Interactive Brokers · 2 months ago
Senior Estates Specialist (SME)
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $90K/yrInteractive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT. They are seeking an experienced Senior Subject Matter Expert (SME) specializing in deceased estate administration to manage complex processes associated with deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions.
E-CommerceFinanceFinancial Services
Responsibilities
Serve as the primary expert resource for deceased estate matters across the organization
Review and validate estate documentation including death certificates, letters of testamentary, probate documents, and executor authorizations
Coordinate the transfer or liquidation of securities, options, futures, and other financial instruments held in deceased accounts
Ensure proper handling of outstanding trades, margin positions, and corporate actions for deceased accounts
Liaise with legal counsel and compliance teams on complex or high-value estate matters
Qualification
Required
Deep expertise in managing the complex processes associated with deceased client accounts, estate settlements, and regulatory compliance across multiple jurisdictions
Ability to serve as the primary expert resource for deceased estate matters across the organization
Experience in reviewing and validating estate documentation including death certificates, letters of testamentary, probate documents, and executor authorizations
Coordination of the transfer or liquidation of securities, options, futures, and other financial instruments held in deceased accounts
Ensuring proper handling of outstanding trades, margin positions, and corporate actions for deceased accounts
Liaising with legal counsel and compliance teams on complex or high-value estate matters
Self-motivated and able to handle tasks with minimal supervision
Superb analytical and problem-solving skills
Excellent collaboration and communication (verbal and written) skills
Outstanding organizational and time management skills
Active hands-on person able to deliver quality and volume
Preferred
Law degree, paralegal certification, other relevant qualification or significant demonstratable relevant experience
Experience with international estates and cross-border asset transfers
Knowledge of estate planning strategies and trust structures
Experience working in a global financial institution
Benefits
Competitive salary, annual performance-based bonus, and stock grant
Retirement plan 401(k) with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision coverage; company-paid medical healthcare premium
Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks
Corporate events, including team outings, dinners, volunteer activities, and company sports teams
Education reimbursement and learning opportunities
Modern offices with multi-monitor setups
Company
Interactive Brokers
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.
Founded in 1977Greenwich, Connecticut, USA
1001-5000 employees
H1B Sponsorship
Interactive Brokers has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (24)
2023 (12)
2022 (21)
2021 (10)
2020 (12)
Funding
Current Stage
Public CompanyTotal Funding
unknown2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO
Leadership Team
James Menicucci
Chief Financial Officer
Andrew Claflin
Marketing Partnerships
Recent News
2026-01-22
2026-01-21
2026-01-20
Company data provided by crunchbase