Banking and Financial Services Jobs in Arlington Heights, IL

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.

About this role:

The Manager of Institutional Advisory Services leads the daily operations, client service delivery, and growth of Clearwater Capital Partners’ institutional advisory practice, managing a specialized team and ensuring excellence in plan governance, implementation, and fiduciary oversight. The role blends hands-on client leadership with strategic and managerial responsibilities, supporting business development, operational consistency, and regulatory compliance. Reporting to the Director of Institutional Advisory Services, this position partners with firm leadership to advance enterprise initiatives while maintaining high standards of client experience and operational integrity.

This is a full-time, on-site position

Duties and Responsibilities

• Manage the day-to-day operations of the institutional advisory team, ensuring high standards of client service, timely deliverables, and consistent plan oversight.
• Support and mentor consultants and client service professionals, providing guidance, training, and performance development.
• Support business development initiatives in collaboration with firm leadership, including prospect tracking, proposal oversight, and onboarding of new institutional clients.
• Oversee the delivery of retirement plan advisory services—investment review coordination, plan governance documentation, committee meeting preparation, and fiduciary reporting.
• Maintain firmwide standards for client engagement quality, documentation, and CRM utilization to ensure accountability and operational efficiency.
• Partner with the Director of Institutional Advisory Services, CRO and other key team members on strategic initiatives, marketing efforts, and cross-firm collaboration that advance institutional and corporate relationships.
• Conduct periodic reviews of recordkeeping, platform, and vendor relationships to support client fiduciary best practices and continuity.
• Lead internal client service and education initiatives, ensuring consistent delivery of participant communications, education programs, and advisor training.
• Ensure adherence to fiduciary responsibilities, compliance procedures, and documentation standards under ERISA and related regulations.
• Represent the institutional advisory team in internal leadership meetings, providing reporting, insights, and recommendations for continuous improvement.

Required Skills

• Proven track record in business development, including direct acquisition of institutional retirement plan clients and pipeline management.
• Strong strategic thinking and planning capabilities, with experience developing and executing growth initiatives for institutional advisory businesses.
• Exceptional client presentation and relationship management skills across C-level, board, and committee environments.
• In-depth knowledge of institutional retirement plan structures, investment products, and service providers—including 401(k), 403(b), defined benefit plans, CITs, and separate accounts.
• Advanced understanding of fiduciary roles, governance best practices, and regulatory landscapes (ERISA, DOL, IRS, SEC).
• Outstanding team leadership, mentorship, and people development skills.
• Skills in managing CRM systems, sales tracking, and analytics platforms, with strong data-driven decision-making ability.
• Experience organizing, facilitating, and delivering education/training programs for clients and advisory teams.
• Commitment to process excellence, compliance culture, and continuous improvement in client services.
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word); experience with retirement plan technologies.

Minimum Requirements

• Bachelor’s degree required; MBA or advanced degree preferred.
• Minimum of 7 years of direct experience in institutional retirement plan sales, service, or consulting, with at least 2 years in a team leadership role.
• Demonstrated capability in managing complex client relationships and high-value institutional advisory engagements.
• Active Series 65 license (Uniform Investment Adviser Law Exam) required.
• Accredited Investment Fiduciary (AIF), CRPS, or related industry designation preferred.

We Offer

• Competitive compensation package with bonus opportunities based on AUM.
• Comprehensive benefits package including medical, vision, dental, life Insurance, long/short term disability.
• 401(k) plan with company match.
• Equity bonus opportunities.
• Paid vacation, holidays, and sick time.
• Aura cyber security membership.
• Reimbursement for continuing education, certifications, etc.

EQUAL EMPLOYMENT AND HARASSMENT POLICY

CCP is proud to provide equal opportunity in employment to all associates and applicants for employment. No person is or will be discriminated against because of perceived race, color, ancestry, gender, sexual orientation, gender identity, results of genetic testing, religion, age, national origin, disability, veteran or marital status, or any other legally protected group status. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.

The client is seeking a qualified VP Commercial Portfolio Manager for a position in Glenview, IL.

This role involves assisting in the origination and underwriting of commercial loans, franchise loans, and owner-occupied commercial real estate applications.

Additionally, the manager will oversee client relationships and ensure their smooth management.

The role offers a substantial salary of up to $145,000, accompanied by a comprehensive benefits package.

It is notable that this is not a remote position, emphasizing the requirement for the candidate to be physically present to perform their duties effectively.

The responsibilities of the VP Commercial Portfolio Manager include analyzing loan data for new, renewed, and existing loans while preparing necessary documents such as spreadsheets, reports, and summaries for loan officers.

The candidate will also conduct credit inquiries for the client and routinely update credit files.

Providing technical advice to Relationship Managers, preparing loan approval presentations, and coordinating loan closings are key functions of the role.

The incumbent should collaborate with Loan Operations and legal teams to ensure accuracy in documentation.

Ideal candidates should possess at least a bachelors degree or equivalent business experience, coupled with four or more years in banking, emphasizing relationship management and commercial lending.

A proven track record in business development, strong organizational skills, and leadership qualities are essential.

Candidates should be self-starters with excellent analytical, written, and oral communication skills.

An understanding of financial analysis, accounting theory, and risk assessment is critical for tackling problems and drawing valid conclusions.

The role is an excellent opportunity for those eager to influence their own professional development in a dynamic and supportive environment.

Financial Planner  Buffalo Grove, ILFinancial Planner  Buffalo Grove, IL

Experience level: Associate

Experience required: 3 Years

Education level: Bachelor’s degree

Job function: Finance

Industry: Financial Services

Compensation: $121,000 - $150,000

Total position: 1

Visa sponsorship eligibility: No

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Who We Are:

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

• Our clients’ financial security and peace-of-mind is always our #1 focus
• Over-attentiveness and client responsiveness is of the highest importance
• Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
• It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Job Summary:

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Day-to-Day Job Function:

• Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
• Service all client needs, requests, questions, and updates
• Prepare comprehensive financial plan recommendations
• Prepare and develop robust retirement income plans and retirement plan tracking
• Prepare investment portfolio summaries and asset allocation analyses
• Meet regularly with clients to establish trusting, supportive relationships
• Prepare and analyze various financial planning reports
• Utilize tax planning software to assess client tax situations and tax strategies
• Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
• Oversee preparation of various one-off analysis requests
• Handle a variety of other financial planning related analyses and services as needed
• Collaborate with team members and advisors on client cases
• Conduct regular client reviews according to their assigned Service Model
• Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• CERTIFIED FINANCIAL PLANNER™ preferred
• CFP is a designation requirement to be obtained within 2 years from hire date
• Life Insurance license preferred
• Life insurance license must be obtained within 6 months from hire date
• Bachelor's Degree from an accredited college or university
• Strong passion for financial and retirement planning
• Enjoys working with numbers, spreadsheets and planning analysis
• Very strong Microsoft Excel experience and familiarity
• Highly detail-oriented and accurate
• Must be capable of multi-tasking and tracking multiple items/projects at the same time
• Friendly, outgoing, and able to build and maintain strong relationships

Position perks:

• Competitive base salary with performance-based bonuses
• Paid time-off
• Health, dental, vision insurance
• 401(k) with company matching program
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Competitive Paid time off
• Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in - office
• Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Life Insurance License
• CFP (Preferred)
• Series 65 or 66 (Required)

Ability to Relocate:

• Buffalo Grove, IL 60089: Relocate before starting work (Required)

Work Location: In person

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