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Banking and Financial Services Jobs in Woodridge, IL

6 positions found

Assistant General Counsel
✦ New
🏒 Talently
Salary not disclosed
Wheaton, IL 1 day ago

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
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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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President/Chief Executive Officer - HealthCare Associates Credit Union (HACU)
Salary not disclosed
Lisle, IL 1 week ago

Position Summary

HealthCare Associates Credit Union (HACU) seeks a visionary, collaborative, and member-focused leader to serve as its next President & Chief Executive Officer (CEO). Reporting directly to the Board of Directors, the CEO will guide HACU into its next era of growth, innovation, and service while honoring its 45-year legacy of financial stewardship and dedication to the healthcare community.


With total assets approaching $500 million, HACU is financially strong and deeply trusted by the members and institutions it serves. The CEO will ensure continued stability and excellence while advancing a strategic agenda centered on growth, digital transformation, and an exceptional member experience across all operations. This leader will champion innovation and technology and cultivate partnerships that expand HACU’s presence within the healthcare sector and beyond, and model the organization’s core values of Compassion, Collaboration, and Creativity.


Rooted in HACU’s Purpose β€”to increase our community’s wellbeing through healthy banking β€” these guiding principles, along with HACU’s longstanding Service Promises, define the organization’s culture of empathy, accountability, and care. The CEO will nurture that culture by developing leaders, empowering staff, and fostering inclusion, innovation, and shared purpose.


The successful candidate will bring proven experience in strategic planning, financial management, and organizational leadership, along with a record of a productive partnership with a Board of Directors. A bachelor’s degree is required; a master’s degree is preferred, along with at least ten years of senior management experience and a demonstrated record of success in financial services.


This is a rare opportunity for a purpose-driven leader to advance the financial wellbeing of those who care for others, and to shape the next chapter in HACU’s proud history.


Company Profile

With a vision to be the financial institution of choice for those who serve and support the healthcare industry nationwide, HACU delivers premier member service by keeping costs low, providing above-market savings rates, and offering below-market loan rates. Living out its mission, HACU is committed to helping members achieve their financial goals by providing exceptional financial solutions and personalized service.


HACU promises to anticipate member needs, treat members with respect, recommend solutions that improve financial health, take ownership of member requests, and make it easy to do business with them. To learn more, visit Profile

Located in DuPage County, one of Illinois’ most prosperous and well-governed regions, Naperville and Lisle together form an ideal setting for the next HACU CEO. This vibrant corridor combines the advantages of a thriving suburban business hub with the warmth, beauty, and civic spirit of family-centered communities.


Naperville, consistently ranked among America’s best places to live, offers outstanding public schools, top-tier parks and recreation facilities, and a lively downtown filled with restaurants, trails, and cultural events. Its nationally recognized park district features more than 130 parks and 2,400 acres of open space, while the Naperville Riverwalk and nearby Centennial Beach provide natural beauty and gathering places for all seasons.


Lisle, home to HACU’s headquarters, provides a quieter, convenient, welcoming village known for its Tree City USA heritage, the Morton Arboretum’s 1,700 acres of living collections, and easy commuter access to Chicago and O’Hare International Airport.


Together, Naperville and Lisle offer more than a place to workβ€” they offer a place to belong and to lead. For HACU’s next CEO, this community provides fertile ground for visionary leadership and enduring impact.


Compensation

A comprehensive compensation package will be offered to the selected candidate.


Apply Now

To submit your confidential application and learn more about the positions represented by D. Hilton Associates, please visit us at and click on Find a Career. You may recommend others for candidacy by contacting Jessica Jarman, Senior Vice President, at (8 ext. 138 or

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Administrative Associate
Salary not disclosed
Wheaton, IL 2 weeks ago

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)

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Strategic CFO for Nonprofit - Finance & Operations Leader
🏒 ACG Cares
$250 +
Oak Brook, IL 3 weeks ago
A nonprofit healthcare organization is seeking an Assistant Executive Director for Finance and Administration.

This pivotal role involves serving as Chief Financial Officer, overseeing financial operations, strategic direction, and compliance.

The ideal candidate has extensive experience in financial leadership, especially in nonprofit or mission-driven organizations, with a focus on budgeting and risk management.

The position offers a competitive compensation package and promotes a culture of impact in patient care through strategic operational oversight.
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Chief Financial Officer
$250 +
Oak Brook, IL 3 weeks ago
What we're looking for:

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.


This job might be for you if you're interested in:

  • 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.

What you'll do:

  1. Strategic Leadership and Governance

    1. Partner with the Executive Director and Board in formulating and administering Society policies and developing long-range plans and objectives.
    2. 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.
    3. Provide thought leadership on financial and operational implications of strategic initiatives, ensuring alignment with the Society’s vision and objectives.


  2. Financial Strategy, Operations and Oversight

    1. Oversee budgeting, forecasting, financial modeling, and scenario analysis to inform organizational decision making.
    2. Lead the development and execution of long-term financial strategies that support organizational growth, innovation, and resilience.
    3. Partner with business unit leaders on major initiatives, revenue optimization and generation, business models, cost analysis, and ROI measures.
    4. Oversee day-to-day financial operations, including accounting, payroll, grants management, and cash flow.
    5. Ensure robust internal controls, compliance with accounting standards and transparent financial reporting.
    6. Provide strategic oversight of the organization’s investment portfolio, managing short-term cash flow opportunities and consult with advisors to guide long‑term investment.
    7. Manage relationships with banks, investment advisors, external auditors and coordinates annual audits.
    8. Advise the CEO, Board of Directors, and executive leadership on financial matters and implications of strategic decisions.


  3. Business Operations

    1. Maintain employee benefit programs, including medical/dental insurance coverage, life insurance, and retirement plan design and documentation.
    2. Oversee contract review and negotiations in conjunction with business stakeholders and outside legal counsel.
    3. Maintain appropriate business insurance coverage for the Society.


  4. Risk Management, Legal and Compliance

    1. Direct all enterprise risk management activities, including insurance, compliance, internal controls, and financial policies.
    2. Identify financial risks and develop mitigation strategies, including investment policies and insurance coverage.
    3. Ensure compliance with federal, state, and local regulations applicable to nonprofits, including tax filings and grant requirements.
    4. Maintain and update financial policies and procedures in response to regulatory changes.


  5. Human Resources and Training and Development

    1. Provide executive leadership for HR strategy, including workforce planning, recruitment, onboarding, compensation, benefits, performance management and organizational development.
    2. Oversee HR compliance, employee relations, and performance management frameworks.
    3. Partner with leadership to promote a healthy culture, strong engagement, and effective hiring and retention practices.
    4. Ensure compliance with labor laws and employment regulations.
    5. Maintain personnel records and the employee handbook.
    6. Mediate employee relations and resolve personnel issues as necessary.
    7. Provide executive leadership for staff training program strategy to build capacity, support succession planning, and enhance skills across the organization.
    8. Encourage a culture of continuous learning and improvement.
    9. Foster a positive and inclusive organizational culture aligned with the society’s mission and values.


  6. Building Operations

    1. Ensure efficient and secure operations of the Society’s facilities, including Oak Brook headquarters and any additional offices.
    2. Oversee leasing arrangements to outside tenants for office space.


  7. Oversee division staff, including hiring, training, professional development, and performance management.
  8. Attend Board of Directors meetings as necessary; prepare reports for agenda items as needed.
  9. Perform other duties as assigned.

Internal Relationship:

  1. Serve as a member of the Executive Group (EG)
  2. Serve as a member of the Directors Group (DG)
  3. Serve as Staff Liaison to select volunteers and committees, including the Audit and Finance Committees and Secretary‑Treasurers
  4. Provide financial leadership and guidance to the RSNA Board of Directors and the RSNA Research and Education Foundation Board of Trustees.
  5. 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.

External Relationships:

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

What you'll need:

  • 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.


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