Senior Associate, Wealth Management
The Equus Group
Our client, a premier private equity firm, is seeking an experienced Senior Associate, Wealth Management. In this role, you will serve as a primary contact for key wealth management partners, including private wealth platforms, distribution networks, RIAs, and family offices, ensuring a high-touch, institutional client experience. Working alongside internal distribution, product, investment, and operational teams, you will coordinate key client initiatives, manage day-to-day platform requests, and deliver seamless operational and product support across the firm's private market strategies. Key Responsibilities Maintain deep knowledge of alternative investment strategies, commingled funds, registered products, and wealth channel trends to support sophisticated investor dialogues. Develop customized pitch decks, due diligence materials, fund updates, and market commentary tailored for private wealth partners and institutional clients. Own recurring and ad-hoc requests for key home office relationships, including quarterly reporting, custom performance analyses, and operational inquiries. Lead the onboarding of investment vehicles onto wealth platforms, coordinating cross-functional teams to manage RFIs/RFPs, diligence documentation, and launch logistics. Partner with internal and external distribution teams to support fundraising initiatives by addressing bespoke client requirements. Identify opportunities to enhance client servicing workflows, build scalable operational solutions, and support platform expansion. Track industry events, monitor competitive offerings, and gather market insights to inform business strategy. Qualifications 3–6 years of experience in Wealth Management, RIA/Family Office coverage, or client-facing roles. Bachelor’s degree in Finance, Economics, Business, or a related field Strong understanding of private equity fund structures, capital calls, and distributions; exceptional written and verbal communication skills. CFA/CAIA or progress towards either preferred. #J-18808-Ljbffr The Equus Group
$60k - $90k
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$85k - $123.5k
...Intermediary team's client relationship management and business development efforts, with a... ...Serve as a resource and mentor to junior associates on complicated transactions, escalated... ...banking, investment management, private wealth management, and other strategic resource...SeniorTemporary work- ...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting... ...that includes Customer Relationship Management (CRM)/SPM, sales culture and sales data...SeniorH1bLocal area
$100k - $120k
Our StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday- A leading wealth management platform is seeking a Senior Associate to join its Alternative Investments team , supporting the evaluation, selection and monitoring of private market managers on behalf of a large advisor and client base. The role will work closely with senior...Senior
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...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high-net-... ...An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success...Flexible hoursAllianceBernstein
Chicago, IL3 days ago- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Oak Brook, IL4 days ago $68k - $120k
...The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional...Temporary workWork experience placementWork at officeLocal areaMorgan Stanley
Chicago, IL4 days ago$102k - $190k
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About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...using leading technology and exceptional service. Title: Senior Associate, Cloud Security Engineer Role descriptionThe Senior...SeniorFull timeH1bWorldwideFlexible hours$250k - $375k
...Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring... ...unfettered opportunities for professional growth. The XFn Senior Associate role at Portage Point Partners represents a unique...SeniorInterim roleWork at officeRelocation$68k - $120k
...members Assists Financial Advisors / Private Wealth Advisors in the development and delivery... ...Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing... ...Assigns work to team’s Client Service Associate as appropriate Cultivates and develops...Temporary workWork experience placementWork at officeLocal area- Wintrust Wealth Management is seeking a Sales Enablement Associate to join a tight‑knit team that drives social media presence for Wintrust Wealth Management and Wintrust Investments. You will lead content development, collaborate with frontline staff and executives, and...
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...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop...SeniorLocal areaRemote work- Equitable Advisors in Oak Brook, IL is searching for a Wealth Management Associate dedicated to helping clients achieve financial wellness. The role involves building client relationships, developing personalized financial strategies, and consulting on suitable products...Work at office
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$110k - $140k
...enabling the change they need to own their future. Join our team as the expert you are now and create your future.The Managed Services Associate / Senior Associate - Oracle EPM will assist in the delivery of managed services for our Oracle EPM clients, with a focus on...SeniorFull timeRemote work- Job Description - Wealth Management Associate - IL, Oak Brook (5000) (22000174) Wealth Management Associate - IL, Oak Brook (5000) ( 22000174 ) Primary Location Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network...Work experience placementWork at officeLocal areaFlexible hours
- UBS in Chicago, IL is seeking a Senior Wealth Strategy Associate to support Wealth Management Americas. You will assist financial advisors in client conversations, develop asset allocation strategies, and help grow the business. The role requires 3-5 years in finance client...
$81.13k - $164.57k
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Chicago, IL9 days ago$130k - $152.5k
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Industry/SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate - Managed Services - EPM Oracle Cloud, you will engage with clients to analyze their needs, implement software solutions, and...SeniorFull timeH1b
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