What are the responsibilities and job description for the Senior Manager, ProBank Education Services position at Forvis Mazars US?
Description & Requirements
Our Consulting practice brings together our global reach, industry expertise, and innovative solutions to help the financial sector achieve its goals. Within our Consulting practice, ProBank Education Services provides educational training and advisory services to large financial institutions, community banks, credit unions, trade associations, and regulatory agencies.
We are seeking qualified individuals to join our global and inclusive team of highly skilled presenters and advisors. Ideal candidates will demonstrate advanced expertise, an entrepreneurial approach, and a forward-thinking perspective. They should be initiative-taking, inquisitive, and committed to ongoing professional development. A strong growth mindset is essential, enabling both personal advancement and the ability to inspire others, foster innovation through exceptional performance, and support clients in surpassing their objectives.
You will collaborate daily with skilled subject matter experts at Forvis Mazars and our clients, gaining exposure and insights into current topics in financial regulatory compliance relevant to your career goals.
What You Will Do
Our Consulting practice brings together our global reach, industry expertise, and innovative solutions to help the financial sector achieve its goals. Within our Consulting practice, ProBank Education Services provides educational training and advisory services to large financial institutions, community banks, credit unions, trade associations, and regulatory agencies.
We are seeking qualified individuals to join our global and inclusive team of highly skilled presenters and advisors. Ideal candidates will demonstrate advanced expertise, an entrepreneurial approach, and a forward-thinking perspective. They should be initiative-taking, inquisitive, and committed to ongoing professional development. A strong growth mindset is essential, enabling both personal advancement and the ability to inspire others, foster innovation through exceptional performance, and support clients in surpassing their objectives.
You will collaborate daily with skilled subject matter experts at Forvis Mazars and our clients, gaining exposure and insights into current topics in financial regulatory compliance relevant to your career goals.
What You Will Do
- 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
- Bachelor's degree in a relevant field
- At least seven (7) years of banking or regulatory experience
- Certified Regulatory Compliance Manager (CRCM) designation preferred
- Skilled presenter
- Willingness to travel up to 50%
- Background in regulatory compliance within the financial industry, compliance examination, or legal profession
- Recognized presenter in financial regulatory compliance
- Industry-recognized compliance certifications