Compliance Advertising Review Analyst

🕒 May 5

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Logo of OneDigital

OneDigital

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• responsible for the review of all advertising and social media to guarantee accuracy • collaborate with Retirement Plan Consultants, Wealth Management Advisors and Marketing to develop compliant advertisements • Review of all advertising submissions for compliance with applicable rules and regulations • Ensure all advertising materials accurately represent the firm's services, fees, and investment strategies • Identify and address any misleading or deceptive content in marketing materials • Maintain the advertising review process for consistent and efficient review • Work with the compliance team to ensure archiving of the firm’s websites and social media accounts • Escalate compliance concerns identified during the advertising review process • Serve as a Compliance Team Liaison for the Marketing Team and local office teams on all marketing-related matters

🎯 Requirements

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred) • Minimum 3 Years of Relevant Experience in advertising review within the financial services industry • Excellent communication and presentation skills • Proven ability to collaborate effectively with internal teams • Deep understanding of fiduciary governance principles • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, and Salesforce • Experience with advertising-related and/or compliance-related systems like Saifr, Hearsay, FMG Suite, Seismic and/or MirrorWeb preferred • Conversational understanding of Spanish (preferred)

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts

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