Forvis Mazars US ยท 16 hours ago
Senior Manager, ProBank Education Services
Forvis Mazars US is a consulting firm that provides educational training and advisory services to the financial sector. The Senior Manager for ProBank Education Services will deliver seminars and advisory services, develop training programs, and create content focused on financial regulatory compliance.
AccountingConsultingFinancial Services
Responsibilities
Deliver educational seminars and webinars for clients as a full-time senior manager, including both on-site and virtual formats
Provide advisory services, address client inquiries, and review advertisements and policies
Create programs that address financial regulatory compliance, as well as develop marketing descriptions, detailed training manuals, and presentation resources
Create, edit, and review advisory materials, guides, and published articles
Develop program design and agendas for workshops, conference activities, and engagement initiatives
A high level of subject matter expertise/credentials with financial regulatory compliance requirements with deposit and lending operations primarily, with some knowledge of AML/CFT/BSA regulations
Ability to research, interpret, and summarize regulations
Extensive experience in the financial industry
Proven ability to develop innovative and engaging content across various presentation and learning formats
Exceptional written communication skills for content creation, peer review, and presentations
Strong client relationship management abilities, business development, and networking skills to attract new clients
Proficient in Microsoft Office and adaptable to new technology platforms
Qualification
Required
Bachelor's degree in a relevant field
At least seven (7) years of banking or regulatory experience
Skilled presenter
Willingness to travel up to 50%
A high level of subject matter expertise/credentials with financial regulatory compliance requirements with deposit and lending operations primarily, with some knowledge of AML/CFT/BSA regulations
Ability to research, interpret, and summarize regulations
Extensive experience in the financial industry
Proven ability to develop innovative and engaging content across various presentation and learning formats
Exceptional written communication skills for content creation, peer review, and presentations
Strong client relationship management abilities, business development, and networking skills to attract new clients
Proficient in Microsoft Office and adaptable to new technology platforms
Preferred
Certified Regulatory Compliance Manager (CRCM) designation preferred
Background in regulatory compliance within the financial industry, compliance examination, or legal profession
Recognized presenter in financial regulatory compliance
Industry-recognized compliance certifications