Oppenheimer & Co jobs in Chicago, IL - 53 jobs

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professionals practice. This individual will satisfy this requirement through two major functions partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firms financial professionals, and teams on all things related to Oppenheimers financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities: * Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimers goals-based financial planning process * Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices * In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings * In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation * Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics * Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes * Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning * Operate as a bridge to the various platforms that represent the firms product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications: * Minimum of 7 years experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies * Bachelors degree in business, finance, accounting or related field required * Active CFP financial professionals designation required * FINRA Registration: Series 7 and 66 (or 63 and 65) required * Active state life and health insurance license required * Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required * Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software * The ability and flexibility to travel, approx. 10-25% of the year * Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members * Excellent time management skills * Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. * High ethical standards geared toward putting the clients best interest first * Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals * Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure * Strong working knowledge of Microsoft Office suite * Strong attention to detail Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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 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$70,000-$100,000 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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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 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$65,000-$85,000 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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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 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$91,000-$115,200 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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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). 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$140,000-$155,000 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.

About Us At Newmark, we are a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers. Our mission is to make it easier to lease, buy or sell properties in the retail, office, multifamily, industrial, student housing or hospitality sectors, our team is equipped to guide clients through the real estate process and more rewarding for everyone. Building your career? Build it better at Newmark. Join us and help change the world of real estate. Job Description We are looking for a highly skilled Senior Full Stack Developer to join our team and drive the development of cutting-edge applications using React, Typescript/C#/Python/Java, and AI technologies. Responsibilities Design, develop, and maintain robust and scalable web applications using React/Next.js, and one of more programming languages like Typescript, C#, Java, and Python. Take the lead on complex engineering projects, from conception through to delivery, ensuring they are completed with high quality and innovative solutions. Mentor Intermediate and Associate Engineers, fostering a culture of learning and growth within the team. Collaborate effectively with Engineering and Product teams to identify, troubleshoot, and solve technical problems. Implement AI-driven features and functionalities to enhance user experience and application performance. Collaborate with cross-functional teams to define, design, and ship new features. Optimize applications for maximum speed and scalability. Write clean, maintainable, and efficient code while following best practices and coding standards. Conduct code reviews and provide constructive feedback to team members. Stay up to date with emerging technologies and industry trends to continuously improve development processes. Utilize GitHub Copilot to enhance coding efficiency and accuracy. Qualifications Bachelor's or Master's degree in computer science, Software Engineering, or related field. Extensive experience in full stack development with a strong focus on React/Next.js and programming languages like Typescript, C#, Java or Python. Proven track record of implementing AI solutions in web applications. Strong understanding of front-end and back-end development principles. Proficiency in modern web technologies and frameworks. Excellent problem-solving skills and the ability to work independently and collaboratively. Strong communication skills and the ability to explain complex technical concepts to non-technical stakeholders. Solid understanding of GitHub Copilot and its application in software development. Preferred Qualifications Familiarity with DevOps practices and tools (e.g. CI/CD pipelines). 8+ years' experience with Web application development. Knowledge of database management systems (e.g., SQL, NoSQL) and data modeling. Experience with Azure and deploying applications in production environments. Salary: $175,000 - $200,000 annually The expected base salary for this position ranges from $175,000 to $200,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements. Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. 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: Configure and Implement Infrastructure and security systems (network, server, cloud, security) Communicate issues to the Project Manager and implement issue resolutions where needed Develop process improvements leveraging enterprise apps and automation Monitor and investigate system and security alerts Provide recommendation to improve accuracy, security, and system utilization Collaborate with other teams to enhance and improve processes and documentation 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 Good communication, presentation, and critical thinking skills Ability to quickly learn new technologies Works well in team environments Good knowledge in Microsoft Word, Outlook, Excel, and PowerPoint 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$35-$35 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.

Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends. Performs simple administrative and staff support duties for the organization. Responsibilities include but may not be limited to: Travel & Expense - Arranges complex travel itineraries and submits expense reports in a timely manner. Calendar & Meeting Coordination - Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. Info and Data - Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials, including preparing reports, charts, graphs, or tables as necessary. Office Support - Provides office support to include answering phones, greeting and interacting with clients, distributing mail, maintaining electronic and hardcopy filing, taking meeting minutes, creating documents, processing invoices, etc. Projects & Processes - Participates in other projects as required. Additional responsibilities as requested. Qualifications: High school education required; Bachelor's degree a plus. At least 2-3 years of experience as an administrative assistant in an office environment. Expertise with Microsoft Outlook, Word, Excel, and PowerPoint. Professional or financial services industry background preferred. Excellent verbal and written communication skills necessary. Willingness to adapt to change. Multitasking abilities. Ability to work in a fast-paced environment. Strong teamwork ability. Attention to detail. Ability to prioritize. Strong organizational skills. Ability to work in a team setting. Ability to maintain confidentiality. Performs complex administrative and staff support duties for the organization.

Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associate Interns take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. Our Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Internship Location, Availability and Hours: Located in our Milwaukee or Chicago offices, interns must be flexible to work full time during the summer, significant hours are required. What You'll Do: Provide execution support for public equity offerings, mergers and acquisitions and other financial advisory services for our clients Lead the preparation of company valuations, financial models and client presentations and conduct industry research and analysis Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries What It Takes: 1st Year MBA candidates graduating in winter 2026 or spring 2027 Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, effective team player and a commitment to excellence Candidates must display proven analytical skills and an ability to learn in a collaborative environment Candidates must have three to five years of work experience Previous exposure to investment banking or other areas within the financial services industry is beneficial What You'll Gain: Solutions-focused environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting Compensation and Benefits: Base Salary: $175,000 (pro-rated for summer program) As part of our application process and to be considered for our 2026 Summer Associate Program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section - there is no final “Submit” button. Your Baird application is not complete until you submit the Suited profile. Please reach out to ************************ if you have any questions Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. About Baird Global Investment Banking Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financing, raising over $163 billion. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day-to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance. Responsibilities include but may not be limited to: Assist in the targeting and closing of new deal opportunities. Participate in selling/pitching William Blair's services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business. Drive day to day activities for presentation development. Suggest methods for positioning William Blair's advantages versus competitors. Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters. Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals. Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables. Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports. Offer creative and insightful resolution to issues or problems arising in execution and origination. Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency. Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team. Actively participate in recruiting and training activities. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; 4+ years experience, with 1 being at the Vice President, strongly preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with deep analytical abilities Superior mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Ability to lead transaction processes and pitch new business with moderate senior banker oversite Strong desire to win Sound judgement Remains calm and focused under pressure Demonstrates respect for individuals Expertise in accounting and finance Exhibits creativity and originality in approach to analysis and work product Commitment to satisfying internal and external customers Travel required: 20 to 40% #LI-MW1 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$275,000-$275,000 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.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. In this role, the Events Marketing Support Specialist will provide support for the Events Marketing Team and investment banking events. This role is focused on managing and coordinating aspects of event preparation and execution activities across our brand marketing team and business unit staff. Utilize established tools and workflows to ensure that all deadline-driven event activities are completed promptly and efficiently. Apply best practices throughout all phases of event preparation and execution to ensure best-in-class, memorable, and productive client experiences. Resolve event preparation and execution issues. Ensure proper review and approvals of all execution phases. Gather feedback and prepare debrief reports on event results. Responsibilities include but may not be limited to: Oversee and coordinate William Blair marketing event preparation and execution activities across BMC (Brand Marketing & Communications) teams and business unit staff with guidance from senior event producers. Ensure alignment with established project plans. Work with BMC team members, business unit staff and vendors to arrange on-time, successful delivery of all event materials and components. Utilize WRIKE project management tool to maintain status of deadline driven tasks and activities. Provide seamless organization and delivery of event details and supporting materials. Execute preparation, set up, day of event and event close out tasks, including site planning, invitation production and distribution, event material preparation and production, vendor coordination, signage, shipping, participant logistics, equipment set up, check in, audio/visual assistance and post event follow up. Acquire appropriate approvals for all event components. Develop knowledge of events marketing 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. Resolve event preparation and execution issues in a timely manner, ensuring minimal effect to participants. Track issues and escalate as necessary to ensure prompt resolution. Report issues that may risk event success to stakeholders. Recommend solutions and changes to processes to prevent future issues. Ensure proper review and approvals for all event phases from Senior Manager, Investment Banking Events, and other relevant stakeholders. Gather and analyze event feedback. Prepare debrief reports of findings for BMC and business unit management. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree in Marketing related field required 2 - 5 years of experience in events marketing required Financial services industry experience preferred Experience in/working knowledge of investment banking and private wealth businesses preferred Advanced events marketing skills Advanced project management and prioritization skills, including use of project management technology tools Strong written and verbal communication skills Strong organization and time management skills Ability to adapt to changing situations and apply critical thinking to solve issues Ability to build relationships and collaborate cross-functionally Knowledge of events marketing best practices Attention to detail and quality Proficiency in Microsoft Office, Salesforce and Cvent #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$66,300-$80,000 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.

Baird Capital Intern Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At Baird, we believe our strongest asset is our people. Their unique backgrounds, perspectives and experiences not only inform how we serve our clients - they enhance our culture. We work hard to provide our team members with an environment where they can contribute their personal best and thrive in their careers. A Unique Opportunity Aspire to Baird is a virtual program targeting rising first-year MBA students who identify themselves as diverse (ex: female, LGBTQ+ and/or African American, Hispanic/Latino, Native American or Asian/Pacific Islander, etc.), though all are welcome to apply. The program will provide an overview of Baird's Global Investment Banking platform and our summer associate internship opportunities, as well as networking opportunities with Baird bankers. Competitive candidates will be first-year MBA students beginning their MBA program in fall 2025; available for a 2026 summer associate internship at Baird; and interested in working in Milwaukee or Chicago for the duration of the internship. Join Us Virtually: Friday, September 5, 2025, 10:00 AM-1:00 PM Central Time To Apply: We invite you to submit your resume/CV at BairdCareers.com. The application deadline is July 31, 2025. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. The Senior Endpoint Engineer is a senior technical position within our endpoint group, primarily responsible for the administration, configuration, and oversight of the firm's mobility and endpoint platforms. The role demands a comprehensive understanding of mobile application and endpoint device management systems, with accountability for ensuring their operational continuity and alignment with enterprise standards. Key responsibilities include implementing and maintaining endpoint policies to govern security, access, and compliance across the organization. This involves configuring conditional access, application control, device supervision settings, and other endpoint governance measures. Collaboration with the cyber and information security teams is a critical aspect of this role. The position further involves active participation in discussions with peers and leadership regarding the roadmap, evolution, and future direction of endpoint and mobility solutions, contributing technical expertise and industry insight to shape long-term strategies. The engineer is responsible for triaging endpoint-related events and incidents based on severity and business impact, coordinating escalation to management or external vendors as appropriate, and ensuring swift resolution to minimize operational disruption. Additional duties include developing comprehensive technical documentation for system configurations, processes, and procedures; sharing insights and analysis on emerging mobility trends, technologies, and best practices; and ensuring that all activities, solutions, and platforms comply with applicable laws, regulations, and internal company policies. Responsibilities may include but are not limited to: Administering the firm's mobility platforms, including, but not limited to, Microsoft Intune/Endpoint Manager and Apple Business Manager. Design, build and implement endpoint configurations and user applications with Intune. Support and optimize cloud-based end point builds and updates with Autopilot and Cloud Management Gateway. Automate device provisioning and software deployment workflows. Proactively identify and resolve hardware, software, mobility device and connectivity issues across Windows, MacOS, iOS, and Android platforms. Serve as the primary contact for mobile device policy configuration and management, including conditional access, application control, supervision settings, and other mobility-related governance. Manage the lifecycle of certificates and API accounts essential for mobile access and integration with enterprise systems. Collaborate with the cyber and information security teams to maintain the security posture of mobile platforms and devices. Participate in with peers and leadership regarding the roadmap and evolution of mobility platforms. Provide senior-level support coverage for endpoint platforms and end-user computing applications, ensuring high availability and performance. Align with AV program manager to support devices that are part of our AV hardware landscape Utilize industry-standard tools to monitor, analyze, and optimize system performance and reliability. Triage mobility-related events based on severity and business impact, escalating to management or vendors when appropriate. Develop and maintain technical documentation and training materials to support internal knowledge sharing and onboarding. Collaborate with peers to share insights on emerging mobility trends and their potential impact on enterprise solutions. Ensure all mobility-related activities comply with applicable laws, regulations, and internal policies and procedures. Required Qualifications: Bachelor's Degree in Information Technology or related subject matter preferred 5 - 8 years of experience with systems required Relevant certification(s) preferred Advanced comprehension of Intune and Microsoft Endpoint Manager. This include Co-management, Conditional Access, device policies, MDM and MAM for IOS and Android Understanding of Apple Device Manager and integration with Microsoft Endpoint Manager Knowledge of device supervision policies, company app deployment, and app configuration policies Experience setting up Autopilot with Windows OSD creation/maintenance and provisioning management of Apple Mac devices Strong working experience with GPO's and AD Hands on experience in PowerShell scripting Desire to inspire others about technology Ability to collaborate across multiple functions Attention to detail and quality Ability to develop and deliver training for engineers to enrich technical understanding Ability to convey complex technical knowledge to various audiences Strong problem resolution skills Product management skills a plus #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$113,500-$146,000 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.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required Compensation and Benefits: $24.36-$36.67 hourly rate Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

We are seeking an experienced, strategic, and hands-on Product Manager to join the Occupier Solutions Technology team at Newmark focusing primarily on Portfolio Management Technologies. In this leadership role, you will drive the differentiating vision for core domains of technology, set and maintain technology product strategy and roadmaps, and support Occupier Solutions' growth strategy by working with internal stakeholders, technology partners and clients directly to consistently deliver best-in-class technology solutions. As a technology product or technology domain expert, you'll collaborate closely with Newmark business development, client account management, service line management and other core technology teams such as implementation and support to align application architects, domain experts, data scientists, and product leaders to design, develop, and scale solutions that enhance business value and spark innovation. Job Duties: Strategy & Definition The Occupier Solutions Technology (OST) Product Manager is responsible for establishing a firm grasp of Portfolio Strategy, Location Strategy, Transaction Management, Lease Administration and Accounting, Capital Planning, Construction Project Management and other Portfolio Management focused technology solution capabilities factoring in direct Occupier customer needs while aligning to other preferred technologies in the Newmark OST technology stack. The OST Product Manager designs the functional and technical solutions that allow Newmark OS service teams to attract, enable and optimize client service solutions and delivery within timely and cost-effective format. This includes performing system, data and process modelling, as well as analysis and planning to design OST solutions that meets the business needs, including financial guidelines and estimates. Design details may include hardware, network, software, data mapping, process, integration and workflow design and development. Integration design is focused on financial, human resources and property management systems for internal and client requirements. This role requires research and partnering with client service experts, information security, compliance, system administration, system architects, Newmark and vendor/partner product developers, as well as direct client engagement in support of technical and functional requirements development. Roadmap & Go-to-Market The OST Product Manager will produce a comprehensive global product functional solution stack and roadmap that presents and effectively communicates the solution and how it meets the service line and client requirements through an iterative process. This includes development of a product or platform strategy including maintaining and controlling a technology roadmap including future deliverables targeted for near and future communicated release dates. The OST Product Manager maintains the product technology roadmap in coordination with primary technology vendors and developers (including integration & business intelligence teams) key service line stakeholders, technology leadership, solution, delivery and support teams. The OST Product Manager may develop and participate in the execution of technical design, providing continued guidance and decision making throughout the design and development phases, providing test planning and user acceptance performance or coordination of resources as well as documenting any significant design changes, solution approaches to the knowledge base in support of best practices in solution deployment and support. Solutioning As a technology visionary, the OST Product Manager will consult and recommend strategic solutions to the business, other technology platform leads and customers. Solution expertise includes knowledge of Newmark's global technologies, competitor technologies as well as emerging industry trends and capabilities in support of product innovation. Product Management Discipline Actively help to develop, train and promote a product management discipline to accelerate demand, ensure consistency, and increase the value to both clients and Newmark service lines globally. Primary Duties: This position has matrixed responsibilities across business and technology departments and functions. Partnering with adjacent functions such as client transitions, client support, account management, and service line delivery is essential. Mentoring of matrixed resources is expected but management of direct reports is not expected in the near term. Primary duties include: 70% Product Management - strategy, solution, roadmap, go-to-market, solutioning 15% Client Business Development / Consulting / Yellow Pad / Sales Efforts 10% Product Management Discipline 5% Support & Operations Guidance will include weekly / bi-weekly one-on-one meetings with your direct supervisor, team monthly and quarterly meetings with GOS Technology leadership and Platform / Product Management team members. Release Management and go-to-market solutions may require process implementation, consulting and implementation management with early client adopters, including implementation and best practice documentation toolsets to support transition to standardized product marketing, delivery and support. Technical and Functional Requirements: Technical fluency required with the following: Microsoft Office 365, including Powerpoint, Project, Visio and SharePoint Microsoft Power BI Product Management Methodologies and Toolsets Must be able to use laptop, mobile device and wireless technologies Knowledge of Network & Telecommunications Management Specific Credentials or Work Experience Requirements: Bachelor's or master's degree in MIS, CS, Finance, Business, Accounting with relative industry experience or education in Commercial Real Estate or related field Mastery of relevant industry specific practices and functions such as Portfolio Strategy, Location Strategy, Transaction Management, Lease Administration and Accounting, Capital Planning, Construction Project Management and other Portfolio Management focused technology solution capabilities. Understanding of financial transactions, such as AP/ AR and GL Financial integrations in support of rent and invoice payment processing, CAM reconciliations, taxes, depreciation, etc. Knowledge of industry global data security management and security practices and guidelines such as GDPR, SOC2 required. Product Management and specifically ITIL and SDLC experience is preferred as well. Additional Qualifications: Experience in providing SDLC solutions with a focus in supplier management, service requests, contact management, contract management, lease administration, and project management. This is required to understand and meet very detailed process and reporting requirements as they vary across different client verticals (ex. government, healthcare, corporate, and retail) Strong hands-on analytical skillset with attention to detail required Excellent written and verbal communication skills, including management of executive presentations required Ability to develop strong partnerships across a global, multi-layered organization Soft Skill Qualifications: Comfortable in an executive presentation setting, internally and to customers Able to articulate a competitive product vision and roadmap to a non-technical audience including clients Marketing, thought leadership Demonstration of capabilities to internal and customer users Salary: $180,000 - 210,000 max annually The expected base salary for this is a maximum of $210,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

About the Role: Baird Capital is the direct private investment group of Robert W. Baird & Co. (“Baird”) and includes both venture capital and private equity funds. Baird is a leading, employee-owned middle market financial services firm with over 5,200 employees and over 200 locations across the US and Europe. Baird has been on Fortune Magazine's 100 Best Companies to Work For list for 22 consecutive years. Our affiliation with Baird provides us with access to a global knowledge platform consisting of intellectual and human capital across the sectors in which we invest. Our private equity team has a 35+ year track record of partnering with founder-led businesses to build market-leading platforms. Backed by a global team across North America, Europe, and Asia, and a flexible, stage-agnostic capital base, we're able to tailor our investment approach to fit the unique needs of each business. This position offers flexibility to work Monday, Tuesday, Wednesday and Thursday in the Chicago office and Friday remote. Target start date is June 2026. Find out more about who we are by visiting our website Baird Capital. The Impact You'll Make: Deal Evaluation & Execution: You'll screen new investment opportunities and assess whether deals align with our investment criteria. You'll help build financial models and prepare materials for investment committee discussions. Due Diligence Support: Collaborate closely with the team throughout the diligence process, contributing analysis and insights that shape investment decisions. Portfolio Management: Support portfolio companies by attending board meetings, tracking KPIs, and contributing to dashboards and internal reporting. You'll also assist with add-on M&A opportunities. Internal Collaboration & Development: Leverage internal Baird resources to enhance deal execution and portfolio support. You'll also have opportunities for personal development, including potential secondments to the UK. What You'll Bring to Baird: Highly motivated, strong work ethic and leadership skills. Ability to work on multiple projects simultaneously, work independently and in teams. Excellent oral and written communication with the ability to present investment theses to partnership. An accomplished track record of at least 2+ years in investment banking or private equity. Strong academic background, leading G.P.A. from top-tier institution; competitive test scores. Compensation and Benefits: $120-130k base salary range. Significant bonus and profit share opportunity. Compensation and bonus are commensurate with experience, performance and/or firm profitability. Check out our Total Rewards at Baird, which is a summary of our benefits and compensation. #LI-RE1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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