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.
Regional Sales Manager
Company: Snap! Mobile
Location: Chicago, IL
Posted Dec 07, 2023
Experience utilizing Knowi, Tableau, Excel, PowerPoint, Word, and Outlook preferred. Snap! Experience working with HubSpot, or alternative CRM required. Mobile product offerings. This leadership position is inclusive of planning, sales quota setting, reporting, professional development, sales process optimization, sales program implementation, hiring sales talent, new hire training, and administration. Bachelor’s degree preferred. Work with sales team to review sales pipelines, performance metrics and assess performance. Please click here to learn more. Compensation: Base Salary $75k - $85k + Commission, with an average OTE of $155k. Must be comfortable working in group/cross-functional settings.
Manager, Change Management
Company: Bank of Montreal
Location: Chicago, IL
Posted Dec 04, 2023
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. To request accommodation, please contact your recruiter. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Influence skills - In-depth. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. It calls on us to create lasting, positive change for our customers, our communities and our people. BMO is an equal opportunity/affirmative action employer.
FP&A Manager
Company: Logiwa
Location: Chicago, IL
Posted Dec 05, 2023
We do not discriminate based on race, color, sex, gender expression or identity, age, religion, disability, national origin, ancestry, sexual orientation, marital status, parental status, military service or discharge status. Find More About Us 🔎 : Our Company: https://www.logiwa.com/company Our Career Page: https://www.logiwa.com/careers Logiwa in the Press: https://www.logiwa.com/company/press-news Our tech stack : https://stackshare.io/logiwa/logiwa We think that our diverse backgrounds help us learn from each other, create a stronger company culture, and provide better service for our customers. Develop and own the evolution of SaaS/Subscription metrics, e.g., ARR, modeling by Route-to-Market, Net Retention Rate tracking and Consumption reports by partners Identify and drive cross-functional cost efficiencies including resource optimization, architectural improvements, and pricing recommendations Manage the financial health of products and regions through insightful reporting, accurate forecasting, and long-range planning aligned to steady-state gross margin targets Drive prioritization of investments across SaaS and establish a path towards steady-state cost goals Safeguard the Company’s assets, while ensuring compliance Ensure budgetary compliance across stakeholders Ensure compliance with Company’s policies and procedures as it relates to financial workflows You Have: A BA/BS Degree in Finance, Accounting, Business, Economics, or related field 4+ years of progressive finance experience in support of a software/SaaS business Strong financial acumen including experience with cost, budgeting, and variance analysis Strong analytical skills, financial modeling capabilities, and ability to think strategically Understanding of CRM tools – Hubspot and Salesforce preferred. 15 days of paid time off + 5 personal days annually, 12 paid company holidays, and your birthday as a paid holiday 100% employer-paid health and dental insurance Other insurance offerings including: vision, life, legal, and pet insurance 401(K) and free access to a confidential certified financial advisor Employee Assistance Program - confidential counseling and advice available by phone, web, or text Community engagement opportunities like quarterly volunteer days Equal Opportunity Employer At Logiwa we believe in the power of diversity. There is only one you in the world, and we want you to bring your unique self to work with us. Strong Excel skills Benefits: At Logiwa we offer: Flexibility to work fully remote, or hybrid if you desire (Our Chicago office has free breakfast and snacks daily, as well as a weekly happy hour!) What You’ll Do Lead day-to-day partnership across Engineering, Product Management and Sales to drive best-in-class SaaS profitability. Whoever you are–rocket enthusiast, mountaineer, chess master, or Netflix binger–come find your place with us here at Logiwa. With the guidance of our Chief Finance Officer, you’ll lead Logiwa’s financial planning processes, and build models and analysis to inform business decisions for our future.
Digital Platform Specialist
Company: AssetMark
Location: Chicago, IL
Posted Dec 04, 2023
AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. To help them do that, we aim to provide advisors with holistic support. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. We are unable to provide visa sponsorship for this position. LI-hybrid LI-TN1 Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. Responsibilities: Flexibility to support multiple digital applications simultaneous and make user feedback-driven recommendations for feature and bug prioritization decisions to Digital Platform team Coordinate with digital business leads to understand training needs and communications about the digital features Prepare Sales and Service teams for new digital releases and enhancements by providing training sessions and materials through presentations, recordings, and knowledge articles Work closely with client support and service teams on understanding and prioritizing advisor feedback and enhancement requests for existing applications and functionality as well as troubleshoot any issues reported by these partners Handle advisor trainings professionally to support the relationships managed by the Sales teams Effectively manage a collaborative partnership with the digital business analysts and the digital platform group to ensure that end-user feedback is incorporated into the strategic roadmap, ongoing enhancements and bug prioritization Proactively deliver training and educational presentations to ensure high adoption and satisfaction rates across our digital properties Work with the delivery teams in user acceptance testing to help validate specific fixes or new functionality on our Digital Platform Knowledge, Skills, Abilities: Proven ability to work with cross functional teams - IT, Digital, Service, Operations, Sales Sales acumen and related communication skills to drive adoption of digital capabilities Strong customer service skills and mindset, motivated by the need to address client issues quickly Knowledge of web and mobile technologies Ability to travel 10-15% Excellent verbal and written communication skills Strong attention to detail and analytical skills Team-oriented, high energy, enthusiastic self-starter committed to delivering high quality work in a collaborative environment Education & Experience: B.A or B.S 3+ years of working with web/digital/online products in the financial services industry 3+ years of customer service experience in the financial services industry Experience working with remote business partners and development teams Compensation: The Base Salary range for this position is between $75,000-$80,000.
Research Analyst, Private Markets
Company: Marquette Associates
Location: Chicago, IL
Posted Dec 07, 2023
The Research Analyst will work closely with directors and senior analysts to provide market research, investment due diligence, analysis, and investment recommendations to clients. Responsibilities Develop quantitative and qualitative analysis to support original Marquette research Write white papers on topical and academic research topics as related to the capital markets Assemble client education material Write reports on investment managers for internal and client use Analyze overall market factors influencing the asset classes Write research papers on the asset classes Serve as a resource for consultants Present research/manager due diligence at meetings Attend weekly Investment Committee meetings Represent Marquette at investment conferences and annual meetings Qualifications: Bachelor’s degree with 5-10 years investment related experience and progress towards CFA/CAIA Knowledge of the private markets industry and managers preferred Strong client service experience and ability to present information effectively and professionally Strong attention to detail and highly organized with ability to work independently to meet deadlines Ability to multitask in a fast-paced environment and react to change positively Strong Microsoft Office application skills with the ability to quickly learn new software applications Critical thinking skills, a self-starter with excellent follow-up abilities Professional communication and interpersonal skills BENEFITS WE OFFER: Top tier healthcare coverage 100% paid premium for disability and employee life insurance coverage Health and Dependent Care FSA and HSA options Company 401K contribution Hybrid work policy Paid time off & 15+ holidays Summer hours Enhanced employee assistance program Volunteer opportunities Tuition and education reimbursement Company-wide events Marquette Associates is proud to be an Equal Opportunity Employer. The role of the Research Analyst is to support and further the macroeconomic research and investment manager due diligence conducted by the alternatives research team. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. 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. Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service.
Associate, Data & Analytics
Company: Palm Tree LLC
Location: Chicago, IL
Posted Dec 07, 2023
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. Top candidates will have expertise in Excel, SQL, Python, Power BI, Tableau, Redshift, Azure, etc. 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* Possess hands-on experience with popular project management software such as Asana, Jira, Monday.com, or similar platforms. As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. Keep internal leads updated on progress, milestones, and outcomes to ensure transparent communication and alignment. Utilize their functionalities to enhance collaboration, streamline workflows, and facilitate seamless project execution.
Analyst, Sales Operations
Company: project44
Location: Chicago, IL
Posted Dec 06, 2023
p44 hires without regard to age, color, disability, gender (including gender identity), marital status, national origin, race, religion, sex, sexual orientation, or any other status protected by applicable law. Our Advanced Visibility Platform is used by the world’s leading brands to track shipments, collaborate with supply chain partners, drive operational efficiencies, and create outstanding customer experiences. More about project44 Since 2014, project44 has been transforming the way one of the largest, most important global industries does business. For any needed accommodations during the hiring process, please email [email protected]. As transportation and logistics continue to evolve and customer expectations around delivery become more demanding, industry technology must rise to the occasion. We’re building a company that every one of us at project44 is proud to work for, and our journey of becoming a more diverse, equitable and inclusive organization, where all have a sense of belonging, is shaped through the actions of our leadership, global teams and individual team members. In just a few short years, we have created a digital infrastructure that eliminates the inefficiencies caused by dated technology and manual processes. Interested candidates located in Colorado may contact [email protected] as it relates to regulation C.R.S. You will collaborate closely with our sales, marketing, and finance teams to build and maintain the operational processes driving our revenue growth. If you share our values and our passion for helping the way the world moves, we’d love to review your application!
GCP Data Engineer
Company: Capgemini
Location: Chicago, IL
Posted Dec 08, 2023
All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law. If you need assistance or accommodation, please reach out to your recruiting contact. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. Click the following link for more information on your rights as an Applicant http://www.capgemini.com/resources/equal-employment-opportunity-is-the-law Ref: 1732497 Posted on: Dec 3, 2023 Experience level: Experienced (non-manager) Contract Type: Permanent Location: Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. This is a general description of the Duties, Responsibilities and Qualifications required for this position. Capgemini is committed to providing reasonable accommodations during our recruitment process. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodations do not pose an undue hardship. For eligible employees, we offer: Flexible work Healthcare including dental, vision, mental health, and well-being programs Financial well-being programs such as 401(k) and Employee Share Ownership Plan Paid time off and paid holidays Paid parental leave Family building benefits like adoption assistance, surrogacy, and cryopreservation Social well-being benefits like subsidized back-up child/elder care and tutoring Mentoring, coaching and learning programs Employee Resource Groups Disaster Relief About Capgemini: Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. Experience with data warehousing technologies GCP BigQuery.
Deal Desk Analyst
Company: G2
Location: Chicago, IL
Posted Dec 05, 2023
We consider applicants without regard to race, color, creed, religion, national origin, genetic information, gender identity or expression, sexual orientation, pregnancy, age, or marital, veteran, or physical or mental disability status. 2+ years of experience in sales operations, contracts, finance, strategy, or related fields. Collaborate with cross-functional teams, including Sales, Finance, and Sales Operations. -- For job applicants in California, the United Kingdom, and the European Union, please review this applicant privacy notice before applying to this job. Bachelor’s degree preferred. Process Improvement: Improve processes to enhance business visibility, speed, and consistency. Working knowledge of Salesforce CPQ. Learn more about our commitments here. Comfortably navigate the nuances of each customer's needs, contributing to flexible deal strategies. Our Commitment to Inclusivity and Diversity At G2, we are committed to creating an inclusive and diverse environment where people of every background can thrive and feel welcome.
Director of Advisor Development
Company: Claire Myers Consulting
Location: Chicago, IL
Posted Dec 07, 2023
As well as attend/supervise and facilitate those trainings Coordinate and prepare speakers for monthly skills lab Work in conjunction with Development Coach to strategize, manage, and track office expectations for office Track activity, production, and commitment to the career for all new Financial Representatives Ensure alignment with district expectations to provide opportunities for development Attend Weekly Development Team Meetings presented by Development Coach to receive weekly feedback on each new advisor's progress, strengths and areas of opportunity Participate in the Board of Review process for advisors Qualifications Bachelor’s Degree or equivalent work experience Three- to six-years of financial services industry experience Investment licensed - Series 6, 63 or Series 7, 63 Superior meeting facilitation and presentation skills Experience coaching and providing feedback to peers Aptitude for addressing issues in a proactive and creative manner, and leading crucial conversations using a results-focused approach Effective time management to address multiple priorities at multiple levels Strong analytical skills, detail-oriented, and ability to maintain a high degree of confidentiality Superior written and oral communication skills Committed to professional development (e.g., licensing, registration, designations) Pass along feedback, highlights and areas of opportunity to district leadership Schedule supplemental ongoing training for the year. Prepare them for the Planning Academy Coordinate Expert Insight Sessions and facilitate/instruct experts on content delivery Communicate with the corporate office on the national training program, on the readiness of the participants and work to fill any gaps or address any issues Communicate with the Training Specialist throughout training with regard to advisors. This involves working with office leadership to implement training and development strategies and programs. Responsibilities Maintain the office’s mentor/joint work list and manage use of the list by the new advisors Oversee the mentor pairings and ensure mentors are trained Develop and train mentors on curriculum to use with their mentees (while using yourself) Implement case consultation meetings with all mentees Conduct meetings with clients and mentees (receive 1% commission on all joint clients) Be the liaison between the larger office training team and candidates/new advisors Follow up on business and marketing plans with candidates to ensure adequate completion of assignments throughout onboarding Meet with new advisors to verify understanding and completion of items on the Pre Planning Academy checklist. The responsibility of the Director of Advisor Development is to manage the process of developing new financial advisors for the growing firm. Our client is a top financial firm seeking a Director of Advisor Development to work alongside their Managing Director.
Associate Director of Account Management, MidMarket
Company: Buildout, Inc.
Location: Chicago, IL
Posted Dec 03, 2023
We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, marital status, order of protection status, citizenship status, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. However, we want you to know that at Buildout, we understand that gender is not binary and welcome people of all identities. Below, you will be asked to complete identity information for the Equal Employment Opportunity Commission (EEOC). This program includes: Impactful insurance and benefit options, including offering plans that cover 100% of employee health insurance premiums, and company-paid STD, LTD, life insurance, and telemedicine Policies that support a healthy work/life harmony, including Flexible PTO, company holidays, paid parental leave, and give back days 401(k) with 4% company match and immediate vesting A remote-first work culture with a monthly remote work reimbursement to support our distributed team, plus an office in Chicago for those who prefer an office setting Challenging problems to solve with a committed and supportive team who are invested in your growth and development A wonderfully quirky culture where you’re encouraged to bring your whole self to work Buildout is proud to be an Equal Opportunity Employer. By submitting your application, California residents consent to Buildout processing your personal information for the purpose of assessing your candidacy for this position in accordance of our Privacy Notice for Prospective California Employees. If that’s you, don’t hesitate to apply and tell us about yourself. And, you’ll enjoy our frequent conversations about snacks. How You’ll Contribute at Buildout Strategy and Leadership With the Director of Customer Operations, develop the overall MidMarket Account Management strategy and advise on potential opportunities and risks, focusing on the change management as our Account Managers work to automate more of their activities and provide both account management as well as customer success support Organize (and reorganize as needed) the team’s territories to ensure optimal coverage and maximum account growth, working with the RevOps team to appropriately set quotas and milestone measurements Design and implement next-generation SaaS and software playbooks to help the team reach and exceed annual renewal and growth targets, innovating in our approach and leveling up the value the account managers provide, including supporting customer success activities Instill a mindset that we must constantly sell, and constantly prove our value to our customers; we must always earn the right to have their business Serve as the executive sponsor for key clients, developing a trusted advisor relationship and understanding their strategies and KPIs Transform clients into champions by ensuring the team maintains high levels of engagement and communication - especially with key influencers in the accounts, and by conducting routine performance reporting, strategic planning, and executive business reviews Help our net new sales team by leveraging the amazing goodwill we have with our clients, focusing in particular on our referral and testimonial programs Be a constant student of the CRE landscape, our customer’s businesses, competing and complementary technology and Build a network beyond Buildout, not just of our customers and industry compatriots, but of Sales and Customer Leaders from whom you can learn best practices People: Hire, coach and maximize a team of AMs with incredible listening, communication, dot-connection, and time management skills Teach and reinforce Buildout’s tech SaaS focused sales methodology to advance the team’s skills and to better support customer needs Offer your team opportunities for skill and experience development, improving the trajectory of their careers With the rest of the leadership team, plot career paths for the Account Manager role and how team members can evolve at Buildout Proactively manage capacity within your team, maintaining the right net headcount expenditures across the year, without compromising revenues, having gaps in account coverage, or impactfully disrupting the customer’s experience Operations: Manage day-to-day operations of the Midmarket AM team including: maintaining an accurate forecast, managing escalations from direct reports, ensuring the delivery and documentation of high quality engagements throughout the customer lifecycle, and facilitating weekly one-on-one and team meetings Create and maintain an updated forecast to predict future business performance and churn risk Work closely with new business sales, implementation, marketing, product, engineering, and support teams to ensure we constantly deliver value to our customers and improve upon our customer journey Ensure all activities are recorded in Salesforce, ChurnZero, and other Revenue tech software as appropriate Track and analyze renewal and upsell activities to understand what’s working and what’s not, find the winning tactics to exploit and broken playbooks to fix Competencies Obsessive about talent - you have a knack for finding, attracting, directing, motivating, and retaining top talent, and you’re maniacal about what “good” looks like, only exceptional talent will do. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] and let us know the nature of your request and your contact information and we will consider your request.
Outbound Sales Operations & Enablement Manager
Company: Logiwa
Location: Chicago, IL
Posted Dec 06, 2023
We do not discriminate based on race, color, sex, gender expression or identity, age, religion, disability, national origin, ancestry, sexual orientation, marital status, parental status, military service or discharge status. Work with marketing on development, management and measurement of shared sales and marketing processes, including lead management, cadence, campaigns, sales enablement collateral, etc. Find More About Us 🔎 : Our Company: https://www.logiwa.com/company Our Career Page: https://www.logiwa.com/careers Logiwa in the Press: https://www.logiwa.com/company/press-news Our tech stack : https://stackshare.io/logiwa/logiwa We think that our diverse backgrounds help us learn from each other, create a stronger company culture, and provide better service for our customers. 15 days of paid time off + 5 personal days annually, 12 paid company holidays, and your birthday as a paid holiday 100% employer-paid health and dental insurance Other insurance offerings including: vision, life, legal, and pet insurance 401(K) and free access to a confidential certified financial advisor Employee Assistance Program - confidential counseling and advice available by phone, web, or text Community engagement opportunities like quarterly volunteer days Equal Opportunity Employer At Logiwa we believe in the power of diversity. You Have: 4+ years of experience in outbound lead generation or sales team management at a high-growth SaaS company Experience with CRM, and Marketing Automation tools An analytical mindset and the ability to translate business priorities and needs into plans, tactics and deliverables that can be implemented Experience using using Google Sheets for modeling and analysis of sales data, and the ability to create clear reports and compelling reports of results (charts, slides, reports and dashboards) Strong project management skills Proficiency in ChatGPT, Hubspot and Zoominfo knowledge is a plus Benefits: At Logiwa we offer: Flexibility to work fully remote, or hybrid if you desire (Our Chicago office has free breakfast and snacks daily, as well as a weekly happy hour!) There is only one you in the world, and we want you to bring your unique self to work with us. Establish strong relationships with the sales organization to understand their needs and perspective, and serve as their trusted advisor and Outbound GTM leader Provide proactive support, analysis/data and guidance to the sales team in order to help drive new leads. You will work closely with key stakeholders in Sales, Marketing, and the rest of the Go-to-Market organization to assess and enhance the existing outbound sales framework. Whoever you are–rocket enthusiast, mountaineer, chess master, or Netflix binger–come find your place with us here at Logiwa.