Compliance Director, Investment Advisory Compliance

Chartwell Investment Partners

Remote
**
Investment advisers act of 1940
Sec regulations
Compliance monitoring activities
** The Compliance Director position at Chartwell Investment Partners requires extensive knowledge in investment advisory compliance, with a focus on aligning the firm's operations with SEC regulations. The role involves managing compliance functions, leading projects, and collaborating with internal teams to enhance compliance processes. **

Job Summary

  • Administer and manage investment advisory-related compliance functions for the firm’s Asset Management Services (“AMS”) division, ensuring alignment with SEC Regulations under the Investment Advisers Act of 1940.
  • Identifies, develops and administers compliance monitoring activities over AMS functions, including investment management activities, advisory fee billing, and manager research.
  • Partners with business units to recommend policy and process changes to Senior Management and reviews compliance and risk management controls.

Matching Summary

Match Score: 75

** The Compliance Director position at Chartwell Investment Partners requires extensive knowledge in investment advisory compliance, with a focus on aligning the firm's operations with SEC regulations. The role involves managing compliance functions, leading projects, and collaborating with internal teams to enhance compliance processes. **

Skills & Requirements

Must-have

  • Investment Advisers Act of 1940
  • SEC regulations
  • compliance monitoring activities
  • regulatory requirements
  • securities industry compliance

Nice-to-have

  • strategic direction
  • tactical plans
  • operational efficiencies
  • team cohesiveness

Key Requirements

  • Minimum of ten (10) years of Compliance, Legal, Banking and/or regulatory experience
  • Minimum five (5) years management experience
  • Bachelor’s Degree (B.A./B.S.) in a related discipline
  • Series 7 and 66 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter