What Jobs are available for Investment Management in Chicago?

**What You'll Do**
The AVP - Global Head of Investment Management Technology will be accountable for shaping and driving a forward-looking global technology investment management strategy that champions engineering excellence, agility, and innovation in close partnership with the Chief Information Officer, investment and operations professionals, and business stakeholders. This leader will oversee the end-to-end delivery of technology solutions that enable and enhance front, middle, and back-office investment technologies across public and private strategies.
As the organization continues on an ambitious growth trajectory, this role is mission-critical to scaling technology capabilities that fuel expansion, innovation, and competitive advantage. This leader will play a central role in advancing the firm's digital transformation, strengthening its risk posture, and enabling faster, data-driven decision-making. By improving operational efficiency and aligning technology with strategic priorities, the AVP will directly contribute to the firm's growth and profitability objectives.
This leader will be responsible for fostering a high-performance culture, driving strategic alignment, and enabling seamless collaboration across geographies and time zones to deliver impactful, scalable solutions.
+ Shape and execute a forward-looking global investment management technology strategy in alignment with the firm's investment objectives that champions engineering excellence, agility, and innovation, supporting strategic growth and profitability goals of Principal AM.
+ Advance the firm's digital capabilities, enhancing its risk posture, and accelerating decision-making, operational efficiency, and speed to market.
+ Lead and evolve the global technology footprint to ensure the delivery of innovative, timely, and high-quality solutions that support Principal AM's strategic objectives. This includes comprehensive oversight of front, middle, and back-office investment management technologies across public and private strategies, inclusive of supporting data technology.
+ Play a key role in shaping Principal's technology vision and guiding the strategic direction of the asset management business by actively participating in the Principal AM Technology leadership team. Collaborate with a range of governance and advisory groups, including the 40-Act Mutual Fund Board, committees, councils, and working groups. Foster strong relationships and contribute meaningfully to strategic discussions to ensure alignment and drive collaboration. Partner closely with business leaders and peers across the organization to identify opportunities, address challenges, prioritize initiatives, and enhance operational efficiency, effectiveness, and overall value delivery.
+ Foster active engagement and collaboration with IT leaders across the broader organization, ensuring alignment, shared strategic goals, and effective representation of enterprise needs to Principal AM and of Principal AM needs to the enterprise.
+ Speak at and participate in industry events to share insights and strengthen Principal's presence in the market. Proactively cultivate and maintain relationships with industry contacts to ensure a continuous exchange of external perspectives, thereby enhancing Principal's brand awareness and positioning within the asset management landscape.
+ Lead and foster a dynamic environment that champions diversity and inclusion. Cultivate an inclusive atmosphere that embraces diversity, encourages transformational change, and offers a clear vision and purpose. Promote collaboration and inspire innovation and creativity while ensuring measurable and recognized results.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure!
**Who You Are**
+ You have a Bachelor's degree (preference in a computer science, technology, engineering or math-related field) or equivalent experience, plus 15 years or more of relevant experience; prefer 10 years or more of leadership experience
+ Excellent leadership, problem solving, analytical, and decision making skills are required
+ You have the ability to craft and articulate a compelling investment technology vision that aligns with both business objectives.
+ You bring a strategic approach with a strong inclination to leverage data and insights to inform decisions and rally stakeholders around shared goals.
+ You are willing and able to travel regularly, primarily to corporate headquarters in Des Moines, Iowa, with occasional international travel to build strategic alignment with global partners and teams.
**Skills That Will Help You Stand Out**
+ Deep understanding of the asset management industry, including financial, operational, and system-related aspects across both public and private asset classes. Experience navigating global jurisdictions and regulatory environments is highly valued.
+ Experience working with regulatory officials and compliance professionals
+ Proven ability to operate effectively in a global context, with firsthand experience navigating regional and cultural nuances. accustomed to international travel, and regular visits to global headquarters.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$ - $ / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
Yes
**Our Engineering Culture**
Through our product-driven Agile/Lean DevOps environment, we've fostered a culture of innovation and experimentation across our development teams. As a customer-focused organization, we work closely with our end users and product owners to understand and rapidly respond to emerging business needs.
Collaboration is embedded into everything we do - from the products we develop to the quality service we provide. We're driven by the belief that diversity of thought, background, and perspective is critical to creating the best products and experiences for our customers.
**Work Environments**
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Raleigh, NC or Charlotte, NC). You'll work with your leader to figure out which option may align best based on several factors.
**Job Level**
We'll consider talent at the next level with the right experiences and skills.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site ( to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
8/6/2025
**Most Recently Posted Date**
8/6/2025
LinkedIn Hashtag
#LI-EW1

**What You'll Do**
We're looking for a Director, Investment Risk Management to join our Asset Management Risk team. In this role, you'll support the Public Equities platform in the execution of the second line global investment risk management program that meets business objectives and regulatory needs.
+ Conduct on-going analysis and monitoring of portfolios across a variety of risk categories and metrics while communicating risk profiles and areas of potential exposure to support investment team's risk-based decision making, portfolio construction, active positioning, and risk/return profile of portfolios
+ Collaborate with investment teams and senior leaders to proactively assess and communicate emerging portfolio risks, integrating forward-looking insights and competitive market and industry trends into the investment risk framework
+ Provide expert guidance and strategic consultation to portfolio managers, CIOs and other business leaders, delivering actionable risk intelligence and fostering informed decision-making across funds, accounts, and strategies
+ Design and deliver investment risk analytics, dashboards, and reports at portfolio, asset class, and firm levels using internal and external models to support daily monitoring, escalation, and mitigation of risk
+ Communicating and presenting investment risk overviews and insights to variety of internal and external stakeholders
+ Provide ad-hoc quantitative analysis to support strategic projects and new or updated products, as needed
Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at You Are**
+ Bachelor's Degree
+ 10+ years related work experience in the asset management industry via risk management or portfolio management with expertise in public equities
+ Broad knowledge of financial and investment risk management practices and in-depth experience with risk tools like Barra, Aladdin, Bloomberg, Axioma
+ Strong technical understanding of equity risk factors, performance and risk attribution, concentration risk, liquidity risk, scenario analysis, stress testing, and VaR/tracking error methodologies
**Skills That Will Help You Stand Out**
+ CFA, FRM or advanced degree in Finance, Econometrics, or Statistics
+ Must have proven and strong abilities and skills in the areas of written and verbal communication, presentations, attention to detail, critical thinking, analytical, problem solving, decision making, consulting, influencing, and relationship building skills
+ Proficiency with programming languages such as Python, R, MATLAB; machine learning is a plus.
+ Comfortable presenting to senior leadership, committees, boards, clients and other external stakeholders
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$ - / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
No
**Location(s)**
We're open to considering in-office or hybrid (blending at least three office days in a typical workweek) talent. Locations for hybrid talent are Des Moines, IA (preferred), Denver, Seattle, New York City, Charlotte, or Chicago. You'll work with your leader to figure out which option may align best based on several factors. You can check out what our Global Headquarters looks like here:
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site ( to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
10/27/2025
**Most Recently Posted Date**
10/27/2025
LinkedIn Hashtag
#LI-LT1

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**
+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
+ 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**
Chicago,IL $22.83 - $31.25 / hour

**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:

**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:

**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:

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 a Licensed 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 transactions
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 and Series 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**
Chicago,IL $24.66 - $33.65 / hour

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
Applies in-depth knowledge to provide technical support to end-users, diagnosing and resolving technical issues through various channels while delivering customer service. Documents solutions, contributes to knowledge bases, and analyzes incident trends to improve processes and enhance user experience.
This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Job Description**
+ Manages and oversees the lifecycle of information technology (IT) assets within an organization through tracking, monitoring, and optimizing the use of IT assets to ensure compliance, cost-effectiveness, and operational efficiency
+ Creates and maintains an accurate inventory of all information technology assets, including hardware and related documentation including configuration details, license agreements, warranties, and maintenance records
+ Coordinates the deployment of assets, ensuring proper configuration, installation, and integration into the existing information technology infrastructure
+ Ensures assets are properly maintained, upgraded, and retired in accordance with organizational policies, industry best practices, and regulatory requirements
+ Analyzes asset utilization and performance to identify opportunities for optimization
+ Monitor depot and deploy vendor's quality of service (shipments, returns and E-Waste)
+ Assist with data analysis to project inventory needs and optimize procurement processes
+ Track devices tagged as legal hold from identification through release phases
+ Execute hardware reclamation processes (employees, contractors and providers)
+ Conduct routine audits to validate inventory records and identify lost/stolen devices
+ Reconcile and reclaim licenses to reduce expense
+ Generate reports for KPIs, scorecards and dashboards for operational and compliance insights
+ Liaise with various groups (facilities, recruiting, HR, onboarding, Service Desk, etc.)
+ This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Qualifications**
+ Prior experience working with customers, vendors, or support tools
+ Excellent verbal and written communication skills (English)
+ Ability to effectively manage multiple deliverables and priorities to meet deadlines
+ Passion for being organized and detail oriented
+ Understanding of asset management principles from procurement to end of life phases
+ Strong data analysis and problem-solving skills
**Preferred Qualifications**
+ 2+ years of applicable experience
+ Experience with asset management and ticketing systems (e.g. Jira, ServiceNow)
+ Certified Asset Management Professional (CAMP) preferred
+ Familiarity with ITIL preferred, especially ITAM and request management processes
**Education**
+ Bachelor's degree preferred or equivalent experience
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$21.10 - $44.99
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**About the Role:**
**Grade Level (for internal use):**
10
**About The Role:** Account Manager
**The Team:**
This is an exciting opportunity to join the Traditional Asset Management Account Manager Team, a focused and dynamic team building on the last few years significant growth and product development within Market Intelligence. You will be working along-side sales experts as part of a team delivering strong net growth rates and referring and assisting in the closing of new business.
**Responsibilities and Impact:**
The Account Management team is a significant contributor to the overall growth of the Market Intelligence (MI) Division. The D&R and RVS product suites are a critical piece of this growth story. We are at the forefront of solving new challenges for clients as the market and regulatory landscape continues to change.
+ Meet individual growth goal / quota which can be achieved through:
+ Renewing and growing a book of existing subscriptions.
+ Research, develop and execute on campaigns and other initiatives to drive engagement with prospects to cross-sell and grow your existing book
+ Collaborate with Customer Success Managers and Customer Migration Associates to drive growth and adoption of D&R and RVS desktop applications
+ Adopt structured and disciplined approach to tracking activity, pipeline accuracy, and forecasting
+ Adopt a customer focused, diagnostic selling approach
+ Provide support to your clients where needed for trial sets-ups and training, contract creation and processing, and post-sale customer onboarding
+ Identify and develop revenue synergy and cross-sell opportunities
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $70,817 - $90,308. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
Include for roles that are bonus plan eligible, including sales commission plans.
**What We're Looking For:**
**Basic Required Qualifications:**
The Account Management organization values partnership, relationships, and communication. It is crucial that you model these attributes. In addition, we are looking for:
+ A strong commercial mindset with prior experience selling to, speaking to, or interacting with credit personas. A genuine interest in and ability to learn about credit workflows and personas, developing the industry specific knowledge necessary to have credible diagnostic conversations
+ Strong communication, organization, and presentation skills. Confidence in meetings, presentations and dealing with prospects and customers over the phone or in person
+ Creative thinking and problem solving to drive solutions that address client needs across the D&R and RVS suite of solutions
+ Bachelor's degree and 2-5 years of relevant work experience
+ Highly proficient in MS Office and using CRM systems
**Right to Work Requirements:**
This role is limited to persons with indefinite right to work in the United States.
**Return to Work:**
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Chicago, Illinois, United States