Wealth Management Associate Jobs in Chicago, IL
Wealth Management Associate jobs in Chicago are concentrated in the Loop, River North, and the Magnificent Mile corridor, where private banks, independent RIAs, and wirehouses cluster alongside a deep pool of high-net-worth clients. Employers hiring right now include JPMorganChase, Northern Trust, and PNC Financial Services. Find a role that fits below and apply directly.
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Showing 5 of 96+ Wealth Management Associate jobs
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Summary
The Strategic Portfolio Management (SPM) team within Wealth Management Business Enablement oversees the portfolio of strategic initiatives and capital investments, ensuring alignment between business strategy and execution. The role partners with senior leaders to optimize investment decisions, portfolio governance, reporting, and value realization.
Key Responsibilities
- Lead strategic portfolio management processes, governance, and reporting.
- Develop and present financial and operational analyses to senior leadership.
- Create portfolio reporting that provides transparency for decision-making.
- Build financial models, scenario analyses, and executive-level presentations.
- Partner with Product, Technology, and Wealth Management leadership.
- Drive change management, accountability, and issue resolution.
- Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
- Mentor team members and foster cross-functional collaboration.
Required Experience & Skills
- Approximately 10+ years of relevant experience.
- Strong financial, portfolio, and data analysis capabilities.
- Advanced Excel and PowerPoint skills.
- Excellent executive communication and presentation skills.
- Ability to influence senior leaders and drive decisions through analysis.
- Strong strategic thinking, problem-solving, and organizational skills.
- Ability to work independently and drive initiatives to completion.
- Experience building relationships across all organizational levels.
- Ability to manage a team.
Salary Range:
$114,700 - 194,900 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Summary
The Strategic Portfolio Management (SPM) team within Wealth Management Business Enablement oversees the portfolio of strategic initiatives and capital investments, ensuring alignment between business strategy and execution. The role partners with senior leaders to optimize investment decisions, portfolio governance, reporting, and value realization.
Key Responsibilities
- Lead strategic portfolio management processes, governance, and reporting.
- Develop and present financial and operational analyses to senior leadership.
- Create portfolio reporting that provides transparency for decision-making.
- Build financial models, scenario analyses, and executive-level presentations.
- Partner with Product, Technology, and Wealth Management leadership.
- Drive change management, accountability, and issue resolution.
- Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
- Mentor team members and foster cross-functional collaboration.
Required Experience & Skills
- Approximately 10+ years of relevant experience.
- Strong financial, portfolio, and data analysis capabilities.
- Advanced Excel and PowerPoint skills.
- Excellent executive communication and presentation skills.
- Ability to influence senior leaders and drive decisions through analysis.
- Strong strategic thinking, problem-solving, and organizational skills.
- Ability to work independently and drive initiatives to completion.
- Experience building relationships across all organizational levels.
- Ability to manage a team.
Salary Range:
$114,700 - 194,900 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
See All 96 Wealth Management Associate Jobs in Chicago
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Find JobsWealth Management Associate Job Market in Chicago
Who's Hiring
- JPMorganChase31
- Northern Trust20
- PNC Financial Services6
- PwC4
- CIBC4
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
Wealth Management Associate Jobs in Chicago: Frequently Asked Questions
How do I get a wealth management associate job in Chicago?
Focus your search on the Loop and River North, where private banks, regional wirehouses, and fee-only RIAs are most concentrated. Chicago's wealth management market rewards candidates who combine relationship-building skills with financial planning credentials like the CFP. Firms serving the city's family office and institutional client base also hire steadily, so targeting those niche employers alongside larger banks tends to open more doors than a purely national job-board approach.
Which companies hire wealth management associates in Chicago?
Companies currently hiring wealth management associates in Chicago include JPMorganChase, Northern Trust, and PNC Financial Services, per current listings on Migrate Mate as of November 2026. Chicago's market features a mix of global wirehouses, regional trust companies, and independent advisory firms that serve the city's large professional and family-office client base.
Are there remote wealth management associate jobs in Chicago?
Yes, though remote availability is limited for this role because client-facing and relationship-management responsibilities are typically in-person. About 71% of wealth management associate openings tied to Chicago are remote or hybrid as of November 2026, with the most flexibility found in analytical and portfolio-support functions rather than front-office client advisory roles.
How can I get a wealth management associate job in Chicago with little or no experience?
The most realistic entry path in Chicago is joining a regional bank or credit union in a financial advisor support or client associate role first. Community banks in neighborhoods like Wicker Park and Lincoln Square, along with the wealth divisions of large Chicago-headquartered banks, regularly hire entry-level candidates and promote from within. Pursuing Series 7 or Series 66 licensing while in that support role makes the move to an associate position significantly more competitive.
Which industries hire the most wealth management associates in Chicago?
Most wealth management associate openings in Chicago sit in Banking & Financial Services, Investment & Asset Management, and Fintech, per current listings on Migrate Mate as of November 2026. Chicago's role as a major financial center, anchored by its derivatives markets, insurance headquarters, and a dense concentration of family offices, keeps demand for wealth management talent consistently strong across those sectors.
See All 96 Wealth Management Associate Jobs in Chicago
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