About Zuckerman Investment Group

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives, and young professionals. 

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy. 

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment. 

Job Description 

We are looking for a highly motivated and extremely detail-oriented individual to support and enhance the firm’s business development and marketing efforts. By considering Zuckerman Investment Group, you have a passion for sales and marketing and a curiosity about the wealth management industry.   

As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the Sales & Marketing Manager and CEO. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential. 

For the right candidate, this role has potential to evolve over time to include direct involvement in client services and relationship management.  

Responsibilities

• Support the sales and marketing team as they strategize customized tactics to gain new clientele 

• Maintain the firm’s sales data to produce and analyze weekly reports 

• Assist in managing, writing, designing, and executing the firm’s content calendar 

• Support the marketing team with brand management across all platforms 

• Maintain an award application calendar and assist in the application process for company and individual advisor awards 

• Assist with preparation and execution of all in-person and/or virtual events 

• Design, update, and distribute weekly decks for all-company meetings, trainings, and sales meeting 

• Support the firm’s day-to-day office needs including preparation for client meetings, company lunches, and product replenishment 

• Collaborate with client service and advisory teams to support initiatives that enhance the client experience, with the opportunity to take on more direct client engagement over time. 

Requirements 

• Bachelor’s degree (by June 2025) in marketing, sales, communications, PR, or related major 

• Previous internship experience 

• Highly organized, extremely detail-oriented, and desire and ability to solve complex problems 

• Excellent verbal and written communication skills 

This position is ideal for students graduating within the next academic year or recent grads within 12 months of graduation.

Preferred Qualifications 

• Experience with Adobe Creative Cloud preferred but not required 

• Proficient in Microsoft Office Suite 

• 1-3 years of professional experience 

• GPA of 3.8 or above 

Base Salary:

The base pay range for this position is $65,000 - $80,000 annually. Actual compensation may vary based on factors such as education, experience, and skills. 

Please note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm.  This role is also eligible for bonus, subject to company policy and performance. 

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.  

Visa sponsorship is not available for this position.