Trusted Advisor Jobs in Chicago, IL

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Looking for Trusted Advisor jobs in Chicago, IL? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the Chicago, IL area.

Client Analyst

Company: Basis Technologies

Location: Chicago, IL

Posted May 08, 2024

The Client Analytics team at Basis Technologies is a group of passionate analysts who serve as trusted advisors to both internal teams and clients. They are experts in data strategy and perform in-depth analysis, often developing custom analyses and methodologies. The Client Analyst role involves being the day-to-day analytics point of contact for assigned client accounts, aligning campaign objectives with client business goals, analyzing performance data, and delivering actionable insights. The ideal candidate should have 1-2+ years of digital media experience, a degree in a relevant field, strong problem-solving abilities, and a natural ability to communicate complex data concepts.

Actuarial Director, Commercial Reserving

Company: CNA

Location: Chicago, IL

Posted May 05, 2024

<p>You have a clear vision of where your career can go And we have the leadership to help you get there At CNA we strive to create a culture in which people know they matter and are part of something important ensuring the abilities of all employees are used to their fullest potential <br >As a member of CNAs Actuarial organization you will be part of a community that provides deep specialization and discipline as trusted advisors unlocks data to enable business partners to advance our global market strategy and drives business solutions through actionable analytics and insights<br >Consider joining the Commercial Reserving team at CNA Insurance as an Actuarial Director where you will oversee highly visible and complex reserve reviews spanning commercial coverages including Auto Liability General Liability and Umbrella You will also lead and directly manage a team of 3 reports and collaborate with other team members to assess and monitor reserves generate actionable insights and deepen financial acumen<br >This is a great opportunity for those who are relationship driven have a passion for developing and coaching their employees and enjoy exercising strong project management skills You will lead a commercial lines reserving team with significant exposure to business partners across actuarial claims and underwriting There are also a variety of opportunities to direct the future of these reserve reviews through new methodologies advancing diagnostics and business storytelling You will also build significant acumen on key commercial lines<br ><b>JOB DESCRIPTION<b><br ><b> Essential Duties amp Responsibilities <b><br >Performs a combination of duties in accordance with departmental guidelines <br ><p><ul><li>Directs the work activities and has full management responsibility for the performance coaching and development of a team<li> <li>Provides business partners and functional subject matter experts actuarial guidance and business insights related to profitability<li> <li>Builds strong relationships with direct reports peers business partners and leaders across multiple functions in order to ensure optimal implementation of business strategies aligned with actuarial insights and analytics<li> <li>Collaborates with and influences senior leadership in the development and implementation of reserving strategy for Auto Liability General Liability and Umbrella Drives innovation in products through thought leadership<li> <li>Participates with senior leadership in the development and implementation of actuarial policies business strategies and goals regularly evaluating performance against goals and holding self and team accountable for achieving desired results<li> <li>Oversees the production of highly technical actuarial analyses and reports to communicate to other analytical staff and to senior management<li> <li>Stays up to date in actuarial expertise stateterritory regulations and industry trends and development in order to lead decisions related to line of business<li> <li>Ensures team is maintaining clear documentation of methods<li> <ul><p><br >May perform additional duties as assigned <br ><b> Reporting Relationship <b><br >AVP or above<br ><b> Skills Knowledge amp Abilities <b><br ><p><ul><li>Senior level knowledge of actuarial principles practices and procedures and industry issues as they relate to the organization<li> <li>Ability to effectively lead coach and develop an actuarial group<li> <li>Ability to achieve results by taking a proactive longterm view of business goals and objectives<li> <li>Experience influencing business partners at various levels<li> <li>Excellent analytical critical thinking and problem solving skills with the ability to effectively resolve complex situations and issues<li> <li>Proven ability to exercise professional judgment manages available resources and assume responsibility for decisions which have impact<li> <li>Ability to creatively and effectively manage through ambiguous and challenging problems takes appropriate levels of risk and leads through change<li> <ul><p><br ><b> Education amp Experience <b><br ><p><ul><li>Bachelors Degree in a relevant discipline or equivalent<li> <li>Typically a minimum of ten years of related work experience<li> <li>Typically has attained Fellowship accreditation FCAS<li> <ul><p><br >LIKP1<br >LIHybrid<br >In New YorkCalifornia the average base pay range for an Actuarial Director is $184000 to $230000 Salary determinations are based on various factors including but not limited to relevant work experience skills certifications and location<br >In certain jurisdictions CNA is legally required to include a reasonable estimate of the compensation for this role In California Colorado Connecticut New York and Washington the national base pay range for this job level is $87000 to $178000 annuallySalary determinations are based on various factors including but not limited to relevant work experience skills certifications and location CNA offers a comprehensive and competitive benefits package to help our employees and their family members achieve their physical financial emotional and social wellbeing goals For a detailed look at CNAs benefits please visit cnabenefitscom <br >CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process To request an accommodation please contact leaveadministrationcnacom <p>

North America Sales Leader - App Modernization, Financial Services

Company: IBM

Location: US Chicago

Posted May 07, 2024

The IBM Data & AI brand is seeking a Technology Sales Specialist, or 'Brand Sales Specialist', to accelerate enterprises' success by enhancing their data understanding and actionable insights. The role involves selling multi-award winning software and world-class design practices, enabling business analysts to ask new questions that shape the future. The sales environment is collaborative, with excellent onboarding and a learning culture. Key responsibilities include executing sales plays, supporting solution co-creation, owning account relationships, meeting revenue targets, and establishing strong client relationships. Required expertise includes multiple years of direct customer selling, understanding of IT operations, and strong collaboration and negotiation skills.

Director Customer Success, Covered Entities

Company: Kalderos

Location: Chicago, IL

Posted May 07, 2024

Kalderos is seeking a Director of Customer Success, Covered Entities to lead market success of their drug discount management solutions. The role involves managing a team to support covered entities in adopting and utilizing Kalderos' products, ensuring transparency and trust in drug discount programs. The ideal candidate should have a background in pharmacy, business, or healthcare administration, with at least 3 years of experience in the 340B program and/or the Medicaid Drug Rebate Program. They should also have 5+ years of customer success, implementation, or system onboarding experience in a SaaS environment. The role offers a range of benefits including medical, dental, vision, 401k with company match, flexible PTO, and opportunities for growth.

Senior Manager - Liquidity Risk Stress Testing

Company: Bank of Montreal

Location: Chicago, IL

Posted May 06, 2024

<p>Application Deadline <p> <p>05122024 <p> <p>Address <p> <p>111 W Monroe 115 S LaSalle <p> <p>Job Family Group <p> <p>Finance amp Accounting <p> <p>Supports the build management and execution of an enterprisewide liquidity and funding management framework to optimize risks and maximize riskadjusted profitability Provides expertise for the measurement analysis and oversight of the Banks global regulatory and internal funding risks arising from businessgroup business activities In partnership with the assigned businessportfolio develops a solid understanding of the business strategies and indepth product market and regulatory knowledge across all retail commercial and trading products Advises on liquidity and funding risk mitigation product development and optimization Supports the development of liquidity Banks risk measurement and reporting processes for liquidity and funding management <p> <ul><li>Provides strategic input into business decisions as a trusted advisor<li> <li>Makes recommendations to senior leaders on strategy and new initiatives based on an indepth understanding of the businessgroup<li> <li>Acts as a subject matter expert on relevant regulations and policies<li> <li>May network with industry contacts to gain competitive insights and best practices<li> <li>Recommends strategic priorities and leads the execution<li> <li>Manages resources and leads the execution of liquidity amp funding related strategic initiatives to deliver on business and financial goals<li> <li>Recommends strategic priorities and leads the execution<li> <li>Works with stakeholders to establish priorities<li> <li>Manages resources and leads the execution of liquidity amp funding related strategic initiatives to deliver on business and financial goals<li> <li>May own internalexternal stakeholder relationships<li> <li>Leads the execution of liquidity amp funding programs assesses and adapts as needed to ensure quality of execution<li> <li>Recommends and implements liquidity and funding solutions based on analysis of issues and implications for the business<li> <li>Supports development and execution of Enterprises liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and fundingrelated risk appetite limits<li> <li>Develops processes to identify measure and manage liquidity and funding risks in conjunction with Market Risk Management businesses and other Finance areas<li> <li>Acts as a trusted advisor to assigned businessgroup on liquidity and funding matters including recovery and resolution planning<li> <li>Develops and maintains the model and assumption framework used to measure liquidity and funding risk and recommends changes eg regularly reviews liquidity objectives positions and assumptions including for new business transactions<li> <li>Identifies emerging issues and trends to inform decisionmaking and understand risk drivers<li> <li>Recommends and implements solutions based on risk assessments analysis of issues and implications for the business<li> <li>Acts as liaison between stakeholders including industry specialty groups and regulators to align agendas ensure a clear understanding of the business context and advocate the Banks position on market or regulatory developments<li> <li>Monitors performance of liquidity stress testing processes and addresses any issues eg enterprisewide stress testing OSFI macrostress testing adhoc testing<li> <li>Provides input into the planning and implementation of liquidity and funding risk modeling activities and programs<li> <li>Integrates information from multiple sources to enable more efficient processes enhanced analysis andor streamlined reporting<li> <li>Gathers and formats data into regular and adhoc reports and dashboards<li> <li>Monitors and tracks balance sheet usage and addresses any issues<li> <li>Designs and produces regular and adhoc reports and dashboards<li> <li>Analyzes data and information to provide insights into business product pricing and funds transfer pricing processes<li> <li>Supports development and execution of liquidity and fundingrelated strategic initiatives in collaboration with internal and external stakeholders<li> <li>Operates at a groupenterprisewide level and serves as a specialist resource to senior leaders and stakeholders<li> <li>Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and nonroutine<li> <li>Implements changes in response to shifting trends<li> <li>Broader work or accountabilities may be assigned as needed <p><b>Qualifications<b><p><li> <li>Typically 7+ years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience<li> <li>Seasoned professional with a combination of education experience and industry knowledge<li> <li>Verbal amp written communication skills Indepth Expert<li> <li>Analytical and problem solving skills Indepth Expert<li> <li>Influence skills Indepth Expert<li> <li>Collaboration amp team skills with a focus on crossgroup collaboration Indepth Expert<li> <li>Able to manage ambiguity<li> <li>Data driven decision making Indepth Expert<li> <ul><p><b>Compensation and Benefits<b> <p> <p>$12000000 $22260000 <p> <p><b>Pay Type <b> <p> <p>Salaried <p> <p>The above represents BMO Financial Groups pay range and type <p> <p>Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure Salaries for parttime roles will be prorated based on number of hours regularly worked For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position <p> <p>BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives discretionary bonuses as well as other perks and rewards BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans To view more details of our benefits please visit httpsjobsbmocomglobalenTotalRewards <p> <p><b>Were here to help<b> <p> <p>At BMO we are driven by a shared Purpose Boldly Grow the Good in business and life It calls on us to create lasting positive change for our customers our communities and our people By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world <p> <p>As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact We strive to help you make an impact from day one for yourself and our customers Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset <p> <p>To find out more visit us at httpjobsbmocomusen <p> <p>BMO is committed to an inclusive equitable and accessible workplace By learning from each others differences we gain strength through our people and our perspectives BMO is an equal opportunityaffirmative action employer All qualified applicants will receive consideration for employment without regard to sex gender identity sexual orientation race color religion national origin disability protected Veteran status age or any other characteristic protected by law Accommodations are available on request for candidates taking part in all aspects of the selection process To request accommodation please contact your recruiter <p> <p>Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes<p>

DEI Manager

Company: Federal Reserve Bank of Chicago

Location: Chicago, IL

Posted May 10, 2024

The Federal Reserve Bank of Chicago is seeking a DEI Manager to lead strategic planning and analytical work for their DEI programs. The role involves creating and implementing the bank's DEI strategy, coordinating key programs, defining priorities and metrics, and consulting with stakeholders. The manager will also oversee DEI learning and development, provide coaching, and engage in community outreach. The ideal candidate will have a bachelor's degree, 5+ years of DEI experience, and expertise in organizational change, coaching, training, and project management.

Group Tax Manager

Company: Pricefx

Location: Chicago, IL

Posted May 08, 2024

Pricefx, a leading SaaS Pricing and CPQ vendor, is seeking a tax compliance expert with at least 5 years of experience in a multi-jurisdictional environment. The role involves leading and improving global tax compliance in several countries, managing external relationships, and coordinating tax audits. The company offers a flexible work environment, competitive benefits, and opportunities for growth and development. The ideal candidate should have excellent communication skills, strong knowledge of tax codes and procedures, and advanced Excel skills.

Principal Product Designer

Company: project44

Location: Chicago, IL

Posted May 08, 2024

project44 is a leading company in the supply chain industry, offering a trusted end-to-end visibility platform that tracks billions of shipments annually. They are seeking a Principal Product Designer with extensive enterprise SaaS design experience to reimagine global logistics, impact favorite brands' supply chains, and contribute to a strong design culture. The role involves designing interfaces for logistics teams of renowned brands, collaborating with product management and engineering, and traveling internationally. project44 values diversity and inclusion, aiming to create a work environment where underrepresented groups can thrive.

Recruiter I

Company: Crafty

Location: Chicago, IL

Posted May 07, 2024

Crafty is looking for a driven & self-motivated Recruiter I to join their team and provide full-cycle recruiting support for their Operations functions. The ideal candidate is inspired by Crafty's mission to help companies craft better workplaces and skilled at inspiring others and enhancing the team's efficiency and scalability.

Sales Director

Company: Mantle

Location: Chicago, IL

Posted May 09, 2024

Mantle, a growth-stage 3D printing company, is seeking a Sales Director with manufacturing industry experience to focus on the Chicago and Grand Rapids (IL/WI) territories. The role involves identifying prospective customers, managing sales processes, establishing relationships with stakeholders, closing transactions, and managing customer relationships. The ideal candidate should have 7+ years of experience in manufacturing technology sales, technical and business acumen, strategic thinking, and strong interpersonal skills. Mantle offers competitive compensation, benefits, and a positive work environment.

Public Relations Account Manager

Company: IPG DXTRA

Location: Chicago, IL

Posted May 06, 2024

Golin Chicago is seeking a skilled Manager to lead client programs and campaigns for a prominent retail brand. The role involves managing client relationships, developing integrated campaigns, and mentoring team members. The ideal candidate should have 6-8 years of agency experience, strong communication skills, and the ability to manage budgets and resources. Golin offers growth opportunities, a collaborative environment, and a competitive salary range of $55,000 - $95,000.

Director of Global B2B Marketing

Company: Keeper Security, Inc.

Location: Chicago, IL

Posted May 07, 2024

Keeper Security is seeking an experienced Director of Global B2B Marketing for a 100% remote position with the possibility of a hybrid schedule for Chicago-based candidates. The role involves leading a global team of marketers, developing and executing marketing strategies, and driving demand generation, pipeline growth, and revenue across all regions. The ideal candidate should have 8+ years of B2B marketing experience, SaaS experience, and a deep understanding of global B2B marketing strategies. They should also have experience with marketing automation platforms, CRM systems, budget management, and B2B marketing metrics. The role offers a competitive benefits package and the opportunity to work with a fast-growing cybersecurity company.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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