VP, Compliance Officer - Asset Management Job at Confidential, Boston, MA

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  • Confidential
  • Boston, MA

Job Description

VP, Compliance Officer - Asset Management

About the Company

Prominent operator of regional banks

Industry
Banking

Type
Public Company

Founded
1846

Employees
1001-5000

Categories

  • Banking
  • Financial Services
  • Banking & Mortgages
  • Consulting & Professional Services
  • Banks
  • Berkshire
  • Finance

Specialties

  • banking
  • personal banking & small business
  • mortgages
  • home equity lines and personal lending
  • relationship banking (mybanker and private banking)
  • commercial banking and lending
  • wealth management and investments
  • and government & municipal banking

About the Role

The Company is seeking a VP, Compliance Officer for its Asset Management division. The successful candidate will be responsible for developing, strengthening, and maintaining compliance and regulatory processes. This includes providing leadership and strategy for compliance and risk management, overseeing compliance and testing programs, and ensuring adherence to internal and regulatory requirements. The role also involves serving as the primary contact for audits and regulatory examinations, monitoring for risk exposure, and collaborating with the management team to create and refine policies and procedures. The VP, Compliance Officer will be a subject matter expert with a comprehensive understanding of operational, investment, and regulatory risk, and will be expected to have at least 5 years' of compliance experience in the investment brokerage, bank, and trust industries. Candidates for this position should have a Bachelor's degree in finance, business, legal, or a related field, and at least 7 years' of experience in compliance, with a focus on the investment brokerage, bank, and trust industries. A strong knowledge of securities products, investment advisory services, and related regulatory requirements is essential. The role requires the ability to work independently, strong business judgment, and excellent communication skills. Experience with the FDIC, SEC, and state regulators, as well as familiarity with banking and related compliance policies, is highly valued. The VP, Compliance Officer will also be expected to maintain a regulatory compliance calendar, foster a compliance-centric culture, and lead various compliance projects as needed.

Hiring Manager Title
Managing Director & Chief Investment Officer, Wealth Management

Travel Percent
Less than 10%

Functions

  • Finance
Confidential

Job Tags

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