140 Investment Management jobs in Chicago
Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending
60684 Chicago, Illinois
Bank of America
Posted 11 days ago
Job Viewed
Job Description
Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending
Saint Louis, Missouri;Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Senior Credit Underwriter (SCU) is aligned with the Credit Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. The SCU performs and documents in-depth financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with policy, procedures, and GWIM underwriting standards and guidelines.
**Purpose:**
The purpose of the SCU is to use key financial measures and a consistent, structured financial approach to underwrite custom lending requests and mange a loan portfolio in alignment with our risk appetite, policies, and procedures.
**Responsibilities:**
-Support loan growth through high quality underwriting activities
-Build credibility by developing, deepening, and sustaining a value-driven relationship with business partners
-Collaborate with Sales, Risk, Operations, and Portfolio Management to execute underwriting approval documents for custom lending transactions (new, renewal, modification) in a timely and accurate manner and in alignment with policy and procedures
-Maintain asset quality within the defined GWIM risk appetite limits
* Contribute to a client-centric culture with in-depth knowledge of clients, timely renewals and issue resolution, and competitive deal structuring as a key partner to the CE and LOB
**Necessary Activities (Includes but not limited to):**
* Complete Credit Approval Memos (CAM) and Modifications to obtain credit approval for complex, custom loan products (marketable securities, commercial real estate, fine art, hedge fund, yacht, unsecured and subscription finance)
* Synthesize appropriate financial information to understand the client's financial standing, including liquidity, leverage, cash flow, key risks/mitigants and legal structure (trusts, special wealth vehicles, etc.) and apply sound reasoning to arrive at an appropriate credit decision
* Ability to cut to the heart of a complex issue and document in a clear and concise manner
* Consistently apply established procedures, policies, and practices to make financial decisions (accurate spreads, risk rating, financial modeling, necessary approvals, etc.)
* Provide lending guidance and policy expertise in upfront deal discussions with partners
* Review and negotiate loan structure/covenants during documentation process, according to creditworthiness, collateral, and risk appetite
* Proactively manage pipeline and timely deal flow of new and existing transactions
* Day to day management of loan portfolio in conjunction with partners to ensure timely and accurate execution of: collateral releases, SER preparation, renewals, resolution of failed covenants, risk rating migrations, CREEAS input, loan modifications and waivers, and past dues
* Identify and recommend process improvements
**Required Qualifications:**
- Strongfinancial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams
- 3-5+years of commercial and/or private wealth management credit experience
- Strongnegotiation and communication skills
- Proficiencyin Word, Excel and PowerPoint
- Excellentinterpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-located
**Desired Qualifications:**
- FormalCredit Training and/or Commercial/Wealth Management credit experience preferred
- Bachelor'sdegree in business administration, finance, accounting or economics preferred
**Skills:**
-Active Listening
-Credit Documentation Requirements
-Credit and Risk Assessment
-Financial Analysis
-Underwriting
-Analytical Thinking
-Attention to Detail
-Loan Structuring
-Portfolio Analysis
-Written Communications
-Collaboration
-Collateral Management
-Continuous Improvement
-Decision Making
-Portfolio Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Saint Louis, Missouri;Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Senior Credit Underwriter (SCU) is aligned with the Credit Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. The SCU performs and documents in-depth financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with policy, procedures, and GWIM underwriting standards and guidelines.
**Purpose:**
The purpose of the SCU is to use key financial measures and a consistent, structured financial approach to underwrite custom lending requests and mange a loan portfolio in alignment with our risk appetite, policies, and procedures.
**Responsibilities:**
-Support loan growth through high quality underwriting activities
-Build credibility by developing, deepening, and sustaining a value-driven relationship with business partners
-Collaborate with Sales, Risk, Operations, and Portfolio Management to execute underwriting approval documents for custom lending transactions (new, renewal, modification) in a timely and accurate manner and in alignment with policy and procedures
-Maintain asset quality within the defined GWIM risk appetite limits
* Contribute to a client-centric culture with in-depth knowledge of clients, timely renewals and issue resolution, and competitive deal structuring as a key partner to the CE and LOB
**Necessary Activities (Includes but not limited to):**
* Complete Credit Approval Memos (CAM) and Modifications to obtain credit approval for complex, custom loan products (marketable securities, commercial real estate, fine art, hedge fund, yacht, unsecured and subscription finance)
* Synthesize appropriate financial information to understand the client's financial standing, including liquidity, leverage, cash flow, key risks/mitigants and legal structure (trusts, special wealth vehicles, etc.) and apply sound reasoning to arrive at an appropriate credit decision
* Ability to cut to the heart of a complex issue and document in a clear and concise manner
* Consistently apply established procedures, policies, and practices to make financial decisions (accurate spreads, risk rating, financial modeling, necessary approvals, etc.)
* Provide lending guidance and policy expertise in upfront deal discussions with partners
* Review and negotiate loan structure/covenants during documentation process, according to creditworthiness, collateral, and risk appetite
* Proactively manage pipeline and timely deal flow of new and existing transactions
* Day to day management of loan portfolio in conjunction with partners to ensure timely and accurate execution of: collateral releases, SER preparation, renewals, resolution of failed covenants, risk rating migrations, CREEAS input, loan modifications and waivers, and past dues
* Identify and recommend process improvements
**Required Qualifications:**
- Strongfinancial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams
- 3-5+years of commercial and/or private wealth management credit experience
- Strongnegotiation and communication skills
- Proficiencyin Word, Excel and PowerPoint
- Excellentinterpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-located
**Desired Qualifications:**
- FormalCredit Training and/or Commercial/Wealth Management credit experience preferred
- Bachelor'sdegree in business administration, finance, accounting or economics preferred
**Skills:**
-Active Listening
-Credit Documentation Requirements
-Credit and Risk Assessment
-Financial Analysis
-Underwriting
-Analytical Thinking
-Attention to Detail
-Loan Structuring
-Portfolio Analysis
-Written Communications
-Collaboration
-Collateral Management
-Continuous Improvement
-Decision Making
-Portfolio Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
View Now
0
J.P. Morgan Wealth Management - Investment Professional
60684 Chicago, Illinois
JPMorgan Chase
Posted today
Job Viewed
Job Description
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
**Job Responsibilities**
+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree preferred or equivalent experience
+ 2 years of relevant financial services or brokerage experience
+ Flexibility, self-motivation, coachability, and passionate for helping people
+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
+ Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred
**Additional information:**
+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Elgin,IL $22.83 - $1.25 / hour; Chicago,IL 22.83 - 31.25 / hour
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
**Job Responsibilities**
+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree preferred or equivalent experience
+ 2 years of relevant financial services or brokerage experience
+ Flexibility, self-motivation, coachability, and passionate for helping people
+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
+ Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred
**Additional information:**
+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Elgin,IL $22.83 - $1.25 / hour; Chicago,IL 22.83 - 31.25 / hour
View Now
1
J.P. Morgan Wealth Management - Investment Professional
60601 Chicago, Illinois
JPMorgan Chase Bank, N.A.
Posted 2 days ago
Job Viewed
Job Description
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
- Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
- Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
- Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
- Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
- Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
- Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
- Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
- Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
- Bachelor's degree preferred or equivalent experience
- 2 years of relevant financial services or brokerage experience
- Flexibility, self-motivation, coachability, and passionate for helping people
- Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
- Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred
Additional information:
- Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
- Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Elgin,IL $22.83 - $1.25 / hour; Chicago,IL 22.83 - 31.25 / hour
Apply Now
2
Casey Quirk Investment & Wealth Management Insights Senior Manager
60684 Chicago, Illinois
Deloitte
Posted 11 days ago
Job Viewed
Job Description
Casey Quirk Investment & Wealth Management Insights - Senior Manager
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.
The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.
Recruiting for this role ends on 9/30/2025.
Work You'll Do
As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:
+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.
+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.
+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.
+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.
+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.
+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.
+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity
+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.
+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.
The Team
Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.
CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.
Qualifications
Required:
+ 8+ years of professional experience in investment management and/or wealth management
+ 8+ years of professional experience in market research and consulting
+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector
+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently
+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms
+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements
+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives
+ Bachelor's degree in Finance, Economics, or related discipline
+ Live within commuting distance to one of Deloitte's consulting offices
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred:
+ MBA or Master's degree in Finance, Economics, or related discipline
+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs
+ Ability to translate complex data and insights into clear, concise narratives for broad audiences
+ Strong network of contacts in the investment or wealth management ecosystem
+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.
The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.
Recruiting for this role ends on 9/30/2025.
Work You'll Do
As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:
+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.
+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.
+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.
+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.
+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.
+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.
+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity
+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.
+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.
The Team
Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.
CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.
Qualifications
Required:
+ 8+ years of professional experience in investment management and/or wealth management
+ 8+ years of professional experience in market research and consulting
+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector
+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently
+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms
+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements
+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives
+ Bachelor's degree in Finance, Economics, or related discipline
+ Live within commuting distance to one of Deloitte's consulting offices
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred:
+ MBA or Master's degree in Finance, Economics, or related discipline
+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs
+ Ability to translate complex data and insights into clear, concise narratives for broad audiences
+ Strong network of contacts in the investment or wealth management ecosystem
+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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3
Institutional Sales- Raymond James Investment Management
60684 Chicago, Illinois
Raymond James Financial, Inc.
Posted 11 days ago
Job Viewed
Job Description
**Job Summary:**
The primary objective of this role is to drive the growth of institutional assets under management across all investment products, sourced from U.S. investment consulting firms, with a particular focus on firms located in the Central and Eastern U.S. This position also includes direct outreach to plan sponsors.
Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of consultants, guiding these offerings through the various stages of the manager research process, and securing positive ratings for inclusion in consultant-influenced searches-all critical steps in generating new assets and revenue.
**Responsibilities:**
+ The Institutional Sales Specialist will be responsible for managing a significant portion of RJIM's affiliate consultant relations efforts, including headquarters and field offices.
+ Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales, and each affiliate will be essential to the role.
+ Manage relationships with investment consultant research staff and field consultants.
+ Develop and execute a sales plan detailing which capabilities to present to each assigned consulting firm, with an emphasis on new ratings and existing client relationships.
+ Identify and pursue new business opportunities with plan sponsors, lead business development meetings, and close sales to institutional accounts.
+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback-both positive and negative-on affiliate products and industry trends.
+ Serve as a trusted advisor and intellectual contributor to the institutional community.
+ Collaborate with the institutional sales team to define research meeting agendas and prepare materials for impactful consultant presentations.
+ Ensure proper maintenance of the CRM system.
+ Review RFPs for potential clients.
+ Perform additional duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
**Knowledge of:**
+ Company's working structure, policies, mission and strategies.
+ Advanced concepts, principles and practices used in the securities industry.
+ Advanced concepts, principles and practices of marketing and sales aspects.
+ Institutional investment management products.
**Skill in:**
+ Identifying the needs of customers through effective questioning and listening techniques.
+ Detail orientation to ensure quality standards are met without impairing work flow.
+ Identifying trends and communicating to management.
+ Follow-up to ensure resolution and completion of tasks.
+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
**Ability to:**
+ Effectively market the company and show resilience through the prospecting process.
+ Work independently, make non-routine decisions.
+ Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
+ Balance conflicting resource and priority demands.
+ Partner with other functional areas to accomplish objectives.
+ Work independently as well as collaboratively within a team environment.
+ Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
**Educational/Previous Experience Requirements**
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm.
+ The ideal candidate must have a proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors.
+ Extensive knowledge of the investment management industry with a comprehensive understanding of investment consultants and their institutional clients.
**Licenses/Certifications**
SIE required provided that an exemption or grandfathering cannot be applied.
+ FINRA Series 7 License.
**Travel**
**Travel Required:** Yes, 75 % of the Time
The primary objective of this role is to drive the growth of institutional assets under management across all investment products, sourced from U.S. investment consulting firms, with a particular focus on firms located in the Central and Eastern U.S. This position also includes direct outreach to plan sponsors.
Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of consultants, guiding these offerings through the various stages of the manager research process, and securing positive ratings for inclusion in consultant-influenced searches-all critical steps in generating new assets and revenue.
**Responsibilities:**
+ The Institutional Sales Specialist will be responsible for managing a significant portion of RJIM's affiliate consultant relations efforts, including headquarters and field offices.
+ Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales, and each affiliate will be essential to the role.
+ Manage relationships with investment consultant research staff and field consultants.
+ Develop and execute a sales plan detailing which capabilities to present to each assigned consulting firm, with an emphasis on new ratings and existing client relationships.
+ Identify and pursue new business opportunities with plan sponsors, lead business development meetings, and close sales to institutional accounts.
+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback-both positive and negative-on affiliate products and industry trends.
+ Serve as a trusted advisor and intellectual contributor to the institutional community.
+ Collaborate with the institutional sales team to define research meeting agendas and prepare materials for impactful consultant presentations.
+ Ensure proper maintenance of the CRM system.
+ Review RFPs for potential clients.
+ Perform additional duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
**Knowledge of:**
+ Company's working structure, policies, mission and strategies.
+ Advanced concepts, principles and practices used in the securities industry.
+ Advanced concepts, principles and practices of marketing and sales aspects.
+ Institutional investment management products.
**Skill in:**
+ Identifying the needs of customers through effective questioning and listening techniques.
+ Detail orientation to ensure quality standards are met without impairing work flow.
+ Identifying trends and communicating to management.
+ Follow-up to ensure resolution and completion of tasks.
+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
**Ability to:**
+ Effectively market the company and show resilience through the prospecting process.
+ Work independently, make non-routine decisions.
+ Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
+ Balance conflicting resource and priority demands.
+ Partner with other functional areas to accomplish objectives.
+ Work independently as well as collaboratively within a team environment.
+ Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
**Educational/Previous Experience Requirements**
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm.
+ The ideal candidate must have a proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors.
+ Extensive knowledge of the investment management industry with a comprehensive understanding of investment consultants and their institutional clients.
**Licenses/Certifications**
SIE required provided that an exemption or grandfathering cannot be applied.
+ FINRA Series 7 License.
**Travel**
**Travel Required:** Yes, 75 % of the Time
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4
Asset & Wealth Management Regulated Investment Company (RICS) - Manager
60684 Chicago, Illinois
PwC
Posted 11 days ago
Job Viewed
Job Description
**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge in compliance and consulting
- Identifying and addressing client needs
- Actively participating in client discussions and meetings
- Communicating a broad range of Firm services
- Creating a positive environment for team members
- Providing candid, meaningful feedback
- Innovating through new and existing technologies
- Working with large, complex data sets
- Utilizing digitization tools to reduce hours
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge in compliance and consulting
- Identifying and addressing client needs
- Actively participating in client discussions and meetings
- Communicating a broad range of Firm services
- Creating a positive environment for team members
- Providing candid, meaningful feedback
- Innovating through new and existing technologies
- Working with large, complex data sets
- Utilizing digitization tools to reduce hours
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
5
Tax Senior - PSG - Investment Management Reporting Solutions
60684 Chicago, Illinois
Deloitte
Posted 11 days ago
Job Viewed
Job Description
If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you with a great work/life fit and great growth opportunities in a rapidly expanding environment.
Recruiting for this role ends on May 31st 2026.
Work you'll do
As a Senior on our PSG IM team, you will:
+ Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry
+ Consult with clients in transforming their tax compliance processes using process and technology
+ Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem
+ Lead client engagement teams and client delivery
+ Supervise tax consultants and interns
The Team
PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ 3+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership
+ Bachelors degree in accounting or business-related field
+ Aptitude in Microsoft Office suite, especially Microsoft Excel
+ Experience working in a fast-paced, team environment
+ Strong executive presence and demonstrated effective verbal and written communication skills
+ A self-starter with demonstrated ability to effectively handle multiple, competing priorities
+ Demonstrated ability to proactively develop internal and external working relationships
+ Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, in process, or willing/able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Project Management Professional (PMP)
Preferred
+ Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)
+ Familiarity with tax compliance for investments
+ Experience with data management and automation tools
+ Advanced degree such as MSA or MST
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $82,880 to $175,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Recruiting for this role ends on May 31st 2026.
Work you'll do
As a Senior on our PSG IM team, you will:
+ Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry
+ Consult with clients in transforming their tax compliance processes using process and technology
+ Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem
+ Lead client engagement teams and client delivery
+ Supervise tax consultants and interns
The Team
PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ 3+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership
+ Bachelors degree in accounting or business-related field
+ Aptitude in Microsoft Office suite, especially Microsoft Excel
+ Experience working in a fast-paced, team environment
+ Strong executive presence and demonstrated effective verbal and written communication skills
+ A self-starter with demonstrated ability to effectively handle multiple, competing priorities
+ Demonstrated ability to proactively develop internal and external working relationships
+ Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, in process, or willing/able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Project Management Professional (PMP)
Preferred
+ Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)
+ Familiarity with tax compliance for investments
+ Experience with data management and automation tools
+ Advanced degree such as MSA or MST
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $82,880 to $175,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
View Now
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6
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
60684 Chicago, Illinois
PwC
Posted 11 days ago
Job Viewed
Job Description
**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.
Responsibilities
- Leading the way as technology-enabled tax advisors
- Delivering benefits through digitization and automation
- Solving complex problems with innovative solutions
- Mentoring and supporting junior team members
- Upholding exceptional standards in every task
- Cultivating and maintaining client relationships
- Gaining a deeper understanding of business contexts
- Managing and navigating complex scenarios
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical knowledge.
Responsibilities
- Leading the way as technology-enabled tax advisors
- Delivering benefits through digitization and automation
- Solving complex problems with innovative solutions
- Mentoring and supporting junior team members
- Upholding exceptional standards in every task
- Cultivating and maintaining client relationships
- Gaining a deeper understanding of business contexts
- Managing and navigating complex scenarios
What You Must Have
- Bachelor's Degree
- 3 years of experience
What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
7
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager
60684 Chicago, Illinois
PwC
Posted 11 days ago
Job Viewed
Job Description
**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Craft and convey clear, impactful and engaging messages that tell a holistic story.
+ Apply systems thinking to identify underlying problems and/or opportunities.
+ Validate outcomes with clients, share alternative perspectives, and act on client feedback.
+ Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
+ Deepen and evolve your expertise with a focus on staying relevant.
+ Initiate open and honest coaching conversations at all levels.
+ Make difficult decisions and take action to resolve issues hindering team effectiveness.
+ Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you provide benefits through digitization, automation, and increased efficiencies, equipping our professionals to succeed in a world where transactions are faster, more complicated, and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You serve as a strategic advisor, leveraging your specialized knowledge and technical acumen of industry-leading business trends, the firm's client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firm's business strategies.
Responsibilities
- Manage and lead large-scale projects to achieve successful outcomes
- Innovate and refine processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
- Develop and coach top-performing teams to solve complex problems
- Utilize technical acumen to deliver quality results to clients
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth abilities in compliance and consulting for mutual funds
- Knowledge around Form 1120-RIC and associated requirements
- Identifying and addressing client needs
- Actively participating in client discussions
- Communicating a broad range of Firm services
- Creating a positive team environment
- Providing candid, meaningful feedback
- Keeping leadership informed of progress
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Craft and convey clear, impactful and engaging messages that tell a holistic story.
+ Apply systems thinking to identify underlying problems and/or opportunities.
+ Validate outcomes with clients, share alternative perspectives, and act on client feedback.
+ Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
+ Deepen and evolve your expertise with a focus on staying relevant.
+ Initiate open and honest coaching conversations at all levels.
+ Make difficult decisions and take action to resolve issues hindering team effectiveness.
+ Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you provide benefits through digitization, automation, and increased efficiencies, equipping our professionals to succeed in a world where transactions are faster, more complicated, and require a deeper level of sophistication. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You serve as a strategic advisor, leveraging your specialized knowledge and technical acumen of industry-leading business trends, the firm's client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firm's business strategies.
Responsibilities
- Manage and lead large-scale projects to achieve successful outcomes
- Innovate and refine processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
- Develop and coach top-performing teams to solve complex problems
- Utilize technical acumen to deliver quality results to clients
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth abilities in compliance and consulting for mutual funds
- Knowledge around Form 1120-RIC and associated requirements
- Identifying and addressing client needs
- Actively participating in client discussions
- Communicating a broad range of Firm services
- Creating a positive team environment
- Providing candid, meaningful feedback
- Keeping leadership informed of progress
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
8
J.P. Morgan Wealth Management - Licensed Investment Professional
60684 Chicago, Illinois
JPMorgan Chase
Posted 8 days ago
Job Viewed
Job Description
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
**Job Responsibilities**
+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ A valid and active, Series 7 and 63
+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree preferred or equivalent experience
+ 2 years of relevant financial services or brokerage experience
+ Flexibility, self-motivation, coachability, and passionate for helping people
+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
**Additional information:**
+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Elgin,IL $24.66 - $3.65 / hour; Chicago,IL 24.66 - 33.65 / hour
As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
**Job Responsibilities**
+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ A valid and active, Series 7 and 63
+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree preferred or equivalent experience
+ 2 years of relevant financial services or brokerage experience
+ Flexibility, self-motivation, coachability, and passionate for helping people
+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
**Additional information:**
+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Elgin,IL $24.66 - $3.65 / hour; Chicago,IL 24.66 - 33.65 / hour
View Now
9