About Lively

Lively set out to raise the bar on benefit solutions, because we believe no one should have to sacrifice personal wellness for financial wellness. While traditional benefits focus more on transactions and less on the humans using them, Lively harnesses user-centric design and innovative technology to deliver an effortless experience for employers and account holders alike. Our modern HSA is consistently top-rated, and we have since expanded our offerings to provide a full suite of other benefits and services for companies, consumers, and financial institutions.

Lively is a remote-first company, headquartered in San Francisco with employees across the US. Come join us and help make getting the value out of your benefits as simple as it should be.

About the Role

Lively is looking for a Sr. Compliance Manager and BSA/AML Officer to join our team! This role will be the compliance fulcrum for all things compliance, investments, and audits today and into the future.

The Sr. Compliance Manager will provide strategic leadership over all of Lively’s regulatory compliance efforts, encompassing a wide spectrum of responsibilities. You will ensure all staff are prepared to operationalize at the highest standard of compliance in all of Lively’s activities as our highly regulated industry continues to evolve . The Sr. Compliance Manager will also be responsible for Lively’s and its Wyoming trust company’s financial compliance and closely partner with Lively’s financial institution partners to answer questions and complete audits as they arise.

This position is fully remote, however you must be based in Wyoming.

Responsibilities

Developing processes to ensure cross-team understanding of compliance obligations, facilitating the development of learning and development materials with marketing, CX, and Sales, and setting the standard for evangelizing compliance obligations in our offerings.
Closely partner with Lively’s financial institution partner to answer questions and complete audits as they arise. The Compliance Manager will oversee some aspects of the corporate-wide Bank Secrecy Act (BSA), Anti-Money (AML) programs.
Define and implement operational processes required to administer Lively’s offerings.
Support Lively CSMs to onboard new Employers, and support all compliance requirements, translating them into an internal and external user experience flow that optimizes efficiency and satisfaction.
Work cross-functionally with the sales, legal, and product teams at Lively to define and implement operational processes for quoting, contracting, onboarding, and supporting customers.

Skills & Experience

7+ years of demonstrated compliance experience within a financial services technology company.
Strong regulatory background.
Impeccable attention to detail, and strong communication and writing skills.
Ability to work cross functionally.
Experience in strategic decision making.
Experience in a cross-functional leadership role.
A proven ability to take something complex and distill it down to manageable individual components.
Willingness and flexibility to support high customer volume during our busy Open Enrollment season.
Comfortable working with a high level of adaptability and flexibility in a fast-paced environment.
Exceptional, time management, facilitation, and organizational skills.
Experience in healthcare and employee benefits compliance matters.

Applicants must be currently authorized to work in the United States on a full-time basis with no sponsorship needed now, or in the future.

The base salary listed is a range for this position. Actual pay will depend on the candidate’s location and experience.

$135,000—$150,000 USD

We encourage you to apply even if you do not meet all of the qualifications, but feel you would be a good fit for the position.

Benefits & Perks

We offer competitive salaries, stock options, medical, dental, vision, life and disability coverage. An HSA with employer contribution, FSA, paid parental leave, medical travel benefits, a 401k plan, flexible vacation policy, lifestyle spending accounts, and more!

At Lively, we believe having diverse teams in which everyone can be their authentic self is key to our success. We encourage people from underrepresented backgrounds to apply. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Come join us in our mission to help people optimize their healthcare spending, maximize their savings, and better their livelihood!

Lively Inc. participates in the E-Verify program. Learn more about E-Verify here:

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

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Senior Compliance Manager & AML/BSA Officer