Originally founded to serve the needs of the two founding families, who have built and sold companies in various industries, Pennington Partners & Co. offers a partnership of entrepreneurs and families with aligned interests and a shared vision and spirit of innovation. We provide a breadth of investment, wealth planning, and personal financial administration solutions that were created by and for Founders, CEOs, wealth creators, and multi-generational families.

Industry: Investment Management
Company Size: 11-50 employees

Pennington Partners & Co.

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**About the Company **

Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit.

Unlike traditional wealth management firms, Pennington operates at the intersection of investment management, tax strategy, and entrepreneurial capital. Clients benefit from coordinated planning, access to private investment opportunities, and a collaborative network of “Operating Partner Families” — founders, executives, and investors who actively engage with the firm and one another around strategic opportunities, investment insights, and long-term wealth planning.

Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus.

**About the Position **

The Executive Director, Family Office Wealth Advisor is a senior leadership role responsible for the acquisition, growth, health, and long-term development of Pennington’s ultra-high-net-worth (UHNW) client relationships. This role offers the opportunity to help shape the next chapter of Pennington Partners’ growth while building a significant advisory practice within a collaborative multi-family office platform dedicated to serving entrepreneurial families.

The right candidate is obsessed with supporting entrepreneurs and ultra-high net worth income earners and bringing exponential value with innovative solutions to unique wealth challenges. The Executive Director serves as the strategic relationship lead — guiding holistic planning, coordinating internal specialists, and leading new client acquisition efforts.

The ideal candidate combines the judgement of a trusted advisor with the drive of a disciplined business builder. This individual will cultivate deep networks within the entrepreneur and ultra-high net worth communities, converting those relationships into long-term partnerships with the firm.

**What You’ll Do **

**Business Development **

- Serve as a primary advisor, building and expanding the firm brand that attracts entrepreneurial families. Deliver creative wealth management solutions to your clients and develop deeper relationships to understand their unique challenges, meeting them where they are with bespoke solutions.

- Cultivate strong networks within the entrepreneurial and UHNW communities to exceed annual new asset and revenue targets while maintaining exceptional client satisfaction.

- Leverage professional networks, Centers of Influence (COIs) and strategic partnerships to generate referrals and introductions to UHNW prospects.

- Identify, pursue, and convert UHNW prospects into clients by leading discovery conversations, developing thoughtful strategies, and delivering compelling client presentations.

- Deepen client engagement and expand scope of services across investment management, tax planning, estate planning, philanthropy, and private investment opportunities.

- Lead succession planning conversations and support family governance initiatives, helping prepare rising-generation family members for long-term stewardship of wealth.

- Build trusted relationships with clients and their families, demonstrating empathy and a deep understanding of their unique needs, circumstances, and aspirations.

**Relationship Management **

- Collaborate with Operating Partner Families to understand their financial objectives, risk tolerance, and values.

- Develop and implement bespoke wealth strategies that integrate investment management, tax planning, and estate planning.

- Communicate complex financial concepts in clear, relatable terms and empower clients to make informed decisions.

- Continuously refine client strategies as circumstances evolve, ensuring alignment with long-term financial goals.

**Leadership Presence **

- Lead a multi-disciplinary team across the firm to deliver exceptional client outcomes.

- Collaborate with internal specialists, enhancing the client experience and strengthening the Pennington Partners’ reputation within UHNW communities.

- Represent the firm at select industry events, conferences, and networking initiatives.

- Build a personal market presence that reinforces and amplifies the Pennington brand.

- Embrace technology and innovation to enhance client engagement and firm growth.

**What You’ll Need **

- Bachelor’s degree required; graduate degree preferred.

- CFA, CPWA, or CAIA required (or willingness to obtain within a specified timeframe).

- 10+ years of experience in UHNW wealth management, private banking, RIA, multi-family office (MFO), or investment advisory environments.

- Demonstrated success serving as the primary advisor to complex families with a strong business development mindset and measurable asset and revenue growth history.

- Strong critical thinking, analytical, and problem-solving capabilities.

- A passion for cultivating meaningful relationships with entrepreneurs and ultra-high-net-worth families.

- Exceptional communication skills with the ability to engage both clients and internal teams.

- Demonstrate an entrepreneurial mindset with the ability to thrive in a dynamic, growth-stage firm, constantly thinking of new ways to grow and innovate within a competitive landscape.

**What You’ll Get **

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

- **Salary ** - Competitive compensation (base salary + target bonus)

- **Benefits ** - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee’s premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.

- **Health & Wellness ** – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.

- **Paid Time Off ** - 20 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

**EQUAL EMPLOYMENT OPPORTUNITY **

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partners’ policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Executive Director, Family Office Wealth Advisor

Hi, we’re HUB.

We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. 

So you’re ready for tomorrow.


About Hub International
Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Industry: Insurance
Company Size: 10,001+ employees

HUB International

**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.

**Technology & Operations - Senior Project Manager **

HUB International’s Technology and Operations Delivery PMO is seeking a Senior Project Manager to join a high-performing team supporting enterprise technology initiatives across the organization. This role is designed for an experienced delivery professional ready to lead complex, cross-functional projects, serve as a trusted partner to senior stakeholders, and actively contribute to the maturation of PMO delivery standards and team capabilities.

The successful candidate will bring a strong track record of leading high-stakes technology initiatives, a proactive approach to risk and governance, and the leadership presence to influence across organizational levels. They will partner closely with TechOps delivery teams, change management, and business stakeholders to drive meaningful outcomes aligned to HUB’s strategic objectives.

Responsibilities

- Lead end-to-end delivery of complex, cross-functional IT-enabled projects from initiation through close, often spanning multiple teams or workstreams

- Define and maintain robust project plans, including scope, schedule, dependencies, risks, and issues across concurrent initiatives

- Proactively identify, assess, and manage risks throughout the delivery lifecycle; maintain structured risk registers, ensure clear ownership, and escalate exposure with timeliness and transparency

- Serve as a primary point of contact for senior stakeholders and executive sponsors, delivering clear, confident status communications, decision packages, and escalation recommendations

- Anticipate stakeholder needs and translate complex delivery dynamics into actionable, audience-appropriate messaging

- Model a service mindset — building trusted relationships with delivery teams and business partners, prioritizing their success, and fostering a collaborative delivery environment

- Coordinate across vendors, IT Operations, and organizational change management resources to ensure integrated, well-sequenced execution and sustainable adoption

- Provide informal coaching and peer support to Project Managers on delivery practices, risk discipline, and stakeholder engagement

- Contribute actively to the development and continuous improvement of PMO delivery standards, methodologies, tooling, and governance frameworks

- Support portfolio-level visibility by maintaining high-quality project data and participating in PMO governance cadences

Requirements

- Bachelor’s degree in Computer Science, Information Systems, Business Administration, or a related field or commensurate experience

- 8+ years of experience in a project delivery role, including demonstrated experience leading complex, multi-workstream projects simultaneously

- Deep working knowledge of waterfall delivery methodology; practical experience with agile practices and hybrid delivery approaches

- Proven ability to identify, structure, and manage project risk in a disciplined, proactive manner — including executive-level escalation

- Ability to manage multiple concurrent projects with strong attention to detail, follow-through, and composure under pressure

- Executive presence and communication skills, with the ability to influence stakeholders, facilitate decisions, and tailor messaging across organizational levels

- Service-oriented mindset with a strong sense of accountability to business needs, project teams, and end-users

- Collaborative, solutions-oriented approach with the confidence to raise issues constructively and lead through ambiguity

Preferred Qualifications

- PMP or equivalent Agile certification

- Experience working within a formal PMO environment, including contribution to standards or governance frameworks

- Background in business analysis, organizational change management, or process improvement

- Insurance industry experience

**JOIN OUR TEAM **

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join **HUB International **, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

~~Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $ 120,000 to $140,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. ~~

Senior Information Technology Project Manager

Service to our clients is our number one priority at MMA. Whether that client is an individual, a family or a business owner,  we work as a team to make sure our clients’ needs are met. 

MMA continues to expand, serving diverse needs for closely-held companies in real estate, construction and general contracting, professional services firms and other diverse industries. We specialize in doing employee benefit plan audits for companies that reach the threshold of 100 employees and more. We also offer business valuation services.

Partners and staff are deeply entrenched in the community and participate in business and civic activities and events. The spirit of the firm reflects its entrepreneurial roots, independence and commitment to the success of our clients.

Industry: Accounting
Company Size: 11-50 employees

MMA & Co., LLP

About the job

**About the Company ** - We are an established, growing public accounting and financial services firm in the northwestern and western suburbs of Chicago seeking a full-time tax manager to join our team. The ideal candidate is someone with management experience in public accounting, and has an affinity for client service and the ability to contribute to a team. We pride ourselves on being trusted business advisors to our clients. We do this by providing expert advice and leading-edge solutions with an unwavering commitment to prompt and personalized service. We understand that our clients are unique, and we tailor our approach and services accordingly.

**About the Role ** - The tax manager will be responsible for preparing and reviewing corporate, partnership, and individual tax returns, financial statement compilations and reviews, serving as the primary contact for clients, helping business owners grow and enhance the value of their companies, supervising client engagements, and training and mentoring staff.

Although we operate on a hybrid schedule, this role will require full-time in-office work during the initial training and ramp-up period.

**Responsibilities **

- Prepare and review corporate, partnership and individual tax returns

- Prepare and review financial statement compilations and reviews

- Serve as primary contact for clients, working directly with them to help them meet their goals

- Help business owners grow and enhance the value of their companies

- Supervise, manage and schedule client engagements, bringing work to point of completion in accordance with deadlines and budgets

- Train and mentor senior accountants and other staff

**Qualifications **

- Bachelor’s degree in accounting

- Successful completion of the CPA or EA exam

- 5-7 years of experience if coming from a public accounting firm (minimum of 7 years required if not currently in public accounting)

- Understand the importance of complying with deadlines and schedules

- Adept at technology and accounting software; knowledge of Thomson Reuters CS Professional Suite a plus (UltraTax, Practice CS, Advance Flow, GoFileRoom)

- Knowledge of SurePrep and SafeSend Returns, a plus

- Excellent communication, organizational and analytical skills

- Ability to work well with a team and able to work independently

- Committed to professional development and willingness to contribute to the growth of the firm

**Skills **

- Be dedicated to providing personalized attention and service

- Be a proactive and strategic solution provider

- Be a relationship builder

- Be a collaborative team player

- Be trustworthy

- Be kind

Pay range and compensation package - Compensation is commensurate with experience. This full-time position offers choice of two different health insurance plans, dental and vision insurance, employer paid short-term and long-term disability insurance and life insurance, up to four weeks paid time off (PTO) your first full year, seven paid holidays and one floating holiday, support for continuing professional education (CPE) and the opportunity to contribute to a 401(k) with a matching employer contribution. Our office is family-friendly, offering opportunities for hybrid work, with flex-time schedules and summer hours available. The role offers variety and opportunity to progress within the firm and in the accounting profession. Mathieson, Moyski, Austin amp; Co. is deeply committed to our employees, our clients and the communities we serve. To learn more about how you might fit in as a valued member of our team, please contact Amanda Salinas at (630) 9841483 ext 483.

Tax Manager

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