The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA's premier flagship Private Asset Management (PAM) group. This people leader role encompasses oversight of Client Interactions, Trust Processing, Account Onboarding/Funding, and Beneficiary Settlement operations. The position requires strategic leadership in managing large teams while defining and monitoring service level agreements, ensuring compliant workflow administration, risk management, document collection, and account servicing in accordance with all applicable regulations, policies, and procedures.
**Key Responsibilities and Duties**
Team Leadership & Development
+ Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing
+ Hold team accountable for timely execution and thorough follow-up on all deliverables
+ Foster a culture of excellence and continuous improvement
Operational Excellence
+ Oversee delivery of accurate and timely results across all functional teams
+ Address and resolve client issues promptly while implementing strategic process improvements
+ Set, monitor, and review service level agreements to ensure optimal performance standards
Risk Management & Compliance
+ Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports
+ Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures
+ Achieve satisfactory audit results through robust control frameworks
+ Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties
Process Improvement & Vendor Management
+ Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs
+ Manage significant vendor relationships and participate in or lead vendor user groups as appropriate
Client Relations & Reporting
+ Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction
+ Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance
Strategic Partnerships
+ Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors
+ Participate actively in management-level committees and strategic initiatives
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 8+ Years Required; 10+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
10PL
Related Skills
Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts
**Anticipated Posting End Date:**
2026-01-30
Base Pay Range: $134,100/yr - $270,600/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$74k-108k yearly est. 29d ago
Looking for a job?
Let Zippia find it for you.
Wealth Management Advisor - Evanston, IL
Nuveen Investments 4.9
Nuveen Investments job in Evanston, IL
**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.
**Key Responsibilities and Duties**
+ The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
+ Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
+ Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
+ 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required
+ Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or
+ Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2026-01-31
Base Pay Range: $100,000/yr - $110,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
Job Category: Manager
Apply now
Posted : November 20, 2025
Full-Time
353 North Clark Street Chicago, IL 60654, USA
New York 140 East 45th Street
31st Floor
New York, NY 10017, USA
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives.
Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions.
Opportunity
We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMO Mortgage Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self‑motivation, excellent business development acumen and an ability to thrive in a fast‑paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford.
Requirements
Series 7 & 63 licenses
A successful performance record of consistently generating
Exceeding revenue targets at a top brokerage firm
An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested
In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program .
EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
$100k-150k yearly 1d ago
Regional Associate (Entry-Level)
William Blair 4.9
Chicago, IL job
We are seeking a dynamic/detail-oriented individual to join our world-class Investment Management team as a Regional Associate. Our Intermediary sales team is responsible for all sales-and-marketing functions related to the distribution of William Blair's investment products to advisors and third-party platforms in the intermediary channel.
JOB SUMMARY & RESPONSIBILITIES:
As an integral member of our highly collaborative and goal-oriented sales team, you will be the central point of contact for clients and colleagues and will play a critical role in the success of the team. A key aspect of the role is to proactively contact prospects to expand our brand, develop meaningful business relationships with financial advisors and qualify them for further engagement. High performing Regional Associates effectively communicate the merits of our investment strategies, approach work in a goal-oriented way, are results-driven and have a strong understanding of the intermediary channel.
Work in conjunction with Regional Director to establish new relationships through proactive calling and email efforts
Apply a consultative sales approach to prospecting and deepening relationships with RIA's, family offices, banks, wire house and B/D financial advisors
Participate in targeted outreach campaigns and contribute to National Accounts initiatives
Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management
Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects
Consistently utilize Salesforce CRM for prospecting preparation and logging client communications
Periodically represent William Blair at industry conferences
Participate in projects as requested by management
QUALIFICATIONS:
Bachelor's degree required
Prior work experience in a sales capacity required, preferably in the financial services industry
Demonstrated interest in learning investment products
Superior communication skills, written and verbal
Dedication to detail and follow-up
Positive, can-do attitude and high level of personal initiative
Ability to work individually and cooperatively with others to accomplish objectives
Adaptable and open to feedback
Ability to be resourceful in seeking solutions
Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date.
#LI-HK1
$81k-127k yearly est. Auto-Apply 8d ago
Technology Support Analyst
William Blair 4.9
Chicago, IL job
The Technology Support Analyst will deliver high quality, effective technical support for the firm's desktop hardware and software systems, ensuring exceptional client service to end users. Administer and monitor technical support workflows through the help desk ticketing system. Assess and prioritize the end user inquiries and issues. Perform setup, maintenance, troubleshooting and repair activities for user hardware and software solutions. Assist end users with requests and issues to ensure the daily availability and proper operation of their devices and desktop software.
The employee in this role will be required to work in the Chicago office 5 days a week.
This position requires flexibility in work hours, including the ability to work evenings and weekends up to six times per year. Candidates should be prepared to adjust their schedules to accommodate these occasional demands.
Responsibilities include but may not be limited to:
Deliver high quality, effective technical support for the firm's desktop hardware and software systems. Assess and prioritize the end user inquiries and issues. Ensure that requests are handled in accordance with service level agreements. Utilize established help desk workflow procedures and tools to provide prompt action, detailed communication and complete resolutions.
Identify, troubleshoot, analyze and resolve user technical issues. Apply fixes and document solutions. Document and report on issue status to Technology Client Support management. Escalate complex issues using established procedures.
Perform setup, maintenance and upgrades of user hardware and software solutions in conjunction with Technology Client Support team members and other system administrators.
Administer desktop security protocols according to IT Security procedures. Document and report security incidents to team management.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree in IT related field preferred.
2 - 5 years of experience in technical support or systems administration required; financial services industry experience preferred.
Strong problem resolution skills.
Strong time management and prioritization skills.
Ability to work effectively in a team environment.
Ability to collaborate across multiple functions.
Attention to detail and quality.
Technical knowledge and training in multiple key elements (data/voice communications, servers, networks, desktop) of the firm's computing environment.
Knowledge of core technology industry trends and best practices.
Strong written and verbal communication skills.
Physical Requirements: Lift and push objects (i.e. IT hardware); reach with hands and arms, bend, kneel (i.e. plug in cables), and perform other moderately strenuous activities; occasionally lift or push up to 40 lbs.
#LI-Onsite
#LI-CH
$56k-82k yearly est. Auto-Apply 10d ago
Client Relationship Specialist
Mesirow 4.8
Highland Park, IL job
The Opportunity:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to:
Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
Trade execution and trade error resolution, as may be applicable and required
Requirements:
Bachelor's degree
Minimum of 3 years relevant experience required
FINRA Series 7 and 66 licenses preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Demonstrates an ability to learn new processes and technology platforms
Takes direction well and demonstrates proactive follow through on assigned tasks
Ability to prioritize and effective time management skills
Excellent verbal and written communication skills
Remains focused on tasks and retains composure under pressure or with conflicting priorities
Gathers information and consults appropriate parties when additional guidance is needed
Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
Responsive to client requests and escalates to team members whenever necessary
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.
EOE
$75k-95k yearly 60d+ ago
Equity Research Associate - BioTech
William Blair 4.9
Chicago, IL job
William Blair's sell-side equity research team is responsible for delivering superior investment ideas and value-added perspective for over 600 quality growth companies. Through exhaustive fundamental research and unique insight derived from independent thinking, the team's award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for clients. Acting as the company's laboratory for new investment ideas, it specializes in providing investment analysis on companies in the following industry sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications.
Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.
Responsibilities include but may not be limited to:
Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis.
Prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities.
Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity.
Participate in other projects as requested by management.
Qualifications:
M.D. or Ph.D. in biology or chemistry (or related life sciences field) strongly preferred.
Minimum of 1-2 years related work or internship experience.
Strong writing skills required.
Strong conceptual and critical thinking skills.
Strong accounting and financial statement analysis skills.
Capable of building computer generated financial models.
Delivers clear, effective verbal and written communication and takes responsibility for understanding others.
Proficient in Internet searches and Microsoft Office products.
Practical and capable of simplifying and summarizing complex information.
Commits to satisfying internal and external customers.
SIE Exam, Series 7, 63, 86, and 87 required (must be obtained within first 180 days).
$96k-131k yearly est. Auto-Apply 9d ago
Senior Events Producer - Equities
William Blair 4.9
Chicago, IL job
The Senior Events Producer - Equities will lead and coordinate event strategy, preparation and execution activities for Equities high profile, C-suite, in-person and virtual conferences, and upscale events that support business objectives and drive revenue. Apply best practices throughout all phases of event project management to ensure best in class, memorable and productive client experiences. Ensure effective integration between BMC teams and Equities staff in identifying target clients and audiences, content development, material production and event delivery. Develop tools and processes to facilitate the successful and efficient execution of William Blair marketing events. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results. Resolve escalated event preparation and execution issues.
Responsibilities may include but are not limited to:
Lead and coordinate William Blair premier event preparation activities targeted to investors, C-suite, and high-profile clients for the Equities team. Ensure alignment with established project plans. Drive the on-time, successful delivery of all event materials and components.
Creative leader with in-depth knowledge of exclusive venues, event themes, bespoke programming, business content and world class speakers; willingness to try new ideas and challenge the status quo; proficient in planning in-person and virtual events.
Develop tools and processes to facilitate the efficient execution of William Blair marketing events. Establish workflows for event components such as intake of event information, client profiling, invitation distribution, event material preparation and production, signage, shipping, participant check in and other day of event execution activities.
Maintain current knowledge of events marketing and project management best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image.
Review event materials and components for accuracy and quality. Ensure proper review and approvals of content and materials.
Identify potential risks that may impede the success of marketing events. Proactively address these risks to avoid problems. Develop contingency plans for dealing with event issues. Serve as a resource for resolving escalated events issues. Report issues that may risk event success to stakeholders.
Partner with execution team and other resources toward successful execution of events.
Liaise with Client Events Director on strategy and budget for high-profile events.
Evaluate the effectiveness of marketing events in achieving desired client experiences and business objectives. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Report analysis findings to management.
Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results.
Ensure all activities are following applicable compliance rules, regulations, policies and procedures.
Utilize WRIKE project management tool to organize and track status of deadline driven tasks and activities.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree in Marketing related field required; Master's Degree preferred
6-9 years of experience in events marketing required; financial services industry experience preferred
Strong events marketing skills
Strong project management and prioritization skills, including use of project management technology tools
Strong written and verbal communication skills
Strong ability to adapt to changing situations and apply critical thinking to solve issues
Strong presence and ability to build relationships and collaborate cross-functionally
Knowledge of events marketing best practices
Attention to detail and quality
Proficiency in Microsoft Office, Salesforce, Cvent, WRIKE
#LI-CH
#LI-Hybrid
$99k-129k yearly est. Auto-Apply 10d ago
MD, Institutional Sales - CMO Mortgage Products
Mesirow Financial 4.8
Chicago, IL job
A leading financial services firm is seeking a Managing Director focused on CMO Mortgage Products to enhance institutional sales. The ideal candidate will have a proven sales record and strong industry relationships, capable of thriving in a fast-paced environment. The role emphasizes client presentation skills and business development acumen. The position is based in Chicago, New York, or Stamford, with a competitive salary ranging from $100,000 to $150,000, along with opportunities for bonuses and benefits.
#J-18808-Ljbffr
$100k-150k yearly 1d ago
Lead Technology Project Manager AI
William Blair 4.9
Chicago, IL job
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
We are seeking a Lead Technology Project Manager AI to lead the delivery of strategic AI initiatives across Private Wealth Management. This role will play a critical part in enhancing advisor effectiveness, client engagement, and operational decision-making through responsible AI implementation.
The Lead Technology Project Manager AI will partner directly with the Director of Technology for PWM Engineering & Data to translate PWM's AI strategy into executable delivery plans. This role will serve as a strategic liaison between engineering, data science, product, and business stakeholders, ensuring AI initiatives are aligned with advisor workflows and business priorities. The position offers high visibility across PWM leadership and vendor partners, with opportunities to influence strategic direction, drive measurable impact, and enhance delivery effectiveness using modern project management tools and practices.
Key Responsibilities
Strategic Planning & Execution
Apply project management and systems development life cycle expertise to identify, plan, and execute complex AI initiatives that enhance PWM's strategic goals.
Collaborate with business partners to define project vision, scope, goals, and deliverables for AI platforms and solutions.
Develop comprehensive project plans, budgets, and stakeholder approval processes for both internal and vendor-led AI implementations through Agile program delivery.
Monitor status of project roadmap and individual initiatives, proactively resolving issues and escalating risks that may impact success.
Maintain current knowledge of AI and technology trends, best practices, and risks associated with emerging solutions. Share expertise with project teams and business unit leadership.
Oversee the use of technology project management tools (e.g., Jira, Azure DevOps) to enhance delivery effectiveness and ensure consistent execution across initiatives.
Proactively identify and resolve project issues; escalate risks and blockers to leadership as needed to maintain delivery momentum and alignment.
Stay current on AI and wealth management technology trends, evaluating their potential impact on PWM's business strategy and platform evolution.
Business Partnership
Develop strong relationships with PWM stakeholders and a deep understanding of advisor workflows, strategic goals, and business challenges.
Identify opportunities to leverage AI and automation to achieve business strategies and improve advisor productivity.
Collaborate with stakeholders to analyze project feasibility, cost/benefit, and strategic impact. Develop and maintain AI initiative roadmaps based on business priorities.
AI Platform Evaluation & Implementation
Lead and manage both vendor-led and internally developed AI platforms, ensuring consistent execution standards, data integration, and stakeholder alignment across all initiatives.
Lead platform evaluation and implementation for AI vendor tools to drive Private Wealth Management initiatives. Includes use case documentation, business requirements gathering, and integration planning.
Manage internal AI platform initiatives in partnership with PWM's AI Data Science team.
Coordinate with the firm's Central Technologies/Infrastructure team and PWM's Data Engineering team to ensure infrastructure readiness and data integration for AI platforms.
Cross-Functional & Vendor Coordination
Drive agile sprint planning and execution across Data Engineering, Data Science, and external vendor teams.
Maintain clear communication with leadership and stakeholders throughout the AI project lifecycle.
Manage day-to-day operational aspects of AI projects, providing direction and support to internal teams and vendor partners.
Ensure projects meet timing, budget, and quality objectives. Update plans as needed to meet evolving business needs.
Ensure formal project closeout, including documentation of lessons learned, stakeholder reporting, and transition to ongoing support or enhancement phases.
Change Management & Adoption
Support change management and AI solution adoption across the PWM business.
Ensure PWM's AI solutions are designed with advisor workflows in mind, incorporating feedback loops and usability testing to drive adoption and impact.
Promote AI fluency by helping teams understand PWM's AI capabilities, limitations, and use cases through documentation, demos, and training sessions.
Required Qualifications
Bachelor's Degree in Computer Science, Information Systems, or a related field;
7+ years of project/program management experience, including 3+ years delivering AI/ML, data science, or advanced analytics solutions.
Proven ability to manage complex technical projects involving cloud-based data pipelines, ML models, and cross-functional teams.
Expert project management skills across all phases: planning, budgeting, scheduling, execution, communication, documentation, and change management.
Familiarity with the AI/Machine Learning lifecycle, including model development, validation, deployment, and monitoring.
Robust experience managing AI vendor platform evaluation through end-to-end implementation, including data integrations.
Strong vendor management experience and ability to influence outcomes without formal authority.
Experience in financial services, ideally in wealth or management, asset management.
Strong communication skills, with the ability to bridge technical detail and business impact.
Commitment to quality and stakeholder satisfaction.
Proficiency in collaboration tools such as Azure and M365 Copilot.
Preferred Qualifications
PMP, Agile, or Scrum certification.
Master's degree in a related field.
Experience implementing wealth management AI initiatives such as generating client insights, automation of action items and workflows, reading statements and other documents, lead generation and prospecting, chatbots, research summarization, compliance automation.
Familiarity with financial regulatory and compliance frameworks.
Understanding of model risk management in regulated environments.
Familiarity in platforms such as Databricks, Power BI, Python and SQL.
#LI-CH
#LI-Hybrid
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range$161,000-$213,000 USD About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
$161k-213k yearly Auto-Apply 19d ago
Associate Private Banker
Wintrust Financial 4.9
Chicago, IL job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 175+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Position Overview:
The Associate Banker will support a team of bankers in managing client relationships and meeting annual commitment goals by assisting with workflow, deal execution, and portfolio management. This role includes preparing client reviews, coordinating lending, deposit, and investment solutions, and collaborating with internal teams to ensure seamless service delivery.
What you'll do:
Join bankers on preliminary calls and initial client meetings
Collect updated financial documentation from clients
Coordinate execution/delivery of loan documents between clients and Wintrust
Oversee underwriting process and new credit requests
Attend financial planning and portfolio review meetings
Manage onboarding process between new clients and servicing team
Record meeting minutes and follow-up actions
Maintain comprehensive call logs and Salesforce entries
Work alongside loan closers and credit analysts on documentation regarding financial reporting, covenants, and loan exceptions
Spearhead organization of networking events including mixers and happy hours between COIs, clients, and internal partners
Qualifications:
Bachelor's Degree required.
1-5 years of experience in banking or financial services, including 1-2 years of lending or underwriting experience
Highly proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Ability to work within deadlines and prioritize projects.
A self-motivated employee and an effective team player.
Must have a client-centric mindset, attention to detail, collaboration, discretion and initiative.
Good verbal and written communication skills.
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated salary range for this role is $71,000. - $92,000., along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the globe, Mesirow serves clients through its capabilities spanning buy side, sell side and advisory services.
We are currently seeking an intern to work in our IT department's Software Development team. â¯Mesirow internship positions are for savvy, adaptable students interested that are passionate about technology and capital markets. The internship is designed to help students gain some hands-on and real-world experience.
Responsibilities
Modify and maintain existing software applications using c#, python, sql and javascript
Translate business requirements into functional code
Provide support and maintenance duties when required
Work closely with software development team, end-users, and management to define requirements
Requirements
Current enrollment in a Bachelor's degree in Computer Science, Computer Engineering or Software Development
Graduation in May 2027
Must have GPA 3.5 or above
Sound Programming Fundamentals with an understanding of it
Knowledge and experience in the use of all Microsoft Office products
Object Oriented
ETL
Procedural
Functional
Knowledge and experience in the use of all Microsoft Office products
Excellent analytical and math skills, with the ability to work in teams
Ability to handle sensitive information in a confidential manner
Ability to interact well with various levels of personnel
In accordance with the Illinois Pay Transparency Law, the anticipated compensation for the role will be $20.00 per hour for the duration of the program.
EOE
$20 hourly 30d ago
Core Compliance Analyst
William Blair 4.9
Chicago, IL job
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
Core Compliance Analyst
William Blair and Company, L.L.C. is seeking a highly motivated Compliance Analyst with 1-3 years of experience to join our Core Compliance team. This role supports Code of Ethics administration covering Personal Account Dealings, Compliance Certifications (annual, quarterly, periodic), Outside Business Activities, Private Investments, Compliance Training and Policy Management. The analyst will play a key role in executing and enhancing the firm's various compliance programs supporting William Blair Investment Management, LLC, the institutional asset management business of William Blair. The position offers an opportunity to gain broad exposure to compliance functions while building expertise in regulatory compliance.
Key Responsibilities:
Code of Ethics Administration
Administer the company's technology solution (MyComplianceOffice) to monitor personal trade surveillance across William Blair's various business units
Communicate the company's Code of Ethics to employees and review disclosures under the Code of Ethics
Analyze underlying personal trade data for unusual behavior to identify conflicts of interest and other risks
Work with other stakeholders in testing updates to the firm's technology solution to monitor employee activities
Develop relationships with employees and management to advise on and encourage adherence with compliance policies
Generate and deliver reports to legal personnel, human resources and management
Manage day-to-day Compliance New Hire, Quarterly and Annual Attestation assignments
Issue Quarterly Compliance certifications, handle responses that require review and escalation
Oversee and assign the Compliance requirements in MCO to ensure that employees consultants receive the proper requisite compliance training and certification assignments (New Hire and Ongoing)
Compliance Reviews and Reporting
Assist with e-communications surveillance and eDiscovery related to regulatory and legal matters
Manage monitoring of Code of Ethics and Policy infractions, including issuance of policy reminders and discipline
Prepare and provide monthly/quarterly reporting and statistics to Compliance leadership to be used in internal governance committees, Board and Client Reporting
Work in conjunction with other members of the Legal & Compliance team in testing and updating the firm's policies and procedures covering all core compliance areas
Establish routine testing schedule and oversee reviews (i.e., routinely spot check OBAs disclosed versus Form U4 updates, Attestation and Training assignments, Regulatory Element CE)
Collaborate with business units on AML/KYC reviews and assist with management of the AML Program
Assist with gathering of information in response to Internal Audit and Regulatory exam requests as needed
Registration & Licensing
Assist with U.S. Individual and Entity Registration filings (Forms U4 / U5, Form BR, BD, ADV)
Create and publish management reports to Business Heads and Compliance Advisory Partners
Other
Assist in the development and delivery of conflicts management tools and reports in support of global compliance needs
Stay informed on regulatory changes and industry best practices; contribute to enhancing internal policies and procedures
Participate in the development and execution of compliance training programs to raise awareness of regulatory obligations
Continuously review and improve internal controls, policies, and procedures to ensure they meet evolving regulatory and operational requirements
Qualifications:
Bachelor's degree in finance, business, economics, or related field
1-3 years of compliance experience, preferably in an asset management firm/registered investment advisor administering Code of Ethics
Strong analytical and problem-solving skills; ability to identify and escalate issues effectively
Excellent written and verbal communication skills
Strong Excel skills, including pivot tables and lookups, with an interest in developing more advanced analytics capabilities
Familiarity with Power BI and other data visualization/reporting tools working with large data sets
Demonstrated ability to learn new systems and translate data into practical insights for decision-making
Detail-oriented with strong organizational skills and ability to manage multiple tasks
Ethical mindset and commitment to maintaining the highest standards of compliance and integrity
Collaborative team player who can work effectively across business lines
Curious and proactive, with a willingness to learn and take ownership of assignments
Ability to work independently in a fast-paced, dynamic environment
This role may require occasional travel for regulatory meetings, internal training sessions, or industry conferences
Flexibility in working hours may be required to manage urgent compliance matters
Other projects or responsibilities as may be requested from time to time
Expected to work in the Chicago office 3 days per week
#LI-CH
#LI-Hybrid
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range$80,000-$95,000 USD About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
$80k-95k yearly Auto-Apply 10d ago
Wealth Management VEA program - Chicago, IL
Morgan Stanley 4.6
Chicago, IL job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Overview:
The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm.
The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley.
The Experience You Could Gain:
The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have:
Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website
Curate marketing campaigns targeting segments of an FAs business to drive engagement
Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients
Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies
Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner
Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business
Regularly participate in meetings with management to share best practices and areas of opportunity
Benefits You Could Take Advantage Of:
Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program
Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP
Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions
Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development
The Skills/Experience/Qualifications You'll Need:
We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude.
Specific qualifications include:
A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required
Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe
Strong written and verbal communication, client, and interpersonal skills
Ability to learn quickly and adopt new technologies
Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
Ability to balance multiple priorities under pressure and time constraints
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$65k-85k yearly Auto-Apply 60d+ ago
Commercial Banker II
Wintrust Financial 4.9
Rosemont, IL job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
5+ years' Commercial Lending experience with a focus on C&I
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated annual salary range for this role is $98,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$98k-132k yearly Auto-Apply 10d ago
Director of Deposits & Growth Strategy
Wintrust Financial Corporation 4.9
Chicago, IL job
A leading financial institution in Chicago is seeking a Director of Deposits to lead the strategy, development, and management of deposit products. The role requires over 10 years of experience in deposit product management, capable of managing cross-functional teams and understanding compliance and regulatory guidelines. This position offers a competitive salary and the opportunity for bonus incentives. Candidates will thrive in a culture that values community engagement.
#J-18808-Ljbffr
$120k-156k yearly est. 4d ago
Working in Technology (WiT) Application Development - Summer 2026
William Blair 4.9
Chicago, IL job
William Blair is seeking undergraduate students to participate in a 10-week internship program during the summer of 2026. The program is designed to promote technology careers among high performing individuals from underrepresented backgrounds in the technology space, including but not limited to women currently enrolled, or intending to enroll, in a technology related program. The summer program also includes training, community service, and social events.
Responsibilities include but may not be limited to:
Develop, test and implement software enhancements to existing and new systems
Gather requirements and conduct analysis for application development and testing
Work with development tools such as C# .NET, SQL, HTML, CSS, Javascript, Angular, Vue, SSIS, Active Batch, Azure DevOps
Assist the team in conducting data and systems analysis and reporting using Microsoft PowerBI
Apply coding standards; follows promotion, testing, and other department standards
Communicate issues to the Project Manager and implement issue resolutions where needed
Qualifications:
Full-time students currently pursuing a Bachelor's degree in Computer Science/Engineering with anticipated graduation between December 2026 and June 2029
Must be organized and have a high attention to detail
Excellent communication, presentation and critical thinking skills
Ability to quickly learn new technologies
Works well in team environments
Strong knowledge in Microsoft Word, Outlook, Excel and PowerPoint
$92k-119k yearly est. Auto-Apply 60d+ ago
Advanced IT Change Management Coordinator
Wintrust Financial 4.9
Rosemont, IL job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Promote from within culture
Why join this team?
This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business
We hold ourselves accountable to high standards, share wins, operate ethically, and have fun
Position Overview
This role facilitates, manages and promotes the adoption of the IT Change Management Program. This includes but is not limited to review and approval of ITSM change requests, stakeholder management, Change Advisory Board (CAB) facilitation, training and documentation and process improvement opportunities.
What You'll Do
Facilitate and promote the adoption of the IT Change Management Program and the different stages of the change management process including: reviewing the completeness of the change request tickets and engaging stakeholders when required, applying appropriate approvals or rejecting changes based on procedures, monitoring open changes to ensure closed in a timely manner for metrics, monitoring post-implementation review and management of Standard Change Process
Management and facilitation of CAB and Technical Review meetings and preparing release notes and minutes for the meetings
Provide guidance, training and process documentation to other IT team members on the IT change management process and communicate with and engage various stakeholders
Continuously evaluate and improve the IT change management process to enhance efficiency and effectiveness
Perform annual review of IT Change approval groups in the ITSM tool
Qualifications
Associate's degree or equivalent
3-5 years of IT change management process experience
Familiarity with ITSM tools such as ServiceNow
Formal ITIL certification (e.g., ITIL Foundation, ITIL Practitioner) is preferred
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $71,000.00 - $92,000.00, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
#LI-Hybrid
#LI-JB1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role.
Commercial Banking Intern Job Responsibilities:
Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business.
Learn approval process for commercial loans.
Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
Spread balance sheets and income statements in financial statement spreading software.
Perform collateral analysis of current and prospective customers.
Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals.
Details:
The 2026 program will run Tuesday, May 19th - Friday, August 7th.
Full time, paid summer internship.
Positions available throughout the Chicagoland area.
Positions available in Commercial & Industrial, Commercial Real Estate, and specialty lending groups.
Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort.
Compensation:
The hourly rate for this role is $19.00/hour.
Qualifications:
Currently enrolled in a U.S. college or university, with preference for students entering their junior or senior year.
Concentrations in Finance, Accounting, Business, or Economics.
Cumulative GPA of 3.0 or higher on a 4.0 scale.
Strong analytical, decision-making skills, and an interest in financial analysis and corporate finance, as demonstrated by coursework, or prior experience.
Leadership, extra-curricular, or volunteering experience with a passion for results.
You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program.
To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$19 hourly Auto-Apply 60d+ ago
Full Time Teller - Algonquin, IL
Wintrust Financial 4.9
Algonquin, IL job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Full-Time Teller!
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
What you'll do:
Process a variety of financial transactions (check cashing, withdrawals, deposits, loan payments, etc.) and accurately balance these transactions
Operate a teller drawer to serve customers and bank personnel in lobby or drive up.
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
Develop skills to recognize potential fraud and report to management as necessary. Comply with all department, bank and regulatory policies and procedures. Uphold established Wintrust culture.
May be responsible for bank opening/closing and may be required to participate in community events.
Qualifications:
Minimum 6 months of experience in cash handling or customer service
High school degree or GED required
Travel between branches may be necessary
Must be available to work all shifts including Saturdays
Must be able to lift up to 50 lbs
Must be able to stand for long periods of time
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated hourly rate for this role is $19.00-$21.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.