---
title: 'Director of Finance & Accounting at Marquette Associates'
canonical: 'https://feeny.ai/job/director-of-finance-accounting-marquette-associates-chicago-yy57f6jcesbg'
type: 'job'
last_seen: '2026-10-15'
---

# Director of Finance & Accounting at Marquette Associates

- **Company:** Marquette Associates
- **Location:** Chicago, IL
- **Compensation:** $175k–$250k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-18
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.lever.co/marquetteassociates/c54030a5-10b9-45b1-9164-e96cb6de5399

## Job description

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

The Director of Finance & Accounting will lead all financial and accounting functions at Marquette. This position will be responsible for managing the firm’s financial operations, ensuring compliance with regulatory requirements, and providing strategic financial guidance to support business growth. The Director of Finance & Accounting will play a critical role in shaping the firm’s financial strategy.

Job responsibilities include, but are not limited to:

- Develop and execute financial strategies in alignment with the firm’s long-term goals and objectives
- Provide leadership and expertise in financial accounting, budgeting, financial systems, strategic financial planning and problem solving
- Oversee the preparation and presentation of financial statements, ensuring accuracy, timeliness, and compliance with accounting standards (GAAP, IFRS, etc.)
- Manage monthly, quarterly, and annual closing processes, including consolidation and reporting for multiple entities
- Prepare shareholder and Board reports and deliver actionable insights to senior management and stakeholders
- Lead financial due diligence for potential mergers, acquisitions, or partnerships
- Manage the firm’s cash flow, ensuring adequate liquidity for operational needs and investment activities
- Oversee treasury functions including cash forecasting, investment management, and banking relationships

Qualifications:

- Bachelor’s degree in Accounting or Business Administration
- Certified Public Accountant (CPA) or Master of Business Administration (MBA) required
- 10+ years of experience in a management role in finance or accounting
- Exceptional leadership and team management capabilities
- Advanced proficiency in financial modeling, analysis, KPI development and reporting
- Expertise in financial software and systems (e.g., Sage Intacct, investment management software, O365); ability to leverage AI to promote efficiency
- Strong problem-solving, analytical, and decision-making skills
- Excellent communication and interpersonal skills, with the ability to present complex financial information to both financial and non-financial stakeholders

## BENEFITS WE OFFER:

Top tier healthcare coverage 100% paid premium for disability and employee life insurance coverage Health and Dependent Care FSA and HSA options Company 401K contribution Hybrid work policy Paid time off & 15+ holidays Summer hours Enhanced employee assistance program Volunteer opportunities Tuition and education reimbursement Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.

## About Marquette Associates

## Company Overview
- **One-liner**: Marquette Associates is an independent, 100% employee-owned investment consulting firm providing fiduciary, asset allocation, and manager selection services to institutional and private clients.
- **Entity Type**: Private (100% employee-owned)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 1986
- **Founders**: Not publicly listed on the website, but the firm was founded under the same name in 1986.

## Core Business
- Primary industry/industries: Investment Consulting, Asset Management, Fiduciary Services
- Target customers: Institutions (pension plans, endowments, foundations), private clients (individuals, families, family offices), registered investment advisors, and charitable organizations.
- Mission or purpose statement: To provide independent, client-centric investment guidance and act as a trusted fiduciary partner, placing client interests at the center of everything.

## Products & Services
- **[Investment Consulting]**: Core service offering asset allocation modeling, manager search and selection, performance reporting, and investment policy development. Typically non-discretionary.
- **[Defined Contribution Consulting]**: Specialized consulting for retirement plan sponsors, including plan design, investment menu construction, and participant education.
- **[Outsourced CIO (OCIO)]**: A discretionary service where Marquette assumes full responsibility for portfolio management, including asset allocation, rebalancing, and manager hiring/firing.
- **[Private Client Consulting]**: Tailored investment advice for high-net-worth individuals, families, and family offices.
- **[Fiduciary Services / QPAM Services]**: Acting as a Qualified Professional Asset Manager under ERISA, providing investment supervisory services for client portfolios.

## Market Standing
- **Valuation/Market Cap**: Private; not disclosed.
- **Key Metrics**: As of December 31, 2025, the firm had **$29.5 billion** in discretionary assets under management (AUM) and **$381.5 billion** in assets under advisement (AUA). They serve **425+ clients** with a **99% client retention rate** over the last 10 years.
- **Notable Investors/Partners**: 100% employee-owned by 24 partners. Key leadership includes CEO Brian Wrubel (35+ years at firm).
- **Growth Signals**: Maintains high client retention (99% over 10 years), significant assets under advisement (£381.5B), and has expanded to offices in Chicago, Baltimore, St. Louis, and Milwaukee.

## Competitive Advantages
- **Independent and Conflict-Free**: 100% employee-owned with no external investors or parent company, allowing them to prioritize client interests without outside pressure.
- **Fiduciary Standard**: Operates strictly as a fiduciary, legally obligated to act in the best interest of clients.
- **High Retention and Experience**: 99% client retention rate over a decade and a CEO with 35+ years at the firm demonstrate deep institutional knowledge and client trust.
- **Scale and Specialization**: Serves over 425 institutional clients with nearly $400B in assets under advisement, providing significant research and negotiation power.

## Strategic Focus
- Current priorities include continuing to grow their institutional and private client base while maintaining their independent, employee-owned structure. Their recent ADV filing indicates a focus on expanding their discretionary (OCIO) services.

## Why Work Here
- **Culture**: Marquette emphasizes a collaborative, learning-oriented "culture of community" with formal mentorship and one-on-one access to firm leadership.
- **Work-Life Balance**: Offers a hybrid work policy, paid time off, 15+ holidays, and summer hours.
- **Compensation & Benefits**: Generous healthcare (medical, dental, vision), 100% paid premiums for disability and life insurance, FSAs/HSAs, and a company 401(k) contribution.
- **Professional Development**: Strong support for growth via tuition and education reimbursement, internal promotions, and mentorship opportunities.
- **Work Environment**: 100% employee-owned, fostering a sense of ownership and long-term commitment among staff. They host company-wide events and volunteer opportunities.

## Sources
1. [Marquette Associates - Homepage](https://www.marquetteassociates.com/)
2. [Marquette Associates - Careers Page](https://www.marquetteassociates.com/careers/)
3. [Marquette Associates - General Opportunities (Lever)](https://jobs.lever.co/marquetteassociates/c56e2395-3445-4c2e-9fe0-df0c54e5a64a)
4. [Marquette Associates - People Page](https://www.marquetteassociates.com/people/)
5. [Marquette Associates - ADV Part 2A Brochure (May 2026)](https://www.marquetteassociates.com/wp-content/uploads/2025/03/2026-Marquette-Associates-ADV-Part-2A.pdf)

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