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Confidential

Head of Compliance

Confidential, Charlotte, North Carolina, United States, 28245

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Head of Compliance About the Company A prominent financial services company with a rich history dating back to 1859. Industry Financial Services Type Privately Held Employees 5001-10,000 Categories Banking Consulting Financial Services Insurance Savings & Investing Consulting & Professional Services Investing Investment Management Financial Advisers Tax Services Risk Analysis Employee Management Asset Management Finance New York City About the Role The Company is on the lookout for an experienced Head of Compliance to join our dynamic team. This pivotal role involves overseeing the compliance program, ensuring adherence to regulatory requirements including those from FINRA, SEC, State, and Insurance department regulations. You will manage regulatory examinations and inquiries while leading a capable compliance team dedicated to providing daily support and handling licensing and registration processes. The ideal candidate will possess a Bachelor's degree, along with FINRA Series 6 or 7 and 26 or 24 certification. A minimum of 7 years of substantial compliance experience, preferably in the wholesale distribution sector, is required. Strong expertise in SEC, FINRA, and State Insurance regulations, along with experience in variable individual and group annuity retirement markets, is essential. We seek a proactive and self-motivated professional who can effectively juggle multiple priorities and align business needs with compliance requirements. Proficiency in Microsoft Office is a must. Hiring Manager Title Financial Chief Compliance Officer Travel Percent Less than 10% Functions Finance