Banking and Financial Services Jobs in Addison

Communications Content Manager

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Communications

Date Needed by:
4/6/2026

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Communications, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability - and make an impact through your work!

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For and a 2018-2025 National Best and Brightest Companies to Work For, has an opportunity for a Communications Content Manager that develops and implements communication strategies and tactical work plans for their internal business partners (clients). In this work, the Content Manager establishes and manages project schedules, the internal review process through final approvals, and partners with design and production staff to deliver communication projects from concept through execution.

More specifically, as a Communications Content Manager you will have the following key responsibilities:

Communications Content Manager Benefits and Compensation:

Minimum Requirements/Qualifications:

• Bachelor's degree in communications,
  Journalism, English or equivalent work experience.
• 7 years as a communication professional in a corporate or
  similar environment.
• Ability to articulate the communications process from concept
  through production.
• Proven experience producing high-quality, integrated
  communications from concept through production, including experience
  writing for print, video, podcasting, the web, social media and
  other electronic media.
• Excellent project management skills,
  including ability to create and maintain ongoing
  project schedules and deliver to established deadlines.
• Skilled
  in adapting to changing requirements as needed.

Preferred Qualifications

• Strong written and verbal communications skills, with demonstrated portfolio of communication materials.
• Demonstrated knowledge of PowerPoint, graphic design (Canva and/or InDesign) and production processes.
• Experience
  within the financial services industry; banking; investments; benefits firms
  preferred.

Human Resources Manager

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Human Resources

Date Needed by:
4/6/2026

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will
provide the collaborative culture, professional development, and respect you
deserve. And if you are good at what you do, you will have a career at Wespath. Join our team in Human Resources - and, if you like,
teams such as our DEI Council and Green Team on environmental sustainability - and make an impact through your work!

Wespath,
recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For
and a 2018-2025 National Best and Brightest Companies to Work For, has an
opportunity for a Human Resources Manager (HRM) to work in close collaboration with the Managing Director of Human Resources to
develop HR strategies for the organization and with hiring managers in assigned
business units to fulfill a wide scope of HR-related needs. The HRM provides advice, assistance and
follow-up on the development and revision of the organization's policies and
procedures. Although the HRM does not have direct reports, the role manages employee
relations issues with people-managers, coordinates the resolution of specific policy-related and
procedural problems and inquiries, and provides consultative services to and
advises managers and employees in the daily management of human resources
issues. The HRM keeps abreast of HR
legislation and trends and ensures best practices and compliance with local,
state and federal employment laws and regulations.

Specifically, the HRM:

Benefits and Compensation

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Minimum Requirements/Qualifications:

MINIMUM QUALIFICATIONS

• Bachelors'
  degree in human resources management, business, or related discipline; or
  equivalent work experience
• 10
  years of progressive experience in human resources
• Strong
  HR generalist knowledge with exposure to all areas of HR functions, with
  specialist experience in recruiting, performance management or employee
  relations
• Proven
  ability to discern issues, develop solutions and implement appropriate plans
• Knowledge of state and federal employment laws and legal compliance requirements
• Ability
  to handle sensitive and confidential information
  
  PREFERRED REQUIREMENTS/QUALIFICATIONS
• Masters'
  degree in related discipline
• PHR
  or SPHR certification
• Benefit administration or financial services industry experience

Manager, Systemic Well-Being

Location:

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category:
Benefit Plans

Date Needed by:
5/4/2026

Recognized nine times as a Chicago's Best and Brightest Companies to Work For and eight times as a National Best and Brightest Companies to Work For, Wespath Benefits and Investments (Wespath) is seeking an individual who is passionate about clergy well-being to join our organization in a new partially grant funded role of Manager, Systemic Well-Being.

Serving The United Methodist Church (UMC) for over a century; Wespath cares for those who serve by providing benefits to clergy and lay employees. This also includes more than a decade of work and research examining the physical, emotional, financial, social and spiritual dimensions of the clergy who serve the UMC. Wespath recently committed to partnering with Garrett Evangelical-Theological Seminary's Faith Leadership Collaborative to lead the development of a Holistic Clergy Well-Being Hub. This work is funded by a Lilly Endowment grant recently awarded to Garrett.

In this role, you will work across the UMC to develop and implement denomination-wide strategies that promote holistic well-being within the UMC. Responsibilities include building relationships with stakeholders, gathering and sharing data, identifying and overseeing comprehensive initiatives, and fostering a culture of well-being across all levels of the Church.

Reporting to the Director of Health and Well-Being, you'll be responsible for:

• Developing and executing a multi-year strategy for enhancing the well-being of those who serve the Church, using various types, sources, and levels of data to identify gaps, strengths, and opportunities.
• Establishing and cultivating relationships with key church leaders and subject matter experts on well-being within the UMC and other denominations; determining how Wespath can best interact with these leaders to achieve mutual objectives around well-being and support creation of a culture within the UMC that actively supports and values the health and well-being of clergy and lay workers, aligning touchpoints at the local church, conference, agency, and denominational level.
• Suggesting and monitoring relevant analytics to understand individual behavior and systemic factors that influence behavior and identify trends in well-being over time; leveraging data to identify gaps and needs within the denomination.
• Overseeing development of communication campaigns across the denomination to bolster individual and systemic well-being efforts and initiatives, including delivery of presentations regarding data, strategies, and impact to a variety of audiences, including senior management and church leaders.
• Collaborating with Wespath and UMC stakeholders to identify gaps between educational training and actual work environment and to help align expectations across multiple levels, which may include work with peer organizations via the Church Benefits Association.
• Leading Wespath's effort in creation and execution of the Holistic Clergy Well-Being Hub for the Faith and Leadership Collaborative with Garrett-Evangelical Theological Seminary; collaborate with all stakeholders to ensure mutual benefit and achievement of key grant objectives.
• Supporting the Manager, Health and Well-Being in promoting available Wespath well-being programming across the church and identifying opportunities for additional programming to meet unmet needs and align with the desires of constituencies; contributing to Wespath's ongoing clergy financial well-being efforts and strategy, including supporting upgrade and promotion of the Saving Grace program.
• Training and supporting leaders within the UMC to effectively promote well-being, recognizing the impact of leaders at various levels (church, conference, agency) on the mental health and work-life balance of those who serve the church.
• Working with other Wespath departments including Church Relations, Plan Sponsor Relations, and Benefits Education to resource meetings and events where clergy well-being is on the agenda or should be addressed and to identify and make connections with Church leaders or other individuals of interest to Wespath.

Manager, Systemic Well-Being - Compensation and Benefits:

The compensation range for this position is $120,000-$130,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant's qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.

• Medical, dental, vision and well-being benefits from HealthFlex on day one!

• 8% employer contribution to retirement plan with an additional match up to 2% on day one!

• 22 days of PTO + 12 paid holidays

• Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed. Open to considering fully remote for a non-local candidate with strong skills and past experience.

• Free financial planning assistance from EY

• Paid parental leave

• Tuition reimbursement and other development opportunities

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

#LI-JR1 #LI-Hybrid

Minimum Requirements/Qualifications:

• Bachelor's degree in related field; or equivalent work experience.

• Ability and willingness to travel (primarily within the U.S.) an average of 30%, but up to 40% in certain months.

• Intermediate Microsoft Office Suite skills, especially in Power Point (presentations) and Excel (data analysis).

• 5+ years of work or volunteer experience in the United Methodist Church, including collaborating with annual conferences and agencies, beyond the local church.

• Demonstrated knowledge and understanding of clergy and U.S. population well-being trends.

• Demonstrated knowledge and understanding of behavioral and systemic factors that influence well-being and health and wellness promotion principles.

• Experience leading or guiding teams of colleagues or volunteers in the successful accomplishments of projects and initiatives.

• Experience interacting with external customers and senior leaders via written communications, presentation to varied size groups, and interpersonal conversations and relationship development.

• Self-managing-able to work a variety of projects and initiatives with minimal day-to-day management and oversight.

Preferred Requirements/Qualifications:

• MPH, MHA or Masters Degree in health-related field

• Work, volunteer, or life experience with diverse communities and cultures.

Job Title: Assistant General Counsel

Location: Wheaton, IL (Onsite)

Compensation: $150K-240K+Bonus DOE

Skills: Corporate Experience related to either Securities (33 Act, public offerings), or M&As, Private Equity, Private Fund Offerings, FINRA, Broker Dealer, Fund Compliance, Investor Advisor compliance, Alternative Investments.

We are a trusted Financial Services company that needs an exceptional Assistant General Counsel to join our elite legal team. If you have 5+ years of corporate experience and a passion for Securities Law, then this may be a perfect fit for you!

In this role, you will:

• Ensure compliance with applicable securities laws and regulations governing funds, such as the Investment Company Act of 1940.
• Help manage a core group of funds and assist in the creation and registration of funds.
• Review registration statements and annual shareholder reports.
• Attend board meetings and review board materials, and ensure adherence to internal policies and regulatory requirements.
• Identify and manage risks associated with fund operations and conduct due diligence for potential investments, ensuring that funds are in compliance with legal and regulatory requirements.
• Conduct legal due diligence for corporate transactions, mergers, acquisitions, and other strategic initiatives.
• Perform tasks assigned by Senior Corporate Counsel.
• Oversee alternative investment private offering platform processes for offering private funds (Reg D, 506(c)).
• Ensure suitability analysis and Reg BI compliance for investors.
• Provide compliance oversight for non-traded REITs, DSTs, tender/interval funds and co-investment vehicles.
• Review PPMs, fund offering documents, and marketing materials for compliance with SEC/FINRA rules.

Must Have Skills:

• 5+ years of Corporate Experience in either Securities, Financial Services, or broker-dealer or securities compliance with emphasis on private funds.

Nice to Have Skills:

• Compliance Experience is a major plus!
• FINRA licenses: Series 24 (Series 7/63/66 strongly preferred).
• Experience with Investment Advisors Act, Investment Company Act of 1940, SEC, FINRA (Financial Industry Regulatory Authority)
• Private Equity Experience is a plus!
• Experience with non-traded REITs, DSTs, private offerings and investments, and closed-end funds.
• Strong knowledge of Reg D, FINRA Rules 2111/2210/5122-5123, and Reg BI.

What's In It for You:

• $150K-240K+ Bonus
• Health Benefits

Senior Legal Counsel

Step into a high impact role with Mitsubishi HC Capital America as a Senior Legal Counsel, where your commercial finance expertise, sharp judgment, and negotiation skills will directly shape complex lending and leasing deals. If you thrive on solving sophisticated legal challenges and partnering closely with the business, this opportunity is built for you.

HYBRID: 3 days/week in Itasca, IL

THE ROLE: STRATEGIC LEGAL PARTNER

As a Senior Legal Counsel, you will serve as a trusted legal advisor supporting commercial finance originations, regulatory compliance, supplier management, and day‑to‑day corporate legal needs. You’ll partner with leaders across Sales, Operations, Credit, Capital Markets, and the North American Legal Department to provide actionable legal guidance and ensure compliant, efficient business operations. You will play a key role in balancing legal risk with strategic business objectives while providing business oriented solutions.

KEY RESPONSIBILITIES:

Transactional Support

• Lead transactions for equipment loans, leases, and commercial financing arrangements
• Draft, review, and negotiate vendor program agreements, capital markets agreements, customer finance contracts, leasing contracts, loan agreements, and related commercial documentation
• Identify and mitigate legal and operational risks related to lending, leasing, and commercial finance products

Supplier Management & Third‑Party Risk

• Provide legal guidance on supplier onboarding, risk assessments, performance monitoring, and dispute resolution
• Partner with Procurement and Operations to mitigate risks tied to supplier agreements

Regulatory Monitoring

• Track and advise on U.S. federal and state regulations (commercial lending, leasing, consumer protection, data privacy)
• Collaborate with Compliance to integrate regulatory changes into policies, processes, and documentation

Compliance Support

• Support internal reviews, audits, and compliance inquiries
• Assist in drafting, implementing, and updating compliance policies and procedures

External Counsel Management

• Support selection and oversight of external counsel for transactions and litigation
• Ensure cost‑effective, high‑quality representation aligned with business needs

Department Operations

• Support legal technology, template management, and continuous process improvement
• Contribute to departmental workflow efficiency and operational standards

WHAT YOU BRING TO THE TABLE

• Juris Doctorate
• 5+ years of commercial finance legal experience, including equipment leasing, lending, and secured transactions
• Strong understanding of U.S. federal and state laws, UCC Articles 2 & 9, and commercial regulatory requirements
• Experience in litigation, restructuring, workouts, and distressed asset negotiations
• Proven contract drafting and negotiation experience across commercial finance sectors
• Ability to research and interpret laws, regulations, and case law, and provide practical guidance
• Strong communication and cross‑functional collaboration skills
• Skilled in drafting clear, enforceable agreements and refining contract templates
• Technology‑savvy with capability to leverage legal tech and AI tools
• Licensed and in good standing to practice law in Illinois, or eligible for in‑house counsel licensing
• Willingness to pursue professional development & CLE with emphasis on commercial finance and regulatory compliance
• Occasional travel for industry events and business site visits

COMPENSATION: $177,000 – $195,000; based on experience. This role is also eligible for a year-end bonus.

BENEFITS & PERKS

Experience a comprehensive package designed to fuel your personal and professional journey:

• Top-Tier Health & Insurance: Medical, dental, vision, life & AD&D with low premiums; prescription drug coverage
• Financial Security: 401K with immediate vesting and up to 4.5% match; RSP contributions day one; HSA contributions; flexible-spending accounts
• Time Off: Competitive vacation time, plus 10 scheduled holidays
• Wellness & Lifestyle: Annual fitness reimbursement; virtual fitness membership; Stress management tools; Employee Assistance Program for confidential support and coaching
• Professional Growth: Tuition reimbursement after one year; dedicated development budget
• Culture: Transparent, collaborative environment with a supportive, family-like team

MAKE A VISABLE IMPACT: Apply now or forward your resume directly to:

Mitsubishi HC Capital America is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, status, religion or belief, marital status, or pregnancy and maternity.

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

LHH Recruitment Solutions has partnered with a growing organization, and they are seeking a motivated Forecast Planning Analyst – Healthcare/Medical Device to join their team. This is an exciting opportunity for a data-driven professional who thrives at the intersection of analytics, supply chain strategy, and cross-functional collaboration. The ideal candidate will play a key role in shaping demand visibility, improving forecast accuracy, and supporting inventory and production decisions in a fast-paced, growth-oriented setting.

Why This Opportunity Stands Out:

• High-impact role supporting critical supply chain decisions.
• Exposure to enterprise-level ERP systems (SAP experience highly valued).
• Collaborative environment working closely with operations, planning, and commercial teams.
• Strong emphasis on continuous improvement and analytical rigor.

Key Responsibilities:

• Develop, analyze, and maintain demand forecasts using historical data, trends, and business inputs.
• Partner with cross-functional stakeholders to align forecasts with sales, production, and inventory strategies.
• Evaluate forecast performance, identify variance drivers, and recommend corrective actions.
• Support demand planning and S&OP-style discussions through data-driven insights.
• Build and enhance forecasting tools, models, and reporting to improve visibility and decision-making.
• Leverage ERP and planning systems to ensure accurate data flow and planning alignment.
• Conduct ad hoc analysis to support operational and financial planning initiatives.
• Contribute to process improvements that reduce inventory risk, stockouts, and excess.

Qualifications and Skills:

• Bachelor's Degree in Business, Supply Chain, or a related field.
• Experience working in a manufacturing and/or distribution environment.
• Previous experience in healthcare, medical device, or similar highly regulated industries.
• Strong forecasting and demand planning experience with a solid understanding of supply chain principles.
• Advanced Excel capabilities, including VLOOKUPs, Pivot Tables, and complex data analysis.
• Hands-on experience with ERP systems; SAP exposure is a significant plus.
• Proven ability to translate complex data into actionable business insights.
• Familiarity with statistical forecasting methodologies and planning tools.
• Experience supporting inventory optimization and production planning efforts.
• Strong analytical mindset with attention to detail and accuracy.
• Ability to communicate clearly with both technical and non-technical stakeholders.
• Comfortable working in a dynamic, deadline-driven environment.

Compensation Range: $60,000 - $75,000

Benefits Offered: 2 weeks of vacation, paid sick leave where applicable by state law, Medical Insurance, Dental Insurance Vision Insurance, 401K, and Life Insurance.

If you are a passionate Forecast Planning Analyst looking for a new and rewarding career, please apply today! You don't want to miss out on this opportunity!

LHH is a leader in permanent recruitment—and in the placement of top talent. Our areas of specialty include office administration, customer service, human resources, engineering, and supply chain and logistics. Please feel to check us out and apply for other opportunities if this role isn't a perfect match.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Account Manager

At Strategic Coach, we strive to free up highly successful, visionary entrepreneurs and their teams to thrive and grow in a world of rapid change and unpredictability. Strategic Coach® is the business coaching program for entrepreneurs who are passionate about what’s next for them, but are stuck on how to get there. We provide the framework and community for an easier and accelerated path forward. 

For 35 years, we’ve challenged the status quo of entrepreneurial thinking, helping 20,000+ entrepreneurs gain clarity, boost their confidence, and achieve accelerated results. We pride ourselves on offering world-class coaching to exceptional clients through our positive, proactive, and growth-focused environment cultivated by our amazing team! 

We are seeking an outstanding Account Manager with a proven sales track record to initiate, qualify and close new business. This is a full time, home based role, with the requirement to attend workshops for 7 full days in Kensington, London across the year.

This position is for you if you are:

1. Articulate, professional, and adept at relating to successful business owners. Highly accountable, you know great relationships with clients and team members alike are built on integrity and authenticity.  

1. A natural conversationalist and excellent listener. You exude energy, positivity, and confidence and love the challenge of meeting new people and winning them over.

1. Self-motivated, curious, responsive, and results-driven. We call this Batteries-Included.

1. A collaborative team player. You value others’ talents and seek out their ideas to achieve exponential results.

1. Passionate about helping other people achieve a bigger, brighter future.

We also want you to have:

• A Growth Mindset: You are constantly learning, growing, and setting bigger goals. You are courageous and create value first before expecting opportunity.
• A Hunter Mentality: You are persuasive, adaptable, and solution-focused.
• A Higher Education Qualification. You have some kind of traditional or alternative education beyond school. 

 You’ll be responsible for:

• Quota Attainment: Meeting (and exceeding!) your monthly and quarterly sales targets.
• Pipeline Building: Developing strategy to build your pipeline of sales opportunities within your defined target leads and prospects.
• Initiating the Sales Cycle: Qualifying prospects and setting appointments to commence the sales process.
• Weekly Reporting and Funnel Management: Completing all weekly pipeline and activity reporting.

Why Strategic Coach? We have: 

• Exceptional Clients: As an Account Manager, you will play a key role in dramatically improving people’s lives. Our clients are extraordinary individuals who, because of their involvement in the Program, will go on to do even more remarkable things in their lives and businesses.

• Extraordinary Culture: As a company that teaches entrepreneurial teamwork and walks our talk, we take a lot of pride in cultivating a collaborative, positive, growth-oriented culture. We are constantly supporting our team members in their own learning and growth as we evolve and innovate as a company.

You will also receive:

• Six weeks of paid time off each year.
• Twenty-one flex hours.
• Top-tier onboarding and training. 
• Insightful assessments to help you identify your unique strengths.
• Access to our first-class workshop programs.
• Fun team challenges, events, and celebrations.
• Three paid days off per year to volunteer with your chosen community.

If you think this position is a right-fit for you, please send your résumé to today.

To support our talent acquisition efforts, Strategic Coach may leverage AI technology as part of the recruitment process. We have also partnered with skills assessment platforms to help streamline and enhance candidate evaluation.

 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We thank all applicants; however, only those candidates selected for an interview will be contacted.

Strategic Coach is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values and corporate culture, Strategic Coach is committed to providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. If you have an accommodation need, please contact Human Resources in advance of your interview to make appropriate arrangements.

By applying, you agree that the statements made by you are true, complete, and correct to the best of your knowledge. Further, you understand that any falsification of statements, misrepresentations, and/or deliberate omission or concealment of information may be considered just cause for dismissal.

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  

• High School Diploma or GED????? 
• Bilingual - Spanish??? 

• Sales, Collections or Customer Service experience??

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
• Up to 4% matching 401(k)    
• Employee Stock Purchase Plan (10% share discount)    
• Tuition reimbursement    
• Paid time off (15 days’ vacation per year, prorated based on start date)  
• Paid sick leave as determined by state or local ordinance (prorated based on start date)  
• 11 Paid holidays (4 floating holidays, prorated based on start date)  
• Paid volunteer time (3 days per year, prorated based on start date) 

Company Overview:

Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $13B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. Brookstone has been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive and flexible open-architecture platform with an all-inclusive support system that helps Advisors start, build, and grow their Advisory businesses to new heights. We are experiencing hyper growth and looking to add talented, motivated, and passionate people to our talented team.

Position Overview:

The Administrative Associate will play a key role in supporting our internal teams and affiliated Advisors. The successful candidate will be a high-energy, team-oriented, and collaborative individual who supports the needs of the firm's Advisors and their clients. Must be able to successfully operate as a hands-on contributor in a fast-paced, team-oriented, and deadline-sensitive environment.The ideal candidate will have excellent organizational and communication skills, be proficient in office software, and be able to handle a variety of administrative tasks with precision.

Responsibilities:

• Provide administrative support including handling phone calls and emails
• Provide operations/administrative support to Financial Advisors and Insurance Agents
• Prepare and process account applications, transfers, and other client forms
• Maintain accurate and organized records and documentation
• Respond to Advisor inquiries and follow up on service requests
• Monitor and track account activity to ensure timely processing
• Liaise with custodians, teams, or financial institutions as needed
• Prepare and edit documents, reports, and presentations.
• Manage confidential information with discretion and professionalism

Qualifications:

• Proven experience in an Administrative Associate or similar role
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Detail-oriented with a high level of accuracy
• Ability to work independently and collaboratively within a team
• Strong Project Management skills
• Professional and friendly demeanor
• Bachelor's degree in Finance, Business, or a related field preferred

Position: Full-time

Location: Wheaton, IL (100% onsite - not a remote/hybrid/WFH position)

Benefits: Medical, Dental, Vision, 401(k) w/match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)

Reporting to the Chief Financial Officer, the Chief Accounting Officer (CAO) is responsible for leading all accounting operations and ensuring compliance with GAAP, SOX 404, and regulatory requirements. This role together with the Company Controller oversees general ledger management, external financial reporting, technical accounting, revenue recognition, and accounts payable/receivable. The CAO assists in developing and implementing accounting policies and standards, assists in managing monthly, quarterly, and annual close processes, and ensures timely preparation of financial statements and debt covenant certifications.

Acting as the primary liaison for external audits and regulatory examinations, the CAO evaluates new accounting standards, partners with third-party valuation firms, and maintains corporate accounting policies specific to mortgage banking operations.

Additionally, the CAO assists in mentoring and scaling a high-performing accounting team, supports acquisition integration, and collaborates with executive leadership on strategic financial planning, variance analysis, and board reporting.

• Act as primary contact for external auditors, various other field examinations; manage all audit and review processes.
• Assist in developing and executing strategies and standards related to accounting policy, financial reporting, general ledger maintenance, and financial systems and controls specific to the mortgage banking business.
• Assist monthly, quarterly, and annual accounting close processes and in the preparation of financial statements and filings in compliance with GAAP including periodic upload to consolidating parent organization and quarterly NMLS Mortgage Call Reports.
• Evaluate new accounting standards and changes in regulatory requirements and implement changes to ensure organizational readiness and compliance.
• Perform specified Treasury Management functions to enhance internal controls and assist in implementing and maintaining a robust internal control framework, ensuring full SOX 404 compliance.
• Assist in managing quarterly work with third-party valuation firms.
• Assist in leading and mentoring a high-performing accounting team.
• Assist in maintaining a robust Permanent File Data Room.
• Review and assist in validating all periodic remit reports from third party loan servicers.
• Assist in verifying that all loans being sold recoup escrow and corporate advances reported on servicer remits.
• Assist with GAAP and Tax Research Matters, including providing support for year-end 1099, 1098, W2 and W3 transmittal reporting processes.
• Support the CFO and executive leadership with strategic financial planning, variance analysis, and board reporting.

• Bachelor's degree required; Master's degree in relevant field (MBA, Finance, Accounting) preferred
• 10+ years' progressive accounting experience
• 5+ years' experience in the mortgage or financial services industry
• Strong understanding of GAAP, SEC reporting, and SOX compliance
• Experience with revenue recognition specific to mortgage banking

• Excellent verbal and written communication skills; strong presentation skills with executive presence and maturity
• Strong interpersonal skills with the ability to develop and maintain effective relationships internal and external to the organization; strong influencing skills
• Strength of leadership with the demonstrated ability to quickly establish credibility with key stakeholders and confidence in the Internal Audit capability
• Effective management skills to build strong teams through effective talent selection, training, communication, coaching, mentorship, and performance management
• Strong analytical skills: solid decision-making abilities coupled with sound judgment
• Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment; ability to prioritize, organize time and resources to consistently bring projects to successful completion
• Consultative and collaborative work style; ability to share knowledge and expertise in a productive manner
• Ability to lead and manage through change, comfortable working with ambiguity and uncertainty
• Strong execution skills and results orientation
• Strong attention to detail; strong quality and compliance orientation
• High degree of professional maturity, integrity, ability to maintain confidential data and information
• High degree of business acumen; strong fiscal and technical aptitude

Hiring Range: $150K-$180K plus annual discretionary bonus

Compensation within this range may vary based on each candidate's job-related expertise, skills, and experience. Final offers are determined individually, reflecting the unique qualifications of each candidate.

• Paid Time Off (PTO)
• Floating Holiday
• Paid Parental Leave
• Medical
• Dental
• Vision
• Life & Disability
• FSA/HSA
• Fidelity 401(k) with employer match

Oakbrook Terrace, Illinois 60181

The Assistant Executive Director (AED) for Finance and Administration will serve as the Chief Financial Officer (CFO) of the organization and serve as a key member of the executive leadership team, providing strategic direction and executive oversight of the association’s financial operations, business planning, administrative services, and enterprise risk management. This role oversees finance, accounting, budgeting, forecasting, human resources, operations, staff training and development, ensuring the organization’s sustainability, compliance, and growth in alignment with its mission, values, and organizational priorities. The CFO partners closely with the Executive Director, Board of Directors, Foundation Board of Trustees, Finance Committee and senior leaders across the organization.

• 
  
• Working at a not-for-profit, mission-based organization that is focused on its members.
  
• A welcoming and supportive environment that gives you an opportunity to impact patient care.
  
• Excellent work-life balance in a hybrid workplace environment.
  
• A competitive compensation package that includes outstanding medical/dental benefits, incredible long-term savings benefits, generous time off (including a week-long Winter Break), paid parental leave and more.
  
• Training and professional development opportunities.
  

1. 
   
2. Strategic Leadership and Governance
   
   1. 
      
   2. Partner with the Executive Director and Board in formulating and administering Society policies and developing long-range plans and objectives.
      
   3. Serve as a member of the Executive Group (EG), contributing to enterprise-wide decision-making and guiding short- and long-term strategies for organizational sustainability and growth.
      
   4. Provide thought leadership on financial and operational implications of strategic initiatives, ensuring alignment with the Society’s vision and objectives.
      
   
   
   
3. Financial Strategy, Operations and Oversight
   
   1. 
      
   2. Oversee budgeting, forecasting, financial modeling, and scenario analysis to inform organizational decision making.
      
   3. Lead the development and execution of long-term financial strategies that support organizational growth, innovation, and resilience.
      
   4. Partner with business unit leaders on major initiatives, revenue optimization and generation, business models, cost analysis, and ROI measures.
      
   5. Oversee day-to-day financial operations, including accounting, payroll, grants management, and cash flow.
      
   6. Ensure robust internal controls, compliance with accounting standards and transparent financial reporting.
      
   7. Provide strategic oversight of the organization’s investment portfolio, managing short-term cash flow opportunities and consult with advisors to guide long‑term investment.
      
   8. Manage relationships with banks, investment advisors, external auditors and coordinates annual audits.
      
   9. Advise the CEO, Board of Directors, and executive leadership on financial matters and implications of strategic decisions.
      
   
   
   
4. Business Operations
   
   1. 
      
   2. Maintain employee benefit programs, including medical/dental insurance coverage, life insurance, and retirement plan design and documentation.
      
   3. Oversee contract review and negotiations in conjunction with business stakeholders and outside legal counsel.
      
   4. Maintain appropriate business insurance coverage for the Society.
      
   
   
   
5. Risk Management, Legal and Compliance
   
   1. 
      
   2. Direct all enterprise risk management activities, including insurance, compliance, internal controls, and financial policies.
      
   3. Identify financial risks and develop mitigation strategies, including investment policies and insurance coverage.
      
   4. Ensure compliance with federal, state, and local regulations applicable to nonprofits, including tax filings and grant requirements.
      
   5. Maintain and update financial policies and procedures in response to regulatory changes.
      
   
   
   
6. Human Resources and Training and Development
   
   1. 
      
   2. Provide executive leadership for HR strategy, including workforce planning, recruitment, onboarding, compensation, benefits, performance management and organizational development.
      
   3. Oversee HR compliance, employee relations, and performance management frameworks.
      
   4. Partner with leadership to promote a healthy culture, strong engagement, and effective hiring and retention practices.
      
   5. Ensure compliance with labor laws and employment regulations.
      
   6. Maintain personnel records and the employee handbook.
      
   7. Mediate employee relations and resolve personnel issues as necessary.
      
   8. Provide executive leadership for staff training program strategy to build capacity, support succession planning, and enhance skills across the organization.
      
   9. Encourage a culture of continuous learning and improvement.
      
   10. Foster a positive and inclusive organizational culture aligned with the society’s mission and values.
       
   
   
   
7. Building Operations
   
   1. 
      
   2. Ensure efficient and secure operations of the Society’s facilities, including Oak Brook headquarters and any additional offices.
      
   3. Oversee leasing arrangements to outside tenants for office space.
      
   
   
   
8. Oversee division staff, including hiring, training, professional development, and performance management.
   
9. Attend Board of Directors meetings as necessary; prepare reports for agenda items as needed.
   
10. Perform other duties as assigned.
    

1. 
   
2. Serve as a member of the Executive Group (EG)
   
3. Serve as a member of the Directors Group (DG)
   
4. Serve as Staff Liaison to select volunteers and committees, including the Audit and Finance Committees and Secretary‑Treasurers
   
5. Provide financial leadership and guidance to the RSNA Board of Directors and the RSNA Research and Education Foundation Board of Trustees.
   
6. Provide guidance to all RSNA departments in the areas of accounting, finance, contract review and negotiations, general administration, personnel management, and office services and operations.
   

1. 
   
2. Work with external auditors, bankers, investment brokers, real estate brokers, insurance agents, legal counsel, and various vendors and consultants.
   
3. Serve as primary contact to tenants in Oak Brook headquarters building and landlords of outside office space leased by the Society.
   

• 
  
• Bachelor’s degree in finance, accounting, business administration, or related field required; MBA or CPA strongly preferred.
  
• Minimum 12–15 years of progressive financial leadership experience, with at least 5 years at the executive level.
  
• Experience managing a budget of $25M+; experience at $50M+ strongly preferred.
  
• Background in nonprofit, association, education, healthcare, or similarly complex mission-driven organizations is ideal.
  
• Demonstrated success in overseeing HR, and operations.
  
• Knowledgeable of technological tools and accounting and payroll software and systems.
  
• Expertise in nonprofit accounting, GAAP compliance, financial controls, and risk management.
  
• Demonstrated ability to lead senior team members and experts.
  
• Proven ability to communicate financial information to diverse audiences, including executive leadership and governing boards.
  
• Strong business acumen in a mission-driven context.
  

The Radiological Society of North America is an equal opportunity employer and prohibits discrimination and harassment of any kind. RSNA is committed to hiring and employing qualified people without regard to race, color, religion, sex, marital status, national origin, age, disability, veteran status, citizenship status, genetic information, sexual orientation, unfavorable military discharge, ancestry, order of protection status, pregnancy, or any other legally protected characteristic. All employment decisions at RSNA are based on business needs, job requirements, and individual qualifications.