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Allocation Manager Jobs in Chicago, IL (NOW HIRING)

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP ...

Advyzon

Client Portfolio Manager

Lisle, IL · On-site

Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP ...

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP ...

Advyzon

Associate Client Portfolio Manager

Lisle, IL · On-site

Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP ...

BakerHostetler

Practice Manager

Chicago, IL · On-site

Work allocation management, staffing group leadership, productivity reporting; resource allocation reorganization; associate workflow planning * Group planning and talent inventory management ...

CFA Institute

Senior Investment Consultant

Chicago, IL · On-site

$122.40 - $244.80/hr

As an Investment Consultant , you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing ...

Actalent

Traveling Superintendent

Chicago, IL · On-site

Coordinate with project managers to understand labor allocation, earned value, and production tracking for field operations. Draft field RFIs and submit them to project managers to clarify design ...

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All JobsAllocation JobsAllocation Manager JobsAllocation Manager Jobs in Chicago, IL

Allocation Manager information

See Chicago, IL salary details

$24.7K

$60K

$116.9K

How much do allocation manager jobs pay per year?

As of Aug 29, 2026, the average yearly pay for allocation manager in Chicago, IL is $59,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $69,000.00 per year, depending on experience, location, and employer.

What does an allocation manager do?

An Allocation Manager is responsible for distributing products, resources, or inventory efficiently to meet business demands. They analyze sales data, forecast demand, and manage supply chain logistics to ensure optimal stock levels across various locations. Their role involves close collaboration with merchandising, logistics, and purchasing teams to balance supply and demand. They also use inventory management systems and data-driven strategies to minimize waste and maximize profitability.

What are the key skills and qualifications needed to thrive as an allocation manager?

To thrive as an Allocation Manager, you need strong analytical abilities, knowledge of inventory management, and a relevant degree such as business, supply chain management, or finance. Familiarity with ERP systems, demand forecasting software, and proficiency in Excel are essential technical assets. Exceptional organizational skills, attention to detail, and effective communication set standout professionals apart. These competencies are crucial for ensuring optimal resource distribution, minimizing stockouts or overages, and collaborating efficiently with cross-functional teams.

What are some typical challenges faced by allocation managers, and how can they overcome them?

Allocation Managers often face the challenge of balancing fluctuating demand with limited inventory, especially during seasonal peaks or supply chain disruptions. They must collaborate closely with buying, planning, and logistics teams to ensure that products are distributed efficiently and store needs are met. Staying responsive to sales trends and adapting plans quickly can require robust analytical skills and the ability to manage competing priorities. Building strong relationships across departments and leveraging real-time data analytics can help Allocation Managers anticipate issues and implement effective solutions.

What are the most commonly searched types of Allocation jobs in Chicago, IL?

The most popular types of Allocation jobs in Chicago, IL are:

What are popular job titles related to Allocation Manager jobs in Chicago, IL?

For Allocation Manager jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Allocation Manager jobs in Chicago, IL look for?

The top searched job categories for Allocation Manager jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Allocation Manager jobs?

Cities near Chicago, IL with the most Allocation Manager job openings:

Allocation Manager jobs near you
Infographic showing various Allocation Manager job openings in Chicago, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,986 per year, or $28.8 per hour.

Client Portfolio Manager

Lisle, IL • On-site

Advyzon
See more jobs at Advyzonexternal

Full-time

Posted 8 days ago

Job description

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The investment team within AIM is responsible for all aspects of building, managing, investing, and supporting client portfolios.
The Role: AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client accounts on to AIM's TAMP to achieve operational efficiency while sourcing best-in-class investment selection and modeling. The Client Portfolio Manager will be a key liaison for advisors in effectuating a successful transition and on-going investment experience on the platform.
Responsibilities
  • Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
  • Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
  • Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
  • Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
  • Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
  • Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
  • Assist advisors in tax-optimization during account implementation and beyond
  • Communicate effectively with investment team, business development team, operations team, and development team
  • Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
  • Report to Head of Client Portfolio Management
  • Take additional direction from Senior Client Portfolio Managers

Requirements
  • Bachelor's degree
  • 7+ years of investment experience
  • CFA or CFP certifications preferred
  • Prior experience communicating with financial advisors
  • Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
  • Comfort learning and communicating quantitative concepts
  • Excellent communication skills, both written and verbal
  • Proficient in Excel and PowerPoint
  • A focused, dedicated, and entrepreneurial personality
  • Strong analytical and relationship-building skills
  • Ability to work under pressure
  • Robust time management and organization skills
  • Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM

Compensation
$125k, 30% bonus

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