11 retirement plan specialist jobs found in Chicago, IL

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Onsite Technology Lead Provide advanced onsite support to ~100 Chicago-based users and VIP executives.  Manage all office technology:  AV systems (Teams rooms, Zoom/Teams hardware, soundbars, displays)  Printer infrastructure and badge readers  IT room equipment, hardware staging, cabling, and device...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Onsite Technology Lead Provide advanced onsite support to ~100 Chicago-based users and VIP executives.  Manage all office technology:  AV systems (Teams rooms, Zoom/Teams hardware, soundbars, displays)  Printer infrastructure and badge readers  IT room equipment, hardware staging, cabling, and device...

Description Summary: As Director/Managing Director, Industrials, Transportation & Logistics on the Corporate, Specialty and Government (CSG) Banking team, your role is crucial in driving business growth, managing client relationships, ensuring financial performance, mitigating risks, and staying informed about specialty market trends. Your expertise and leadership will contribute to the overall success of the banking division and the organization as a whole. Please note: Preferred locations are Chicago, Columbus, Cincinnati, Dallas, and Charlotte. However, open to remote as well. Duties and Responsibilities: Business Development: Identify and pursue new business opportunities within the Industrials, Transportation & Logistics, including Tier One automotive sectors. Build and maintain strong relationships with clients, understanding their needs and providing tailored banking solutions. Collaborate...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre- and post-claims....

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Position As the Financial Crime Compliance Lead, you...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions Position Overview (Job-Posting Summary) We are seeking an...

Description This position can be located in our Chicago, New York, Dallas, or Charlotte locations. Summary The Managing Director and Team Lead of Asset-Based Lending (“ABL”) Sponsor & Capital Markets, manages a team of Business Development Officers (“BDOs” or “BDO team”) who focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) and (ii) participations in syndicated sponsor and non-sponsor asset-based loans managed by other financial institutions.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors,  intermediaries, and bank syndication teams and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions....

Description This role can be located in our Chicago, Charlotte, Dallas, or New York offices. Summary The Director of Asset-Based Lending (ABL) Sponsor & Capital Markets focus on sourcing, structuring, and closing (i) Admin Agency and Sole Bank asset‑based lending opportunities owned by Private Equity (“sponsor”) firms.  This role is responsible for executing strategic growth initiatives, developing and maintaining strong relationships with (i) internal Sponsor Coverage & Capital Markets partners, (ii) directly with private equity sponsors, and intermediaries, and, (iii) partnering with internal credit, and product teams to deliver high‑quality financing solutions. The Team Lead drives market penetration while ensuring disciplined credit, efficient execution, and a best‑in‑class client experience. Duties and Responsibilities Market Strategy & Leadership Responsible for sourcing and closing...

Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...