Senior Manager, ProBank Education Services

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2236107

Position Title:

External Description: 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:

• 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

Minimum Qualifications:

• 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%

Preferred Qualifications:

• Background in regulatory compliance within the financial industry, compliance examination, or legal profession
• Recognized presenter in financial regulatory compliance
• Industry-recognized compliance certifications

#LI-ATL, #LI-KCMO, #LI-SGF, #LI-CLTSP, #LI-NASH, #LI-DFW

#LI-CH1

City: Louisville

State: Kentucky

Community / Marketing Title: Senior Manager, ProBank Education Services

Location_formattedLocationLong: Louisville, Kentucky US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.