Financial Services Lead

1 week ago


Chicago, United States CPS Full time

Financial Services Lead We are seeking a Financial Services Lead to support the investment team. This role involves managing investment transactions, fund operations, client communications, and assisting with compliance and audit processes. Key Responsibilities: Investment Transactions: Manage investment processes, including preparing subscription documents and reviewing agreements. Client & Prospect Support: Handle communications with clients and prospective investors and maintain accurate client/prospect databases. Fund & Financial Tracking: Track fund transactions, process wires, and manage fund finances. Documentation & Compliance: Maintain fund formation documents, assist with audits, and ensure compliance with regulations. Third-Party Coordination: Work with external service providers, ensuring timely delivery of required documents. Special Projects: Assist with various projects and process improvements as needed. Qualifications: FINRA Series 65 or Series 66 license required. 5+ years of experience in financial services or investment management. Strong organizational and communication skills. Experience with fund operations, compliance, and client-facing roles. Proficiency in Microsoft Office and financial software. #LI-YT1



  • Chicago, Illinois, United States Wintrust Financial Full time

    Financial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...


  • Chicago, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit...


  • Chicago, United States Discover Financial Services Full time

    Discover a brighter future. With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it — we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you...


  • Chicago, Illinois, United States OneMain Financial Full time

    At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...


  • Chicago, Illinois, United States OneMain Financial Full time

    About the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...


  • Chicago, Illinois, United States BMO Financial Group Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Associate Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their...


  • Chicago, Illinois, United States ServiceNow Full time

    Job Title: Financial Services Technical LeadAt ServiceNow, we're seeking a highly skilled Financial Services Technical Lead to join our team. As a key member of our Customer and Industry Workflow Practice for Financial Services, you will be responsible for consulting with customers on implementing ServiceNow's Financial Services Operations (FSO) solutions...


  • Chicago, Illinois, United States Chicago Financial Search Full time

    Job Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...


  • Chicago, Illinois, United States Lakeshore Financial Group Full time

    Unlock Your Potential as a Financial Advisor at Lakeshore Financial GroupAre you a driven and customer-focused individual looking to grow and thrive in a dynamic team environment? Do you have a passion for helping clients achieve their financial goals and building lasting relationships?Lakeshore Financial Group is expanding its team in Chicago and seeking...


  • Chicago, Illinois, United States ServiceNow Full time

    Job Title: Financial Services Technical LeadAt ServiceNow, we're seeking a highly skilled Financial Services Technical Lead to join our team. As a key member of our Customer and Industry Workflow Practice for Financial Services, you will be responsible for delivering technical expertise and guidance to our customers and partners in implementing ServiceNow's...

  • Financial Consultant

    4 weeks ago


    Chicago, Illinois, United States Meron Financial Agency Full time

    Unlock Your Potential with Meron Financial AgencyAre you a driven individual seeking a rewarding career in financial services? Look no further than Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals.We're seeking passionate and ambitious professionals who want to make a meaningful impact...

  • Financial Advisor

    3 weeks ago


    chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    2 months ago


    chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...

  • Financial Advisor

    4 months ago


    Chicago, United States STRIDE Financial Full time

    Job Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...


  • Chicago, Illinois, United States Fay Financial Full time

    Financial Planning and Analysis ExpertFay Financial is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be responsible for conducting advanced financial analysis, developing and implementing financial planning processes, and providing strategic financial guidance to support...


  • Chicago, Illinois, United States ServiceNow Full time

    Job DescriptionAs a Financial Services Technical Lead at ServiceNow, you will be responsible for consulting with customers on implementing our Financial Services Operations (FSO) solutions based on best practices for Banking and Insurance. Your goal will be to accelerate and drive customer business outcomes.The ideal candidate will have at least 8 years of...


  • Chicago, Illinois, United States Qualtrics Full time

    About the RoleWe are seeking an experienced Enterprise Services Manager to lead our Financial Services team. As a key member of our leadership team, you will be responsible for driving customer obsession, expanding Experience Management adoption, and providing a world-class customer experience to our enterprise clients.Key ResponsibilitiesLead a team of...


  • Chicago, Illinois, United States Cetera Investment Services LLC Full time

    Job Title: Producing ManagerThe Producing Manager is a key role at Cetera Investment Services LLC, responsible for providing expert financial guidance and investment management to clients. This position requires a strong focus on sales and customer service, with a passion for building professional relationships and exceeding client expectations.Key...


  • Chicago, United States Fay Financial Full time

    The Fay Group, originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to...