Sr Compliance Analyst – Records Management; Hybrid

Sr Compliance Analyst – Records Management

Supports the enterprise Records Management (RM) program to mitigate legal exposure and ensure organizational compliance with statutory, regulatory, and business requirements related to the creation, retention, storage, and disposition of records. Works independently with minimal guidance and partners with business units to provide guidance, lead complex RM initiatives, and support enterprise policy adherence.

• Contribute to development and execution of enterprise-wide RM initiatives.
• Partner with and provide guidance to internal stakeholders to ensure RM policies, retention schedules, and compliance standards are followed.
• Create and maintain summaries, policies, logs, and procedural documentation related to regulatory and RM requirements for the enterprise.
• Analyze processes, services, and products to ensure ongoing compliance and continuous improvement.
• Support and communicate with business partners in managing offsite records inventory and applying RM policies and procedures.
• Assist Records Manager with researching, analyzing, and interpreting regulatory requirements to assess organizational impact and recommend actions.
• Maintain and enhance internal RM website to deliver an efficient, user‑friendly experience.
• Compile and analyze information and reports for management.
• Assist in auditing business areas for RM compliance.
• Participate in and lead RM projects (e.g., legacy database disposition, annual disposition events, office moves).
• Assist with managing RM vendor partnerships with a focus on improving efficiency and cost effectiveness.
• Administer and oversee records management software, provide onboarding and training for users as needed.
• Participate in RM meetings, record and distribute minutes.

• Bachelor’s degree in a business field or equivalent experience.
• Four years of regulatory, compliance, records management or data governance experience.
• Strong written and verbal communication skills.
• Excellent communication and relationship‑building skills.
• Analytical and research skills.
• Proficiency in MS Office tools including SharePoint.
• Time management skills.
• Preferred:
  Knowledge of laws, regulations, rules and directives applicable to records created and maintained within the life insurance/financial industry.
• Preferred:
  Demonstrated experience partnering effectively with technology.
• Preferred:
  Proficient with electronic records databases.

Hybrid office environment.

The salary range for this position is generally between $75,000 and $85,000 annually, with potential variation based on qualifications, experience, geography, and operational needs. The position is typically eligible for an annual bonus based on the company bonus plan and individual performance.