The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Manage the full lifecycle of regulatory mass customer communication: campaigns, including defining project scopes, timelines, and communications schedules, and drafting clear customer notices.
Participate in the team's 24/7 on-call rotation, responding to operational: incidents, drafting urgent customer-facing messaging, and coordinating key communications with leadership.
Validate the successful delivery of required customer communications using: data and reporting tools to ensure regulatory compliance for trade confirmations, statements, and disclosures.
Maintain comprehensive and organized delivery evidence to support audits, exams, and regulatory reviews.
Partner with Compliance, Legal, Senior Leadership, and other departments to: manage competing priorities across daily operational communications and concurrent regulatory projects.
