Last updated: 2025-05-22

54 Financial Services Sales And Management jobs in Chicago.

Hiring now: Loan Sales Spec @ Onemain Fi, Leasing Credit Sr Officer @ Bank Of Am, Sba Biz Development Offic @ Smartbiz B, Program Spec Lending Part @ Caribou, Onestream Engagement Lead @ Spaulding , Internal Wholesaler Marke @ Blackrock, Financial Advisor @ Ameriprise, Associate @ Premier Gl, Client Services Rep @ Interactiv, Renewals Spec @ Stripe.Explore more at at kaamvaam.com

🔥 Skills

sales (12) portfolio management (8) Sales (7) risk management (7) business development (7) underwriting (6) client relationships (6) compliance (6) Customer Service (5) Business Development (5)

📍 Locations

Chicago (35) Glenview (5) Joliet (5) Schaumburg (2) Merrillville (2) Batavia (1) Downers Grove (1) Naperville (1) Northbrook (1) Oak Park (1)

Onemain Financial

Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Entry level, Financial Sales, Management Development
About the Company: OneMain Financial is a leading lender offering nonprime customers responsible access to credit, dedicated to improving the financial well-being of hardworking …
Experience: Entry to Mid-Level
Salary: $17.00 - $20.00 per hour, plus incentives
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, dental, vision, life insurances; Up to 4% matching 401(k); Employee Sto…

Bank Of America

Skills & Focus: financial analysis, underwriting, risk management, loan structuring, client interaction, credit assessment, transaction structuring, legal document negotiation, due diligence, credit risk
Experience: 7+ years in commercial banking or finance industry with significant commercial credit experience
Salary: $120,400.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees
Skills & Focus: financial analysis, credit documentation, loan structuring, risk assessment, portfolio management, communications, collaboration, negotiation, underwriting, credit approval
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 3-5+ years of commercial/private wealth management credit experience
Salary: $86,900.00 - $119,300.00 annualized salary
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to our employees.

Smartbiz Bank

Skills & Focus: SBA 7a loans, Business development, Small business, Loan processing, Credit evaluation, Client relationship, Networking, Loan documentation, Site visits, Financial services
About the Company: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S., focused on transparency and personalized customer service.
Experience: 5-10 years in SBA Lending
Type: Full-time
Benefits: Competitive salary and equity, health benefits, flexible vacation, 401k, remote/work flexibility

Caribou

Skills & Focus: auto loans, lending, partnerships, sales, credit unions, bank relationships, program management, negotiation, CRM, travel
About the Company: Caribou is a financial services company focused on providing auto loan refinancing solutions, backed by notable investors such as QED Investors, Goldman Sachs,…
Experience: 8+ years in related sales or credit fields
Salary: $104,000 - $130,000
Benefits: Competitive cash compensation, performance incentives, equity, 401k, paid time off, health and wellness benefits, profe…

Bank Of America

Skills & Focus: credit, underwriting, asset-based lending, financial analysis, collaboration, negotiation, risk management, deal structuring, client management, portfolio management
About the Company: A leading financial institution committed to responsible growth, diversity, and community impact.
Experience: 7+ years
Salary: $115,000.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources for employee wellness and growth.
Skills & Focus: credit solutions, underwriting, portfolio management, financial statements, risk ratings, client reviews, credit risk, financial covenants, risk assessment, credit underwriting
Experience: 10+ years
Salary: $70,000.00 - $167,200.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Spaulding Ridge

Skills & Focus: Engagement Lead, Financial Close, Client Relationship, Business Transformation, Project Management, Sales, Cloud Solutions, Account Reconciliations, Financial Reporting, OneStream
About the Company: Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity on complex operational decisions, impacting pr…
Experience: Proven experience as an engagement/project manager in technology or management consulting
Benefits: Competitive benefits package including medical, dental, vision, 401(K), life insurance, flexible time off, paid holiday…

Blackrock

Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Ameriprise Financial

Skills & Focus: financial planning, client prospects, marketing plan, relationships, entrepreneurial, coaching, sales, training, networking, insurance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success.
Salary: Competitive base salary plus uncapped monthly bonus opportunities
Type: Full-time
Benefits: Full employee benefits package to support your wellbeing.

Premier Global Corporate And Investment Bank

Associate Chicago
Skills & Focus: Corporate Banking, Credit Analysis, Financial Modeling, Portfolio Management, Client Pitches, Transaction Support, Legal Compliance, Management Reporting, Credit Lending, Relationship Management
About the Company: Specializes in commodities, renewable energy, food and agribusiness.
Experience: 4+ years of related experience
Salary: $140,000 - $175,000 USD
Type: Full-time

Interactive Brokers Group, Inc.

Skills & Focus: Client Services Representative, account opening, documentation requirements, cross-functional teams, client outreach, regulatory requirements, multi-task, analytical skills, communication skills, educational reimbursement
About the Company: Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. W…
Experience: Bachelor's Degree or Current Student Working Toward Bachelor's Degree (if part-time)
Type: Full-time
Benefits: Competitive salary, annual performance-based bonus and stock grant, Retirement plan 401(k) with a competitive company m…

Stripe

Skills & Focus: Renewals, Account Management, Customer Success, analytical skills, negotiations, commercial recommendations, high-growth, financial services, payments industry, process improvement
About the Company: Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use…
Experience: 3+ years of experience in Renewals, Account Management, or Customer Success ideally in a tech environment
Type: Full-time

Vericast

Skills & Focus: financial services, customer acquisition, growth programs, banks, credit unions, strategic sales, solution design, market expertise, program optimization, client success
About the Company: Vericast is a marketing solutions provider specializing in financial services, delivering data-driven marketing strategies and solutions to banks and credit un…

Above Lending

Skills & Focus: finance associate, capital markets, financing needs, capital management, reporting, credit facilities, financial discipline, compliance, fast-paced, lenders
About the Company: Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal f…

Interactive Brokers Group, Inc.

Skills & Focus: Client service, Financial services, Client inquiries, Analytical tools, Execution platforms, Securities, Order types, Verbal and written communication, Multi-language skills, Margin calculations
About the Company: Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. W…
Experience: Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
Salary: Competitive salary, annual performance-based bonus and stock grant
Type: Full-time
Benefits: Competitive salary, annual performance-based bonus and stock grant, Retirement plan 401(k) with a competitive company m…

Drw

Skills & Focus: cash management, liquidity management, financial transactions, margin calls, funds transfers, financial reports, collaboration, analysis, communication, trading environment
About the Company: DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets aro…
Experience: 5+ years of experience in cash/collateral/liquidity management; previous experience working in financial markets preferred
Salary: $115,000 to $165,000
Benefits: comprehensive suite of employee benefits including group medical, pharmacy, dental and vision insurance, 401k (with dis…

Citizens

Skills & Focus: Commercial Banking, Portfolio Management, Loan Operations, Data Strategy, Robotic Process Automation, Product Support, Corporate Finance, Business Support, Customer Service, Risk Management
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive work culture while offering various banking services.
Type: Multiple

Berkadia

Skills & Focus: underwriting, commercial real estate, loan applications, credit judgment, transactions, financial data, compliance, project management, Microsoft Office, process improvements
About the Company: Berkadia is committed to a culture that strives for excellence in the commercial real estate industry, providing a sense of belonging and flexibility.
Experience: 5-7+ years of relevant experience required.
Salary: $150,000 - $200,000 USD
Type: Full-time
Benefits: Monthly paid volunteer hours, employee resource groups, fertility and family planning services, paid parental leave, me…

B. Riley Securities

Skills & Focus: investment banking, M&A advisory, corporate finance, research, sales and trading, communication skills, detail-oriented, team player, collaborative, time management
About the Company: B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking serv…

Busey Bank

Skills & Focus: Market President, Commercial Banking, Wealth Management, Client Retention, Loan Portfolio, Financial Analysis, Community Engagement, Sales Coaching, Risk Assessment, Strategic Leadership
About the Company: Busey Bank provides a range of banking and financial services including commercial banking, wealth management, and treasury management.
Experience: At least 6 years of banking experience; leadership experience preferred.
Salary: $180,000-$230,000/year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Ion

Skills & Focus: Product Management, Post-Trade Processing, Clearing Solutions, Client Engagements, Regulatory Enhancements, Product Ownership, US Regulatory, Client Onboarding, Product Roadmap, US Post-Trade Product Team
About the Company: XTP is ION’s flagship clearing and settlement solution, supporting the entire post-trade processing cycle for cleared derivatives.

Citizens

Skills & Focus: syndicated loan, closing specialist, credit administration, loan agreements, risk management, data governance, due diligence, financial data, portfolio management, communication skills
About the Company: Citizens is a community-focused bank that provides financial services to individuals and businesses with a commitment to fostering an inclusive culture.
Experience: 5+ years Syndicated credit administration experience required; 5+ years experience in the closing and administration of lead agent syndicated transactions required
Type: Full Time
Benefits: competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…

Vouch Insurance

Skills & Focus: Account Management, Commercial Insurance, Risk Solutions, Client Relationships, Sales, Communication, Account Retention, Insurance Packages, Property and Casualty, Startups
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business ins…
Experience: 3+ years of Account Management experience within the Commercial Insurance space
Salary: $78,000 to $83,000 per year
Type: Full-time
Benefits: Competitive compensation and equity packages, health, dental, and vision insurance, parental leave, flexible vacation t…

Citizens

Skills & Focus: Commercial Banking, Agency Services, Senior Specialist, Customer Experience, Banking Operations, Financial Services, Client Portfolio, Risk Management, Team Collaboration, Service Excellence
Type: Full Time

Idt

Skills & Focus: Sales Representative, money transfer, negotiate agreements, new markets, prospect, recruit agents, regional sales team, internal teams, identify prospects, high-performing group
About the Company: IDT is a leading communications and financial services company.

Markel Group

Skills & Focus: underwrite, new business, Fortune 750, risk underwriting, profitability, communicate with UW Manager, relationship building, analytical skills, Microsoft Office, team player
About the Company: Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and…
Experience: 8+ years of complex retail Fortune 750 risk underwriting experience
Salary: $125k - $160k/year with a 45% bonus potential
Type: Full-time
Benefits: Competitive benefits including health, dental and vision insurance, 401(k) with employer match, Employee Stock Purchase…

Clipbook

Skills & Focus: client success, sales process, upselling, cross-selling, consultative relationships, account management, public relations, public affairs, advocacy, non-profit
About the Company: Clipbook is a venture-backed AI B2B SaaS research and analysis platform for communications and public affairs teams. We serve a diverse clientele with over 300…
Experience: 1-3 years experience in the communications, public affairs, or PR space is preferred; experience as an account manager or similar role is a plus.
Salary: $78,000 - $85,000 a year
Type: Full-time
Benefits: Full medical, dental, and vision benefits, unlimited/flexible PTO policy, bonuses for team-wide milestones, 401(k).

Tiger Analytics

Skills & Focus: credit risk, strategy optimization, statistical modeling, consumer credit, portfolio performance, macroeconomic data, A/B testing, risk assessment, credit strategies, analytical findings
About the Company: Tiger Analytics is pioneering what AI and analytics can do to solve some of the toughest problems faced by organizations globally. We develop bespoke solutions…
Experience: 8+ years of experience in Statistics, Economics, Engineering, quantitative field, equivalent internship, or research experience.
Benefits: Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be…

Vouch Insurance

Skills & Focus: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk manageme…
Experience: 3+ years of property & casualty insurance experience
Salary: $70,000-$75,000
Type: Full-time
Benefits: Health, dental, and vision insurance, parental leave, flexible vacation time, wellness allowance, technology allowance,…

Citizens

Skills & Focus: Commercial Banking, Client Relationship Manager, Middle Market Relationship Manager, Treasury Sales Associate, Portfolio Manager, Commercial Operations, Asset-Backed Finance, Financial Institutions Group, Corporate Credit, Risk Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and…
Type: Full-time
Benefits: Comprehensive health and wellness programs, employee development opportunities.

Summit Funding

Skills & Focus: loan applications, credit information, documentation, mortgage loan, pipeline management, underwriting, closing disclosure, escrow, client interaction, communication
Salary: $23-$27/hr

Moody's

Skills & Focus: Corporate Accounts, Consumers, Sales, Business Development, Client Relationships, Market Opportunities, Senior Stakeholders, Industry Events, Risk Perceptions, Market Intelligence
About the Company: At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We strive to create an inclusive environment where everyone feels…
Experience: 10-12 years of industry experience
Salary: $170,000 - $220,000
Type: Full-time
Benefits: Medical, dental, vision, parental leave, paid time off, 401(k) plan, life, disability, accident insurance, employee sto…

Nielseniq

Skills & Focus: client management, revenue management, business development, relationship building, contract negotiation, analytics, financial targets, account planning, team leadership, product development
Type: Full-time

Cais

Skills & Focus: Structured Notes, financial services, business plan, client relationships, leads, customized solutions, sales, market solutions, private equity, hedge funds
About the Company: CAIS is the pioneer in democratizing access to and education about alternative investments and structured products for independent financial advisors, empoweri…
Experience: 5+ years of experience in the financial services industry
Salary: $150,000 - $200,000
Type: Full-time
Benefits: Comprehensive benefits package including subsidized healthcare, 100% employer paid dental and vision insurance, employe…

Blackrock

Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Ameriprise Financial

Financial Advisor Downers Grove
Skills & Focus: financial planning, client prospects, relationship building, networking, entrepreneurial, training, marketing plan, coaching, licenses, goal-oriented
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022.
Experience: 3+ years of work experience
Salary: $45,000 - $60,000 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental, and life…

Busey

Skills & Focus: leadership, Commercial Loan portfolio, banking, wealth management, sales, community involvement, risk assessments, customer service, business development, compliance
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, work…
Experience: Requires at least 6 years of banking experience; leadership experience preferred.
Salary: $180,000-$230,000k/year
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…
Skills & Focus: credit analysis, loan structuring, financial analysis, customer service, portfolio management, compliance, banking, sales, risk management, networking
Experience: 5 or more years of banking, finance or sales related experience
Skills & Focus: portfolio management, credit analysis, financial analysis, commercial banking, relationship management, loan structuring, risk management, customer service, communication skills, sales
Experience: 5 or more years of banking, finance or sales related experience; at least 3 years’ experience in credit analysis or underwriting preferred

Busey Bank

Skills & Focus: Market President, Commercial Banking, Wealth Management, Client Retention, Loan Portfolio, Financial Analysis, Community Engagement, Sales Coaching, Risk Assessment, Strategic Leadership
About the Company: Busey Bank provides a range of banking and financial services including commercial banking, wealth management, and treasury management.
Experience: At least 6 years of banking experience; leadership experience preferred.
Salary: $180,000-$230,000/year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Busey Wealth Management

Skills & Focus: client relationships, wealth management, financial planning, investments, sales opportunities, client service, fiduciary approach, problem solving, numerical analysis, strategic thinking
About the Company: Busey Wealth Management offers comprehensive financial strategies and solutions, focusing on high-net-worth individuals and institutional clients such as found…
Type: Full-time

Onemain Financial

Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Financial Sales, Management Trainee, Credit, Customer Experience, Bilingual - Spanish, Adaptable
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Busey

Skills & Focus: Wealth Management, Financial Planning, Investments, Client Relationships, Asset Allocation, Trust Concepts, Client Service, Financial Strategies, High-net-worth Clients, Collaboration
About the Company: Busey is a financial institution providing wealth management, banking, and trust services.
Experience: High-net-worth clients, financial services experience

Busey Wealth Management

Skills & Focus: Wealth Management, Financial Planning, Client Relationships, Investment Strategy, High-net-worth, Sales Opportunities, Estate Planning, Portfolio Management, Compliance, Client Service

Busey Bank

Skills & Focus: relationship management, loan approval, credit analysis, business development, financial data analysis, sales, customer service, profitable relationships, community involvement, problem loans
About the Company: Busey Bank is committed to delivering service excellence and values a diverse and inclusive workplace.
Experience: 2 or more years of banking, finance, or sales related experience; Six months or more credit analysis experience required.
Salary: $115,000 - $176,000 /year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…
Skills & Focus: relationships, credit, business development, loan, analysis, financial data, customer service, processing, risk management, team leadership
About the Company: A financial institution providing banking services with a commitment to diversity and inclusion.
Experience: 2+ years in banking, finance, or sales; credit analysis experience
Salary: $115,000 - $176,000 / year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, dis…

Kafene

Skills & Focus: sales, account management, retail, finance, lease-to-own, CRM, client relationships, business development, data analysis, growth strategies
About the Company: Kafene is a leading point-of-sale financing partner dedicated to empowering flexible ownership solutions for underserved customers nationwide. By enabling reta…
Experience: 5+ years in sales or account management, preferably in retail, finance, or lease-to-own industries
Salary: $80,000 - $90,000
Type: Full-time
Benefits: Healthcare coverage (80% of medical, dental, vision), 75% premium contribution for dependents, 401k plan, flexible paid…

Merrill Wealth Management

Skills & Focus: Client Service, Account Management, Customer Focus, Issue Management, Business Development, Advisory Pipeline Management, Emotional Intelligence, Written Communications, Client Relationships, Operational Excellence
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Salary: $25.00 - $37.00 hourly
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to make a genuine impact.

Onemain Financial

Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Business Development, Financial Sales, Management Development, Leadership, Customer experience
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

American National Insurance Company

Skills & Focus: agriculture, insurance, sales, customer relations, marketing, risk management, community engagement, business development, licensed agent, insurance solutions
About the Company: American National is a group of companies writing a broad array of insurance products and services, serving the agricultural community and operating in all 50 …
Experience: All applicable state licenses for property and casualty and life insurance.
Type: Full-time
Benefits: Comprehensive training and mentorship programs, cutting-edge tools, personalized marketing materials, travel and award …

Busey Wealth Management

Wealth Advisor Schaumburg
Skills & Focus: wealth management, client relationships, financial strategies, investment planning, tax specialists, estate planning, portfolio management, high-net-worth, sales opportunities, compliance
About the Company: Busey Wealth Management is dedicated to providing comprehensive financial solutions for high-net-worth individuals, families, and institutional clients. They f…
Experience: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients.
Type: Full-time

Ameriprise Financial

Financial Advisor Merrillville
Skills & Focus: financial planning, client communication, investment strategies, risk tolerance, client meetings, market research, compliance, portfolio management, client service, sales
About the Company: At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their tru…
Salary: $90,000 to $125,000
Type: Full-time
Benefits: Generous vacation and PTO days, 401k with 4% match after 6 months, 50% of health insurance paid for individual coverage…

Onemain Financial

Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-Time and Part-Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…