Regional Supervision Director

Osaic

Atlanta, GA, USA
Base: $80,000 - $86,000 py; bonus/equity: annual b...
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Supervisory duties delegated by srvp
Ensure business processed in accordance with firm policies
Monitor, report, and enforce internal controls
** Osaic is seeking a Regional Supervision Director for its financial services operations, requiring strong industry knowledge and supervisory skills. The role involves ensuring compliance with firm policies and maintaining relationships with financial professionals, with a salary range of $80,000 - $86,000 plus bonuses. **

Job Summary

  • The Regional Supervision Director supports the Supervision Regional Vice President to ensure business is processed in accordance with firm policies and procedures.
  • Responsibilities include engaging in Supervisory Office Visits, monitoring internal controls, and identifying patterns of concerning practices.
  • The role requires a strong understanding of FINRA and SEC rules, securities products, and the ability to travel approximately 25%.

Matching Summary

Match Score: 75

** Osaic is seeking a Regional Supervision Director for its financial services operations, requiring strong industry knowledge and supervisory skills. The role involves ensuring compliance with firm policies and maintaining relationships with financial professionals, with a salary range of $80,000 - $86,000 plus bonuses. **

Salary

Base: $80,000 - $86,000 per year; Bonus/Equity: annual bonus; Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • Supervisory duties delegated by SRVP
  • Ensure business processed in accordance with firm policies
  • Monitor, report, and enforce internal controls
  • Develop and enforce Heightened Supervision
  • Review Outside Business Activities

Nice-to-have

  • Proactively address potential compliance issues
  • Collaborate with Compliance and Advisor Engagement
  • Conduct training on supervision technology

Key Requirements

  • 5+ years of financial industry experience
  • 2+ years of related experience
  • FINRA Series 7, 24, 66 (or 63 / 65) required
  • Strong understanding of FINRA and SEC rules
  • Thorough knowledge of securities products

Work Rights

Not specified

Tailored Resume

Cover Letter