Responsibilities

The ideal candidate will collaborate closely with Client Advisors to provide wealth management services to ultra-high-net-worth families. Key responsibilities include:

• Organizing and preparing materials for client meetings held 2-4 times annually.
• Attending client meetings in the Chicago area (and potentially out of town), documenting follow-up notes, and tracking action items.
• Ensuring timely execution of client-agreed action items, particularly by coordinating with clients to complete investment documentation.
• Reviewing quarterly client reports and participating in review calls with clients.
• Assisting in the development and implementation of tailored asset allocation and wealth transfer strategies.
• Coordinating with external tax, legal, and financial professionals to support tax planning, estate planning, and philanthropic initiatives.
• Assisting in the creation of new business development presentations.
• Contributing to internal firm initiatives as needed.

Qualifications

The successful candidate should demonstrate:

• A strong commitment to delivering exceptional client service in a fast-paced, team-oriented environment.
• Attention to detail, accuracy, and thorough execution of responsibilities.
• Strong analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, especially Excel.
• Familiarity with various investment asset classes and fundamental investment concepts, including alternative investments.
• Eligibility to live and work in the U.S.

Experience Level

Candidates should have:

• A bachelor’s degree.
• At least three years of experience in financial planning, family office services, tax, or investment management for high-net-worth families.
• CPA, CFP, or MBA credentials (preferred but not required).

Benefits

• Medical, Dental & Vision (HSA, FSA options)
• Employer-paid life insurance, short-term disability, and parental leave (12 weeks)
• Optional coverage for life insurance, long-term disability, and dependent life insurance
• 401(k) retirement plan
• Flexible work schedules
• 15 vacation days, 5 sick days, and 1 floating holiday
• Education reimbursement programs

Physical Requirements

• Ability to remain seated for extended periods while reading or typing at a computer.
• Ability to move around an office environment throughout the workday.
• Availability to work in-person in downtown Chicago.
• Willingness to travel to client locations as needed.
• Strong verbal communication skills for interactions with employees, clients, and vendors.
• Ability to process transactions on a computer and maintain attention to detail for prolonged periods.