Builds and maintains operational compliance processes including supervision, surveillance, registrations, reporting, and exam readiness for a financial services firm. Requires experience in investment advisory or broker-dealer compliance, FINRA/SEC regulations, and cross-functional collaboration.
Salary not listed
On-siteLegal
About the role
Responsibilities
Execute and continuously improve supervision and surveillance processes, including trade and account reviews, Reg BI and Form CRS governance support, OBAs, gifts and entertainment monitoring, and insider trading surveillance
Own registration operations and new-hire onboarding workflows, including U4/U5 processing, WebCRD updates, tracking, coordination, and required training support
Drive recurring regulatory reporting and exam readiness activities, including ADV updates, Rule 3120/3130 support materials, AML coordination, vendor due diligence, and audit preparation
Support responses to regulatory inquiries and exams by maintaining clear documentation, testing evidence, and escalation paths
Partner with internal stakeholders to operationalize regulatory change management, ensuring updates to rules and requirements are implemented in a timely, consistent manner
Identify opportunities to standardize, document, and improve compliance processes to support scale and reduce operational risk
Requirements
Experience in regulatory compliance operations within investment advisory, broker-dealer, or financial services environments
Working knowledge of supervision, surveillance, and testing requirements, including Reg BI, Form CRS, and FINRA/SEC supervisory expectations
Hands-on experience with registrations and licensing processes (U4/U5, WebCRD, onboarding coordination)
Strong organizational and process-oriented mindset, with a focus on consistency, documentation, and follow-through
Ability to manage recurring compliance deliverables and deadlines across multiple workstreams
Comfort partnering with cross-functional teams in a fast-paced, evolving environment
Experience supporting regulatory exams, audits, and ongoing reporting obligations
Nice-to-Haves
Familiarity with compliance tools, surveillance systems, and vendor management processes
Benefits
100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision
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