Oppenheimer & Co jobs in Chicago, IL

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. The Executive Assistant provides direct administrative coordination and support to the Brand Marketing & Communications (BMC) department head. This includes coordinating travel, setting up meetings, interacting with executive-level assistants across the firm, and managing sensitive information and initiatives. Additionally, this person will support the wider BMC team with a number of activities. This includes reviewing expenses and approvals, coordinating contracts with finance, engaging with HR, and overseeing the firm's gift and product repository. This person will represent the firm in a professional manner in all communications and may interface with clients and outside parties. This individual must be able to work independently with limited guidance. The expectation is that this person will bring best practices and experience to this role with a breadth and depth of knowledge of administrative processes, organizational and communication skills, and proactive engagement. They must independently exercises discretion, best judgment, and is capable of analyzing information, requests, and determining how best to proceed. We are expecting this individual to identify systems and processes to create greater efficiencies and know when to proactively engage the department head or others in decision-making. 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 - Proactively manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills. Team Expenses and business cards - overseeing the review and submission of expenses for the team, engaging with finance and compliance when needed, as well as coordinating business card requests from across the firm Manage the firm's gift repository - you will be the point person on updating and managing the firm's proprietary site for our branded products, engaging with internal clients and our vendor to facilitate requests Info and Data - Updates and maintains contact databases. May include compiling and analyzing information for inclusion in reports or presentation materials, including preparing reports, charts, graphs, or tables as necessary. Demonstrates the ability to utilize software applications for maximum effect and efficiency. 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, arranging lunch meetings, etc. Projects & Processes - Participates in other projects that may require the application of independent judgment/interpretation of policies/practices. Acts as a resource and trains new and/or more junior administrative team members. Additional responsibilities as requested. Qualifications: High school education required; Bachelor's degree a plus. 5+ plus years working in an office environment. Expertise with Microsoft Word, Excel, PowerPoint and Outlook. Professional services industry background preferred. Excellent verbal and written communication skills. Strong judgment and political acumen Proven problem-solving and critical thinking skills. Willingness to adapt to change. Multitasking abilities. Ability to work in a fast-paced environment. Strong teamwork ability. Ability to maintain confidentiality. Attention to detail. Ability to prioritize. Strong organizational skills. Ability to work in a team setting. #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$80,000-$115,000 USD 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.

Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Role Summary: Desktop support will be responsible for providing assistance to all front and back office staff. This individual will be responsible for supporting the various different business lines throughout the Cantor umbrella. This is a hands-on role and this individual is expected to provide technical expertise in order to resolve issues for the general population. Responsibilities Key Accountabilities: • Provide IT support to all users in the Americas • Provide support through phone/email/service tickets to front and back office users on desktop issues • Install, upgrade, support and troubleshoot Windows operating systems, computer hardware (and any other authorized peripheral equipment) and across a range of authorized software applications • Perform general preventative maintenance • Assist facility matters when needed including moves, adds, and changes • Raise, update and close all support tickets regularly and promptly. • Participate and implement in global projects • Provide on site and remote support • Communicate with team members regarding issues, procedures, and documentation Person Specification: (E- Essential D-Desired) Knowledge: • In depth knowledge of Windows desktop technologies. • In depth knowledge of Desktop and laptop hardware. • Intermediate knowledge of TCP/IP, DNS and Internetworking Technology • Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) • Knowledge of Server, Voice & Communications Infrastructure. • Knowledge of various Operating systems (e.g. Windows, Linux, Apple) • Knowledge of Audio and Video Conferencing technologies. • Knowledge of common Market Data applications and services. • Relevant industry certifications may include Microsoft MCP, MCSA or individual Microsoft specialist training such as Excel, Word, PowerPoint, Outlook or ITSM products • Proficient with Apple products (Mac, Ipad,Iphone) Experience: • Associates Degree in Computer Science, related field or equivalent experience • Minimum 5 years Desktop Support experience, preferably within a financial services organization. Special Job Requirements: • Flexible hours • Bank holidays • Occasional afterhours and weekend work as needed. Competencies: • Customer Service - Strives for high levels of customer satisfaction. Going out of our way to be helpful and pleasant to our customers. • Efficiency - Plans ahead, manages time efficiently, is punctual, is cost conscious and is constantly thinking of better ways to do things. • Quality of Work - Pays attention to detail, checks own work for accuracy and quality and takes personal responsibility for achieving quality standards. Sets goals and targets for self which improve upon previous performance and constantly strive to exceed existing quality and service standards. • Teamwork - Works sensitively with others and shares openly information and knowledge with the appropriate people at the right time. Encourages a co-operative team approach to handle workloads and overcome difficulties and maintains continuous dialogue with unit members as appropriate.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. 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 MBA strongly preferred Prior investment banking experience required with a focus on the insurance sector; 3+ years at Associate level strongly preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only) 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 Expertise in accounting and finance Exhibits creativity and originality in approach to analysis and work product Travel required: 20 to 40% #LI-KG1 #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 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Assist in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses. Gather, organize, and analyze market, company and financial performance data as directed by senior Research team members. Create and maintain financial models based on analysis requests. Prepare internal written reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses. Responsibilities include but may not be limited to: Build knowledge of assigned industry and companies and keep abreast of related market developments and news. Gather and organize research data related to assigned industry and companies, and maintain accurate, current research databases. Collect information on financial performance, competitive industry positioning, quality of company management, etc. as directed by senior Research team members. Analyze market sectors and trends and conduct financial and accounting statement analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections which are aligned with research requests. Assist in the preparation of industry and company reports, presentations and exhibits to summarize research findings for Research teams. May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information. Document and maintain information for analysis activities. Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required; concentration in Finance or Accounting preferred Previous work experience in investment research or financial services preferred Financial analysis and accounting statement analysis skills Familiarity with data gathering and analysis best practices and methodologies Ability to clearly communicate both verbally and through written communication Basic knowledge of investment concepts and products Ability to build relationships and collaborate with investment and research teams Ability to work independently in support of team goals Proficient in Microsoft Office #LI-BC1 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$100,000-$110,000 USD 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: Baird is an employee-owned wealth management, capital markets, asset management, and private equity firm with client assets of over $200 billion. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients. The Curriculum Design Consultant plays a pivotal role in evolving the Private Wealth Management (PWM) Academy by leading and standardizing new training and development initiatives. This role requires extensive collaboration between content, course development, and educational technology colleagues and teams to apply best practices of adult education to create high-quality and innovative courses for our colleagues. This position requires working from a Baird office 3 days per week The Impact You'll Make: * Partner with PWM Academy team to assist in the distribution and follow-up of training materials for all associates to meet the needs of our clients and our business. * Provides Learning and Development expertise on various projects with partners, including but not limited to Client Resource Groups and PWM Communications, to ensure new and ongoing training and technology initiatives that align with business needs. * Manages the lifecycle and creates educational materials on SharePoint and Learning Management System (LMS) for all PWM Academy. * Participate in branch training pilots as they relate to PWM Academy needs/questions. * Lead training and development sessions for PWM Academy initiatives. * Aides in building education and development for the PWM Academy using educational technologies to align with business and associate needs. * Creates and updates the PWM Academy's BairdWeb pages. * Collaborate across the PWM Academy to design and develop education for branches and PWM. * Aides in deciding how learning is measured when designing materials for PWM. * Helps to develop curriculum for branches and match the educational needs to the business. * Work with SMEs to create educational materials. * Keeps up to date with corporate learning practices and new learning technologies. * Special projects as assigned. What You'll Bring to Baird: * Bachelor's degree preferred or a combination of education and experience. * 3+ years of experience in the learning and development field. * 2 - 3 years of experience with programs like Articulate 360, Captivate, Adobe Suite, Canva, etc. * Training development experience and an understanding of adult learning theory. * Experience with Workday Learning and/or Docebo. * Superior customer service attributes/mindset; willingness to go "above and beyond" for the client. * Able to research and stay current with new learning technologies, while implementing them to improve the PWM Academy's educational materials. * Ability to manage multiple projects effectively. * 10-25% travel. * Willingness to acquire the SIE, Series 7/66 or 7/63/65 licenses. Compensation and Benefits: * $77,800.00 - $117,800.00 annual salary range. * Bonus potential up to 20% 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. #LI-PWM3 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. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. 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 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. This is a senior technical position within the endpoint team, 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 mobility solutions, contributing technical expertise and industry insight to shape long-term strategies. The engineer is responsible for triaging mobility-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: Proactively identify and resolve hardware, software, mobility device and connectivity issues across Windows, MacOS, iOS, and Android platforms. 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. Assist with the administration of the firm's mobility platforms, including, but not limited to, Microsoft Intune/Endpoint Manager and Apple Business Manager. Assist in managing the lifecycle of certificates and API accounts essential for endpoint device integrations with enterprise systems. Collaborate with the cyber and information security teams to maintain the security posture of endpoint devices. Participate in with peers and leadership regarding the roadmap and evolution of endpoint 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 our av hardware landscape Utilize industry-standard tools to monitor, analyze, and optimize system performance and reliability. Triage endpoint-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 endpoint-related activities comply with applicable laws, regulations, and internal policies and procedures. Qualifications: Bachelor's Degree in Information Technology or related subject matter required 5 - 8 years of experience with systems required Comprehension of Endpoint Management Platforms - Intune and Microsoft Endpoint Manager. Advanced understanding of Windows, Mac, and Mobile Device operating systems. Understanding of Apple Device Manager and integration with Microsoft Endpoint Manager Experience setting up Autopilot with Windows OSD creation/maintenance and provisioning management of Apple Mac devices Knowledge of device supervision policies, company app deployment, and app configuration policies 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 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 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients' success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams. William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide professional client service while responding to client inquiries and requests. The qualified individual will focus on learning how to perform necessary tasks from higher level team members, review client documentation for completeness and compliance with applicable policies and regulations and apply understanding of firm products, policies, systems and current market conditions to support Wealth Advisor teams through client interactions. In addition, the selected individual will provide basic operational support to Wealth Advisors with moderate supervision. Essential Responsibilities: Responsibilities include but may not be limited to: Gain an understanding of the processes and procedures required for client account activity. Receive guidance from senior members on the team. Review and respond to client inquiries/service requests in a timely manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests. Learn how to identify and communicate issues/potential problems that may require escalation. Review client account documentation to ensure all required account documentation is acquired and updated. Regularly update Client Relationship Management (CRM) system. Assist with the facilitation of maintenance/updating of clients' investment profile information. Develop an understanding of clients' needs and preferences, as well as an understanding of current market conditions and regulatory requirements. Be responsive to changes in the business and compliance environment when communicating with clients. Learn how to develop and maintain internal and external relationships focused on enhancing the client experience. Leverage internal resources to ensure the integrated delivery of client solutions. Review client information and assist in the preparation of performance reports. May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate. Proactively leverage ideas, insight, and relationships to help facilitate new and incremental business. Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management. Facilitate general administrative tasks, if requested by Wealth Advisor(s), including but not limited to meeting set-up and travel arrangements. Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures. Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness. Additional responsibilities as requested. Qualifications: Bachelor's Degree or equivalent work experience required. 1 year of experience required, with financial services industry experience preferred. SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment. Client service orientation. Ability to organize and prioritize responsibilities and meet strict deadlines. Attention to detail and quality. Good written and verbal communication skills. Ability to work independently and cooperatively in a team environment. Ability to collaborate and build trusted relationships. Knowledge of applicable compliance/security industry rules and regulations. Experience with MS Office Suite. #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$63,900-$85,000 USD 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Director, Modern Workplace and Digital Experience Location: Chicago (Hybrid - 2 days onsite per week) The Director of Modern Workplace and Digital User Experience is a strategic leadership role responsible for defining, executing, and evolving the company's digital workplace vision. This leader will ensure a seamless, secure, and productive technology experience for all employees, focusing on the entire Microsoft 365 ecosystem, with a keen emphasis on driving user adoption and maximizing the value of AI tools like Microsoft Copilot. This role bridges the gap between infrastructure engineering, application support, and user-centric design to deliver a world-class employee experience. The role holder is a senior stakeholder in internal business engagements as well as external relationships with vendors and providers within the supported products and services. As part of the senior Central IT leadership team, this role helps define and execute the enterprise IT strategy, ensuring Central IT delivers maximum business value through alignment and innovation. Digital Experience, Adoption, and Change Management: Champion a user-centric digital workplace strategy, focusing on measurable improvements in employee productivity and satisfaction through effective change management. Define and track Digital Employee Experience (DEX) metrics (e.g., time to task, application performance, user satisfaction) and translate insights into actionable technology and process improvements. Lead user research, feedback loops, and usability testing to understand employee needs and pain points across all digital workplace tools. User Adoption and Training: Develop and execute comprehensive user adoption strategies for new and existing Microsoft 365 applications and features, moving users from legacy tools to modern solutions. Direct the creation and delivery of engaging training and educational materials (webinars, short videos, quick-start guides) tailored to different user roles and proficiency levels. Build and maintain a network of Digital Champions across the business to facilitate grassroots support, best-practice sharing, and enthusiasm for the modern workplace. Microsoft Copilot and Generative AI Integration: Drive the strategy, governance, and adoption of Microsoft Copilot and other generative AI tools to transform user productivity and collaboration across the organization. Copilot Strategy and Adoption: Develop and own the rollout and adoption roadmap for Microsoft Copilot (across Microsoft 365 and other relevant applications), focusing on maximizing its value proposition for key business functions. Work with business unit leaders to identify and prioritize high-impact use cases for Copilot that enhance individual productivity, automate routine tasks, and improve data discovery. Establish and lead initiatives focused on 'prompt engineering' education to empower users to leverage Copilot effectively and derive optimal results. Collaboration and Improvement: Monitor, measure, and report on the impact of Copilot on user productivity and collaboration metrics, continuously seeking ways to optimize the employee workflow. Partner with other teams in IT, Legal and Compliance to establish and enforce a Responsible AI Governance Framework for Copilot, ensuring data security and privacy. Stay current with emerging generative AI capabilities from Microsoft and other vendors, evaluating their potential for integration into the modern workplace ecosystem. Microsoft 365 Engineering and Platform Support: Lead the technical strategy, engineering, and support for the core Microsoft 365 platform and its associated applications, ensuring stability, security, and optimal performance. Platform Engineering & Back-end Support: Oversee the management and operational support of the Microsoft 365 tenancy, including core services like Exchange Online, SharePoint Online and OneDrive. M365 Product Ownership: Monitor M365 feature releases, assess applicability to environment and oversee timeline for testing, rollout and adoption. Collaborate with the teams responsible for back-end security, governance, compliance, and lifecycle management of the platform and related infrastructure (e.g., system engineering and endpoint management via Microsoft Intune/Endpoint Manager). Front-end Application Support: Own the technical roadmap for the front-end deployment, configuration, and integration of core Microsoft 365 applications (e.g., Teams, Outlook, Word, Excel, PowerPoint). Manage L2/L3 support teams to resolve complex user-facing application issues quickly and effectively, ensuring a low-friction employee support experience. Establish technical standards and governance for the creation and management of collaborative spaces (e.g., Teams channels, SharePoint sites). QUALIFICATIONS Bachelor's degree required; Master's degree in computer science, information systems, business administration, or IT related field preferred 15+ years of experience in Information Technology, with at least 5+ years in a senior leadership role overseeing Digital Workplace, User Experience, or a related function. Deep, hands-on expertise with the entire Microsoft 365 ecosystem, including engineering, governance, and application support. Proven experience developing and executing large-scale user adoption, change management, and training programs for enterprise technology. Demonstrated ability to develop a strategy and deployment plan for Microsoft Copilot or other GenAI technologies in an enterprise environment, including governance and user enablement. Exceptional leadership, communication, and stakeholder management skills, with the ability to influence technical and non-technical audiences up to the executive level. Professional certifications preferred #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$235,000-$260,000 USD 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.

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. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. 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 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Prepare and execute industry and company research and analyses for use in the formulation of security analyses. Gather, organize, and analyze market, company and financial performance data. Create and maintain financial models. Prepare reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses. Host meetings with company executives, sell-side brokers, and third-party research providers. Assist Research Analysts in identifying and formulating new investment ideas for Portfolio Managers, and recommending securities and companies in one or more industry groups targeted to follow. Responsibilities include but may not be limited to: Develop detailed knowledge of assigned industry and companies and keep abreast of related market developments and news. Gather and analyze research data related to targeted industry and companies, and maintain accurate, current research databases. Conduct research analyses on targeted companies, including analysis of financial performance, competitive industry positioning, quality of company management, etc. Analyze market sectors and trends and conduct financial and accounting statement analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections. Prepare industry and company reports, presentations and exhibits to summarize research findings for Research teams. Host meetings with company executives, sell-side brokers, and third-party research providers. Document and maintain information for analysis activities. Assist Research Analysts in identifying and formulating new investment ideas for Portfolio Managers, and recommending securities and companies in one or more industry groups targeted to follow. Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures. Qualifications: Bachelor's Degree required; concentration in Finance or Accounting preferred 3+ years of related work experience in investment research or financial services preferred Prior experience covering Financials companies preferred Strong financial analysis and accounting statement analysis skills Knowledge of data gathering and analysis best practices and methodologies Strong written and verbal communication skills Knowledge of investment concepts and products Ability to build relationships and collaborate with investment and research teams Ability to work independently in support of team goals Proficient in Microsoft Office and industry standard data sources #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$120,000-$130,000 USD 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. Equities - Compliance Analyst Location: Chicago (Hybrid - 3 days onsite per week) William Blair and Company, L.L.C. is seeking a highly motivated Compliance Analyst/Coordinator with 1-3 years of experience to join our Compliance team. This role supports both our broker-dealer and, with a primary focus on compliance and AML support of our Equity Capital Markets (ECM) and Equities (Sales/Trading and Research) businesses. The analyst will play a key role in monitoring, testing, and enhancing the firm's compliance program supporting those business lines. The position offers an opportunity to gain broad exposure to compliance functions while building expertise in regulatory compliance. Key Responsibilities: Regulatory & Compliance Support Support the execution of key requirements of existing ECM and Equities compliance programs and AML Program. Monitor IPO compliance of institutional investors Review daily trading reports, researching exceptions and alerts Assist in responding to client due diligence requests regarding William Blair Review for best execution Assist with monthly Rule 605 and quarterly Rule 606a reporting Monitor market making compliance Assist with SEC and FINRA Blue Sheet inquiries Assist with compliance testing, surveillance, and monitoring programs related to ECM and equities business lines. Support regulatory filings, audits, and examinations by preparing data requests and assisting in responses AML & Financial Crimes Compliance Conduct client onboarding due diligence (CDD/KYC) reviews, including risk rating assessments, beneficial ownership verification, and sanctions/PEP screening. Assist with review and maintenance of foreign bank and client Wolfsberg certifications Perform ongoing monitoring of account activity to detect suspicious transactions or red flags. Assist with reviews of FinCEN lists of suspected terrorists and money launderers and OFAC sanctions lists Maintain and update AML records and documentation to ensure audit readiness. Other Provide guidance to front office and operations teams on KYC requirements and firm procedures. Assist in the development and delivery of compliance training materials for employees. Stay informed on regulatory changes and industry best practices; contribute to enhancing internal policies and procedures. Participate in the development and execution of ECM and Equities focused 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 in a broker-dealer focused in equity capital markets, equity research, and institutional sales/trading. Strong analytical and problem-solving skills; ability to identify and escalate issues effectively. Excellent written and verbal communication skills. Desired Attributes: Strong Excel skills, including pivot tables and lookups, with an interest in developing more advanced analytics capabilities. Familiarity with PowerBI 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 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$70,000-$90,000 USD 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 has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. 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 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 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.

Newmark 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. Responsibilities 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.

The Marketing Specialist will collaborate closely with sales professionals, the North Central (Midwest) marketing team, the global design support team, and the Regional Senior Marketing Director to support pitches, proposals, and property marketing initiatives. The ideal candidate will bring a strong background in commercial real estate marketing and a proven ability to deliver compelling, high-impact materials. Qualifications & Skills Bachelor's degree in marketing, business administration, graphic arts, design, visual communication, multimedia, fine arts, or a related field. Minimum of 5 years' experience in a corporate creative department, agency, or design studio. Experience in commercial/residential real estate, architectural design, or marketing agency preferred. Familiarity with publicly traded organizations is a plus. Advanced proficiency in Microsoft Office Suite, PowerPoint, and Excel; knowledge of Premiere and After Effects; experience with Adobe Creative Suite (InDesign, Illustrator, Photoshop, Acrobat Pro) is a plus. Strong verbal and written communication skills, with the ability to articulate concepts and provide design direction. Self-starter with excellent time management and multitasking abilities under pressure. Exceptional customer service and project management skills. Agile and adaptable team player with a keen eye for detail and design. Ability to quickly learn and apply corporate style guides and tone of voice. Strong aesthetic judgment and visual design sensibility. Key Responsibilities Partner with brokers to develop and deliver customized pitch presentations and proposals that clearly communicate Newmark's value proposition. Work with the sales team to identify winning themes and refine messaging across written and visual content. Ensure all materials meet high standards of quality and professionalism through meticulous copy editing and attention to detail. Lead the end-to-end process for RFP responses, including scheduling reviews, ensuring compliance, and coordinating timely completion. Design and execute property marketing plans, including brochures, offering memorandums (OMs), broker opinion of value (BOVs), email campaigns, websites, and digital initiatives. Collaborate with the research and GIS teams to incorporate accurate market data and insights into marketing materials. Manage marketing collateral to ensure brand consistency and timely delivery within budget. Partnered with PR and digital marketing teams to develop and execute integrated social media and thought leadership campaigns, amplifying brand visibility and audience engagement. Assist with business development and client engagement efforts by identifying opportunities, supporting outreach initiatives, and contributing to relationship-building strategies. Support the planning and execution of client events and networking activities to drive engagement and business development. Track and analyze marketing performance metrics, trends, and regional insights, reporting findings and recommendations to leadership. Participate in client presentations as needed.

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

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: $27.03 -$35.90 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.

William Blair's Private Capital Markets (PCM) group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle - early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client's objectives. The PCM group's understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis. As an Associate in Private Capital Markets, you will execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. This role performs extensive financial modeling, capital structure analysis, research and completes due diligence activities. The selected individual will work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. In addition, an Associate provides training and mentorship to less experienced staff. Responsibilities may include but are not limited to: Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients. Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client's objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital. Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair. Identify improvements to processes and propose solutions to complete tasks more efficiently. Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. 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; capital markets or investing / lending experience is a plus. Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc. Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects. Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment. Detail oriented with strong analytical abilities. Effective leadership and coaching skills. Committed to satisfying internal and external customers. Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously. Excellent mathematical, writing, verbal and computer skills. #LI-CG1