all levels of people
Experience with prospecting; generating leads via phone or face-to-face interactions preferred
Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake)
Strong network of personal/professional advocates and campus relationships
Compensation: $50,000-$55,000 with bonus opportunities
College Financial Representative, Internship Program
Chicago, IL job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyInsurance Agent with Support
Chicago, IL job
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Seeking a Licensed Representative in Illinois:
Are you a seasoned insurance professional with a strong sense of mission and a drive to excel in your career? Do you thrive in challenging environments and strive for excellence both in your professional journey and in life? Northwestern Mutual - Chicagoland is looking to expand our team with licensed and experienced insurance agents who are eager to take their careers to the next level. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices.
Join Us: Bringing Your Experience to the Next Level
We are actively seeking licensed and experienced insurance agents from all areas of the industry, including:
Life Insurance Specialists
Health Insurance Agents
Property and Casualty Insurance Experts
Financial Services (Wealth Manager, CFP, Advisor)
Annuities Advisors
Disability Insurance Agents
Long-Term Care Insurance Specialists
Commercial Insurance Professionals
Group Benefits Consultants
If you have experience in any of these areas, youll find an unparalleled opportunity to enhance your career by joining our team. Many of our representatives join us to provide their clients with a broader depth of service, integrating wealth management and financial services into their practice. Your expertise will be valued and utilized in ways that help you grow both professionally and personally.
Click here to learn more about our opportunities: *******************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Our Unique Angle: Meticulous Training and Development
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
Meet Our Team:
Ryan Kramer CLF, ChFC, CLU, Managing Partner:
Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters.
Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
Trent Mausser CLU, ChFC, Managing Director:
Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
Prior Experience: Recognized nationally as a top college representative, Trent was featured in
USA Today
in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand.
Kevin Pabst ChFC, Managing Director:
Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house.
Scott Carr CLU, MSM, Managing Director:
Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
Jason Frano Managing Director:
Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family.
Tracey Daniels Executive Director of Selection, Chicagoland
Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.
What Our Representatives Value Most:
Potential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Benefits:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Licensing and Education Requirements:
Bachelor's Degree (preferred)
IL License or Ability to Reinstate/Obtain
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Equity Research Associate - Semiconductors
Chicago, IL job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR.
Responsibilities
Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors
Requirements
1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
* LI-AH1
Auto-ApplyUI Designer - Design Language, Associate
Chicago, IL job
The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!
We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners.
Once here you will…
* Continue to evolve and refine a design language that resonates with our clients
* Partner closely with UI/UX leadership to create design consistency and quality across the platform
* Foster continual design system education throughout the team
* Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance)
* Form strong partnerships with engineering teams to create frictionless design system implementation
* Implement and maintain processes tools for UI/UX engineering team to utilize our design system
* Review in-flight designs with Product Designers for holistic application of a design solution
* Contribute to a culture of continual creative improvement and innovation, excellence and accountability
* Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients
* Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs
* Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products
* Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm
Relevant experience and mindset…
* You have 2-5 years of experience as a UI Designer working in a cross-functional team
* You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs
* Candidate required to submit portfolio with previous case studies; linked to resume
* You have a bachelor's degree in design or related field preferably, master's degree a plus
* You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule
* You have excellent skills in Figma
* You have a basic understanding of HTML/CSS
* You have an advanced understanding of web components, interaction design, visual design and industry trends
* You are fluent in responsive design, mobile/tablet UI
* You can establish deep relationships across the entire Design department
* You are a 'self-starter' who is driven and seeks out opportunities
* You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization
* You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.)
* You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles
* You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating
* You constantly seek opportunities to evangelize and promote design thinking in a large organization
Why work at Morgan Stanley?
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyClient Advisor with Athletic Background
Barrington, IL job
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Chicagoland!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Chicagoland!
Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes can excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us:
Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Learn more about Northwestern Mutual - Chicagoland: *******************************************
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515
Meet Our Team:
Ryan Kramer CLF, ChFC, CLU, Managing Partner:
Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters.
Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
Trent Mausser CLU, ChFC, Managing Director:
Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
Prior Experience: Recognized nationally as a top college representative, Trent was featured in
USA Today
in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand.
Kevin Pabst ChFC, Managing Director:
Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house.
Scott Carr CLU, MSM, Managing Director:
Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
Jason Frano Managing Director:
Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family.
Tracey Daniels Executive Director of Selection, Chicagoland
Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Associate Director of Recruiting and Selection
Lombard, IL job
This role provides support for all recruiting efforts of the Goris Financial Group of Northwestern Mutual. We have offices in the North Shore, West Loop, Vernon Hills, Elgin, Lombard, Aurora and soon to be Gurnee. We are specifically looking to hire a associate director of recruiting and selection for our Lombard office.
This position involves performing functions that allow the recruiting team to efficiently attract, recruit, select and contract financial representatives. The Recruitment Coordinator has an overall understanding of the recruitment and selection process. This position requires a highly organized individual with a strong attention to detail, a collaborative spirit, and the ability to build and maintain positive relationships with a wide range of individuals.
Primary Responsibilities
Sourcing & Selection
• Review resumes and schedule initial interviews
• Own relationship and communication with candidates throughout the recruitment process
• Process ownership to include but not limited to screening candidates, conducting first interviews, administering screening tools, and guiding candidates throughout the process
• Build and develop effective referral sources within the office, with community advocates, and from a variety of other sources that generate qualified leads
• Actively participate in community clubs and organizations to promote the office and company brand
• Coordinate advertising and marketing strategies including social media, flyers, local events, etc.
• Develop relationships with other Northwestern Mutual recruiters to share leads and best practices Accountability, Tracking, and Analysis
• Report weekly recruiting activity to leadership team
• Develop proficiency and use of home office-supported software to maintain candidate databases and accurate records of prospects to ensure efficiency of the selection process
• Assist in the coordination of leadership team meetings and the preparation of activity/results reports
• Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements
• May include the oversight of contract and licensing responsibilities
Qualifications
• Bachelor's degree; or 5+ years of equivalent work experience
• 3+ years of professional work experience, preferably in sales, recruiting, or related field
• Experience in the financial services industry a plus
• Demonstrated ability to work professionally as a team member and with all levels of people
• Experience with prospecting; generating leads via phone or face-to-face interactions preferred • Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake) • Strong network of personal/professional advocates or community involvement
If this sounds like you, please complete this short survey:
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