Senior Compliance Manager – AML/BSA Officer
Job Description:
• Developing processes to ensure cross-team understanding of compliance obligations, facilitating the development of learning and development materials with marketing, CX, and Sales, and setting the standard for evangelizing compliance obligations in our offerings.
• Closely partner with Lively’s financial institution partner to answer questions and complete audits as they arise. The Compliance Manager will oversee some aspects of the corporate-wide Bank Secrecy Act (BSA), Anti-Money (AML) programs.
• Define and implement operational processes required to administer Lively’s offerings.
• Support Lively CSMs to onboard new Employers, and support all compliance requirements, translating them into an internal and external user experience flow that optimizes efficiency and satisfaction.
• Work cross-functionally with the sales, legal, and product teams at Lively to define and implement operational processes for quoting, contracting, onboarding, and supporting customers.
Requirements:
• 7+ years of demonstrated compliance experience within a financial services technology company.
• Strong regulatory background.
• Impeccable attention to detail, and strong communication and writing skills.
• Ability to work cross functionally.
• Experience in strategic decision making.
• Experience in a cross-functional leadership role.
• A proven ability to take something complex and distill it down to manageable individual components.
• Willingness and flexibility to support high customer volume during our busy Open Enrollment season.
• Comfortable working with a high level of adaptability and flexibility in a fast-paced environment.
• Exceptional, time management, facilitation, and organizational skills.
• Experience in healthcare and employee benefits compliance matters.
Benefits:
• Competitive salaries
• Stock options
• Medical, dental, vision, life and disability coverage
• HSA with employer contribution
• FSA
• Paid parental leave
• Medical travel benefits
• 401k plan
• Flexible vacation policy
• Lifestyle spending accounts
• Employee resource groups and initiatives
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