Banking and Financial Services Jobs in Chicago

The Associate Manager, Programmatic is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. This individual will act as a subject matter expert on Programmatic strategy and execution, assuming a client facing role during pre-sales activity and enterprise level client meetings. As a supervisor, the Associate Manager, Programmatic will oversee employee development and retention, including training and goal setting. Additionally, this individual is an expert at process/project management, efficiently creating processes that can be scaled across multiple accounts or teams.

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• Act as direct supervisor for up to (4) direct reports in Chicago, Buenos Aires, and/or Mexico City
  
• Accountable for all aspects of team oversight, including: employee onboarding, employee training, employee performance (accountability and behavior), employee retention
  
• Maintain target utilization for assigned work and for direct reports work.
  
• Onboard, maintain and grow assigned client base: coordinate with Account Management & Media Strategy on long term strategic roadmap
  
• Own performance accuracy for campaign execution, optimization, and Rise 5 on all assigned clients.
  
• Quickly and tactfully troubleshoot employee and client issues
  
• Act as a liaison between internal rise teams and programmatic team for all matters related to assigned clients.
  
• Develop processes to help improve efficiency of the team and clients. Scale processes across a greater Programmatic team.
  
• Lead weekly team and individual meetings with programmatic team members, other Rise employees, and outside vendors.
  
• Collaborate with Programmatic managers on team wide initiatives
  
• Stay up to date on industry trends and technology partners, seeking out opportunities to vet and test new technologies.
  

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• Education: Bachelor\'s degree required
  
• Experience: 2-3 Years Digital Marketing Experience
  
• Certificates, Licenses, Registrations:
  
• Knowledge, Skills & Abilities:
  

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• Demonstrates excellent verbal and written communication skills with experience presenting media strategy directly to internal and external stakeholders.
  
• Experience creating clear and concise media proposals (media plans, media strategies, powerpoint presentations) that showcase thought leadership and creative thinking.
  
• Detail Oriented: ability to execute digital media campaigns flawlessly while providing robust insights and analysis.
  
• Developed multiple processes that impacted the profitability/efficiency of an account/team.
  
• Establishes him/herself as trusted resource by developing relationships with key internal and external stakeholders
  
• Understands technical nuances associated with various media buying platforms in order to improve client results.
  
• Possesses leadership skills necessary to independently manage potential issues while knowing when to manage up.
  

We are seeking a dynamic and enthusiastic Head Golf Coach for our Summer Camp program. This leadership role involves guiding and mentoring young campers in golf skills, fostering a positive learning environment, and promoting teamwork and sportsmanship. The ideal candidate will have a passion for teaching, experience in sports coaching, and the ability to engage children in a fun and educational manner. This position offers an excellent opportunity to develop leadership skills while making a meaningful impact on youth development during the summer months.

Responsibilities

• Lead golf instruction sessions tailored to various age groups and skill levels
• Develop engaging lesson plans that incorporate fundamental golf techniques and safety protocols
• Foster a positive, inclusive environment that encourages teamwork, sportsmanship, and personal growth
• Manage camp activities related to golf, including organizing drills, games, and competitions
• Ensure the safety of all participants by supervising activities and enforcing safety guidelines
• Collaborate with camp staff to coordinate schedules and integrate golf activities with other camp programs
• Provide behavior management to maintain discipline and ensure a respectful environment
• Serve as a role model by demonstrating professionalism, enthusiasm, and good sportsmanship at all times

Skills

• Prior experience in sports coaching, teaching physical education, or related fields such as karate, martial arts, or swimming is highly desirable
• Experience working with children and managing group behaviors effectively
• Strong leadership skills with the ability to motivate and inspire young campers
• Knowledge of golf fundamentals and the ability to teach basic skills to beginners
• Background in childcare or health club/gym environments is a plus
• Excellent communication skills to engage children, parents, and camp staff
• Ability to create fun, educational activities that promote physical activity and skill development
• Certifications such as lifeguard experience or child safety training are advantageous but not required

This role is ideal for individuals passionate about youth development, sports education, and creating memorable summer experiences for children.

Work Location: In person

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.

Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to:

• Managing travel & expenses, including making travel arrangements and processing expenses for team members
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors
• Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

• Proficiency in Word, Excel, PowerPoint and Outlook required
• Bachelor's degree preferred
• A minimum of 2 years of work experience in a professional corporate environment
• New graduates who have a desire to be in the financial services industry are also encouraged to apply
• Strong written and verbal communication skills
• Enjoys working in a team environment
• Polished communication skills
• Ability to multi-task and work in a fast-paced environment
• Business professional environment and attire
• Possess critical thinking skills and good judgment
• Displays personal pride in work, always striving to do his/her best
• Chooses to always operate with integrity and transparency

For over 100 years, ABOC has fostered deep ties with our customers and our community, serving the banking needs of countless businesses, organizations, institutions, and individuals, many for multiple generations. These relationships are based on profound trust, in-depth understanding and highly personal and responsive service provided by our experienced bankers.

We take tremendous pride in being a great place to work! We value the contributions our employees bring to the table every day. We work hard to nurture and maintain a mutually respectful, diverse culture that fosters teamwork and a commitment to exceptional customer service.

ABOC is hiring a Compliance Support Analyst. This position is responsible for monitoring and maintaining compliance within an organization’s systems and processes.

RESPONSIBILITIES:

• Compliance Monitoring: Ensure adherence to BSA/AML policies and procedures, including the filing of Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs).
• Transaction Analysis: Analyze customer transactions and behavior to identify potentially suspicious activities that may indicate money laundering or terrorist financing.
• Risk Assessments: Conduct customer due diligence (CDD) and enhanced due diligence (EDD) reviews for high-risk accounts, assessing risk levels and updating customer profiles accordingly.
• Policy Implementation: Assisting in the development, enforcement, and monitoring of internal compliance policies and procedures.
• Monitoring and Reporting: Tracking adherence to banking regulations, preparing reports, and communicating compliance status to management.
• Audit Support: Conducting or assisting with internal audits to identify potential noncompliance or process weaknesses.
• Customer Complaints: Investigate and respond to customer complaints while looking for trends.
• Office of Foreign Assets Control (OFAC) Support: Complete OFAC reviews assisting with vendor management.
• Employee Development: Participate in ongoing training to maintain current knowledge of BSA/AML and OFAC regulatory requirements.
• Additional duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• Develop and maintain positive relationships within related business units to ensure partnership approach to compliance risk management.
• Self-motivated individual with a strong work ethic, and the ability to work independently and as part of a team
• Strong organization skills with the ability to multi-task and prioritize conflicting demands
• Demonstrated strong analytical, research, problem-solving, and decision-making skills.
• Strong writing skills and ability to communicate with people at all levels and various backgrounds.
• High attention to detail to ensure compliance with regulations and accurate reporting.
• Proficient with computer skills including Microsoft Office.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

• Associate or bachelor’s degree in business, finance, or other related field (Preferred)
• CAMS or equivalent AML certification is a plus
• Experience with Abrigo or other BSA monitoring software is a plus.
• Knowledge of BSA/OFAC/Fraud function, or equivalent banking experience, plus two to three years' related experience preferred.
• Experience in regulatory compliance within the banking industry or financial services industry.
• Strong work ethic with attention to detail.
• Microsoft 365 experience.

BENEFITS:

• Competitive compensation package
• Full health insurance (medical, dental and vision),
• 401(k)
• Life insurance
• Education Assistance
• Paid Vacation Days
• Employee Assistance Program
• Open-door work environment
• Opportunities for advancement
• Community Service Opportunities

We are an equal opportunity employer and value diversity, equity, and inclusion at our company. We do not discriminate based on any protected category. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

For over 100 years, ABOC has fostered deep ties to our customers and our community, serving the banking needs of countless businesses, organizations, institutions, and individuals, many for multiple generations. These relationships are based on profound trust, in-depth understanding and highly personal and responsive service provided by our experienced bankers.

We take tremendous pride in being a great place to work! We value the contributions our employees bring to the table every day. We work hard to nurture and maintain a mutually respectful, diverse culture that fosters teamwork and a commitment to exceptional customer service.

ABOC is hiring a Taft-Hartley Director. The individual in this position serves as a senior relationship manager for assigned custodial relationships within the Institutional Trust area.

RESPONSIBILITIES:

• Responsible for ensuring that all duties as outlined in our legal agreements follow the rules and regulations set by regulatory authorities. These duties include acting as the liaison between our operations department and the client.
• Participate in building a strong banking relationship by engaging with clients on a one-to-one meeting and or calls annually.
• Provides guidance to our clients on directives as needed to fulfill their request in the trading and monetary movement of their assets. Responsible for improving service to clients in offering solutions to their processes.
• Develop new business from existing or prospective customers in offering other bank products that can enhance their business.
• Coordinates marketing and preparation of requests for proposals for all types of trust accounts.
• Hosts events on behalf of the bank and actively participate in such engagements.
• Keeps abreast of related issues and new developments, policies and laws concerning employee benefits planning and administration through review of various publications and materials.
• Performs other related duties as assigned.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:

• High school diploma plus seven years of trust administration experience or bachelor’s degree in finance and/or business (required)
• Knowledge of trust account administration and operation practices and procedures as is normally attained in three years of trust administration experience [five years for officer level] (required)
• Knowledge of rules and regulations as defined in ERISA, following best practices as outlined by the DOL.
• Strong communication and interpersonal skills.

BENEFITS:

• Competitive compensation package
• Full health insurance (medical, dental and vision),
• 401(k)
• Life insurance
• Education Assistance
• Paid Vacation Days
• Employee Assistance Program
• Open-door work environment
• Opportunities for advancement
• Community Service Opportunities

We are an equal opportunity employer and value diversity, equity, and inclusion at our company. We do not discriminate based on any protected category. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Operational Risk Analyst – Chicago

Electronic trading | Trading Floor Environment

On-site: Chicago

A leading global trading firm is looking for an Operational Risk Analyst to join its Chicago office.

In this role, you'll be embedded on the trading floor, working in a fast-paced, data-driven environment. You'll use real-time data and AI tools to monitor operational risk, enhance control frameworks, and proactively identify emerging patterns. This position supports the European business while contributing to global risk initiatives across the U.S. and APAC regions.

You must be able to assess and enhance second-line control frameworks and reporting.

What We're Looking For:

• 3+ years in operational risk or a related second-line role.
• Experience in trading environments (market making/algorithmic trading)
• Experience creating and building risk frameworks

Job Title: Private Credit Lending Specialist (3-5 years of experience)

Location: New York or Chicago

About the Role

We are seeking a detail-oriented and experienced Paralegal to support secured lending transactions from origination through closing. This role will focus heavily on drafting and reviewing legal documentation,coordinating due diligence materials, and working closely with internal stakeholders, internal counsel, and borrowers to ensure timely and accurate execution of transactions.

Key Responsibilities

• Prepare, review, and manage closing documentation, such as written consents and officer's certificates,
• Coordinate closing processes, including checklists, signature packets, and other closing deliverables
• Assist with UCC filings, lien searches, and post-closing filings
• Track conditions precedent and subsequent, ensuring all requirements are satisfied
• Support amendments, waivers, consents, and refinancing transactions
• Maintain organized and accurate transaction records and closing files
• Liaise with borrowers, lenders, outside counsel, and third-party service providers
• Ensure compliance with internal policies and applicable legal requirements

Qualifications

• Paralegal certificate or equivalent legal experience
• 3+ years of experience supporting lending or finance transactions (law firm or in-house)
• Strong familiarity with loan documentation and closing mechanics
• Experience with secured transactions and UCC filings
• Exceptional attention to detail and organizational skills
• Ability to manage multiple transactions and deadlines simultaneously
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, Google Docs and document management systems

Nice to Have

• Experience with venture debt, asset-based lending, or structured finance
• Exposure to fintech or growth-stage companies
• Experience working in a fast-paced, deal-driven environment

Why Join Us

• Opportunity to work closely with key decision makers in sophisticated lending transactions
• Collaborative, high-performing team
• Competitive compensation and benefits

Background:

Our client, a regulated broker-dealer, is seeking a Trade Surveillance Associate to support and enhance its market abuse monitoring program. This role focuses on identifying, investigating, and escalating potential instances of market manipulation across multiple asset classes.

Key Responsibilities:

• Monitor and review trade surveillance alerts across equities, fixed income, listed derivatives, and other traded products
• Investigate potential market manipulation, including spoofing, layering, front-running, wash trades, and other abusive trading behaviors
• Conduct detailed trade, order, and execution analysis to assess trading patterns, intent, and potential regulatory risk
• Prepare clear documentation and investigative summaries, escalating matters to senior compliance or legal stakeholders as appropriate
• Support regulatory inquiries, examinations, and ongoing enhancements to surveillance controls and scenarios

Required Qualifications

• 2–5+ years of experience in trade surveillance, market abuse surveillance, or regulatory investigations
• Bachelor's degree required
• Strong understanding of U.S. market abuse rulesand common manipulative trading behaviors

Job Title: Paralegal, Transactional, Banking & Finance

Full-time

Location: Remote (Chicago & New York)

We are seeking a detail-oriented and experienced Paralegal to support secured lending transactions from origination through closing. This role will focus heavily on drafting and reviewing legal documentation, coordinating due diligence materials, and working closely with internal stakeholders, internal counsel, and borrowers to ensure the timely and accurate execution of transactions.

Qualifications

• Paralegal certificate or equivalent legal experience
• 3+ years of experience supporting lending or finance transactions (law firm or in-house)
• Strong familiarity with loan documentation and closing mechanics
• Experience with secured transactions and UCC filings
• Exceptional attention to detail and organizational skills
• Ability to manage multiple transactions and deadlines simultaneously
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, Google Docs and document management systems

Duties:

• Prepare, review, and manage closing documentation, such as written consents and officer’s certificates,
• Coordinate closing processes, including checklists, signature packets, and other closing deliverables
• Assist with UCC filings, lien searches, and post-closing filings
• Track conditions precedent and subsequent, ensuring all requirements are satisfied
• Support amendments, waivers, consents, and refinancing transactions
• Maintain organized and accurate transaction records and closing files
• Liaise with borrowers, lenders, outside counsel, and third-party service providers
• Ensure compliance with internal policies and applicable legal requirements
• Opportunity to work closely with key decision makers in sophisticated lending transactions
• Collaborative, high-performing team

With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company's managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team!

Key Responsibilities:

• Proactive approach to preventing losses/injuries, whether they are to our employees, third parties, or customers' valuables. They include cash-in-transit, auto losses, and injuries.
• Report all incidents, claims, and losses that may expose the company to financial losses, whether they are covered by insurance or not.
• Ensures the execution of established risk and operational policies and procedures to mitigate risk.
• Supports field operations through risk training and leadership team development.
• Demonstrate management leadership charged with achieving the goals of the Company, both in safety and cargo losses.
• Establishes and communicates a risk business plan consistent with the objectives of the Company that equally combines the tenets of workplace safety, addressing Workers Compensation, injury prevention, vehicle crash avoidance through improved driver performance, and proactive surveillance programs that identify and correct behavioral problems.
• Equally ensures the execution of risk tools at the branch level, including robbery prevention and other processes that reduce customer asset losses.
• Effectively utilizes and ensures the branch's application of established loss-prevention tools.
• Continuously evaluates loss trends to ensure new emerging risks are readily identified and appropriate plans are implemented.
• Assures that an effective claims management program is in place. The program reflects timely reporting of losses and verifies that prompt, accurate investigations occur.
• Provides management guidance on physical security requirements for new or upgraded facilities.
• Periodically conducts branch audits of policies and procedures to verify compliance.
• Required to personally investigate complex losses of significant value in both the casualty and cargo areas.
• Manage claim and loss reporting.
• Monitor and follow up on all audit findings and corrective actions to ensure timely solutions.
• Other duties and projects as assigned.

Primary Qualifications:

• Bachelor's Degree in management, business, safety, security, criminal justice, or a related field, preferred.
• Equivalent work experience in lieu of a degree.
• Minimum five (5) years' experience that reflects continuous management and leadership growth.
• Ability to travel up to 60% as needed to meet with team members and business partners.

Individual Skills & Competencies:

• Demonstrating knowledge or proficiency in cash management/handling, employee training, interview techniques, transportation, and loss investigation is desirable.
• Demonstrates excellent communication skills, both written and verbal.
• Ability to interact effectively with individuals at various levels in the organization.
• Proficient with Microsoft Office Suite, Excel, or related software.
• Ability to take initiative and have a sense of urgency for time-sensitive materials.

Benefits:

Loomis offers one of the most comprehensive employee benefits packages in the industry, which includes:

• Vacation and Sick Time (PTO) as well as Paid Holidays
• Health & Dental Insurance
• Vision Insurance
• 401(k) Plan
• Basic Life Insurance Plan
• Voluntary Life Insurance Plan
• Flexible Spending and Health Savings Account
• Dependent Care Account
• Industry-leading Training and Development

Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status, or disability.

Senior Credit Risk Associate

Location: Chicago (Hybrid, 3 days per week)

Salary: $115,000 to $130,000 base plus 15 percent bonus paid quarterly

Visa sponsorship not available

A fast-growing, data-driven financial services company is seeking a Senior Credit Risk Associate to join its analytics function and support credit acquisition strategy. This role focuses on making disciplined, data-led credit decisions that balance growth, risk, and regulatory compliance.

This is a strong opportunity for an experienced credit analyst who enjoys combining hands-on analytics with strategic input and cross-functional collaboration.

The Role

The successful candidate will focus on pre-enrollment credit risk strategy and play a key role across the customer lifecycle.

Key responsibilities include:

• Developing and enhancing credit risk strategies across acquisition and early lifecycle stages
• Analysing application data, credit bureau reports, trade lines, and portfolio performance
• Partnering with model development teams on scorecards and machine learning models
• Monitoring early risk indicators and overall portfolio health
• Ensuring compliance with ECOA, FCRA, and UDAAP regulations
• Presenting insights and recommendations to senior stakeholders
• Collaborating closely with sales, operations, and legal teams
• Conducting market and industry research to inform strategy

About You

This role suits someone who is analytically strong, commercially aware, and comfortable influencing decision-making.

Required experience:

• 4+ years of experience in credit analytics, underwriting, or consumer lending
• Strong background in acquisition strategy and credit decisioning
• Advanced SQL skills
• Experience with Python or R preferred
• Familiarity with Tableau, Snowflake, and cloud data environments
• Experience working with credit bureau data, scoring models, and underwriting frameworks
• Background in consumer-facing financial services or lending

Interview Process

• Short SQL-based technical assessment
• Virtual interview with the hiring manager
• Final interview with senior commercial leadership

Why Apply?

• High-impact role within a growing analytics team
• Strong business performance without aggressive headcount expansion
• Clear exposure to senior stakeholders and decision-makers
• Comprehensive benefits including employer-paid healthcare, flexible time off, and a 401(k) with immediate vesting

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

A rapidly growing international leadership development and business transformation firm is expanding into the U.S. market and seeking its first U.S.-based Enterprise Sales Representative. The organization partners with large multinational companies to drive measurable growth through strategic development frameworks, executive-level training, and organizational performance solutions.

This role is a pure new business hunting position focused on selling high-value, relationship-driven service solutions into enterprise organizations. The ideal candidate is a seasoned enterprise seller who is comfortable navigating complex buying environments, engaging senior executives, and managing long sales cycles. This is a unique opportunity to build a territory from the ground up while working directly with senior leadership to shape U.S. go-to-market strategy.

Highlights:

• OTE Year 1 $180,000+
• Base + Commission
• First U.S. sales hire with high autonomy
• Preferred location: Chicago or Central Texas (Dallas/Houston/Austin)
• Remote-based with travel as needed for enterprise meetings

Overview

We are seeking a fearless, driven, and relationship-focused Client Development Manager to lead our

capital-raising and client engagement efforts. This individual should thrive in a fast-paced environment, enjoy serving others, and have a natural ability to build rapport and trust. The ideal candidate is inquisitive, resourceful, and confident in communicating the value of managed futures strategies to sophisticated investors.

Key Responsibilities

• Identify, engage, and cultivate relationships with prospective investors, including high-net-worth
• individuals, family offices, RIAs, and institutional allocators.
• Raise assets for the firm’s managed futures programs by effectively communicating
• performance, risk management, and strategic advantages.
• Serve as a primary point of contact for clients and prospects, ensuring exceptional service,
• responsiveness, and follow-through.
• Develop a deep understanding of the firm’s trading strategies, research processes, and market
• outlook to confidently address investor questions.
• Maintain detailed records of all client interactions, pipelines, and progress within CRM systems.
• Collaborate with leadership on messaging, marketing materials, and capital-raising strategy.
• Attend industry events, conferences, and networking opportunities to expand the firm’s
• visibility and reach.
• Stay informed of market trends, regulatory developments, and competitive landscape within the
• alternative investments space.

Qualifications

• 7+ years of experience in financial services, capital raising, investor relations, or a closely related
• role.
• Demonstrated positive track record building relationships and successfully raising or retaining
• client assets.
• Series 3 license preferred; strong knowledge of managed futures, CTAs, and derivatives
• markets.
• Fearless approach to outreach, networking, and initiating conversations with new prospects.
• Strong interpersonal skills with the ability to build rapport quickly and establish long-term trust.
• Naturally curious and inquisitive, with a passion for learning and understanding investor needs.
• Exceptional communication, presentation, and organizational skills.
• Self-motivated, disciplined, and comfortable working in a commission-driven environment.

What We Offer

• Competitive compensation package of base plus commission.
• Medical/Dental/Vision benefits.
• Flexible working environment with significant autonomy.
• Opportunity to work directly with firm leadership and contribute to strategic growth.
• A role with high visibility and direct impact on the firm’s long-term success.

Compensation

Competitive base salary plus incentive based commission.

Please submit your resume and a brief cover letter to with the subject line:

“Client Development Manager Application.”

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Job Title: B2B SaaS Sales Executive 

Location: Remote or Hybrid 

Department: Sales 

Reports To: CEO 

About the Company 

At NeucleusX, our mission is to empower loan originators and asset managers by providing comprehensive, turn-key solutions throughout the asset lifecycle. We strive to modernize lending platforms through innovative technology, flexible capital solutions, and dedicated operational support, enabling our clients to achieve sustainable growth and efficiency.

About the Role 

We are seeking a driven, high-performing B2B SaaS Sales Executive to accelerate new customer acquisition and revenue growth. In this role, you will own the full sales cycle—from outbound prospecting and consultative discovery to solution presentations, negotiation, and closing. You will help shape how our platform is adopted by fast-growing businesses and play a pivotal role in expanding our market footprint. 

This is a high-impact, quota-carrying role suited for someone who thrives in fast-paced environments, understands complex workflows, and is passionate about helping customers modernize their operations through software. 

Key Responsibilities 

Full-Cycle Sales Ownership 

• Identify, prospect, and develop new B2B customers through outbound outreach, networking, and targeted campaigns. 
• Run consultative discovery calls to deeply understand customer pain points, workflows, and success criteria. 
• Deliver compelling product demos personalized to each prospect’s use case and industry. 
• Build strong business cases, manage evaluations, and guide prospects through technical and commercial discussions. 
• Negotiate contract terms and pricing; manage pipeline and forecast accurately in CRM. 

Collaboration & Strategy 

• Work closely with Marketing, Product, and Customer Success to align messaging, share insights, and ensure a seamless customer journey. 
• Provide market and customer feedback to influence product roadmap and positioning. 
• Represent the company at industry events, conferences, and virtual sessions as needed. 

Performance 

• Consistently meet or exceed monthly, quarterly, and annual sales targets. 
• Maintain high levels of activity, pipeline hygiene, and deal velocity. 
• Build repeatable processes and best practices to scale the sales organization. 

Qualifications 

Required 

• 2–5+ years of B2B SaaS sales experience, preferably in a closing (AE) role. 
• Demonstrated track record of meeting or exceeding quota in a consultative sales environment. 
• Strong understanding of SaaS sales cycles, unit economics, business cases, and value selling frameworks. 
• Exceptional communication, storytelling, and relationship-building skills. 
• Experience selling to mid-market or enterprise-level decision makers across multiple stakeholders. 
• Proficiency with CRM systems (HubSpot, Salesforce, etc.) and modern sales tools. 

Preferred 

• Experience selling workflow automation, fintech, construction tech, vertical SaaS, or AI-powered platforms. 
• Understanding of integration/API conversations with technical teams. 
• Prior startup or high-growth environment experience. 

Success Indicators 

• Quickly builds a high-quality pipeline and moves deals efficiently. 
• High win rates and short sales cycles through strong discovery and consultative selling. 
• Positive feedback from prospects and customers regarding professionalism and product knowledge. 
• Cross-functional collaboration that accelerates product-market fit and customer adoption. 

Compensation & Benefits 

• Competitive base salary + uncapped commission 
• Health, dental, vision benefits 
• Company-sponsored tools and technology 
• Flexible PTO and collaborative work environment 

Why Join Us 

You’ll be on the front lines of growth, helping customers transform their businesses through modern, intelligent software. If you’re motivated by impact, autonomy, and an opportunity to grow your career in SaaS sales, we’d love to meet you.