[Hiring] Compliance Analyst II @Symetra

Role Description

As a Compliance Analyst II, you will assist in leading project initiatives, serving as a functional expert in specified areas. Responsibilities may include:

• Establishing and implementing standard policies, procedures, processes, and best practices to promote compliance with applicable laws and contractual obligations.
• Assisting with regulatory examinations and compliance monitoring efforts.
• Supporting product design and filing requirements.

A candidate for this role has excellent analytical, communication, presentation, and organizational skills. You will:

• Collaborate with various departments and levels of management, including senior management and internal clients, both independently and as part of a team.
• Ensure visibility into work efforts and that communication is aligned.
• Review complex information to distill critical issues and make recommendations that consider risks, benefits, and alternative perspectives for management’s use.
• Bring strong Microsoft skills (Excel, Word, PowerPoint, Access, SharePoint) and the ability to work with Data Analytics and/or Technology teams to develop automated solutions and reports to support the program.
• Utilize artificial intelligence (AI) as preferred, along with a general desire to learn more about and leverage AI.

What you will do:

• Assist in leading project initiatives, collaborate with leadership in decision making, independently interact with internal clients, and act as a functional expert on assigned projects in support of Symetra’s producer oversight and third-party suitability programs.
• Independently manage special projects and regulatory analysis as needed.

Qualifications

• High school diploma required.
• College degree or equivalent experience required.
• At least 5-8 years of experience supporting producer oversight and suitability programs.
• FINRA Series 24/26 required.
• AIRC and/or FLMI designation preferred.
• Demonstrated understanding of annuity and life insurance products including Registered Indexed-Linked Annuities (RILAs).
• Ability to adapt to changing priorities and to support evolving business needs and regulatory requirements.
• Strong analytical and problem-solving abilities; able to translate regulatory requirements into operational practice and apply a broad perspective to challenges.
• Ability to review, interpret, and analyze documentation and data for accuracy, relevance, and compliance.
• Experience using and implementing productivity tools including data analytics and AI-driven solutions.
• Effective in both independent and collaborative environments; comfortable advising senior stakeholders.
• Excellent communication, presentation, and organizational skills.
• Proficiency with Microsoft Office, SharePoint, Teams, and other business productivity tools.

Benefits

• Flexible full-time or hybrid telecommuting arrangements.
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%.
• Paid time away including vacation and sick time, flex days, and ten paid holidays.
• Give back to your community and double your impact through our company matching.
• Compensation: $72,700 - $121,100 annually plus eligibility for Company Annual Bonus.

Company Description

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We are guided by the principles of Value, Transparency, and Sustainability:

• Providing products and services people need at a competitive price.
• Communicating clearly and openly so people understand what they're buying.
• Designing products and operating our company to stand the test of time.

We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.