Sr Compliance Analyst Records Management; Hybrid

Responsibilities

• Contribute todevelopmentand 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 andmaintainsummaries, policies,logsand 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‑friendlyexperience.
• Compile and analyze information and reports for management.
• Assistin 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, recordsmanagementor data governance
• Written and verbal communication skills
• Communication and relationship building skills
• Analytical and research skills
• Proficiency in MS Office tools including Share Point
• Time management skills

• Knowledge of laws, regulations,rulesand directives applicable to records created andmaintainedwithin the life insurance/financial industry
• Demonstrated experience partnering effectively with technology
• Proficient with electronic records databases

• Hybrid office environment

• The Salary for this position generally ranges between $75,000 - $85,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
• Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

We offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

• Competitive Pay
• Bonus for Eligible Employees

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs