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8 -10+ years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients. 8 -10+ years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients.
$140,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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COMPLY was launched in November 2022 as a corporate umbrella with unified leadership for its subsidiaries: ComplySci, National Regulatory Services (NRS), RIA in a Box and illumis. Prior to Litera, Nixon served as Vice President of Digital Marketing and Demand Generation for SS&C Intralinks, Senior Director of Global Demand Generation at Rocket Software, CMO at itslearning AS and Director of Global Marketing, Demand Creation at Trillium Software.
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Researching basic to complex SALT matters across a range of disciplines (such as income/franchise tax, sales/use tax, gross receipts tax, payroll tax, property tax), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/franchise tax matters.
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Experience in the areas of data security, privacy regulation, RIA/BD/ERISA regulation or financial services experience a plus. Juris Doctor from an ABA accredited law school. Experience in the areas of data security, privacy regulation, RIA/BD/ERISA regulation or financial services experience a plus.
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Mst hve exp w/: Tx plnning, rcmmndatn of tx strtgies & tx prep prjcts, incl bdgetng & plnning; Usng tx rsrch d/bases sch as BNA & RIA; Usng tx cmplnce prcss sftwre: GoFileRoom, GoSystemRS, Caseware or BNA Dpreciatn Sftwre; Corp txatn, cnslidatns & prtnrshps; & Mnagng tx prfssnls.
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Ria Health, recognized as the leading national telehealth provider specializing in alcohol use disorder (AUD) treatment, recently raised $18 million in Series A led by SV Health Investors, LLC. The investment will further the momentum of commercial partnerships that include regional and national health plans, including Anthem Blue Cross Blue Shield, UnitedHealth Group Optum, Beacon Health Options, Highmark Health, and Magellan Health.
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Located on Chicago’s West and Southwest Side, Sinai Chicago is comprised of Mount Sinai Hospital, Holy Cross Hospital, Schwab Rehabilitation Hospital, Sinai Children’s Hospital, Sinai Community Institute, Sinai Medical Group, and Sinai Urban Health Institute.
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Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, fee structures and the competition. Must have a minimum of 2 years of sales management experience in the RIA industry.
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Worked with Crescent Asset Management OR Registered Investment Advisors (RIA) 5 years of experience working with external wealth management (Bloom Financial, Morgan Stanley, Charles Schwab, Northwestern Mutual, Hightower Advisors, Kingsview Asset Management, etc.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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RIA or Broker Dealer: 1 year (Preferred) We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients.
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Provide legal support in corporate structuring and mergers and acquisitions. Establish successful working relationships and foster collaboration amongst teams, such as Sales, Product, Operations, and Finance, to achieve organization-wide goals and strategic initiatives.
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Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available.
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Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. If you are a motivated and experienced Multifamily Asset Manager looking to join a dynamic team, we encourage you to apply by submitting your resume and cover letter detailing your qualifications and relevant experience.
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BNY Mellon’s Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.
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Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). You will be responsible for all acquisition/transaction-based technical accounting review, documentation, and financial recordings in accordance with GAAP. Also, you will have full ownership of financial statement cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under FINRA (broker dealer) and the OCC (trust operations.
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ria job in Chicago, IL
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