Investment Operations Specialist — Hybrid Wealth Mgmt Growth
SGL Financial, LLC
SGL Financial is seeking an Investment Operations Support Specialist to join our Trading team in Buffalo Grove, IL. This role supports Financial Advisors, Financial Planners, and clients by ensuring transactions, account maintenance requests, money movement, and workflows are processed accurately and efficiently. The ideal candidate has a Series 65 license and up to 1 year in financial services, with strong Excel skills, attention to detail, and the ability to manage multiple priorities. #J-18808-Ljbffr SGL Financial, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Operations Specialist — Hybrid Wealth Mgmt Growth in Buffalo Grove, IL vacancy
$70k - $75k
...Financial is an established wealth management and... ...planning, investment management, and insurance... ...seeking an Investment Operations Support Specialist to join our Trading... ...opportunities. Compensation & Growth Competitive base... ...for SGL Financial's Hybrid Work Schedule after...SuggestedWork at officeFlexible hours- ...Marketing Operations Specialist Mowery & Schoenfeld is a top 150 accounting... ...on our journey of aggressive growth toward $100 million in... ...skills. · Ability to work a hybrid schedule out of our Lincolnshire... ..., outsourced accounting, wealth management, international onboarding...SuggestedImmediate start
Mowery & Schoenfeld
Lincolnshire, IL2 days ago - ...You’ll Do \n \n Build and maintain budgets, forecasts, and operational analyses \n Analyze performance across multiple divisions... ...organizations is also a plus. \n \n This is a flexible hybrid role based in Denver (One day/week in office on average)....SuggestedWork at officeFlexible hours1 day per week
High Country Search Group
Mundelein, IL23 days ago - ...professionals to join their team. This role offers flexibility with a hybrid work environment, allowing 2-3 days on-site and 2-3 days remote.... ...; CPA is preferred. Join a supportive environment that promotes professional growth and client interaction. #J-18808-Ljbffr FSB&W LLCSuggestedRemote work
$67.98k - $108.77k
...strengthen application protections and support testing, remediation, and SDLC security controls. The role is based in Lake Forest with a hybrid schedule. Salary range USD 67,980 to 108,768 and eligibility for an annual bonus. Local candidates in Northern Illinois or...SuggestedLocal area- Consumers Credit Union is hiring a Card Operations Specialist in Lake Forest, IL. This entry-level role supports members with debit card fraud... ...with remote work for part of the week, offering a flexible hybrid schedule. Opportunity to grow within Fraud, Risk and BI teams...Work at officeRemote workFlexible hours
- Crate & Barrel in Northbrook, IL seeks a Merchandise Operations Coordinator to drive sales growth by ensuring accurate item and PO data. This on-site role (Mon-Thurs in-office, Fri remote) focuses on SKUs, PO creation, vendor communication, and data integrity to support...Work at officeRemote work
- ...across Sales, Procurement, Manufacturing, and Finance. You will help forecast, model, and communicate business performance, with opportunities to grow pricing expertise and influence strategic decisions within a hybrid work setup. #J-18808-Ljbffr Richelieu Foods Inc.
- ...a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in... ...to credit and lending, multi-asset investments, wealth advisory, and estate planning, fostering growth in a collaborative, high-achievement environment...
- ...States seeks a Senior Portfolio Advisor II within Wealth Management to manage a set of fee-producing investment accounts, including large UHNW relationships, delivering... ...with sales and client service teams, and ongoing growth through investment research, new strategies, and...
- ...&A Analyst - Private Equity - NYC - Hybrid \n A leading investment management firm is seeking a Senior... ..., forecasting, financial reporting, operational analytics, and strategic planning initiatives... ...opportunity offering strong career growth, exposure to senior leadership, and...
Atlantic Group
Mundelein, IL26 days ago - ...appointments weekly, allowing you to focus on meeting prospects and delivering financial planning recommendations. Ideal candidates bring 3-5+ years in wealth management, required licenses, and a proven ability to close opportunities ethically. #J-18808-Ljbffr SGL Financial
- Bankers Life, a respected name in financial services, seeks ambitious individuals to join our team as Financial Services Professionals. You will build a client base, guide clients through important financial decisions, and gain expertise through sponsored coursework and...Traineeship
- ...leading electronics company is looking for a Senior Credit Analyst to manage daily cash applications and customer inquiries. This hybrid role requires at least 3 years of experience in collections and accounts receivable along with supervisory skills. You will collaborate...
- ...Description Director of Platform Operations \n Overview \n A growing, independent registered investment advisor (RIA) is seeking a... ...to support the firm's growth. \n Key Responsibilities... ...platform operations at an RIA, wealth management firm, or asset manager...Work at office
Atlas Search
Mundelein, IL3 days ago - Consumers Credit Union in Lake Forest, IL seeks a Card Operations Specialist to handle debit fraud and disputes, research inquiries, and support multiple departments. The role blends onsite work at the Lake Forest office with remote work, in a fast-paced banking environment...Remote jobWork at office
- A leading financial services provider is seeking an experienced Accountant to join their growing team in Glenview, IL. This hybrid role demands expertise in financial management and compliance, with responsibilities including advising clients, preparing financial statements...
$85k - $120k
...The Business Analyst is responsible for supporting, enhancing, and optimizing Microsoft Dynamics 365 Finance and Operations across the Cinch / Bel Fuse multi-site, multi-division environment. This role serves as the bridge between business stakeholders and technical...Permanent employmentTemporary workWork experience placementFlexible hoursBel Fuse Inc.
Wheeling, IL3 days ago- Mowery & Schoenfeld LLC is seeking a Marketing Operations Specialist to lead HubSpot administration, CRM governance, and automation initiatives... ..., nurture programs, and reporting to drive pipeline growth. The role requires collaboration with IT and marketing teams...
$65k - $82k
...by our values of ownership, respect, and growth, we put people, safety, and quality... ...gain exposure to cross-functional business operations and contribute to key financial and commercial... ...recommend solutions. Working Conditions Hybrid: This role is partially remote, and the...Full timeContract workTemporary workWork at officeLocal areaRemote workWork from home- ...Lake Zurich, IL, seeks a Commercial Ops Analyst to prepare, analyze, and revise contracts for medical devices and related products. Hybrid role; onsite 3 days a week with cross-functional collaboration across Commercial, Finance, and Legal. The ideal candidate has a...Contract work3 days per week
$85k - $110k
...Feast & Fettle is seeking a Marketing Operations Specialist (Lifecycle + Paid) to join our Marketing and Growth Team. This is a hybrid role open to candidates across the Northeast... ...constant drive to raise the standard. We invest in our team because we know: when you’re...Second jobFlexible hoursFeast & Fettle
Mundelein, IL26 days ago$160k - $180k
...three pillars: our products, our operations and our people. Each is critically important to our growth and future as a business.... ...initiatives. Job Description This is a hybrid position with 3 days a week in... ...initiatives, and operational investments. Create and review capital and...Work at officeLocal areaFlexible hours3 days per week- ...latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated...Full timeTraineeshipWork at officeFlexible hours
Bankers Life
Buffalo Grove, IL1 day ago - ...Health-Systems in the United States is seeking a Psychotherapy Operations Manager to oversee day-to-day operations for an assigned caseload... ...care at skilled nursing and assisted living facilities, with hybrid on-site and remote days. You will supervise staff, manage scheduling...Live inRemote work
- ...JOB DESCRIPTION The Senior Wealth Advisor serves as the primary... ...financial planning, investment management, and proactive relationship... ...AND RESPONSIBILITIES Growth and Retention Drive organic... ...Collaborate with internal specialists (planning, investments, insurance...
MAI WEALTH MANAGEMENT, INC.
Deerfield, IL8 days ago $120k - $200k
A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and...- Gilder Search Group is partnering with a nationally recognized financial services organization to expand its investment and wealth management presence in Barrington, IL. The role focuses on building and managing relationships with individual and high-net-worth clients within...
$115k - $130k
...| $115K-$130K + 10% Bonus | Hybrid | Wheeling Area Our client,... ...significant long-term career growth. Highlights $115,000-$130,0... ...visibility role supporting U.S. operations Collaborative, employee-... ...financially strong organization that invests in its people, we'd love to...Full timeImmediate startRemote workRelocation2 days per weekKnowHireMatch
Wheeling, ILmore than 2 months ago$140k
...Job Description NYC | HYBRID - 3 days per week in NYC . Unable to sponsor, must have perm work authorization. \n *Only local... ...for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently...Permanent employmentWork at officeLocal area3 days per weekConfidential Jobs
Mundelein, IL26 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Operations Specialist — Hybrid Wealth Mgmt Growth. Be the first to apply!
Related searches
- service operations leadership development program Buffalo Grove, IL
- deposit operations Buffalo Grove, IL
- operations tech Buffalo Grove, IL
- senior operations technician Buffalo Grove, IL
- revenue operations Buffalo Grove, IL
- data center operations technician Buffalo Grove, IL
- sales operations Buffalo Grove, IL
- business operations intern Buffalo Grove, IL
- banking operations Buffalo Grove, IL
- business operations Buffalo Grove, IL