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.
Quantitative Researcher Intern (Summer 2024 - Chicago)
Company: Optiver
Location: Chicago, IL
Posted Aug 01, 2023
Optiver, a leading global trading firm, is offering a summer internship for a Quantitative Researcher. The intern will gain insight into core derivatives pricing and trading strategies, work on real projects in financial modeling, data science, and statistics, and potentially receive a full-time offer upon completion. The internship is an expedited training program with immediate impact opportunities. Optiver Chicago's culture is dynamic, mirroring the city's trading capital status. The firm is looking for a PhD candidate in mathematics, computer science, statistics, physics, or a related field with experience in analytical tools and data analysis.
Accounting Internship - Spring 2025
Company: Wipfli
Location: Chicago, IL
Posted Aug 01, 2023
Wipfli is a company that values diversity, inclusion, and professional growth. They offer a supportive environment for interns to gain experience in both tax and audit work. The company is committed to providing reasonable accommodations for people with disabilities and is an equal opportunity employer.
Lead Software Engineer - Java, SpringBoot, Kafka
Company: JPMorgan Chase
Location: Chicago, IL
Posted Aug 04, 2023
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. 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. Additional details about total compensation and benefits will be provided during the hiring process.Equal Opportunity Employer/Disability/VeteransAbout the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. JPMorgan Chase will consider accommodation requests as required by applicable law.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. We also offer a range of benefits and programs to meet employee needs, based on eligibility. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic.
Enterprise Account Executive
Company: Logiwa
Location: Chicago, IL
Posted Aug 03, 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. 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, 10 paid company holidays, and your birthday as a paid holiday100% employer-paid health and dental insuranceOther insurance offerings including: vision, life, legal, and pet insurance401(K) and free access to a confidential certified financial advisorEmployee Assistance Program - confidential counseling and advice available by phone, web, or textCommunity engagement opportunities like quarterly volunteer daysEqual Opportunity EmployerAt 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. Whoever you are--rocket enthusiast, mountaineer, chess master, or Netflix binger--come find your place with us here at Logiwa. You’ll have the opportunity to drive true value for our customers, and own the sales process from qualification to deal close. Our ideal candidate is an experienced professional who has excellent communication and customer management skills and the ability to manage relationships through the entire customer lifecycle by reading metrics, being proactive, and understanding customer behavior leading to product engagement.What you’ll do as an Enterprise Account ExecutiveDrive our sales process from qualification to closeRun effective and engaging SaaS Product Demos in order to close new clientsAssist in finding prospects and leads, identifying new sales opportunities as you goIdentify opportunities to up-sell and cross-sellWork in conjunction with our Sales Development, Marketing, and Technical teams to provide the best customer experienceYou’ve Got:Around 5 years of B2B sales experience in a SaaS organization, with a proven track record of quota achievementKnowledge of market research, sales and negotiating principles Outstanding knowledge of Google Docs; knowledge of CRM software (eg. As an Enterprise Account Executive, you will help define and optimize our customer journey for enterprise-level customers. Hubspot) is a big plusExcellent communication/presentation skills and the ability to build relationshipsBenefits: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! As e-commerce continues to take off, the sky is not even the limit for us.If you’re looking for a place where your career can take off, for a company that is passionate about their people, and for products that are helping redefine the way companies do business, then we’re looking for you!We provide a fun, inclusive, and collaborative environment with endless opportunities for growth. Take a look and see how you can contribute to this fast-growing team.The Job DetailsLogiwa is looking for a talented Enterprise Account Executive to join our team.
Graduate Quantitative Researcher (2024 Start - Chicago)
Company: Optiver
Location: Chicago, IL
Posted Aug 01, 2023
Optiver is seeking a Quantitative Researcher to improve core derivatives pricing and trading strategies. The role involves working closely with traders and software engineers to create and improve pricing models, volatility surfaces, yield curves, and other quantitative elements of automated trading systems. The position offers comprehensive training, mentorship, and a performance-based bonus structure.
Manager, Quantitative Analysis
Company: Bank of Montreal
Location: Chicago, IL
Posted Aug 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 Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. SQL, Python, R, SAS, SPSS, , Perl) and machine learning /deep learning algorithms/packages (e.g. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. 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. BMO Harris Bank N.A. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role.
Head of New Business, North America Client Organization
Company: VidMob
Location: Chicago, IL
Posted Aug 03, 2023
The text is a job description for a Senior Sales Leader position at VidMob, a leading creative effectiveness platform. The role involves leading a high-performing team, providing guidance and support for deal strategy, execution, and contract negotiations, and achieving annual bookings goals. The candidate should have relevant experience, ideally in sales leadership or a technology/software environment, and be able to strategize and execute growth plans for the line of business.
Security Engineer
Company: Optiver
Location: Chicago, IL
Posted Aug 02, 2023
Optiver, a global market maker and tech-driven trading firm, is seeking a Security Engineer to join their team. The role involves taking ownership of cybersecurity controls, protecting data and infrastructure, and collaborating on security operations and engineering. The ideal candidate should have experience in Security Engineering or Incident Response, strong engineering instincts, and knowledge of Linux, Windows, and cloud solutions. The position offers opportunities for professional growth, a performance-based bonus structure, and comprehensive benefits.
Associate Wealth Advisor
Company: Northern Trust
Location: Chicago, IL
Posted Aug 04, 2023
Perform light administrative duties required of the role, including travel and expense reporting, preparation of meeting materials, pipeline management, meeting scheduling, etc.10. Attention to detail is a requirement so proofing is an important part of the job.Qualifications: • 2-4 years estate and financial planning and analysis experience with high-income/net worth individuals and families desired.• A familiarity with wealth transfer strategies, rudimentary estate and gift tax rules, and basic planning concepts like retirement and education planning• A basic understanding of wills, trusts and ancillary estate planning documents• Expected to have or be pursuing professional designations including CFP®, CPA, JD, MBA and similar evidence of advanced learning and professional qualification.• Strong presentation and communication skills (written and verbal)• Ability to multi-task and meet deadlines with strong time management and organizational skills• Must possess high attention to detail and well developed proof-reading skills• An intellectually curious, self-starter• Highly proficient in Excel and PowerPoint; Proficient in Outlook, Word, Adobe Acrobat, and Visio. Prepare presentations for client meetings.8. Coordinate internal and external communications and meetings with prospects, clients, partners and external advisors.4. Build your career with us and apply today. With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.Working with Us:As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Ability to learn other software platforms.About Northern Trust:Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. Communicate with internal and external partners, professional advisors and others to obtain and deliver wealth plan related information.6. Conduct fundamental research related to estate planning solutions and strategies.7. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies!
Accounting Internship - Spring 2024
Company: Wipfli
Location: Chicago, IL
Posted Aug 04, 2023
All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected] Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) Wipfli is an equal opportunity/affirmative action employer. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:Respond to client and firm associate requests in a timely, accurate, positive and professional mannerRespond to inquiries from client and work with client to gather necessary information for completion of required documentsUse data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency***NOTE: Interns will receive experience in both tax AND audit*** Tax Specific:Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leadersUnderstand and effectively use current tax and accounting software applicationsResearch tax related issues and other related financial reportsPerform a limited number of tax return interviews as needed Audit Specific:Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leadersCommunicate with engagement leaders regarding open items, testing problems, or other important matters in a timely mannerPrepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputsDevelop technical competency with GAAP, especially related to assigned product line What You will GainExperience the Wipfli Way first hand while working side by side with professionals from all levels of the firmDevelop experience and skills to become a trusted business advisor for clients and associatesGain hands-on experience in tax and/or audit work, and related software applicationsWork as an individual contributor and as part of a team to support client engagementsGain exposure to a variety of clients and industries ranging from small businesses to large corporationsDevelop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient mannerQualifications:Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required)Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higherWorking towards eligibility to sit for CPA exam upon graduation (150 credits)Preferred coursework in Data Analytics or Big DataAbility to think independently and make good decisions based on education and experienceGood communication and interpersonal skills to effectively communicate with clients and staffAbility to prioritize work, follow through on requests, take initiative and meet deadlinesMust be legally authorized to work in the United States on a full-time basis upon hire. At Wipfli, we embrace that.Our inclusive culture provides a space for everyone to have a voice. At Wipfli, people countThe way you think makes you different. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.We're also focused on helping you achieve success with balance.
System Engineer
Company: Motorola Solutions
Location: Chicago, IL
Posted Aug 02, 2023
Motorola Solutions is a global leader in public safety and enterprise security, creating and connecting technologies for safe and secure environments. They offer integrated technology ecosystems, including radio communication systems, video security, access control, and command center software. The company emphasizes customer satisfaction and building long-term relationships. Travel is required for all project phases.
Vice President, Client Engagement
Company: Everspring
Location: Chicago, IL
Posted Aug 03, 2023
Everspring is seeking an experienced professional to lead client engagement and oversee university partnerships. The role requires strong leadership skills, excellent communication, and the ability to manage complex projects.