wealth crossing jobs in Chicago

Sorren in Chicago is seeking a seasoned tax leader to oversee the strategy and execution of the tax function for high-net-worth clients. Your role will include managing complex tax engagements, leading a high-impact team, and ensuring compliance with evolving tax legislation. The ideal candidate will have over 10 years of tax preparation experience,...

BMO Harris Bank in Chicago seeks a Director of Commercial & Wealth Communications to lead external positioning for the U.S. Commercial Bank with cross-over to Wealth. You will manage a team of professionals and vendors to deliver internal and external communications aligned with brand standards.Collaborate with stakeholders, guide strategic messaging,...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesNetwork and meet people to set personal planning meetingsBuild relationships and understand...

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Associated Bank requires you to directly represent yourself...

Morningstar Development Program (MDP) – WealthChicago  |  2027 CohortThe ProgramAt Morningstar, we want people who are smart, creative, hard-working, curious, and passionate about their work. We hire all majors, including liberal arts, because we value the different perspectives they bring. We built the Morningstar Development Program (MDP) to prepare...

Application Deadline: 10/16/2026 Address: 320 S Canal Street Job Family Group: Corporate Affairs BMO's high-growth U.S. Banking group is seeking a leader for its communications portfolio supporting our Commercial and Wealth businesses, demonstrating that BMO helps clients, communities and colleagues make real financial progress and supporting our growth...

The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights. For the past decade, YCharts has been recognized on the Inc....

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We...

About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions. Within our Tax...

Application Deadline:10/16/2026Address:320 S Canal StreetJob Family Group:Corporate AffairsBMO’s high-growth U.S. Banking group is seeking a leader for its communications portfolio supporting our Commercial and Wealth businesses, demonstrating that BMO helps clients, communities and colleagues make real financial progress and supporting our growth goals....

About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

Experienced Financial Advisor - Bring and Grow Your Book Are you an established financial advisor looking for stronger economics, greater autonomy, and better operational support? Cross Financial is seeking experienced wealth advisors with an established client base who are interested in transitioning their practice to an advisor-first platform. This...

Company DescriptionAs part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.Wilshire...

The ProgramAt Morningstar, we want people who are smart, creative, hard-working, curious, and passionate about their work. We hire all majors, including liberal arts, because we value the different perspectives they bring. We built the Morningstar Development Program (MDP) to prepare recent graduates for successful, long-term careers here. Throughout this...

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for...

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Associated Bank requires you to directly represent yourself...

Job Description:Building trusted markets — powered by our people At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We provide the financial infrastructure that powers the global economy. As a leading provider of market infrastructure and tradable products, Cboe delivers cutting-edge trading,...

Focus Partners is seeking a Senior Manager, Operations to lead a team delivering high-quality operational support within our wealth management business. The role focuses on day-to-day operations, process improvements, and cross-functional collaboration to enhance client service. The position offers a hybrid work model with up to 3 in-office days per week and...

 POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as...