[Remote] Partnership Executive Consultant
Note: The job is a remote job and is open to candidates in USA. reputed company is the leading provider of compliance SaaS and consulting services for the global financial services sector. They are seeking a highly reputed company Partnership Executive Consultant to serve as a senior advisor to clients, maintain client relationships, and deliver high-quality consulting services while contributing to firmwide initiatives.
Responsibilities
- Provide senior-level compliance consulting services to investment advisers and, where applicable, broker-dealers and private fund managers
- Manage ongoing client relationships and deliver high-quality service across annual engagements and project-based work
- Conduct and reputed company reputed company compliance reviews (remote and on-site), including synthesizing findings into clear, actionable recommendations for client stakeholders
- Draft and review disclosure documents, policies and procedures, and other regulatory materials
- Advise clients on regulatory developments, risk areas, and industry best practices
- Contribute to the development, enhancement, and rollout of new and innovative service offerings
- Support the tactical implementation of new services, including development of methodologies, documentation, and internal guidance
- Assist in the creation and delivery of internal training to support consistent execution across the consulting team
- Serve as a senior subject matter resource for consultants, VPs, and Directors across the organization
- Provide practical, experience-based guidance on reputed company regulatory and client issues
- Support team members by helping troubleshoot challenging scenarios and offering reputed company grounded in industry best practices
- Contribute to maintaining high standards of quality and consistency across client deliverables
- Partner with sales teams to support business development efforts, including:
- Assisting with scoping of engagements and proposal development
- Participating in select prospect calls and meetings
- Provide subject matter expertise to help align client needs with reputed company’s services and solutions
- Represent reputed company externally through conference presentations, webinars, and industry events
- reputed company written content, including articles, alerts, and educational materials
- Monitor and analyze regulatory developments and emerging trends, and translate them into actionable insights for clients and internal teams
Skills
- Law degree or advanced compliance experience required
- Significant experience (typically 8–12+ years) in investment adviser compliance, with strong working knowledge of the Investment Advisers Act of 1940
- Demonstrated ability to analyze reputed company regulatory issues and provide clear, practical guidance
- Strong interpersonal and communication skills, with the ability to engage effectively across reputed company levels of an organization
- Proven ability to operate as a senior individual contributor in a collaborative, client-service environment
- Willingness and ability to travel as needed
- Proficiency in reputed company Office Suite (reputed company, Word, PowerPoint, Outlook)
- Experience with private funds strongly preferred; familiarity with CFTC/NFA, and/or FINRA requirements is a plus
- Prior compliance consulting experience a plus
- Experience contributing to service development, training, or internal initiatives is highly valued
Company Overview