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.
People Operations Manager (Hybrid)
Company: Elevate K-12
Location: Chicago, IL
Posted Feb 29, 2024
Elevate K-12, a series-C funded EdTech company, is seeking a Manager, People Operations. The role involves overseeing payroll, benefits, HRIS, compliance, and program governance. The ideal candidate will have 5+ years of experience in People Operations, strong knowledge in people analytics, compensation/payroll, and HRIS management. They should possess excellent analytical thinking, problem-solving skills, and communication abilities. The role is hybrid, requiring the candidate to work from the Chicago headquarters 2+ days a week. Elevate K-12 offers competitive compensation, unlimited PTO, professional learning programs, and more.
Technical Sales Specialist - West
Company: IBM
Location: US Chicago
Posted Feb 28, 2024
<div class=jddescription datafield=description> <span class=showjobdescr style=fontweight bold> Introduction <span> <span class=showjobdescr> <span> <br> Ranked by Forbes as one of the worlds best employers in 2022 IBM promotes growth and innovation to lead as we enter the era of hybrid cloud and AI helping clients transform their business <p> As a Technology Sales Specialist you will develop trusting client relationships and work with them to shape the future of their technology landscape Your role of a consultative seller will accelerate enterprises success by providing award winning solutions that enable people across organizations and roles to meet their goals <p> <p> IBMs comprehensive onboarding program and industryleading learning culture will prepare you with a strong foundation for client success Our sales environment is collaborative and experiential Youll be surrounded by bright minds and keen cocreators ready to assist as you apply practices that will compel our clients to invest in IBMs products and services <br> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Your Role and Responsibilities <span> <span class=showjobdescr> <span> <br> As a Technology Sales Specialist you will work closely with clients to develop relationships understand their needs earn their trust and show them how IBMs industry leading solutions will solve their problems whilst delivering value to their business In this role you will develop relationships understand client needs earn their trust and demonstrate how products will solve their problems while delivering business value supporting IBM AutomationAI <p> <p> Were passionate about success If this role is right for you then your achievements will mean that your career is flourishing and our clients are thriving To help ensure this winwin outcome a dayinthe life of this role may include but not be limited to <p> <p> Managing a dedicated client set and defining confirming and communicating the differentiated value of IBMs technology at both the technical and business level <br> Using your solutionselling expertise youll be identifying and engaging decision makers and influencers qualifying business opportunities and responding to clients needs to create strategic longterm partnerships <p> <p> Managing the entire sales process from RFI RFP response preparation and ensuring delivery against KPIs with a strong emphasis on new business sales while expanding existing accounts <br> Collaborating with the broader IBM sales ecosystem from Marketing to Sales and technical colleagues to IBM Business Partners to build sales campaigns and incremental pipeline <p> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Required Technical and Professional Expertise <span> <span class=showjobdescr> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Proven track record of success in technology sales with emphasis on new client acquisition <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Successful track record of calling on Csuite and developing compelling value propositions <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Demonstrable application of business and commercial acumen communicated at all levels to show the operational impact and financial value of technological solutions <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Demonstrated ability to analyze complexnew situations anticipate potential problems assess opportunities impacts and risks in the development and implementation of solutions <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Strong Business DevelopmentHunting Skills and Demonstrated Deal Progression Management <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Strong negotiation skills <span> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Strong written and verbal communications <span> <span> <p> <p> <span class=showjobdescr style=fontweight bold> <span> <br> <span class=showjobdescr style=fontweight bold> Preferred Technical and Professional Expertise <span> <span class=showjobdescr> <span> <br> <span style=fontsize12pt> <span style=fontfamilyCalibrisansserif> Depth and breadth of knowledge regarding the Enterprise Software Technology market in order to consult and advise and quickly grow your reputation as your clients credible trusted advisor <span> <span> <p><div>
Associate, Accounting Advisory
Company: Palm Tree LLC
Location: Chicago, IL
Posted Feb 25, 2024
We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more. In addition, Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish. Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member. *Palm Tree requires 5% - 35% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets* As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. that highlight key financial, commercial, and other trends in the business Review and finalize analysis on financial and operational data, KPIs, cashflow, net working capital, and debt items Manage variance analysis process on critical areas of the income statement, balance sheet, and other reports, leading to operational insights and improvement opportunities. This includes assessing root causes, providing solutions, and supporting the implementation of recommendations Provide final quality control of client deliverables (including reporting packages, models, KPI reports, etc.) Responsibilities & Duties: General management of Accounting Advisory engagements, providing guidance, direction, and assignment of tasks to colleagues, and leading communication with clients throughout the processLead the day-to-day execution of Accounting Advisory assignments, with primary responsibility for research and preparation of client deliverables Prepare and review client deliverables, including internal and external financial reporting packages, accounting memoranda, accounting policies, external audit requests, supporting schedules, purchase price accounting work, and journal entries Review and analyze current accounting/finance processes to identify improvement opportunities related to month-end close processes, reporting, automation, and internal controls.
Legal Associate, Regulated Funds
Company: Aksia
Location: Chicago, IL
Posted Mar 01, 2024
<p><strong>Position Overview<strong><p> <p>Aksia is actively seeking a regulated funds lawyer to join our Legal amp Compliance department The Legal amp Compliance department is responsible for overseeing the legal and regulatory affairs of Aksia an SEC registered investment advisor with global affiliates <p> <p>This position will be based in Aksias Chicago office and will provide legal and compliance support to Aksias offices globally<p> <p><strong>Responsibilities<strong><p> <ul><li>Review legal documents relating to underlying investments made by Aksias clients<li> <li>Assist with compliance pre and post trade monitoring for interval fund transactions<li> <li>Work closely with investment and operations teams to identify and resolve questions related to investments<li> <li>Coordinate with outside counsel regarding registered investment company matters<li> <li>Assist with compliance monitoring and oversight for registered investment companies<li> <li>Monitor for regulatory updates changes and guidance related to registered investment companies and propose policy andor procedure updates as necessary<li> <li>Assist with legal structuring of registered investment companies<li> <li>Assist with project management and oversight of outside counsel engagements<li> <li>Participate in ad hoc legal and compliance related projects as needed<li> <ul><p><strong>Qualifications<strong><p> <ul><li>3 to 6 years of experience within the Investment Management group of a law firm<li> <li>Working knowledge of relevant securities rules and regulations including but not limited to the Investment Company Act the Investment Advisers Act Securities Act and Securities Exchange Act<li> <li>Experience with interval funds andor tender offer funds a plus<li> <li>Detail oriented with strong analytical and problemsolving skills including project management<li> <li>Strong writing and communication skills<li> <li>Team player with positive attitude<li> <li>Strong work ethic<li> <li>Independent and critical thinking skills<li> <li>Ability to multitask effectively<li> <ul>
Consulting Manager
Company: Collectiv
Location: Chicago, IL
Posted Mar 01, 2024
Collectiv is seeking a dynamic and experienced Consulting Manager to lead, manage, and advise their team of W2s and 1099s. The role involves driving consultant accountability, strategic account management, leadership and management, and operations and sales support. The ideal candidate will have expertise in consultant accountability, resourcing, strategic account management, sales support, Power BI, and the Azure Data stack. The position offers a competitive compensation, unlimited time off, 100% covered health insurance, and a top-shelf benefits package. Collectiv is a leading boutique consulting and strategy firm specializing in Analytics, Planning, and AI with Power BI and Microsoft Data Stack.
Transactions Operations Associate
Company: Guggenheim Partners
Location: Chicago, IL
Posted Mar 01, 2024
Guggenheim Investments is offering a role in its Transaction Services department, which includes Allocations, Trade Confirmation, Settlements, and Collateral Management. The position involves post-execution trade support, liaising with investment management teams, assisting in configuration and issue resolution across multiple platforms, managing margin processes, and participating in projects to enhance efficiency and minimize risk. Preferred qualifications include understanding of various financial products and industry tools, collaborative mindset, excellent communication skills, and ability to work in a stressful environment. Basic qualifications include a bachelor's degree and 3-7 years of experience in financial services.
Advertising Sales Specialist (Digital Sales)
Company: Chicago Better Business Bureau
Location: Chicago, IL
Posted Mar 01, 2024
<p><strong>Job Title <strong>Advertising Sales Specialist <strong>Classification <strong>NonExempt <p> <p><strong>Department <strong>RetentionDigital Ad Sales <strong>Reports to <strong>VP of Business Engagement amp Advertising <p> <p>Please check out this exciting video created by a member of our team that highlights how great it is to work for our BBB <p> <p><strong>General Description Purpose<strong> <p> <p>The BBB is an Iconic brand thats been a staple in the Chicago community for over 95 years Our directory ranks within the top 1 of website traffic in the world and attracts a highly engaged audience looking to work with trusted BBB Accredited Businesses We are looking for a talented individual to be our next Advertising Programs Specialist Digital Advertising Sales to sell advertising in the Chicagoland market Your primary responsibility is to present the value of the BBB Directorys online visibility programs to our BBB Accredited Businesses An ideal candidate has strong experience in digital and directory advertising sales and has familiarity in selling SEM products including Google Ad sales In addition we are looking for a selfmotivated candidate to be a consultant to our Accredited Businesses to help their business grow <p> <p><strong>DUTIES amp RESPONSIBILITIES <strong>include the following but are not limited to <p> <ul><li>Must have 23 years of sales and relationship management experience<li> <li>Develop full understanding of all advertising programs available to Accredited Businesses via BBB including but not limited to digital Google Magazine and custom advertising solutions<li> <li>Achieve agreed upon monthly and annual sales targets<li> <li>Sourcing of leads to find potential new advertisers<li> <li>Inbound leads from email communication platform and Account Manager referrals<li> <li>Working from lists provided by Digital Advertising Manager<li> <li>Outbound warmcold calling to BBB Accredited Businesses in a vast array of categories of business<li> <li>Perform costbenefit and needs analysis of existing and potential advertisers to help meet their advertising goals<li> <li>Create custom advertising proposals for existing and potential advertisers based on current pricing packages and established guidelines<li> <li>Establish develop and maintain positive business and customer relationships<li> <li>Assist in auditing and development of reporting provided to advertisers<li> <li>Responsible for all outstanding assigned accounts receivable<li> <li>Perform online screenshare demos with potential advertisers to showcase array of different advertising solutions<li> <li>Assist in management of Accredited Businesses general profile updates and retentionbased services<li> <ul><p><strong>QUALIFICATIONS<strong> <p> <ul><li>Must have 23 years of sales and relationship management experience<li> <li>Highly motivated and target driven with a proven track record in sales<li> <li>Advertising Agency experience is a plus<li> <li>Excellent phone and email communication skills<li> <li>Ability to work efficiently in a fast pace environment and multitask to serve all new advertisers and prospects<li> <li>Bachelor degree in Business Communications MarketingAdvertising and experience in related field preferred<li> <li>Knowledge of digital marketing strategies<li> <li>Ability to work in a team environment to achieve companywide goals and objectives<li> <li>Basic understanding of Search Engine Marketing and Search Engine Optimization<li> <li>Basic understanding of impressionbased advertising<li> <li>Proficient in Microsoft Office suite<li> <li>Google AdWords Certification a plus<li> <ul><p><strong>SALARY amp BENEFITS<strong> <p> <ul><li>Salary + commissions = $75K total comp at goal uncapped commissions<li> <li>MedicalDentalVision Insurance<li> <li>Long and shortterm disability<li> <li>Retirement plan 401k<li> <li>Paid time off including Birthdays and Holidays<li> <li>Volunteer days<li> <li>Work remotely temporarily due to COVID19<li> <ul><p><strong>How to Apply<strong> <p> <p>All applicants should submit an application including resume and salary requirements by inputting the requested information under the Apply Now section at the right hand side of this page <p> <p>Please visit for more information on working with the BBB <p> <p><strong>Equal Employment Opportunity<strong> <p> <p>The BBB is an equal opportunity employer and does not discriminate on the basis of a persons race color religion creed sex national origin ancestry age disability sexual orientation gender identity marital status military status or any other category protected by law All decisions regarding recruiting hiring training promotions compensation benefits discipline transfer layoffs and education shall be made without regard to the foregoing The BBB will provide reasonable accommodations for individual religious beliefs and to individuals with disabilities as provided by law<p>
Account Director
Company: Brunswick Group
Location: Chicago, IL
Posted Feb 28, 2024
Brunswick Group, a global strategic advisory firm, is seeking an Account Director for its Chicago office. The role involves managing client relationships, producing high-quality account essentials, and contributing to business development initiatives. The ideal candidate should have at least 5-7 years of relevant experience, excellent communication skills, and the ability to think strategically and creatively. Brunswick is known for its success in M&A and financial communications, and has been ranked number 1 in the world by global deal value and volume for the past five years.
Senior Financial Advisor
Company: Farther
Location: Chicago, IL
Posted Feb 26, 2024
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, offering a comprehensive, tailored wealth management experience. The company is backed by top-tier venture capital firms and fintech investors. As a Senior Financial Advisor, you will have maximum autonomy to grow your client base and serve them with modern tools. The role is an opportunity to have a significant impact on the company and the wealth industry, with a competitive compensation plan and remote work options.
Director, Account Management (North America SMB)
Company: 1WorldSync
Location: Chicago, IL
Posted Feb 27, 2024
1WorldSync, a leading company in product content management, is seeking a Director, Account Management (North America SMB). The role involves leading a team to increase product and platform adoption, improve renewal rates, and drive customer business value. The ideal candidate should have a background in sales and account management, with 5+ years of experience in executing and innovating the scale business for the 'long tail'. They should also have experience managing a team of sales and/or account management professionals and be able to collaborate with cross-functional teams. The role offers competitive benefits and is a hybrid position requiring 3 days per week at the Chicago headquarters.
Account Director
Company: Fusion92
Location: Chicago, IL
Posted Feb 25, 2024
Fusion92 is an independent, national marketing transformation partner based in Chicago with hubs in Detroit, Austin, and Denver. They are committed to diversity, equity, and inclusion, and are known for their data-driven approach to solving clients' problems. The Account Director role involves strategic direction, integrated marketing delivery, client relationship management, team leadership, financial management, organic growth, metrics delivery, SOW management, collaboration, mentorship, and best practices implementation. The ideal candidate should have 6-10 years of proven Account Management experience in digital marketing, consulting, user experience, or product design, with a track record of delivering annual services revenues in excess of $5MM each.
Administrative Assistant
Company: Marquette Associates
Location: Chicago, IL
Posted Feb 28, 2024
<p><span>Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service Our expertise is grounded in our commitment to client service our team aims to be a trusted partner and as fiduciaries our clients interests and objectives are at the center of everything we do Our approach brings together the realworld experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals <span><p> <p><br ><p> <p><span>The Administrative Assistant will provide comprehensive administrative support to partners consultants and department heads at Marquette Associates including calendar management expense reporting event coordination and other daytoday tasks as assigned <span><p> <p><b>Job responsibilities will include but are not limited to <b> <p><ul><li>Coordinate domestic travel including accommodations reservations and ground transport<li> <li>Manage calendars by providing meeting conference and event scheduling support<li> <li>Process expense reports for partners consultants and others as assigned <li> <li>Coordinate events such as client outings and company group activities including but not limited to dining and social experiences<li> <li>Input and track data in Salesforce Provide training to new employees and members of the administration team<li> <li>Assist administrative team with front desk coverage scheduling and other tasks<li> <li>Assist with nonprofit client events and consultant board activities<li> <li>Liaison with consultants and accounting Team to process sponsorship requests <li> <li>Assist with various data collection projects<li> <li>Proactively check with and coordinate between leaders<li> <li>Provide front desk coverage<li> <li>Perform other administrative tasks as assigned <li> <ul><p><b>Qualifications<b> <p><ul><li>BABS in Communication Business Administration or other relevant field<li> <li>Proficiency in Microsoft Office ability to create and edit Word Excel or PowerPoint documents<li> <li>Experience with CRM database is required experience with Salesforce is highly preferred<li> <li>Strong communication and writing skills<li> <li>Demonstrated ability to work in an organized manner and manage time efficiently and effectively<li> <li>Ability to maintain confidentiality<li> <li>Professional demeanor approachable proactive and adaptable to change and changing priorities<li> <li>Ability to interface comfortably with all levels of management<li> <li>Ability to be physically present in the Chicago office according to the firms Hybrid Work Policy Flexibility to be physically present Monday Friday each week if front desk coverage is needed <li> <ul><p> <p><p><b>BENEFITS WE OFFER<b><p> <p>Top tier healthcare coverage<p> <p>100 paid premium for disability and employee life insurance coverage<p> <p>Health and Dependent Care FSA and HSA options<p> <p>Company 401K contribution<p> <p>Hybrid work policy<p> <p>Paid time off amp 15+ holidays<p> <p>Summer hours<p> <p>Enhanced employee assistance program<p> <p>Volunteer opportunities<p> <p>Tuition and education reimbursement<p> <p>Companywide events<p> <p><br ><p> <p><b><i>Marquette Associates is proud to be an Equal Opportunity Employer<i> <b><p> <p><p>