Experience & expertise: Minimum eight years related work experience with 5 years of experience in risk management within retirement services, trust/custody, or related fiduciary operations, with deep command of ERISA (fiduciary duties, plan operations, fee disclosures), IRS rules, and DOL oversight. In this role, you’ll bring deep ERISA expertise to guide business decisions, build trusted partnerships with senior leaders, and strengthen a control environment that spans operations, technology, and client service.