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<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - North LaSalle, IL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Geneva, IL

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Highland Park, IL

Investment Consultant - Highland Park, IL

<p><strong>ABOUT US&nbsp;</strong></p><p>At Lotis Blue Consulting, we're motivated and excited to help companies build better versions of themselves. With every client challenge, we bring a personal touch and an unwavering curiosity to pursue an insight-led and people-first solution. Using our deep experience and proven capabilities, we answer our clients' biggest questions with actionable, data-driven answers that create a lasting impact.</p><p>From the beginning, we've aimed to help clients transform by connecting the dots among the cornerstones of strategy, organization, and talent while employing a data-driven approach. While our firm’s vision has evolved, our emphasis on profitable growth and excellent execution has remained our hallmark, with an unfailing focus on developing our own talent and our client’s capabilities.</p><p>Lotis Blue is part of the SullivanCotter family of companies.</p><p>Please learn more about Lotis Blue here: <a href="https://www.lotisblueconsulting.com" target="_blank">https://www.lotisblueconsulting.com</a></p><p><strong>ABOUT YOU</strong></p><p>As a Senior Consultant, you will play a critical role in helping our clients tackle complex business and people challenges. You will work directly with clients and internal teams to assess needs and then design and deliver tailored, high-impact solutions related to organization design, leadership, teams, and workforce. Your role will include supporting client delivery, owning workstreams, conducting data-driven analyses, and helping to create compelling deliverables and recommendations that drive change.&nbsp;</p><p>This is a strong opportunity for experienced consultants who are energized by strategy and execution and thrive in a fast-paced, collaborative, and intellectually curious environment. Successful candidates will bring prior consulting experience, a strong foundation in talent strategy, organization design, and change management, and the ability to work closely with client stakeholders and team members at all levels.&nbsp;</p><h4>PRIMARY ACCOUNTABILITIES</h4><ul><li>Lead workstreams and support broader project execution across multiple client engagements, particularly in areas such as leadership development, talent management, succession planning, and organization design.</li><li>Structure and conduct data collection and analysis, including interview synthesis, survey design, benchmarking, and the development of data visualizations and insights to inform client recommendations.</li><li>Create high-quality deliverables, including PowerPoint presentations and reports, that translate findings into clear, actionable narratives for client stakeholders.</li><li>Collaborate with clients to define challenges, co-create solutions, and manage project timelines and work plans with oversight from engagement leaders.</li><li>Facilitate client meetings and working sessions with confidence and professionalism.</li><li>Provide direction and support to junior team members, fostering growth and high-quality contributions.</li><li>Contribute to thought leadership, case studies, and firm development initiatives, helping to build and refine Lotis Blue's intellectual capital.</li></ul><h4>KNOWLEDGE, SKILLS, AND ABILITIES</h4><p>Required&nbsp;</p><ul><li>5+ years of relevant consulting experience in organization, talent, and/or change consulting.</li><li>Undergraduate degree in a behavioral science or business-related field (e.g., I/O Psychology, Organizational Behavior, Business Administration, Public Health).</li><li>Strong analytical and problem-solving skills; comfortable with ambiguity and can synthesize complex information into practical, actionable insights.</li><li>Proficient in developing compelling PowerPoint presentations, tailoring narratives to different audiences and communicating findings and their implications to clients.</li><li>Excellent interpersonal and written communication skills, including experience working with and presenting to client stakeholders.</li><li>Strong time and task management skills; ability to manage multiple priorities in a dynamic, fast-paced environment.</li><li>Demonstrated ability to work both independently and as part of a collaborative team.</li></ul><p>Preferred </p><ul><li>Expertise in the health care industry</li><li>Relevant post-graduate education (e.g., business, economics, psychology, health care administration, engineering)</li><li>Capability in Power BI or Tableau and other analytics/visualization tools</li></ul><p><strong>SALARY, BENEFITS, AND PERKS</strong></p><ul><li>Competitive total rewards package&nbsp;</li><li>Medical and dental coverage at&nbsp;no&nbsp;cost to associates and their dependents</li><li>Pre-tax and Roth 401(k) options, Safe Harbor, and Profit-Sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Paid holidays</li><li>Gender-neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Basic Life/AD&amp;D at no cost to the associate and Voluntary Life and AD&amp;D insurance</li><li>Short- and long-term disability at no cost to associates</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;</p><ul><li>$116,600.00 - $174,800.00 annually</li></ul><p><strong>WORK ENVIRONMENT</strong></p><p>Hybrid, but willing to join a thriving Chicago Loop office culture at least 3 days per week. Must also be willing to travel up to 10 days per month.</p><p><em>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</em></p>

SullivanCotter

Sr. Consultant

<p><strong>ABOUT US&nbsp;</strong></p><p>At Lotis Blue Consulting, we're motivated and excited to help companies build better versions of themselves. With every client challenge, we bring a personal touch and an unwavering curiosity to pursue an insight-led and people-first solution. Using our deep experience and proven capabilities, we answer our clients' biggest questions with actionable, data-driven answers that create a lasting impact.</p><p>From the beginning, we've aimed to help clients transform by connecting the dots among the cornerstones of strategy, organization, and talent while employing a data-driven approach. While our firm’s vision has evolved, our emphasis on profitable growth and excellent execution has remained our hallmark, with an unfailing focus on developing our own talent and our client’s capabilities.</p><p>Lotis Blue is part of the SullivanCotter family of companies.</p><p>Please learn more about Lotis Blue here: <a href="https://www.lotisblueconsulting.com" target="_blank">https://www.lotisblueconsulting.com</a></p><p><strong>ABOUT YOU</strong></p><p>As a client-facing team member, you’ll bring your capabilities and expertise (including problem solving, hypothesis driven data analysis &amp; visualization, business scenario modeling) to help our clients identify the root cause and implications of business challenges related to strategy execution, organization design, and workforce optimization. You are comfortable with ambiguous and complex challenges and willing to do what it takes to achieve project goals and bring meaningful value to our clients.</p><p>Successful candidates will have experience working at a progressive, fast-paced management consulting firm; exact alignment with our career model will be determined based on depth and relevance of your knowledge and experience. We are looking for someone with 2 to 5 years of consulting experience who can operate comfortably as an individual contributor but has sufficient experience to guide and develop up to two junior resources.</p><h4>PRIMARY ACCOUNTABILITIES</h4><ul><li>Develop hypotheses to explain business challenges and develop and manage to completion the analytical plan required to test them</li><li>Specify enterprise dataset needs to support analyses; prepare data for analysis, assess quality, perform dataset integration as well as complex data analytics</li><li>Participate fully in internal and client meetings contributing to ideation, problem identification, root cause analysis, and solution development</li><li>Design, build and run sophisticated models in Excel and other tools to explore different business scenarios that inform client recommendations</li><li>Visualize and present insights in a clear, accurate, and compelling manner both in charts and in presentations designed to achieve specific client goals</li><li>Coordinate project work and interactions with client Project Managers and other stakeholders; work with clients and team members to iterate and refine content</li><li>Guide and develop other team members to help them achieve important outcomes</li></ul><h4>REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES</h4><ul><li>At least two years post graduate (excluding internships) experience working as a business consultant</li><li>Excellent verbal and written communication skills</li><li>Undergraduate degree in a data-driven field (e.g., engineering, data analytics, mathematics, economics)</li><li>Cross functional or industry specific business acumen</li><li>Skilled in hypothesis driven analysis including cleaning, processing and presenting data using some combination of Python, Excel and BI solutions</li><li>Experience scenario planning and building sophisticated models using Excel, ideally</li></ul><p><strong>SALARY, BENEFITS, AND PERKS</strong></p><ul><li>Competitive total rewards package&nbsp;</li><li>Medical and dental coverage at&nbsp;no&nbsp;cost to associates and their dependents</li><li>Pre-tax and Roth 401(k) options, Safe Harbor, and Profit-Sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Paid holidays</li><li>Gender-neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Basic Life/AD&amp;D at no cost to the associate and Voluntary Life and AD&amp;D insurance</li><li>Short- and long-term disability at no cost to associates</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;</p><ul><li>$95,000.00 - $142,600.00 annually</li></ul><p><strong>WORK ENVIRONMENT</strong></p><p>Hybrid, but willing to join a thriving Chicago Loop office culture at least 3 days per week. Must also be willing to travel up to 10 days per month.</p><p><em>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</em></p>

Data Analytics Consultant

<p><strong>ABOUT US AND ABOUT YOU</strong></p><ul><li>We are motivated first and foremost by helping our clients succeed. Every Associate at SullivanCotter is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth in serving mission-based clients.&nbsp;</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You model inclusivity and bring diversity of thought, critical thinking skills and experience to our team and the firm.</li></ul><p>&nbsp;In 2023, SullivanCotter’s Not-for-Profit Practice launched as a separate division, C3 Nonprofit Consulting Group, to help mission-driven organizations navigate people, cultural and operational issues. Leveraging decades of experience working with healthcare and nonprofits alike as SullivanCotter, (C3) now stands on its own to serve private and community foundations, policy and advocacy organizations, research institutes, colleges and universities, charitable and service organizations, arts and cultural organizations, and associations among others.</p><p></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES</strong></p><p>As a Senior Consultant with the C3 Nonprofit Consulting Group, you will enthusiastically:</p><ul><li>Oversee teams conducting compensation analyses and position benchmarking for executives and/or staff, design and evaluate total compensation programs, and develop creative solutions for many of our clients</li><li>Manage complex projects within established budgets and regularly monitor the success of the client experience, introducing appropriate interventions or activities to keep timeline, quality, and deliverables on track</li><li>Draft prospective client proposals, comprehensive work plans, presentations and reports to address client needs</li><li>Oversee the development of junior associates, and review their work for technical accuracy, quality, completeness and timeliness</li><li>Serve as the emerging subject matter expert on client teams, proactively sharing knowledge, use of tools, processes and methodologies established by the firm and effectively guide junior associates in complex research, data collection and analytics</li><li>Manage team productivity for full associate resource utilization, including prioritizing work and demonstrating effective delegation of project tasks, as appropriate, to analysts and consultants based on skill sets, efficiency, available time and project deadlines</li><li>Effectively keep the principal leader apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables</li><li>Act as a key client liaison and build client relationships through attendance at client meetings and anticipating client needs and questions</li><li>Assist with the expansion of client services to grow client relationships, and identify prospective project opportunities</li><li>Participate in and contribute to the successful marketing and prospective activities to assist in growing our practice</li><li>Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality</li><li>Lead and participate in workflow and client delivery meetings with a spirit of collaboration</li><li>Lead special projects in pursuit of practice development and growth</li></ul><p></p><p><strong>EDUCATION AND EXPERIENCE</strong></p><p>We find people who generally fit this profile have a high degree of success in this role:</p><ul><li>Bachelor’s degree</li><li>Seven or more years of either executive and/or staff compensation consulting experience or seven years or more of related compensation analytical experience involving data evaluation, financial modeling and presentation design</li><li>Solid technical knowledge and experience working with Excel, Word and PowerPoint</li><li>Passion serving organizations making the world a better place; past experience working with these clients is a plus</li><li>Role model problem-solving and critical-thinking skills and the ability to:<ul><li>Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models</li><li>Analyze and interpret data using advanced modeling techniques</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress</li><li>Apply statistical methods to analyze and resolve complex business and technical problems</li></ul></li><li>Excellent people and articulation skills, including the ability to:<ul><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences</li><li>Make clear and convincing presentations while successfully tailoring communications to the audience</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factors in perspectives and interests of the audience</li><li>Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity</li></ul></li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure environment</li></ul><p></p><p><strong>BEHAVIORAL ATTRIBUTES</strong></p><p>You will be at your best in this role when you:</p><ul><li>Exhibit high levels of enthusiasm and passion for serving the not-for-profit sector, and appreciate the mission-based work of our clients</li><li>Proactively cultivate a diverse, inclusive and equitable workforce</li><li>Exude strong professional presence and demeanor</li><li>Self-start and successfully assist with complex project deliverables in a very driven and evolving organization</li><li>Commit to the criticality of attention to detail and appreciation for visual communication of ideas</li><li>Work effectively with ambiguity</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork)</li><li>Demonstrate selfless collaboration</li><li>Are intellectually curious; proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas</li><li>Commit to delivering work on time with the highest level of quality</li><li>Self-reflect and actively participate in your own development, as well as the development of others</li><li>Communicate openly and directly with team members</li><li>Have a sense of humor and be yourself</li></ul><p></p><p><strong>BENEFITS AND PERKS</strong></p><ul><li>Competitive total compensation package&nbsp;</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit sharing retirement plans</li><li>Flexible spending account</li><li>Generous paid time off (PTO)</li><li>Federal and company holidays</li><li>Gender neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.</p><ul><li>$119,111 - $161,150</li></ul><p><strong>SullivanCotter is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</strong></p>

Senior Compensation Consultant

<p><strong>Asset Management Analyst</strong></p><p>Are you passionate about optimizing asset performance and ensuring seamless management? We seek a dynamic Asset Management Coordinator/Analyst to join our client’s innovative team.&nbsp;</p><p><strong>National Community Investment Fund</strong>&nbsp;(NCIF;&nbsp;<a href="http://www.ncif.org" target="_blank">www.ncif.org</a>) is a nonprofit Community Development Financial Institution (CDFI) formed in 1996 to increase access to responsible financial products and services in underserved communities. The total assets under management at NCIF are approximately</p><p>$226 million, including $166 million outstanding New Markets Tax Credits (NMTC) deployments allocations. In 2019, NCIF launched a $30 million Credit Strategies Fund for lending and is raising another $15-$20 million of debt capital to support growth and impact. NCIF achieves its mission via three complementary business lines:</p><ul><li><strong>Equity Investing</strong>&nbsp;in mission-oriented Certiﬁed Development Financial Institutions (CDFI), Minority Depository Institutions (MDIs), and Mission-Oriented Financial Institutions (MOFIs) as agents of change across the US and its territories. These can be banks, non-banks, and large corporates acting as community anchors. NCIF is the largest investor in the CDFI banking industry, with investments in ~10% of all certiﬁed CDFI Banks. We are exploring to make strategic investments in corporations that reduce climate change.</li><li><strong>New Markets Tax Credits</strong>: Since 2003, NCIF has received over $401 million in NMTC allocations that are being deployed into real estate, operating companies, health care facilities, schools, other nonproﬁt, and for-proﬁt impact-oriented businesses in partnership with local CDFI institutions; and</li><li><strong>Lending</strong>: NCIF makes loans in partnership with CDFIs, MDIs, and MOFIs to enhance the impact of projects that benefit underserved communities.</li><li><strong>Impact</strong>&nbsp;measurement is the foundation of NCIF’s work and supports all our business lines. NCIF pioneered Social Performance Metrics (<a href="http://www.bankimpact.org" target="_blank">www.bankimpact.org</a>) and is developing a cloud-based core data platform to support data analytics.</li></ul><p><strong>Best-in-Class Benefits and Perks:</strong></p><p>We value our employees’ time and efforts. Our commitment to your success is enhanced by a competitive compensation of <strong>$55,000-$70,000</strong>, depending on experience, and an extensive benefits package including:</p><ul><li>Comprehensive health coverage: Medical, dental, and vision insurance provided</li><li>Robust retirement planning: 401(k) plan available with employer matching</li><li>Financial security: Life and disability insurance for added protection</li><li>Flexible financial options: Health savings and flexible spending accounts offered</li><li>Well-being and work-life balance: Paid time off, flexible schedule, and remote work choices provided</li></ul><p>Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.</p><p>As an Asset Management Coordinator/Analyst, you will work in the portfolio and compliance management department and support asset management, compliance, and reporting in lending and NMTC.</p><p></p><p><strong>To thrive, you should have:</strong></p><ul><li>Commitment to improving the lives of individuals in underserved communities.</li><li>Bachelor’s degree in Business, Accounting, Finance, or equivalent experience.</li><li>1-4 years in accounting, finance, asset management, or real estate; familiarity with CDFI, NMTC, or lending compliance is a plus.</li><li>Proficiency in MS Office, especially MS Excel, with strong attention to detail and analytical skills.</li><li>Ability to manage multiple projects, provide compliance support, and effectively communicate with diverse stakeholders.</li></ul><p></p><p><strong>Your responsibilities as the Asset Management Coordinator/Analyst will include:</strong></p><ul><li>Portfolio Monitoring: Oversee loan/investment terms, including payments, covenants, compliance, and impact reporting.</li><li>Loan Review &amp; Documentation: Assist in annual loan reviews, maintain records, and handle due diligence items such as appraisals and environmental reports.</li><li>Market Analysis: Conduct market research and analyze economic activity, including property rents, sales, and operating costs.</li><li>Construction Loan Administration: Process and maintain files for draw requests, evaluate funding requests and ensure compliance with construction loan procedures.</li><li>Compliance &amp; Reporting: Support internal and external reporting, create loan and investment reports, and conduct file audits.</li><li>Data Management: Input and manage data in loan and construction loan management systems and handle title updates and disbursements.</li></ul><p></p><p><em>NCIF is an equal opportunity employer and provides equal treatment and opportunity to all persons regardless of race, color, religion, national origin, sex, age, disability, veteran status, or sexual orientation, except where such distinction is required by law.</em></p>

18 Project Management / Professional Services Jobs in Oak Brook, IL 60523, USA