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Banking and Financial Services Jobs in Schaumburg

9 positions found

Communications Content Manager
✦ New
🏒 Wespath
Based on experience
Schaumburg, IL 8 hours ago

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:

Communication Strategy: Plan, develop, coordinate, and maintain communication strategies and work timelines for client departments. Serve as the lead content manager for Human Resources (HR) and Information Technology (IT), partnering closely with department leadership and business owners to understand priorities, gather input, and deliver effective communications for employees. Provide communication support for other internal business partners-including Legal, Accounting & Finance, Customer Service, and Plan Sponsor Relations. Drive employee awareness, understanding and enthusiasm around organizational priorities, changes, and corporate culture as an inclusive and learning-forward employer. Internal Communication Production and Channel Management: Provide broad support for internal communication channels and recurring organizational workflows. This includes developing and distributing employee-facing content on a twice-weekly, bimonthly and as-needed basis, supporting regular communication cycles and project-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. facing content-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. Storytelling and Content Creation: With a mindset of curiosity, and with guidance from Communication Managers and clients, develop stories that help advance the client's business objectives, support the organization and promote our culture as an employer. Write, edit and proofread digital and print content for client department projects and organizational projects; work closely with the Multimedia team on design and overall execution of materials including videos. Partner with DEI Council to champion Wespath's diversity-focused programming. Project Management: Manage and support projects as delegated and directed by the Communications Manager and/or Managing Director. Leverage the department's project/production management platform ( ) to manage all communication aspects of projects. Manage client communication process and project elements, including the internal review process. Meeting and Event Content: Provide tactical support as assigned for external organization events (educational forums, training, webinars, etc.), whether in person, virtual or hybrid. Includes development of relevant content and materials. Support photography of internal events (with Multimedia team and social media manager). Web and Social Content Support: Partner with the Website Manager and Social Media Manager to leverage these vehicles as an audience engagement tactic supporting Wespath's brand as an employer of choice. Use data-driven insights to optimize content. General Communication Department Support: Provide peer review (editing and proofreading) for Communication department project materials. Central Repository (CR) Coordination and Document Management: Serve as a CR coordinator by maintaining the central document management system-checking documents in and out, assisting with edits, ensuring adherence to review and update requirements, coordinating the monthly CR document review cycle with IT and business partners, and producing and distributing monthly CR document status reports by department.

Communications Content Manager Benefits and Compensation:

Medical, dental, vision and well-being benefits from our HealthFlex Exchange 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 working arrangement.The compensation range for this position is $93,000 - $115,000 with a bonus opportunity and customary benefits. Final compensation will be set 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

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.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a12b5fa1-53 ae-b6ee86817fbf
permanent
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Human Resources Manager
✦ New
🏒 Wespath
Based on experience
Schaumburg, IL 8 hours ago

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:

Manages recruitment process at all
levels of the organization, leveraging the organization's applicant tracking
system. Writes/places ads; screens
resumes; schedules interviews; conducts phone interviews; leads panel
interviews; advises candidates and managers about recruitment and selection
practices and requirements; maintains accurate records.Assists
in the implementation of the performance management process, including but not
limited to providing feedback to managers about the quality of their
performance reviews, advising managers about goal setting and measurements,
tracking compliance to deliverables, reporting and making recommendations for
improvements.Provides
leadership and coaching support to managers regarding HR initiatives, policies,
processes and practices including employee relations/engagement, performance
management, compensation and benefits, compliance, etc. Identifies
opportunities, takes initiative and formulates and maintains metrics, develops
policies and services to improve the effectiveness of current HR processes and
practices and makes recommendations to manager.Provides
guidance to employees within scope of position; assists in the investigation
and resolution of employee relations issues; acts as a liaison to managers and
advises them on how to reach proper resolution.Leads managers through an annual talent assessment and succession planning process; subsequently coaches employees through succession development planning to help ensure continuous learning toward targeted successor position(s).Supports
and brings value to HR team by leading or participating in projects.Ensures
compliance with State and Federal laws and regulations. Reviews and keeps informed about recent and
changing employment related laws, guidelines and trends and recommends changes
in policy/procedures or new initiatives that support Wespath's business
practices.Conducts
new employee orientation and new manager training. Works with hiring managers
and Learning and Development to ensure 90-day on-boarding goals are identified.Develops
and maintains relationships with vendors, especially recruiting vendors and
talent management vendors.Conducts
exit interviews to identify issues, trends, and areas for improvement.

Benefits and Compensation

Choose the medical, dental, vision, and well-being benefits that best fit your needs from 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 working arrangement.The compensation range for this position is $112,000 - $132,000 with a bonus opportunity and customary benefits. Final compensation will be set 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.

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-CW1 #LI-hybrid

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

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a10b2ebd-4966-463a-ba08-a07fac311339
permanent
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Manager, Systemic Well-Being
✦ New
🏒 Wespath
Based on experience
Schaumburg, IL 8 hours ago

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.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.


PDN-a139720d-b4a6-4939-9528-b589e6264401
permanent
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Senior Legal Counsel
Salary not disclosed
Itasca, IL 2 days ago

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.

Not Specified
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Forecast Planning Analyst
🏒 LHH
Salary not disclosed

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 recruitmentβ€”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

Not Specified
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Manager of Institutional Advisory Services
Salary not disclosed
Hoffman Estates, IL 1 week ago

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

Β 

  • 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 servicesβ€”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 providersβ€”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.


ο»ΏEQUAL 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.

Not Specified
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Loan Sales Specialist
Salary not disclosed

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • 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

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • 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, plus 2 personal days, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance, prorated based on start date
  • Paid holidays (7 days per year, based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

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Senior Commercial Portfolio Manager - Banking & Lending
$250 +
Schaumburg, IL 3 weeks ago
A boutique talent acquisition firm is seeking a VP Commercial Portfolio Manager in the Glenview, IL area.

The role focuses on commercial loan origination, managing client relationships, and requires a strong background in banking and business development.

Candidates should have at least four years of banking experience and excellent communication skills, along with a competitive salary package of up to $145K.
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