The Compliance Officer will oversee the compliance program for Life Insurance Trust Company (LITCO), manage AML/BSA functions, assist with audits and regulatory exams and assist with maintaining all LITCO corporate governance responsibilities. The Compliance Officer will also manage the Company Trust Committee and oversee all aspects of identifying and mitigating fiduciary risk.

Responsibilities and Accountabilities:

• Oversee Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) program

• Evaluate existing policies and procedures related to fiduciary risk, recommend enhancements, and develop actionable processes to proactively identify, assess, and mitigate risk exposure

• Assign and periodically review risk ratings for new and existing trust accounts, ensuring appropriate due diligence and ongoing monitoring

• Assist the President and Board of Directors in preparing for and conducting quarterly board meetings, including compiling materials, reports, and compliance updates

• Prepare and submit accurate and timely quarterly and annual reports to regulatory authorities, ensuring full compliance with reporting standards

• Assist with internal and external audits and regulatory exams

• Perform other related duties as assigned.

Location and Physical Requirements:

• Full-time, in-office position located in Sioux Falls, SD, with limited opportunity for remote work

• Ability to work outside standard business hours on occasion, as business needs require

• Occasional travel, less than 10% of the time

• Prolonged periods of sitting/standing at a desk and working on a computer

Required Skills, Education, and Experience:

• Bachelor’s Degree or equivalent/Juris Doctor preferred

• 3+ years’ relevant compliance, regulatory, or fiduciary experience

• Proficient with Microsoft Office Suite or related software

• CFIRS and/or CTFA designation (Preferred)

The base pay range for this role is $80,000 to $110,000 with a 10% target bonus. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Longevity current has offices in these locations: Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Rockville, MD, Independence, OH, and Omaha, NE.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

• Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
• No agency emails, calls, or solicitations are accepted without a valid agreement.
• #LI-Onsite

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/