Supports alliance partnership management by assessing operational and compliance risks, conducting due diligence, monitoring third-party relationships, coordinating testing, managing escalations, and supporting policy development, issue remediation, reporting, and regulatory compliance.
Responsibilities
Manage and monitor the third-party relationship program, including oversight of software providers and tax professionals.
Perform operational and compliance risk assessments and facilitate discussions with business teams to identify key risks and control gaps.
Lead testing programs with software partners by coordinating test cases, timelines, documentation, approvals, and change requests.
Review third-party websites and marketing materials for regulatory, network, and unfair or deceptive acts and practices compliance.
Conduct seasonal audit activities by obtaining required documentation from tax preparers, meeting weekly deadlines, and preparing reports for financial partners.
Manage partner escalations related to consumer complaints by analyzing facts, determining outcomes, documenting findings, notifying stakeholders, and preparing summaries of high-risk cases.
Research and resolve grievances in accordance with applicable regulatory requirements and internal procedures.
Maintain knowledge of federal and state regulations related to the business model, including privacy, security, and confidentiality requirements.
Support policy development, issue tracking, remediation, reporting, and other duties as assigned.
Requirements
Bachelor s degree in business administration, finance, or a related field.
Experience with third-party relationship management, legal operations, finance, banking policies, or related procedures.
Strong proficiency in Microsoft Word, Excel, and PowerPoint.
High professional integrity and the ability to handle confidential and proprietary information.
Ability to work independently, take initiative, and complete tasks with minimal supervision.
Strong verbal and written communication skills, including the ability to interact professionally with executive-level stakeholders.
Strong analytical, problem-solving, organizational, and multitasking skills.
Ability to manage multiple projects efficiently while meeting established deadlines.
Ability to work collaboratively, learn independently, and maintain effective internal and external business relationships.
Skill
Third-party relationship management
Risk assessment and control evaluation
Regulatory and compliance analysis
Audit and testing program coordination
Complaint investigation and escalation management
Policy development and issue remediation
Microsoft Office proficiency
Written and verbal communication
Analytical and problem-solving abilities
Organization and time management
Summary Qualification
Bachelor s degree in business, finance, or a related discipline.
Experience managing third-party relationships and operational or compliance risks.
Knowledge of regulatory requirements, privacy standards, and confidential information handling.
Strong attention to detail and the ability to manage multiple priorities.
Proven ability to communicate clearly, exercise sound judgment, and work effectively with stakeholders at all levels.
Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.
Numbers & Facts
Location
Pasadena, CA
Skills
Alliance/Partner Managementunmatched
Alliance/Partner Marketingunmatched
Analysis Skillsunmatched
Auditingunmatched
Banking Servicesunmatched
Business Administrationunmatched
Business Modelunmatched
Change Requests/Ordersunmatched
Communication Skillsunmatched
Customer Escalationsunmatched
Detail Orientedunmatched
Documentationunmatched
Due Diligenceunmatched
Federal Laws and Regulationsunmatched
Financeunmatched
Financial Policiesunmatched
Financial Reportingunmatched
Legalunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Online Marketingunmatched
Operational Auditunmatched
Organizational Skillsunmatched
Policy Developmentunmatched
Presentation/Verbal Skillsunmatched
Privacy Controlsunmatched
Problem Solving Skillsunmatched
Project/Program Coordinationunmatched
Project/Program Managementunmatched
Public/Media/Press/Analyst Relationsunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Regulatory Reportsunmatched
Regulatory Requirementsunmatched
Relationship Managementunmatched
Riskunmatched
Risk Analysisunmatched
Risk Managementunmatched
Sales Managementunmatched
State Laws and Regulationsunmatched
Tax Accountingunmatched
Tax Returnsunmatched
Tax Softwareunmatched
Team Playerunmatched
Test Caseunmatched
Test Programunmatched
Testingunmatched
Time Managementunmatched
Writing Skillsunmatched
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