2mo
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Vice President, Fidelity Workplace Consulting - Health & Welfare
Greenwood Village or Covington or New York or Westlake or Merrimack or Chicago or Smithfield
$130k-$264k/yr RemoteFull Time
15+ YOE15+ years health and welfare consulting with leadership experience.
1mo
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Client Service Associate II
Chicago, Illinois, United States
$60k-$81k/yr HybridFull Time
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency in Microsoft Suite and Adobe, CRM and custodial portal experience (Charles Schwab/Fidelity) preferred, understands money movement transactions and brokerage account types.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
5h
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Clinical Supervisor (BCBA) - Hybrid - Bronzeville
Chicago, Illinois, United States
$80k-$89k/yr HybridFull Time
Master's in ABA and active BCBA plus Illinois LBA required; supervise RBTs, manage caseload, complete intakes, and ensure treatment fidelity.
5d
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Insurance Litigation Attorneys
Chicago, Illinois, United States
$120k-$165k/yr OnsiteFull Time
1+ YOE1+ years' experience in insurance coverage litigation (fidelity/crime policies preferred), strong analytical and writing skills, ability to manage cases and work collaboratively.
1mo
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Client Service Associate
Chicago, Illinois, United States
$60k-$90k/yr HybridFull Time
1+ YOE1+ year RIA experience, familiarity with major custodians (Fidelity, Charles Schwab), Salesforce and Microsoft Office/G-Suite proficiency, strong communication and attention to detail; bachelor or associate degree preferred.
Salesforce, Microsoft Office Suite, G-Suite, NetDocs, Docusign
2mo
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Claims Manager, D&O
New York City or Chicago or Atlanta or Los Angeles or Philadelphia or San Francisco
$170k-$190k/yr OnsiteFull Time
5+ YOE5+ years handling Financial & Professional Lines (FLPL) claims (D&O, fiduciary, fidelity) with strong coverage analysis, investigation, defense counsel management, negotiation, and written/verbal communication skills. JD and bachelor’s degree preferred.
2mo
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Digital Product Design Manager
Arlington or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$94k-$294k/yr OnsiteFull Time
7+ YOE3+ Mgmt7+ years in Product Design; 4+ years leading product design engagements; experience with design systems, high-fidelity UI, and AI-enabled design; 3+ years coaching designers; agile experience; knowledge of AI design practices.
3w
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Catholic 2nd grade Teacher
Lemont, Illinois, United States
$17-$18/hr OnsitePart Time
Part-time classroom teacher for 2nd grade; no formal teaching certificate required. Must be practicing Catholic able to sign an Oath of Fidelity, complete background check and RCA Safe Child training, prepare lessons at home, and attend mandatory training.
4d
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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
1mo
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Client Service Associate - Senior
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
$80k-$105k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
Microsoft Office Suite, Addepar, Schwab, Fidelity, Pershing, Redtail, Salesforce, eMoney
3w
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REGIONAL MANAGING DIRECTOR, WEALTH ADVISORY
Chicago or New York
$250k-$300k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's degree or equivalent,10+ years in wealth management serving ultra-high-net-worth clients,5+ years leading advisor teams,strong leadership, coaching, strategic and analytical skills.
Salesforce, Addepar, Power BI, Fidelity, Pershing, Schwab
3w
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REGIONAL MANAGING DIRECTOR, WEALTH ADVISORY
Chicago or New York City
$250k-$300k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's or equivalent, 10+ years in wealth management, 5+ years managing advisor teams, proven track record in advisor development, sales management, and client relationship leadership.
Salesforce, Addepar, Microsoft Power BI, Fidelity, Pershing, Schwab
2mo
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Trader
Rockford or Atlanta or Chicago or Hanover or Huntersville or Knoxville or Lancaster
$60k-$78k/yr RemoteFull Time
1+ YOEBachelor's degree required; 1-3 years in financial planning or trading; Series 65 license or able to obtain within 1 year.
Tamarac, Salesforce, Schwab, Fidelity, Raymond James, TIAA
4w
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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
1mo
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Client Service Associate II
Chicago, Illinois, United States
$60k-$81k/yr HybridFull Time
1+ YOEBachelor's degree required, 1–3 years financial industry experience, proficiency with Microsoft Suite and Adobe, CRM experience, knowledge of brokerage account types and money movement processes.
Microsoft Suite, Adobe, CRM, Charles Schwab, Fidelity
2mo
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Client Service Manager
Oak Brook, Illinois, United States
OnsiteFull Time
2+ YOEAssociate's or Bachelor's degree, 2+ years client service in wealth management, FINRA Series (preferred), proficiency with Outlook/Word/Excel/Salesforce, strong securities knowledge, communication and teamwork skills.
Outlook, Word, Excel, Salesforce, Orion, Fidelity, Schwab
3w
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Senior Client Relationship Associate - Skokie, IL (Hybrid)
Skokie, Illinois, United States
$61k-$90k/yr HybridFull Time
4+ YOEBachelor's degree, 4+ years in investment advisory/financial services, strong communication, organization, business judgment, CRM experience, and proficiency with Microsoft Office.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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