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Chicago client advisor

43 client advisor jobs found in Chicago

BlackRock
Mar 03, 2026  
Vice President, Institutional - Defined Contribution Featured
About this role BlackRock Overview: BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com | Twitter: @blackrock_news |...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Feb 12, 2026  
Aladdin Client Engagement, Preqin - Vice President Featured
About this role BlackRock Overview: BlackRock is one of the world's preeminent asset management firms and an outstanding provider of global investment management, risk management and advisory services. BlackRock offers a range of solutions - from rigorous fundamental and quantitative active management approaches sought at improving out performance to highly efficient indexing strategies designed to gain broad exposure to capital markets. Our clients can access our investment solutions through a variety of product structures, including separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. For additional information, please visit the Company's website at www.blackrock.com | Twitter: @BlackRock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock Our mission is to create a better financial future for our clients. We are a diverse bunch of people who like to analyze, reinvent, and enhance how we...
BlackRock Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
Wealthspire M&A Intern
NFP Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Summary: Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 12, 2026  
SVP, Chief Information Security Officer (CISO)
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 10, 2026  
Manager, Software Engineer Manager -Tech Build
Point B Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead. We're consulting done different. While others might say it, we live it-your success is our success. We start with the challenges you face, then partner to drive to what's right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value. When you partner with Point B, you'll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs. We're ready to start generating your future today. JOB SUMMARY: We are seeking a Software Engineer Manager to join our consultancy and play a key role in...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 06, 2026  
Client Solutions Associate - Chicago, IL (June 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows,...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Feb 14, 2026  
Relationship Manager-Strategic Accounts-Industrials
Moody's At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into...
Professional Diversity Network Chicago, IL, USA Full-Time
BlackRock
Mar 05, 2026  
Associate, Separately Managed Account (E) Featured
About this role SpiderRock Advisors, LLC ("SRA"), a wholly owned subsidiary of BlackRock, vertically integrated in US Wealth Advisory, headquartered in Chicago, IL, is a rapidly growing technology-enabled provider of derivatives solutions to the wealth management and institutional allocator segments of the ~ $80 trillion global asset management industry. SRA specializes in the design and implementation of customized derivative solutions and overlay strategies for institutions, wealth managers and their clients. SRA is seeking an energetic and talented Portfolio Manager & Derivatives Trader responsible for understanding the nuances of multiple asset classes (ex. Equities, Futures, FX, Fixed Income, etc.) and supporting high performance quantitative execution in an internal and client/external facing role. This role is a part of a dynamic and rapidly evolving team responsible for portfolio design, risk management, data analytics, quantitative analysis and research, and...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Mar 05, 2026  
Associate, Sales Service Partner-2 Featured
About this role Seeking a talented Sales Analyst/Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales, Portfolio Management, Operations, Compliance teams, and partner custodians to ensure transparency and minimize time to market, while also engaging advisors to promote and support the adoption of SRA's option overlay solutions across wealth management channels. Combining consultative sales, relationship management, and technical fluency in options strategies, the candidate will deliver best-in-class risk management solutions for advisors and their clients. Key Responsibilities: Serve as a subject matter expert on SRA's option overlay strategies, risk management, and portfolio enhancement techniques. Drive adoption of SpiderRock's option overlay...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Mar 05, 2026  
Associate, Sales Service Partner Featured
About this role Seeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales, Portfolio Management, Operations, Compliance teams, and partner custodians to ensure transparency and minimize time to market, while also engaging advisors to promote and support the adoption of SRA's option overlay solutions across wealth management channels. Combining consultative sales, relationship management, and technical fluency in options strategies, the candidate will deliver best-in-class risk management solutions for advisors and their clients. Key Responsibilities: Serve as a subject matter expert on SRA's option overlay strategies, risk management, and portfolio enhancement techniques. Drive adoption of SpiderRock's option overlay strategies...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Mar 05, 2026  
Associate, Sales Service Partner Featured
About this role Seeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales, Portfolio Management, Operations, Compliance teams, and partner custodians to ensure transparency and minimize time to market, while also engaging advisors to promote and support the adoption of SRA's option overlay solutions across wealth management channels. Combining consultative sales, relationship management, and technical fluency in options strategies, the candidate will deliver best-in-class risk management solutions for advisors and their clients. Key Responsibilities: Serve as a subject matter expert on SRA's option overlay strategies, risk management, and portfolio enhancement techniques. Drive adoption of SpiderRock's option overlay strategies...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Mar 01, 2026  
Preqin, Sales Manager, Director Featured
About this role Aladdin Client Business, Preqin - Director, Midwest Region Lead BlackRock Overview: BlackRock is one of the world's leading asset management firms, providing global investment management, risk management, and advisory services to institutions and individuals. We offer a broad range of solutions - from rigorous fundamental and quantitative active strategies aimed at delivering outperformance, to highly efficient indexing approaches designed to provide diversified exposure to global markets. Our clients access these solutions through multiple structures, including separate accounts, mutual funds, pooled investment vehicles, and our industry-leading iShares® ETFs. Learn more at http://www.blackrock.com , follow us on Twitter @BlackRock_news , read our insights at http://www.blackrockblog.com , and connect with us on https://www.linkedin.com/company/blackrock At BlackRock, our mission is simple: to help clients build a better financial future. We are...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Feb 11, 2026  
Associate, Billing Operations-SpiderRock Advisors Featured
About this role We are seeking a highly disciplined, detail-oriented, and industrious Associate to join our SpiderRock Advisors Operations and Billing team. The successful candidate will support daily, monthly, quarterly, and annual billing processes across our Options Overlay Business, ensuring accuracy and efficiency in all tasks. This role requires strong analytical skills, excellent communication abilities, and a commitment to operational excellence. You will play a crucial role in enhancing our billing operations and contributing to the overall success of our team. Key Responsibilities: • Support daily, monthly, quarterly, and annual billing processes within the team's service-level agreement by following established procedures and policies. • Ensure the accurate mass generation of client invoices each week and in bulk each quarter, as well as the correct debiting of all associated client accounts. • Provide exceptional, personalized service to external partners,...
BlackRock Chicago, IL, USA Full-Time
BlackRock
Jan 29, 2026  
Vice President/Director, Client Portfolio Manager-Derivatives Trader Featured
About this role Job Description SpiderRock Advisors, LLC ("SRA"), a wholly owned subsidiary of BlackRock, vertically integrated in US Wealth Advisory, headquartered in Chicago, IL, is a rapidly growing technology-enabled provider of derivatives solutions to the wealth management and institutional allocator segments of the ~$80 trillion global asset management industry. SRA specializes in the design and implementation of customized derivative solutions and overlay strategies for institutions, wealth managers and their clients. SRA is seeking an energetic and talented Portfolio Manager & Derivatives Trader responsible for understanding the nuances of multiple asset classes (ex. Equities, Futures, FX, Fixed Income, etc.) and supporting high performance quantitative execution in an internal and client/external facing role. This role is a part of a dynamic and rapidly evolving team responsible for portfolio design, risk management, data analytics, quantitative analysis and...
BlackRock Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
(Part-Time) Sales Support Specialist
NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: LTCI Partners is looking for a part-time, detail-oriented individual to assist in supporting our sales efforts. Responsible for working with advisors and clients directly over the phone for LTC Insurance & Hybrid Life + LTC Insurance product fulfillment. Position will need to be flexible, as this person will support both Individual & Group LTC Insurance solutions. This remote associate will conduct these duties via telephone, Microsoft Teams WebEx, GoToMeeting or other technology platforms. Responsibilities: Responsible for making...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
Principal Auditor - Risk Management
Capital One Principal Auditor - Risk Management Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Capital One is seeking an energetic, self-motivated Principal Auditor (Experienced Senior Auditor) interested in becoming part of our Audit team. As a member of the Audit team, the candidate will focus on audits of Second Line Risk Management (Enterprise Risk Management, Operational Risk Management, Third Party Risk Management, Business Continuity, Payment Risk,...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
Principal Auditor - Risk Management
Capital One Principal Auditor - Risk Management Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Capital One is seeking an energetic, self-motivated Principal Auditor (Experienced Senior Auditor) interested in becoming part of our Audit team. As a member of the Audit team, the candidate will focus on audits of Second Line Risk Management (Enterprise Risk Management, Operational Risk Management, Third Party Risk Management, Business Continuity, Payment Risk,...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
Principal Product Manager - Performance Solutions Delivery Architecture
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. The Principal Product Manager - Performance Solutions Delivery Architecture is responsible for discovery, strategy, success metrics, planning, launch, and optimization of the client solutioning process from their legacy Performance Solution to FactSet Performance Solution (FPS). These legacy Performance Solutions include many market...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
Forward Deployed Experience Enterprise Architect
Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 13, 2026  
VP, Data Platform & Analytics
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Chicago, IL, USA Full-Time
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