Women Investment Professionals

Jobs

Current Positions Available

The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org

Please Note: Most recent positions are posted at the end of the list.

Apply Online

 Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management.  We are seeking an Analyst to join our Asset Allocation and Manager Selection team in Chicago, IL.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

We are counted among Barron’s Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role
This analyst will bring a generalist mindset and an interest working across asset classes including fixed income, equities, hedge funds, private equity and real estate. They will be intellectually curious, passionate about investing, and have superior quantitative and qualitative research and analytical skills.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Responsibilities

  • Accumulate and analyze capital market and economic data
  • Analyze quantitative and qualitative information pertaining to macro market factors
  • Execute existing process and procedures, and identify new ways to add value to RMB’s asset allocation process
  • Prepare reports and presentations to communicate RMB’s views on investment opportunity and risk
  • Monitor the risks and opportunity sets of RMB’s existing 3rd party investment managers across mutual funds, hedge funds, private equity, real estate and separately managed accounts
  • Assist in the due diligence process as new managers and strategies are added to the platform
  • Identify and source new ideas and new managers for RMB’s clients
  • Work side-by-side with other members of the Asset Allocation and Manager Selection team; regularly collaborate with the Investment Committee, Retirement Plan Solutions team, operations team, and client-facing advisors
  • While the analyst will be a generalist with a wide range or responsibilities, the degree of emphasis across these duties and responsibilities will be in part dependent on the Analyst’s skillset and interests

Qualifications

  • Bachelor’s Degree 
  • 3-5 years of experience in financial services
  • Strong analytical skills required
  • Strong quantitative skills, including proficiency with Microsoft Excel and manipulating large sets of data
  • Experience using Bloomberg and/or Factset strongly preferred
  • CFA or progress towards CFA strongly preferred

Perks

We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program – We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation – We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days – We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

 If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

 Apply through our HRIS system, ADP

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=433174&source=CC2&lang=en_US

 RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

 RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

Apply Online

Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under advisement. We are seeking a Chief Compliance Officer to lead our Compliance team in Chicago, IL. 

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

We are counted among Barron’s Top 100 Independent Registered Investment Advisors (RIAs). Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

We are seeking a Chief Compliance Officer to oversee our registered investment advisor compliance program. It is an integral role in the firm and is responsible for overseeing and managing RMB Capital’s compliance-related matters. This includes managing the Compliance Department, as well as being responsible for developing, implementing, testing, and enforcing RMB Capital’s compliance manual, code of ethics and departmental policies and procedures.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting the firm’s complex compliance goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Key Responsibilities

  • Develop, maintain and execute an effective and comprehensive compliance program designed to ensure the firm’s supervision and controls meet regulatory requirements and industry best practices
  • Maintain a thorough understanding of securities laws and regulations that pertain to RMB’s products and services
  • Deploy new and existing technologies to improve efficiencies in the compliance program across the organization
  • Identify, analyze, and mitigate conflicts of interest.
  • Provide compliance review of advertising, sales literature, and marketing materials based on SEC rules and regulations.
  • Function as liaison with regulators, outside counsel and compliance consultants.
  • Prepare and File Regulatory Filings.
  • Conduct employee compliance training.
  • Prepare annual written compliance program review.
  • Confer and advise senior management on significant compliance matters.

Supervisory

  • Directly supervises employees within the Compliance department.
  • Fulfills supervisory responsibilities in accordance with the organization’s policies and applicable laws.
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications

  • Bachelor’s Degree required; JD and Series 7, 65, 24 a plus
  • 10-15 years of wealth management and asset management experience in Compliance role with a SEC registered investment advisor
  • Ability to identify and solve complex compliance issues in a team environment
  • Strong interpersonal and communication skills required.
  • Ability to work independently and in a collaborative team environment to meet deadlines and proactively address opportunities and needs.
  • Extremely detail oriented.
  • Computer skills required: Microsoft Office Suite, Compliance systems
  • Other skills:
    • Strong communication skills – verbal and written.
    • Strong work ethic, organization, and self-management skills.

Benefits
We offer medical, dental, and vision coverage, competitive salaries, 401(k) match, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

What do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

Apply through our HRIS system, ADP

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=441965&source=CC2&lang=en_US

 RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

 

Apply Online 

Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking a Senior Accountant to join our Family Office Services team in Milwaukee, WI. 

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

We are counted among Barron’s Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

The Senior Accountant, Family Office Accounting & Reporting, has team shared responsibility for retaining and growing the firm’s most complex client relationships. This is an integral role in the firm and is responsible for many accounting functions related to partnerships, foundations, trusts and personal accounts within Family Office Services (FOS). The Senior Accountant provides FOS Advisors and Clients with research and analysis that is significant for use in planning and decision-making. Accuracy and timeliness of work and communications is critical.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Responsibilities

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence. Can service more complex clients.
  • Monitor, record and review bank transactions and invoice payments. Maintain accurate client entity books and records.
  • Preparation of financial statements, cash flow statements, partner reports, quarterly reports and reports requested by clients, foundations and tax preparers.
  • Process bill payments, money movements, Trust beneficiary distributions and tax payments and/or adjustments out of client bank accounts.
  • Oversee partnership accounting function, including partner contributions and distributions.
  • Traditional month end, quarter end and year end close/review process for client entities.
  • Demonstrate critical thinking and good judgment in all situations
  • Effective, timely and proactive communication with clients, colleagues and third parties.

Qualifications

  • Bachelor’s Degree or equivalent work experience required
  • A minimum of 5 years’ experience
  • Experience servicing and interacting with ultra-high net worth clients preferred
  • Experience with Sage Intacct general ledger preferable
  • Other skills required: 
      • Thorough knowledge of accounting principles, applicable laws and regulations
      • Familiar with financial analysis and partnership accounting
      • Familiarity with using Sage Intacct and Quickbooks general ledgers
      • Knowledge of GAAP and SEC regulations and reporting requirements
      • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
      • Critical thinking, complex problem solving, and analytical skills required
      • Strong interpersonal skills
      • Excellent written and oral communication skills required

Licenses and Other Considerations

    • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
    • Notary Public (NNA), preferred

Perks

We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program – We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation – We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days – We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

 Apply through our HRIS system, ADP

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=436526&source=CC2&lang=en_US

 

 

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

 RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

Apply Online

 Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking a Wealth Advisor in Milwaukee, WI.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

 

RMB has grown dramatically since its founding in 2005 to be counted among Barron’s Top 50 Independent Registered Investment Advisors (RIAs) globally.  Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role
We are seeking a Wealth Advisor to join our Wealth Management Team in Milwaukee, WI.  

The Wealth Advisor has primary responsibility for retaining, developing, and growing client relationships. This is an integral role in the firm and is responsible for delivering comprehensive planning and investment advice as well as exceptional client service that meets client needs. The Wealth Advisor is also expected to grow assets through expanding current client relationships and closing client referrals. In addition, networking and sourcing new business from current client relationships, referrals and new relationships is required. They are considered fully competent in producing and delivering a comprehensive client plan customized to the client’s individual needs and values.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Responsibilities

  • Deliver comprehensive wealth management advice and planning customized to client’s individual needs.
  • Become best in class practitioner in wealth advisor field including, but not limited to, the following areas:
      • Retirement Analysis
      • Tax Planning
      • Estate Planning
      • Education Funding
      • Insurance Analysis
      • Charitable Giving
      • Employee Benefits
      • Asset Allocation
    • Understand, and be knowledgeable and conversant, on all aspects of RMB investment philosophy and strategy.
    • Develop, present, and implement client specific plans.
    • Coordinate with clients and other trusted advisors.
    • Demonstrate value through a customized approach that provides insight and recommendations that exceed client expectations.
    • Provide best in class client service through proactive client communications, regularly scheduled meetings, distribution of relevant reporting and analysis, and promptly responding to client requests.
    • Grow assets while expanding and retaining current client relationships, through referrals, and sourcing new relationships through personal networks.
    • Supervise and support the prospect presentation process; present prospect presentations.
    • Coordinate with team members to provide consistent, effective client support and service by following client service minimum standards.
    • Offer leadership, direction and support to team members.
    • Support short-term and long-term RMB business goals.
    • Demonstrate and enforce compliance through adherence of policies and procedures.

Qualifications and Licenses

  • Bachelor’s degree in business, finance, or economics or equivalent work experience.
  • Experience building and sustaining productive client relationships is required.
  • Wealth Advisors are expected to have 5-10 years’ experience with the systems and processes necessary to provide wealth management advisory services.
  • CFP required.
  • Other accreditations are desired (i.e. CIMA, CPWA, CFA, MBA).

Skills and Knowledge  

  • Strong interpersonal and communication skills are required. Must be professional, impactful, and effective in communicating complex and technical information.
  • Demonstrated competency in financial planning and analysis and investment philosophies.
  • Demonstrated competency with systems and processes.
  • Demonstrated decision-making skills using business logic and good judgment.
  • Demonstrated ability to work independently and in a collaborative team environment to meet deadlines and proactively address opportunities and needs.
  • Strong analytical skills required.

Perks – We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days recommended in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program – We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation – We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days – We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

 

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

Apply through our HRIS system, ADP

 https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=443944&source=CC2&lang=en_US

 

 RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

 RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

Apply Online

Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking a Wealth Management Associate in Minneapolis, MN.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

 

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

RMB has grown dramatically since its founding in 2005 to be counted among Barron’s Top 50 Independent Registered Investment Advisors (RIAs) globally.  Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role
We are seeking a Wealth Management Associate to join our Wealth Management Team in Minneapolis, MN.  

The Wealth Management Associate trains to become a Wealth Advisor in 12-24 months. In addition, the Wealth Management Associate performs certain administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. Because the Wealth Management Associate has on-going contact with the client, they have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. Mistakes or missed deadlines could adversely affect the client relationship and/or result in monetary loss and loss of client confidence. The Wealth Management Associate understands how processes and products work together in a client’s portfolio. Once a minimum of six months experience has been achieved, the incumbent assists the Wealth Advisor with personal delivery of financial planning activities.
Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

Responsibilities

  • Work directly under three Wealth Advisors to deliver holistic wealth management services to high and ultra-high net worth clients.
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
  • Analyze and evaluate the financial status of clients and prospects.
  • Participate in client/prospect meetings daily and respond to ad hock requests.
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns.
  • Demonstrate critical thinking and good judgment in all situations.
  • Research and communicate the resolution of complex problems and implement solutions.
  • Develop and present financial planning recommendations, including but not limited to, retirement, estate planning, insurance, charitable giving and tax planning.
  • Provide effective, timely and proactive communication with clients, colleagues and third parties.

Qualifications, Licenses, and Other Considerations

  • Undergraduate degree.
  • 3-5+ years of progressively responsible experience in the wealth management industry.
  • Education or experience in finance and/or economics preferred.
  • Series 65.
  • Progress towards, or successful completion of, CFP exam.
  • Hybrid office/remote work environment (3+ days in office)

Skills and Knowledge

  • Results-driven, highly motivated, self-starter who possesses integrity and a strong work ethic.
  • Demonstrated ability to multi-task and prioritize work.
  • Detail oriented and have demonstrated ability to solve problems and meet deadlines.
  • Experience following defined processes, while also making adjustments and using good judgment when business circumstances dictate.
  • Ability to work in a collaborative team environment.
  • Excellent written and oral communication skills.

Perks
We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program – We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation – We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days – We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

 If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

Apply through our HRIS system, ADP

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=443935&source=CC2&lang=en_US

 RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

 RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

Apply Online

Why RMB Capital?
RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. We are seeking an Administrative Assistant in St. Joseph, Michigan.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

RMB has grown dramatically since its founding in 2005 to be counted among Barron’s Top 50 Independent Registered Investment Advisors (RIAs) globally.  Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role
We are seeking an Administrative Assistant to join our team in St. Joseph, Michigan.
Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation for high-net-worth individuals and families. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.

Responsibilities

  • Open and close the office (lights, security access, etc.)
  • Welcome clients and visitors
  • Maintain a clean and welcoming office and kitchen
  • Maintain office and kitchen supplies
  • Prepare reports, mailings, and materials for client meetings
  • Prepare meeting minutes, meeting notes and internal support materials
  • Schedule visitors, appointments, client meetings, conference rooms and travel
  • Phone coverage for team
  • Prepare, review, and submit team expense reports
  • Coordinate and oversee the completion of special operational/administrative projects (vendor negotiations, client/prospect events, charitable work, etc.)
  • Prepare new client paperwork

Qualifications

  • Bachelor’s degree or equivalent work experience
  • Strong personal computer skills including Microsoft Word and Excel
  • Excellent written and verbal communication skills
  • Attention to detail and strong organizational skills
  • Strong work ethic and able to prioritize multiple projects
  • An entrepreneurial spirit and passion to serve clients

Perks

We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program – We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation – We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days – We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

Apply through our HRIS system, ADP

 https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=f02ca4f0-56e7-4f66-8c3b-28828464c09b&ccId=19000101_000001&jobId=442565&source=CC2&lang=en_US

 

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com. 

 RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training. 

 

Firm Overview

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities, and our culture. Mesirow was also recently named one of the Best Places to Work by Crain’s Chicago Business and one of the Top 100 RIA Firms by Barron’s.

Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management, Capital Markets & Investment Banking, and Advisory Services.

Role overview

The individual in this role will partner with Advisory Services business lines– Retirement Advisory Services, Fiduciary Solutions, and Wealth Management — to develop and implement digital and traditional marketing strategies and initiatives that position the firm’s brand, capabilities, and products / services and support the acquisition, development and retention of high-value client relationships.

The individual in this role will partner closely with the business line leaders and their teams, Marketing colleagues, Information Technology and Compliance. The role is based in Mesirow’s Chicago headquarters, with some flexibility to work in the Highland Park office as needed.

Responsibilities

  • Business line execution of marketing strategy: Partner with business leaders, their teams, and senior marketing leaders to help develop and implement go-to-market plans that support revenue generation, communicate vision and plans for growth and promote a unified brand. Focus on client experience with a “digital first” perspective, incorporating data-driven insights, marketing technology and tools inclusive of:
    • Email campaigns
    • Digital ad campaigns
    • Social media
    • Conference and events
    • Direct mail
    • Sponsorships
    • Collateral

  • Thought Leadership: In collaboration with business line SMEs and Marketing Investment Communications Manager, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide enhanced value to clients and can be disseminated across media channels (print, web, email, social media). Identify relevance of Advisory thought leadership to the broader Mesirow audience across teams including Global Investment Management and Investment Banking and coordinate with Marketing leaders to leverage strategically as relevant.
  • Lead Generation: In collaboration with business lines, develop and implement innovative digital ad and email campaigns to drive lead generation for the businesses. Partner with sales to “follow” each lead through the entire sales cycle, and track campaign revenue ROI.

  • Pipeline Development and Management Support | New Business Generation Support: Maintain an in-depth understanding of enterprise marketing technology platforms including Pardot, Salesforce, Hearsay, RFPIO and Red Oak and the value of efficient, automated workflow and centralized client and prospect databases. Help integrate database administration with Marketing strategies by serving as a liaison between the Advisory businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.
  • RFPs / DDQs / Client Questionnaires: Partner with subject matter experts across Advisory business lines and with Marketing Operations RFPIO “quarterback” to ensure world-class business development responses. Participate as senior resource as needed.
  • Database Administration: Maintain an in-depth understanding of Salesforce (the centralized client and prospect database) and Pardot. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes. Maintain RFPIO database and tags for RFPs.

  • Innovation and Best Practice Sharing: Collaborate with Capital Markets, Investment Banking and Global Investment Management Marketing colleagues to share synergistic content, best practices and marketing and communications initiatives as appropriate in order to promote a unified brand.

Requirements

  • Four-year degree, preferable focus in marketing/communications
  • 10+ years’ experience in B:B and B:C marketing strategy and execution
  • High degree of financial / investment management acumen; familiarity with general portfolio management practices, philosophies and processes
  • Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite) and Google analytics
  • Client-focused, solutions-oriented, team-oriented, driven, self-motivated
  • Effectively communicate, internally and externally. Strong written and verbal skills
  • Able to work within the construct of a well-defined master brand / understand brand value
  • Strong sense of accountability
  • Quality in everything/strong attention to detail
  • Dependable, positive attitude, innovative, collegial, and collaborative

Apply Online

EOE

 

The Company:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $8.2B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Opportunity:

We are seeking a highly motivated Wealth Specialist to work out of our Chicago or Highland Park office, to provide financial planning and technical support to high net worth clientele.

Responsibilities:

  • Develop an understanding of Mesirow’s wealth strategy and the underlying investments used to construct portfolios
  • Help analyze client financial information to determine strategies for meeting financial objectives
  • Working closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)
  • Prepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teams
  • Prepare for client meetings and conduct the necessary follow-up to client meetings
  • Perform securities transactions upon obtaining appropriate licensing
  • Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
  • Maintain and update appropriate due diligence files on securities
  • Act as the client technology liaison (e.g., assist clients in utilizing their online portal)
  • Assist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessary
  • Meet with existing professional network to expand capabilities
  • Perform other responsibilities and special projects as assigned

 Requirements:

  • Strong academic background with a bachelor’s degree in Finance or similar major
  • Series 7 & Series 66 (or 63/65) Licensed or able to obtain within six months
  • CFP® certified or successfully complete CFP® certification within 12 months of start date
  • Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 and additional software tools as needed
  • Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
  • Exceptional organization, research and time management skills, and attention to detail
  • Strong professional communication skills, both written and verbal
  • Effective project management skills
  • Highly motivated self-starter with a strong work ethic, positive “can-do” attitude who is energized by the process of identifying prospective clients and closing new business
  • Ability to work in a team environment
  • Desire for business development; has contacts and networking capability

Apply Online

EOE

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park or Chicago office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.

Responsibilities:

  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Account maintenance, including any account registration and account profile changes
  • Asset movement processing, including journals, wire transfers and EFTs
  • Assist with quarterly billing and performance reporting
  • Client issue resolution
  • Gathering tax information for clients and assisting with tax reporting
  • Relationship management, including regular client contact
  • General administrative functions, including but not limited to:
    • Maintaining information in the Client Relationship Management System
    • Exception report review
    • Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
  • Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
  • Trade execution and trade error resolution, as may be applicable and required

Requirements:

  • Bachelor’s degree
  • Minimum of 5 years relevant experience preferred
  • FINRA Series 7 and 66 licenses strongly preferred, or a willingness to obtain upon hire
  • Familiarity with estates preferred
  • Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
  • Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
  • Demonstrates an ability to learn new processes and technology platforms
  • Takes direction well and demonstrates proactive follow through on assigned tasks
  • Ability to prioritize and effective time management skills
  • Excellent verbal and written communication skills
  • Remains focused on tasks and retains composure under pressure or with conflicting priorities
  • Gathers information and consults appropriate parties when additional guidance is needed
  • Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
  • Responsive to client requests and escalates to team members whenever necessary

Apply Online

EOE

The Company:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Opportunity:

We are seeking a highly motivated Client Operations Specialist to work out of our Highland Park office, serving as operational support for Mesirow’s Wealth Management Leadership Team.

This position requires baseline knowledge of broker dealer and RIA account operations, wealth management technology, and cross-functional engagement with various internal departments.

Responsibilities:

Support Wealth Management Division Leadership with the following:

  • Assist in gathering, monitoring, and analyzing asset flows in and out of the firm
  • Provide administrative support with respect to documentation, recordkeeping, and distribution of client communications regarding private and alternative investments
  • Act as liaison to Mesirow’s information technology department with respect to various project implementations and technology enhancements
  • Ensure efficiencies, working to improve operational procedures including resolution of issues identified in new account opening
  • Communicate with supervisors regarding operational matters and regulatory inquiries
  • Assist in ad hoc special projects as requested by Wealth Management Leadership

Support our highly motivated Financial Advisors and their High Net Worth Individual Clients by serving as a resource in assisting in the following:

  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Monitoring and renewal of Investment Policy Statements
  • Account maintenance (registration/account profile changes), as needed
  • Assist teams with general administrative functions, including maintaining information in CRM system, and preparation of paperwork such as letters of authorization and operational documents

Requirements:

  • Bachelor’s degree preferred 
  • 3-5 years relevant experience preferred
  • Experience working in an RIA firm or operations for a Securities Broker Dealer
  • Highly motivated self-starter with a strong work ethic, and positive “can-do” attitude
  • FINRA Series 7 and 66 licenses preferred, or a willingness to obtain upon hire
  • Excellent proficiency in MS applications (Word, Excel, PowerPoint, etc.)
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
  • Demonstrates an ability to learn new processes and technology platforms
  • Takes direction well and demonstrates proactive follow through on assigned tasks
  • Capable of prioritizing and managing multiple tasks in a fast-paced environment, while retaining composure under pressure
  • Ability to independently analyze, research and problem solve
  • Excellent verbal and written communication skills
  • Strong interpersonal skills, with a desire to foster relationships and collaborate across departments

Apply Online

EOE

The Opportunity

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Mesirow is looking for a partner to help navigate the complex world of modern data management, data engineering, data science, analytics, and emerging technologies. This is a high growth, high visibility area with plenty of opportunities to enhance your skillset and build your career.

Responsibilities:

  • Owns projects from ideation through execution that evolve our data product strategy while also solving for real and current business needs
  • Helps deliver results through a comprehensive understanding of iterative Agile delivery
  • Drive our modern data management roadmap including identifying  or establishing opportunities to develop of master data management capabilities
  • Roll out an enterprise-ready data governance framework; policies and standards, principles, governance metrics, processes, related tools, and data architecture

Requirements:

  • Bachelor’s Degree in Computer Science with approximately 2-5 years of experience in designing, developing, and implementing data strategy
  • Agile execution expertise with strong project organization skills and attention to detail
  • Experience with data management, collection, dissemination, analysis, reporting, dashboarding, generating  and utilizing data driven insights
  • Experience with programming, scripting, or statistical packages (Python, SQL, R, Matlab)
  • Experience with visualization/reporting/dashboarding (Power BI,  SSRS)
  • Working knowledge of data mining and statistical analysis techniques like hypothesis testing, segmentation and modelling to analyze large amounts of data
  • Financial Services industry experience strongly preferred
  • Knowledge of Cloud data warehouses (i.e.  AWS/Azure/ Snowflake etc..) is a plus
  • Knowledge of enterprise data management platforms (Collibra, Microsoft Azure Data Catalog, etc.) a plus

Success Factors:

  • Self-starter and results oriented individual with the ability to multitask under minimal supervision
  • Outstanding team player with an ability to  motivate others to share your vision and enthusiasm
  • A hands-on problem solver with a passion for  Financial Services and technology
  • A strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
  • Intellectually curious, willing to develop new skills outside of your comfort zone

Apply Online

EOE

The Company:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $8.2B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Opportunity:

We are seeking a Senior Executive Assistant to support the President and CEO of our Wealth Advisors business. In addition, this role will provide support to the Managing Director of Operations and other leadership team members. The position will be located at our Highland Park office with occasional travel to our Chicago Headquarters. The position requires a wide range of administrative skills, excellent attention to detail, the ability to work independently, maintain confidentiality, exercise judgment and deal with competing demands.

Primary Duties and Responsibilities:

  • Provide advanced administrative support including but not limited to, managing the calendar, monitoring e-mail and voicemail, screening calls, handling mail, travel arrangements, preparing presentations, gathering material in preparation for meetings and compiling and submitting expense reports.
  • Responsible for producing professional, grammatically correct, C-suite level correspondence without editing or oversight.
  • Manage and assemble highly confidential and sensitive information in a professional and discrete manner.
  • Coordinate, follow-up and confirm travel arrangements and changes, such as flights, lodging and ground transportation.
  • Provide professional representation on all aspects of work including answering phones, greeting and interacting with internal and external clients.
  • Ability to help plan and execute internal employee events along with client events (in conjunction with our marketing team).
  • Act as liaison to Mesirow’s information technology department with respect to various project implementations, technology enhancements, and maintaining an adequate inventory of equipment.
  • Assist in the onboarding of new Wealth Management employees.
  • Serve as a liaison between corporate facilities and the Highland Park office.
  • Maintain electronic and paper files on correspondence, clients, reports and other records by inserting new documents and disposing of outdated material.
  • Assist in ad-hoc special projects as requested by Wealth Management Leadership.

Requirements:

  • Bachelor’s degree preferred.
  • 5-10 years of administrative or operational support experience, preferably within financial or professional services or other client service business.
  • Advanced knowledge of MS 365 and the Internet, and strong technical aptitude.
  • Ability to handle heavy demands efficiently, meet deadlines and work effectively in stressful situations.
  • Experience analyzing and resolving office administrative and procedural issues.
  • Ability to exercise discretion and maintain confidential information and display the highest personal and professional integrity.
  • Excellent organizational skills with the ability to complete tasks with superior accuracy.
  • Polished written and verbal communication skills, strong interpersonal skills.
  • Positive and approachable demeanor.
  • Excellent attention to detail.
  • Ability to complete tasks on own initiative, be a self-starter, and work with autonomy.
  • Contact management, including Microsoft Dynamics, is a plus
  • Flexibility in schedule to provide assistance outside of normal business hours and the ability to work from our Chicago office as necessary.           

Apply Online

EOE

The Opportunity

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

We are seeking an energetic, enthusiastic, and eager to learn professional to join our Currency Management development team as a Full-Stack Developer. The ideal candidate must have demonstrable experience building business-oriented solutions using SPAs and have strong understanding of Modern Web Development stack. The candidate must be self-motivated, detail oriented with strong analytical thinking, and organizational skills. This role provides opportunities to gain experience in DevOps, middle-tier, backend development, and financial services integrations (Bloomberg, FX Connect and GTSS Web Services).

Responsibilities:

  • Build rich visual and reusable components for complex financial systems
  • Participate in creating and translating wireframes, UI mocks from user stories
  • Develop client and internal facing features ensuring technical feasibility of the UI/UX designs
  • Develop quality code paired with unit testing coverage
  • Maintain and support existing solutions
  • Translate business requirements into functional code

Qualifications:

  • Experience with Financial Systems or Trading Technologies strongly preferred
  • Experience building Single-Page Application (SPAs) using ReactJS
  • Experience with HTML5, CSS3, SASS, Styled-Components, Type-Definitions, Typescript is a plus
  • Strong understanding and experience working with RESTful API using best practices
  • Strong understanding of Modern Web Technologies, Microservices, Component Hierarchy, REST Security
  • At least 3 years’ experience developing in C# or Node.JS
  • At least 3 years’ experience with SQL or NoSQL databases such as MongoDB
  • Exposure and ability to lean and adopt new technologies
  • Strong understanding or experience in TDD and DDD is a plus
  • Familiarity with code versioning such as TFS, Git

Personal Attributes:

  • Creativity and strong attention to detail
  • Ability to work effectively on tight deadlines, as necessary  
  • Advanced oral and written communication skills; strong proofreading skills
  • Exceptional customer service skills, including the ability to interact professionally with a diverse group of customers
  • Must be positive, productive, and highly collaborative
  • Desire to learn new skills and improve

Apply Online

EOE

 

PPM America (“PPM”) is a client-focused investment manager, and our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting their unique investment objectives.  In this role you would become a member of a small, nimble team that works together to help our clients meet their investment objectives through a spirit of collaboration and connectivity.  In addition, you would join a community of PPM employees that are committed to dedicating their time and support to local nonprofits with the effort of strengthening local families and increasing economic opportunities.

The key objectives of PPM’s legal and compliance team are to support our business partners in furtherance of their client needs and to advance PPM’s strategic objectives, in each case by providing accurate and timely advice and guidance, and managing risk through effective governance, monitoring and reporting.  Compliance advises and educates its business partners to promote compliance with applicable laws, regulations, and policies and leverages the in-house investment management, transactional and corporate expertise of the legal team. PPM’s legal & compliance team also works in close collaboration with other business areas to develop and implement the firm’s policies and procedures. Led by PPM’s chief operating officer and general counsel, our team works with all areas of the business fostering a collaborative and creative approach to solving legal and regulatory issues while ensuring that every action we take in servicing our clients reflects the highest ethical and legal standards.

The compliance team’s primary responsibilities include:

  • Conducting monitoring and testing to ensure effectiveness of PPM’s compliance policies and procedures and mitigation of regulatory risk

  • Working with relevant business teams across the firm to develop and/or update the compliance policies and procedures

  • Advising the business and executives on a wide range of complex regulatory matters relevant to the investment management services and products PPM offers to clients

  • Managing interaction with regulators, consultants, internal auditors, Jackson Financial, Inc. compliance colleagues and compliance counterparts at our various global clients

Summary of Main Responsibilities:

This position will report into the Chief Compliance Officer (CCO) and will:

  • Manage the compliance marketing material review process, including the review of fund related and other institutional marketing materials, requests for proposals, due diligence questionnaires and client responses and providing feedback and guidance to business stakeholders

  • Provide compliance oversight and support supervision activities for FINRA registered representatives related to institutional sales and marketing efforts across PPM’s various asset classes

  • Serve as a subject matter expert for certain compliance risk areas, assisting the CCO in the identification and assessment of compliance and regulatory risks to support the ongoing development and execution of PPM’s compliance plan

  • Conduct routine compliance monitoring activities and deep-dive thematic reviews on compliance risk topics identified in the PPM Compliance plan

  • Assist in the drafting and review of PPM compliance policies and procedures, identify, track and assess new regulations and rule proposals to ensure effective implementation of necessary policy and procedure changes and ongoing compliance

Opportunities:
PPM is a team-oriented environment that provides hands-on support and incentives for your professional growth.  In managing the compliance review of marketing materials, this position regularly interacts with teams across the firm, including marketing and communications, distribution, business development, portfolio management, risk, performance management, and business processes and reporting.  Together with the knowledge gained in the review of marketing content, , this position will provide opportunities to build experience across a broad spectrum of institutional investment compliance activities,  In addition, the position will provide opportunities for engagement with peers and the firm’s leadership in content creation on various industry issues, such as the firm’s approach to ESG.  

Qualifications:

  • Bachelor’s degree required

  • 3-5 years of experience in compliance, audit or risk management, with some focus on marketing material review, preferably in a financial services setting

  • Other general regulatory and compliance experience helpful including knowledge of the Investment Advisers Act of 1940, Investment Company Act of 1940, FINRA and other securities related rules and regulations and related policies and procedures

  • Familiarity with multiple asset classes and product offerings is helpful, but not required.  PPM’s strategies include:  public fixed income; private finance including bank loans and private placements; private equity; public and private asset-backed securities (ABS), including CLOs; distressed debt; and commercial real estate

  • Team player with excellent written and verbal communication skills

  • Ability to interact effectively and regularly with peers and all levels of management

  • Attention to detail and strong organizational skills, ability to simultaneously and efficiently manage multiple projects

  • Strong personal computer skills and efficient utilization of technology (Microsoft Office, Adobe Acrobat), additional familiarity with Seismic and JIRA are a plus

Apply Online

Job Purpose

The individual will join the Credit Analysis group as a member of the investment team for PPM’s core portfolios of corporate bond and loans.

Essential Responsibilities

  • Quantitative and qualitative credit analysis of the holdings in PPM’s portfolios and research of new investment ideas;

  • Preparation of written reports for new investments and ongoing monitoring of investments; Verbal presentations to senior management and other professional staff at PPM America;

  • Support work for senior credit analysts on various projects, including industry research, analytics and automation of various reporting.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • Ability to analyze companies and industries by reviewing a high volume of information – e.g., financial statements, company presentations and third party research reports – with the judgment to identify the most relevant areas for further investigation;

  • Familiarity with financial statements and the ability to quickly build accurate Excel financial models;

  • Strong written and verbal presentation skills with an appreciation of the value of succinct, clear writing;

  • Track record of professional and academic achievement with intellectual curiosity and a passion for financial and industry analysis;

  • Personal characteristics such as resourcefulness, self-motivation, discipline and comfort forming an original opinion.

Qualifications

  • Bachelor’s Degree – Distinguished academic record with an undergraduate Degree in Finance, Accounting and/or Economics is required.

  • 1-3 years of post-undergraduate work experience in finance, accounting or consulting related fields is required.

  • Previous work conducting original research and communicating the results in writing is preferred.

  • Direct exposure to investing or credit training is preferred.

  • Interest in or progression toward a CFA is preferred.

Apply Online

Job Purpose

The primary responsibility of the Financial Reporting Supervisor is to provide technical expertise and leadership to the financial reporting team for the Jackson Mutual Funds. In addition to day-to-day responsibilities, the Financial Reporting Supervisor possesses the ability to develop and coordinate complex workflows and provide effective leadership and coordination of projects.

Essential Responsibilities

  • Develop a plan and manage the day-to-day operations of the financial reporting team.

  • Review mutual fund financial reports to ensure completeness and accuracy in accordance with reporting standards.

  • Research GAAP and SEC disclosure requirements and develop new financial statement disclosures.

  • Prepare complex mutual fund financial statements and related disclosures, including for funds invested in various types of derivative investments.

  • Review regulatory filings, including N-PORT and N-CEN.

  • Evaluate department processes and develop procedures to increase productivity.

  • Develop financial reporting staff in the areas of financial reporting technical expertise and workflow execution.

  • Ensure department process documentation is complete and updated regularly.

  • Identify and lead team projects as required.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • Strong leadership, coaching and mentoring skills.

  • Excellent organizational, planning and communication skills.

  • Advanced knowledge of mutual fund shareholder and SEC reporting requirements.

  • Knowledge of FundSuite Arc, Command Automated Publishing System (“CAPS”) and Microsoft Office Tools.

  • Committed to excellence in work product and meeting deadlines with tight time constraints.

  • Analytical skills, with ability to problem solve independently.

  • Ability to work outside regular office hours during peak periods.

Qualifications

  • Bachelor’s Degree in Accounting or Finance required.

  • 5+ years related work experience required.

Apply Online

Working at PPM America, Inc.

Founded in 1990, PPM is a US-based institutional asset manager with $77 billion in assets under management. We have extensive expertise in providing investment solutions in public and private fixed income, private equity, commercial real estate debt, and CLO management. PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Our mission is to deliver client specific solutions and world-class service to investors in the pursuit of their unique investment objectives.

At PPM, we pursue professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage open collaboration and give our teams the freedom to speak openly and share new ideas. This philosophy has been serving us well for decades: creating a low turnover rate and a high average tenure.  Our values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. We attract and retain the right people who believe in our culture and take ownership for delivering results. Above all, we’re passionate about giving back to our clients, to each other, and to our community.  We understand that community and purpose are just as important as the job description when finding your next career.

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Portfolio Services

The Portfolio Services Department lives by the maxim that our work must be Timely, Complete, and Accurate.   Within that construct, Portfolio Services provides a broad spectrum of operational support in conjunction with owning the firm’s Investment Book of Record (IBOR) and a fiduciary oversight of client investments and assets.  Functionally oriented teams include: Public & Private Operations, Performance Analytics, Data Management and Business & Product Reporting.   Portfolio Services faces off to the spectrum of Investment, Trading and Administrative groups within PPM as well as provides direct and indirect support to external clientele and their agents. 

Summary:

The Performance Analyst role exists within the Performance Analytics team. The Performance Analytics Team, which is comprised of approximately 4 individuals, provides centralized and coordinated reporting and analysis support for PPM’s many business units and clientele.  The Performance Analytics Team leverages the organization through operating depth, developed skills, use of technology, process optimization and clear operating accountabilities

Role Specifics:  

In the Performance and Attribution Analyst role, the candidate will compile, verify and report performance attribution results for a group of portfolios.  Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, the candidate will write performance commentaries and prepare portfolio summary reports for both internal and external clients.  The role will involve data and information fulfillment activities for the assigned portfolios as well as updates of non-performance materials such as marketing presentations.  Process and workflow review activities will be required, as will a coordination of information flow and dissemination between multiple business units.  This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing as well as external clientele and market participants.

Responsibilities:

  • Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.

  • Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.

  • In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.

  • Deliver portfolio data extracts to internal and external clients as requested.

  • Maintain performance attribution reporting and analysis software.  Utilize various systems and applications and provide recommendations on enhancements and process improvements.  Interface with IT and Development staff when and as applicable.

  • Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.

  • Participate in various ad-hoc projects.


Qualifications:

  • Proven ability to work effectively with a team in a fast-paced environment

  • Broad knowledge of investment products and accounting

  • General understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts

  • Excellent computer skills with high proficiency in Microsoft Office products

  • Ability to prioritize and independently manage multiple assignments and clientele simultaneously

  • Experience preparing reports, analysis, and presentations for management and clients

  • Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct are a plus

  • The role requires a highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities

 

Education:

  • BA/BS degree in finance or accounting related discipline with candidacy or aspiration for continued education, including designations such as CFA, CIPM, and/or CPA, are a plus.

  • Two to five years of relevant work experienced within the financial services sector.

Benefits:

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus

  • Medical, dental and vision coverage

  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)

  • Tuition and professional certification reimbursement

  • Paid parental leave

  • Adoption assistance

  • Holidays and paid time off

  • Paid time off to volunteer

  • Life insurance

  • Gift matching

Apply Online

Job Purpose

The primary responsibility of the Sr. Financial Reporting Analyst is to provide support and leadership within the construct of the financial reporting team for the Jackson Mutual Funds. In addition to day-to-day responsibilities, the Sr. Financial Reporting Analyst possesses the ability to provide effective leadership and coordination of projects.

Essential Responsibilities

  • Prepare and review financial reports, including complex mutual fund financial statements and related disclosures.

  • Assist with day-to-day oversight and training of Financial Reporting Analysts.

  • Manage requests from other areas of JNAM and external auditors.

  • Prepare and review regulatory filings, including N-PORT and N-CEN.

  • Evaluate and document department processes and assist with developing and implementing new processes.

  • Research GAAP and SEC disclosure requirements and assist with developing new reporting disclosures.

  • Support various team projects as needed.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • Expertise in preparation of basic mutual fund financial statements and schedules of investments.

  • Knowledge of mutual fund shareholder and SEC reporting requirements.

  • Experience working with derivative investments.

  • Experience with mutual fund audits and auditor interactions.

  • Experience training and mentoring others.

  • Team player with strong leadership, organizational and planning skills.

  • Committed to excellence in work product and meeting deadlines with tight time constraints.

  • Analytical skills, with ability to problem solve independently.

  • Knowledge of FundSuite Arc, Command Automated Publishing System (“CAPS”) and Microsoft Excel.

  • Ability to work outside regular office hours during peak periods.

Qualifications

  • Bachelor’s Degree in Accounting or Finance required.

  • 4+ years related work experience. required.

Apply Online

The Senior Client Service Associate will be a member of Jennison’s Client Advisory Group, working with the VP dedicated to the Consultant Relations team. This person will work with seasoned Consultant Relations professionals in support of the team’s efforts to maintain consultant relationships and support consultant-led search activity and client retention efforts. A successful
candidate will be highly collaborative, entrepreneurial, intellectually curious, and a strong multitasker. This is an exceptional opportunity to flourish in a well-established, strong investment culture.
Key Responsibilities
Functions include but are not limited to the following:

  • Support the Consultant Relations (CR) team at each stage of the consultant business lifecycle. This includes, but is not limited to: completing RFPs/RFIs/DDQs; assisting the team with semi-finals/finals prep work; maintaining the team’s opportunity pipeline, detailed status reports, and creating/updating a variety of other reports
  • Coordinate a continual flow of consultant and client requests including regular reporting and ad hoc requests
  • Conduct thorough meeting preparation, research each client and/or consultant in advance of each meeting, coordinate prep calls and meeting briefings with CR Managing Directors, investment teams and other key internal teams
  • Maintain Consultant Relations team’s internal reports including team coverage and consultant ratings. Work on continual reporting improvement including integration with CRM system
  • Provide organizational support for the Consultant Relations team (i.e. organize agenda items for weekly team meetings as needed; track internal and external requests to ensure all items are attended to; track consultant communications as part of a firm-wide communication plan)
  • Integrate and enhance client data through CRM system, organizing all activities and contact information in a timely manner
  • Participate in team projects to enhance internal procedures in accordance with best practices
  • Coordinate various aspects of the existing client relationship, working closely with the VP to ensure all client servicing needs are addressed in a timely manner
  • Manage client onboarding, transition, termination and changes/updates to guidelines or agreement for OCIO relationships
  • Develop an excellent understanding of the firm’s consultant relationships, client base, products, market environment, and competitive landscape
  • Develop and demonstrate a comprehensive understanding of the firm’s vehicles and fee offerings by product. Become the vehicles and fees subject-matter expert for the team
  • Contribute to the team environment which supports collaboration and the sharing of information within the Consultant Relations team as well as with the Client Service and Institutional Business Development teams
  • Partner effectively and work collaboratively across the organization. Heavy focus on internal organization collaboration

Requirements

  • 5-10 years of experience within asset management supporting Consultant Relations, Client Service or investment consulting
  • Bachelor’s Degree in a related field with strong academic record
  • FINRA Series 7 licensed, or achieved within six months of hire
  • Experience working with a CRM system (Salesforce preferred)
  • Experience using Qvidian RFP software preferred
  • Experience with data analytics; FactSet experience preferred
  • Advanced computer proficiency with MS Office (Excel, PowerPoint)
  • Have a strong client service mind-set and exhibit a strong sense of urgency when responding to internal and external requests
  • Ability to assess and anticipate current and future consultant/client needs and effectively drive priorities forward
  • Solid business judgement, with a passion for fostering internal and external relationships and upholding the integrity of the firm
  • Proven experience building strong working relationships with investment professionals and subject matter experts across the business including marketing, finance, legal, and compliance
  • Advanced communication skills, both written and verbal
  • Strong analytical and problem solving skills
  • Exceptional attention to detail
  • Ability to think ahead, anticipate needs
  • Proactive in asking questions, listening, and proposing solutions
  • Self-starter with the ability to work independently, balance multiple priorities and shift priorities as needed
  • Utilize effective time management skills to maintain a commitment to quality and attention to detail
  • Proficiency and understanding in asset management financial acumen
  • Ability to work under tight deadlines and multi-task
  • A collegial and collaborative team player
  • Strong sense of personal accountability

Human Resources Contact

Please apply here
Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law.

About CastleArk Management CastleArk Management LLC is a registered investment advisor with $3,5 billion in assets under management, offering investment management services to institutional and high net worth clients.
CastleArk investment strategies include US Large Cap, US SMID Cap, US Small Company, International Small Cap and Master Limited Partnerships (MLP) growth equities, as well as Global Energy equities. Our vision is to maintain an independent culture that is research driven, client focused and results oriented.
We seek professionals who exhibit openness, enthusiasm, and intellectual curiosity. We encourage collaboration and innovation to build upon the successes we achieve for our clients.

CastleArk is headquartered in Chicago, Illinois and has 32 employees, including 18 investment professionals and a dedicated three-person trading desk.
Overview of the position
The Marketing Associate is a full-time role that supports and services investment management client relationships and the marketing of CastleArk’s investment management products and services.
This role requires working effectively as a team member but also independently. The primary responsibilities require strong communication, analytical, organization and problem-solving skills.
Primary Responsibilities
• Create, edit, and review PowerPoint presentations, extensive use of PowerPoint required
• Organize and maintain presentation materials
• Prepare and produce other investment reports as well as ensure timely, accurate and complete
client records, including but not limited to:

o Client and strategy specific presentation and pitch books
o Monthly client investment performance reporting
o Client portfolio reviews and new business materials
o Requests for Proposals (RFP) database updates and questionnaires
o Client portfolio onboarding documents and agreements

• Coordinate and communicate administration details for account openings, closings, and ongoing maintenance
• Manage and respond to ad hoc requests and inquiries in a timely manner
• Develop and maintain a working knowledge of client investment policy statements and governing account agreements
• Take initiative to identify, investigate and resolve day-to-day operational complications
• Support business development research
• Provide support to web-site maintenance

Position Qualifications
• Bachelor’s degree
• Adept in Microsoft Suite (emphasis on PowerPoint, Excel and Word)
• 2+ years of client service experience, preferably in the asset management industry
• A general understanding of securities and investment industry
• Strong attention to detail, high degree of initiative and adaptability, and the ability to juggle multiple tasks
• Excellent communication (written and verbal) and presentation skills
• Ability to work independently and in a team environment, under multiple deadlines and with various styles
• Willingness to learn internal and external information systems
Employment Benefits
• Competitive salary and bonus
• 401(k) retirement plan with partial matching
• Medical, dental and vision insurance
• Flexible spending account
• Health savings account
• Holidays and paid time off
• Life insurance

Applicants should send resumes to careers@castleark.com

Equal Employment Opportunity
CastleArk LLC is an equal opportunity employer, and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law

Link:  https://hubs.ly/Q01gtFG10

The Mom Project is excited to partner with a Wealth Management Advisor in Chicago, IL seeking to add an Investment Operations Specialist (“IOS”) to their company. This position will specialize in client service and processing investment products and act as a liaison between the home office, financial advisor, and clients.

Ideal candidates will have prior experience working with senior executives, interacting regularly with clients, and be self-driven and good at managing projects independently. This position also requires strong attention to detail as the work is highly precise.

This is a hybrid role and individuals must work in the office at least 50% of the time based on FINRA regulations. The team generally overlaps on one specific day each week for their standing team meeting.

Responsibilities:

  • Client onboarding
  • Asset movement
  • Docusigns; tracking documents and needed information
  • Processing RMD’s & 529 distributions
  • Compliance portal and related transactions paperwork
  • Managing proprietary software & Morningstar
  • Interacting with paraplanners
  • Managing case notes via client database and completing forms
  • Client correspondence
  • Running performance reports and providing daily updates 

Preferred Experience: Series 6 and 7 licenses with 63. If candidates don’t have these licenses they will need to obtain them over the course of the position in order to work in this role. Salary is commensurate with prior work experience and licenses.

Company Culture:

This company has a vibrant office setting that allows for some remote work (about 2 days a week). Training, culture, and professional atmosphere are pluses. The experienced and family-focused advisor offers flexibility, understanding, and willingness to grow in this relationship.

Position Benefits:

Health, STD & LTD, Simple IRA, PTO

JOB SUMMARY & RESPONSIBILITIES:

The role of William Blair’s product management team is to orchestrate strategy, positioning, planning and competitive analysis of William Blair’s investment products at all stages of the lifecycle and to plan for the development of new product to be introduced to the marketplace. We’re seeking an Associate Product Manager to join this dynamic team, the responsibilities which may include:

  • Provide daily support to Product Managers on team
  • Gather, monitor, anticipate and assess market, industry, competitor and client trends to drive product strategy and identify opportunities for product innovation
  • Assist in the development of strategic and analytical reports and models
  • Maintain existing competitor dashboards and assist with the development of new tools
  • Drive new product research to help ensure compelling points of differentiation are identified and designed into new product offerings and communicated for existing products
  • Analyze product and competitive market data based on parameters defined by senior product management team
  • Conduct competitive analyses for product positioning; utilize automated analysis tools to complete baseline industry reviews of metrics including AUM, flows, fees, performance, etc. Develop detailed reports summarizing key findings and observations.
  • Research the competitive landscape and industry trends and develop reports on William Blair product positioning. Identify possible opportunities for sales, campaigns and product development.
  • Develop education and training materials to highlight product features, benefits, and key differentiators of William Blair’s products
  • Collaborate with internal partners including Investment, Distribution, Legal, Finance and Marketing teams

QUALIFICATIONS:

  • Bachelor’s degree
  • Minimum of 2 years of experience preferably in the asset management or related industry
  • Knowledge of financial services, asset management strongly preferred
  • Well-developed analytical, problem-solving and quantitative skills, with exceptional attention to detail
  • Strong leadership potential, with excellent collaboration abilities
  • Self-starter with urgency, personal responsibility and accountability
  • Results-orientation with an ability to multi-task, execute and complete deliverables in a timely manner
  • Excellent communication and presentation skills, ability to interact with all levels of the organization
  • Working knowledge of key databases such as Morningstar, eVestment and Simfund
  • Strong interest and engagement in financial markets and investment management driving continuous learning of marketplace
  • Proficiency with PowerPoint and Excel required; Morningstar Direct, eVestment and FactSet preferred; Tableau (or Python / R knowledge) experience a plus
  • Ability to be a cooperative team player
  • Ability to multi-task and manage projects with competing priorities in a high-paced environment
  • Strong oral and written communication and presentation skills
  • Strong interpersonal and relationship building skills
Apply Online

Summary

The Web Manager will serve as the website lead for the Distribution Digital Marketing team. This individual will help drive Harbor’s digital strategy and audience experience across dot com, in alignment with Harbor’s brand, marketing, and business goals. The Web Manager will work closely with Distribution (Sales and Marketing) and IT leads in the development and execution of Harbor’s digital approach to ensure best practices are developed and implemented across owned digital platforms in effort to maximize engagement and value. This individual will also be responsible for web content and platform management.

Key Responsibilities

  • Partners with internal business owners and external agencies to create cohesive, best-in-class digital destinations that helps build long-term relationships with stakeholders
  • Consistently researches user journeys and behavior to create and evolve the information architecture on harborcapital.com such that current clients; potential prospects; and content producers in the financial industry are finding relevant content and consistently coming back
  • Coordinate with Digital Marketing members to develop strategies to drive web traffic through paid search, paid social, email marketing
  • Collaborates with Intelligence on performance tracking and regular reporting to ensure data and insights driven strategic development and decision making
  • Digital thought leader responsible for educating the organization on new ways to connect with current and potential clients, evaluating and providing recommendations on digital and web tools and platforms in alignment with Harbor’s short and long-term goals and strategies
  • Key Behavioral Expectations
  • Drives for Results
  • Creates Culture of Collaboration
  • ·Communication & Engagement
  • Unleashes Innovation
  • Agility & Adaptability

Minimum Qualifications 

  • 8+ years of experience in Digital- or Web- strategy and/or marketing
  • 5+ years of experience with enterprise Content Management System (CMS) experience (preferably headless CMS software) with expertise in website authoring, collaboration, and administration tools
  • Success in driving results through SEO, including understanding of relevant metadata, tags, and best practices used to improve search ranks
  • Extensive experience with content organization, including website taxonomy, tag management tools (i.e., Google Tag Manager), and URL structures
  • Outcome-driven – makes decisions based on clearly defined insights and objectives and has a desire to track progress, evaluate performance, and optimize based on analysis
  • Has working knowledge of front-end web development skills, including a basic understanding of HTML, Javascript, and iframes (to the extent that you can embed and modify snippets within a website)
  • Strong analytical skills, including Google Analytics expertise, and the ability to distill strategic insights out of various data sources
  • Strong leadership skills, experience working and leading cross-functional teams and developing positive, professional and collaborative working relationships with internal and external stakeholders
  • Excellent written and verbal communication skills 
  • Ability to think critically in ambiguous situations and problem-solve in quick-changing strategic environment
  • Excellent organizational, planning and project management skills
  • Proficient with Microsoft Office software (Word, Excel, PowerPoint, etc.)
  • Occasional travel for Harbor work events

Knowledge, Skills & Abilities Required

  • History of leading groups with CMS engineering teams, including demonstrable CMS back-end technical skills and familiarity across Front-end and DevOps roles
  • Proficient with building UX and UI prototypes
  • Proficient in Adobe Illustrator, InDesign, Photoshop
  • Experience with email marketing via enterprise-level marketing automation software (such as Pardot, SFMC, Marketo, or Hubspot), customer journeys and CRM
  • Expertise in digital asset management
  • Working knowledge of front-end technologies such as HTML, HTML 5, CSS, JavaScript, jQuery and Json
Apply Online

We are a Federal Contractor and Affirmative Action Employer.
Below you will find the positions for which we are currently seeking qualified candidates.

Please consider this as a request to provide candidates for the following positions:

 

Job Title:

Scrum Master

Company:

MFS Investment Management

Experience:

8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Data Integration Engineer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Data Platform Architect

Company:

MFS Investment Management

Experience:

10+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Data Automation QA Engineer

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Operations Analyst

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quality Assurance Associate I (Transactions)

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quality Assurance Associate II – Client Service

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Assist Center Representative

Company:

MFS Investment Management

Experience:

1 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Junior Business Systems Analyst

Company:

MFS Investment Management

Experience:

1 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr Fund Administrator

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sales Rep – International

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sales Rep – International

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Miami, FL

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Trade Operations Specialist

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Research Associate (Structured Products)

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Client Service Representative – October Start

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Counsel

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Territory Support Representative

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Section Manager

Company:

MFS Investment Management

Experience:

3+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Trading Compliance Associate

Company:

MFS Investment Management

Experience:

1 to 3 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Director of Security

Company:

MFS Investment Management

Experience:

10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Systems Application Engineer II

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Wintel Engineer II

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Security Associate

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Enterprise Data Architect

Company:

MFS Investment Management

Experience:

5 to 8 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Lead Java Architect

Company:

MFS Investment Management

Experience:

7 to 10 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Full Stack Developer

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Principal Fin Software Eng

Company:

MFS Investment Management

Experience:

10+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sr. Financial Software Engineer

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Data Platform Architect

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Security Architect

Company:

MFS Investment Management

Experience:

6 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Data Modeler

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Investment Compliance Senior Specialist

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Inbound Sales Representative

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Litigation Analyst III

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Principal QA Lead

Company:

MFS Investment Management

Experience:

10+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Commission & KYC Specialist

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quality Assurance Analyst (ESG)

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior QA Analyst

Company:

MFS Investment Management

Experience:

5 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Sales Practice Oversight Analyst

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Account Representative – Edward Jones

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior Unified Communications Engineer – Cisco

Company:

MFS Investment Management

Experience:

7+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Internal Wholesaler – Phoenix

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Trader – FX and Rates

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Quantitative Trading Strategist

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Fixed Income Research Analyst – Structured Products

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Senior HR Analytics Analyst

Company:

MFS Investment Management

Experience:

3 to 5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

We are seeking a dynamic/detail-oriented individual to join our world-class Investment Management team as a Regional Sales Associate. Specifically, this role is part of our Advisor Solutions group which is responsible for all
sales-and-marketing functions related to the distribution of William Blair’s investment products to advisors and thirdparty platforms in the intermediary channel.
Job Summary & Responsibilities:
William Blair is seeking a highly motivated, goal-oriented candidate to join our intermediary sales team as a Regional Sales Associate. As an integral member of the team, this individual will be responsible for generating sales
leads through thoughtful, strategic outreach to prospective clients. The individual will learn about the various asset allocation processes of our clients and prospects, identify areas of opportunity/solutions and qualify them for
potential meetings and further engagement. Successful Regional Associates are results-driven with a strong work ethic and desire to learn. Specific responsible will include:
• Work in conjunction with Regional Director to establish new relationships through proactive phone outreach and email efforts
• Apply a consultative sales approach to prospecting and deepening relationships with RIA’s, family offices, banks, wire house and B/D financial advisors
• Develop an understanding of client and prospect investment processes, identify areas of opportunity and position WB products to meet those needs
• Participate in targeted outreach campaigns and contributes to National Accounts initiatives
• Strategically collaborate with team to conceptualize innovative and entrepreneurial ideas for territory management
• Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects
• Utilize Salesforce for prospecting preparation and managing client data
• Represent William Blair at industry conferences and travel quarterly with external partner to meet and present to clients and prospects
• Participate in other projects as requested
Qualifications:
• Bachelor’s degree required
• Prior work experience in investment management preferred, ideally within a sales capacity
• Ideal candidate will be highly motivated to take advantage of career development opportunities, seek out industry designations, post graduate degrees, and professional training via industry experts
• Demonstrated interest in learning investment products as well as key sales and service requirements of institutional clients and investment advisors
• Superior communication skills, written and verbal.
• Ability to build strong relationships, including dedication to detail and follow-up
• Positive, can-do attitude and high level of personal initiative, which is paramount in a sales environment
• Ability to work individually and cooperatively with others to accomplish objectives
• Adaptable and open to feedback
• Ability to be resourceful in seeking solutions
• Current Series 7 and 66 (or 63 and 65) licenses (or ability to obtain following start)
• Desire/ability to work in a hybrid capacity (2 days in/3 days remote)
Link to Apply: https://williamblair.avature.net/careers/JobDetail/Regional-Sales-Associate-Entry-Mid-Level/4793

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