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Lead a high-performing Client Relationship Team to support client servicing, prospecting, and sales efforts in partnership with Private Wealth Advisors. Oversee people development, operational excellence, risk management, and compliance initiatives to drive business growth.
Requires a bachelor's degree and demonstrated success leading client-focused teams in financial services. Series 65 certification is required within nine months of hire, and CFP certification is preferred.
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
You will lead a high-performing Client Relationship Team (CRT) responsible for supporting client servicing, prospecting, and sales efforts. You will partner closely with Private Wealth Advisors (PWAs) and the Regional Director to drive business growth, deliver exceptional client experiences, and ensure operational excellence. As a people leader, you will coach and develop associates, foster a collaborative team culture, and oversee risk management, compliance, and process improvement initiatives.
You have demonstrated success leading and developing teams in a client-focused, service-oriented environment.
You are skilled at coaching, mentoring, and managing performance to achieve business objectives.
You can anticipate client needs, identify sales opportunities, and help drive growth and retention strategies.
You build strong partnerships and collaborate effectively across teams and business functions.
You demonstrate sound judgment when navigating complex client, operational, and business situations.
You have experience improving processes, enhancing controls, and mitigating business risk.
You are an effective communicator who can influence stakeholders at multiple levels of the organization.
You have experience leading meetings, managing projects, and driving execution against business goals.
You possess in-depth knowledge of financial services and understand the trends, policies, and practices that impact the business.
You hold a bachelor's degree; an advanced degree is preferred.
Series 65 is required within 60 days of hire, and CFP certification is preferred.
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Chicago Base Salary Range: $167,059-$267,294
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals. *** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.*** Capital Client Group, Inc. For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
Based on 3147 listings with disclosed salaries, most finance & accounting jobs in Chicago, IL pay between $65k–$180k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 3,797 open finance & accounting positions in Chicago, IL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Northern Trust Asset Management, Bank of America, BMO, Morningstar, among others. Browse the listings above to see every active employer.
Yes — 1835 of the 3797 open finance & accounting positions offer remote or hybrid work (292 remote, 1543 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
