
1001 - 5000 employees
Founded 2001
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
Consulting • Insurance • Finance
BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.
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1001 - 5000 employees
Founded 2001
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
Consulting • Insurance • Finance
BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.
• Review and provide guidance on marketing campaigns, advertisements, promotional content, and other public-facing materials for regulatory and policy compliance • Partner with Marketing, Product, Legal, Risk, and Business stakeholders to identify and mitigate compliance risks early • Evaluate marketing claims, disclosures, and representations for accuracy, consistency, and regulatory adherence • Provide actionable compliance recommendations supporting business objectives • Monitor federal and state regulatory developments affecting marketing, advertising, communications, lead generation, and financial products • Translate complex regulatory requirements into practical business guidance • Assess regulatory changes and recommend updates to marketing practices, disclosures, processes, and controls • Develop and maintain marketing and compliance policies, procedures, review frameworks, and approval processes • Create guidance documents, job aids, training materials, and best practices • Support scalable review and approval workflows • Maintain documentation of compliance reviews, approvals, findings, and recommendations • Provide strategic guidance and oversight to marketing procedures • Conduct periodic reviews and monitoring activities • Identify compliance risks, control gaps, and process improvement opportunities • Assist with internal audits, regulatory examinations, and compliance inquiries • Develop reporting and metrics to track compliance effectiveness and emerging trends • Perform other duties as assigned
• 3+ years of experience in compliance, legal, regulatory, marketing compliance, consumer lending, banking, financial services, or a related field • Bachelor's Degree in Business, Marketing, Communications, Finance, Legal Studies, or a related discipline • Working knowledge of consumer financial services regulations, advertising requirements, UDAAP principles, and customer communication standards • Experience reviewing marketing materials, advertising content, disclosures, and customer-facing communications • Strong research, analytical, problem-solving, and critical-thinking skills • Excellent written and verbal communication skills with the ability to provide clear, practical guidance • Strong project management and organizational skills with the ability to manage multiple priorities simultaneously • Proficiency with Word, Excel, PowerPoint, and workflow/document management tools • Ability to influence cross-functional partners and drive projects to completion with minimal supervision • Intellectual curiosity and a desire to stay current on evolving regulatory and marketing trends • Excited to collaborate, learn, and help build scalable compliance processes that support business growth • Experience supporting marketing, advertising, lead generation, or customer communications compliance within a regulated industry • Familiarity with CFPB guidance, UDAAP principles, consumer lending regulations, and digital marketing compliance considerations • Experience working with creative teams, product marketing teams, or customer acquisition functions • CRCM or other relevant compliance certifications • All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience; ongoing travel is expected at approximately ~5% annually • Must already possess valid U.S. work authorization that will not require employer sponsorship now or in the future
• Medical/Rx/Dental/Vision coverage for employees and their eligible family members • Competitive PTO and vacation policies • 1 Friday off each month for Wellness Weekends • Company 401(k) plan with employer contributions after one year • Company-sponsored training and certification opportunities • Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses • Ongoing volunteer opportunities to give back to the community through our BHG Cares program • Work/life balance • Personal and professional development opportunities
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