• Own the global onboarding strategy, operating model, and quality standards. • Define the global onboarding playbook and methodology that regional teams adapt and execute. • Build, lead, and develop onboarding teams across Australia, the USA, Germany, and Poland, including regional leaders. • Own the function's key metrics — go-live speed, onboarding quality, and capacity — and report performance regularly to leadership. • Act as the senior escalation point for the most complex and at-risk enterprise onboardings. • Partner with Sales on pipeline readiness and capacity planning. • Balance global consistency with regional and customer-segment needs. • Own the function's budget and resource planning.

• Own the global onboarding strategy, operating model, and quality standards. • Define the global onboarding playbook and methodology that regional teams adapt and execute. • Build, lead, and develop onboarding teams across Australia, the USA, Germany, and Poland, including regional leaders. • Own the function's key metrics — go-live speed, onboarding quality, and capacity — and report performance regularly to leadership. • Act as the senior escalation point for the most complex and at-risk enterprise onboardings. • Partner with Sales on pipeline readiness and capacity planning. • Balance global consistency with regional and customer-segment needs. • Own the function's budget and resource planning.

Role Description As the VP, Risk and Compliance, you will design, implement, and continuously mature a regulatory compliance framework that supports Tungsten Automation’s product portfolio and business operations across key markets — including North America, Europe, and Asia-Pacific. You will partner closely with Legal, Product Strategy and Development, Finance, InfoSec & Compliance, and Sales to embed compliance into the Company’s DNA and enable the business to scale with confidence. While the role has a strong emphasis on product and technology risk given the Company’s payments expansion, you will also hold a broader enterprise risk mandate, providing oversight across operational, financial, reputational, HR, commercial, and strategic risk. You will also support and participate with the Legal team in managing the Company’s annual corporate insurance procurement program, ensuring comprehensive and cost-effective coverage across all operating entities and geographies. Key Responsibilities - Regulatory Compliance Program - Establish, own, and continuously improve a multi-jurisdictional regulatory compliance program covering applicable financial services regulations, payments frameworks, data protection requirements, and other regulatory schemes impacting the Company’s operations. - Design and maintain a compliance risk register, mapping regulatory obligations to business processes and product lines. - Develop, document, and enforce compliance policies, standards, and controls across the Company and its affiliates. - Develop and lead regulatory monitoring activities and translate regulatory change into actionable requirements for internal stakeholders. - Build and manage a compliance calendar covering material regulatory deadlines, filings, and renewal obligations. - Develop and oversee compliance training programs to build awareness and accountability across all business functions. - Monitor and interpret evolving regulatory developments in the UK, EU, U.S., and other geographies. - Support market entry and product expansion in new jurisdictions with regulatory analysis. - Risk Management - Develop and lead enterprise risk assessments related to payments, financial services, and other product offerings. - Partner with Legal, Product Strategy, Development, and InfoSec & Compliance to ensure an integrated view of compliance and operational risk. - Partner with Marketing and Sales to coordinate the Company’s messaging to partners and customers. - Own the policies and procedures relating to compliance and risk management across the Company’s product and operations functions. - Establish and monitor key risk indicators (KRIs) and compliance metrics. - Drive third-party and vendor compliance, AML/KYC, and other due diligence processes. - Collaborate with Product Strategy and Development and InfoSec & Compliance teams to embed regulatory guardrails and requirements into workflows and product design. - Regulatory Engagement - Manage relationships with financial regulators, payment scheme operators, and government agencies. - Coordinate the Company’s response to any regulatory inquiries, audits, or examinations. - Engage with external counsel, regulators, and industry bodies as needed. - Monitor and assess the impact of proposed regulatory changes. - Support the maintenance and renewal of any applicable licenses and registrations. - Identify opportunities to translate a strong risk and compliance posture into commercial advantage. - Product & Technology Compliance - Act as the compliance subject matter expert in product strategy and development. - Provide formal sign-off on the product roadmap. - Opine on proposed new embedded finance capabilities for suppliers or buyers. - Advise Product Strategy and Development teams on requirements arising from applicable payments regulations. - Support customer-facing compliance inquiries, RFP responses, and contract negotiations. - Draft and review internal policies related to payments, financial services, and regulatory compliance. - Board Committee Management - Manage the Company’s Board Committee for Regulatory Compliance, Board Committee for Risk, and the Company’s Payments Risk Committee. - Develop and manage committee charters, agendas, meeting cadence, and governance documentation. - Prepare and present comprehensive committee reports, risk dashboards, and compliance updates. - Insurance Program Management - Support and contribute to the end-to-end corporate insurance procurement lifecycle. - Participate in managing the annual insurance renewal process across all corporate lines. - Participate in broker and insurer relationship management alongside the Legal team. - Collaborate with the Legal team, Finance, and senior leadership to align insurance procurement. - Contribute risk and compliance expertise to the Legal team's assessment of coverage gaps. - Team & Culture Leadership - Build and lead a high-performing compliance team. - Cultivate a culture of compliance and ethical conduct throughout the Company. - Serve as a trusted advisor to the C-Suite and Board on compliance matters. Qualifications - Experience in regulatory compliance and risk management in a SaaS environment. - Strong understanding of financial services regulations and compliance frameworks. - Proven ability to manage complex projects and lead cross-functional teams. - Excellent communication and interpersonal skills. - Ability to operate in a fast-paced, global environment. Requirements - Advanced degree in a relevant field (e.g., Law, Business, Finance). - Minimum of 10 years of experience in compliance and risk management. - Strong analytical and problem-solving skills. - Experience managing relationships with regulators and external stakeholders. Benefits - Competitive salary and performance-based bonuses. - Comprehensive health and wellness benefits. - Opportunities for professional development and growth. - Flexible work arrangements.

Role Description As the AVP, Client Service Manager you will lead, coach, and develop a team of Employee Benefit Consultants (Client Executives) across all lines of coverage. This role is responsible for delivering a proactive, high-quality client service experience that supports client retention, satisfaction, and growth within a diverse employee benefits portfolio. This role serves as a strategic leader, ensuring strong collaboration, accountability, and consistent service delivery while guiding the team through complex client needs and day-to-day consulting activities. Key areas of focus include: - Resolving escalated service issues - Fostering effective communication among internal and external stakeholders - Overseeing open enrollment planning and execution - Supporting compliance initiatives - Managing carrier and vendor relationships - Leading benefit implementations - Maintaining strong client engagement Qualifications - Required: Bachelor's degree and 7 years related experience required - Preferred: 15+ years of employee benefits consulting, brokerage, carrier, or HR benefits experience - 2–5 years of people leadership experience with demonstrated success coaching and developing professionals - Experience managing mid-market and/or large employer benefit programs - Strong understanding of: - Medical, dental, vision, life, disability, and voluntary benefits - Self-funded and fully insured plans - Compliance requirements (ACA, ERISA, COBRA, HIPAA, FMLA) - Renewal and marketing processes - Vendor and carrier management - Strong verbal and written communication skills - Proficiency in Microsoft Word, Excel, and PowerPoint - Active Life & Health License (or ability to obtain/maintain) - Bachelor's degree in Business, Human Resources, Risk Management, Finance, or related field - Behaviors: Strong people and process management experience Requirements - Lead, mentor, and develop a team of Client Executives - Conduct regular coaching sessions and performance development discussions - Support career growth, succession planning, and talent retention - Foster collaboration across consulting, underwriting, pharmacy, wellbeing, compliance, and client service teams - Establish team goals and service standards - Serve as escalation point for complex client issues - Partner with Client Executives on strategic and renewal meeting preparation - Participate in executive client meetings and stewardship reviews - Ensure consistent execution of service plans, renewal strategy, and client deliverables - Drive client retention and relationship expansion - Manage team workload and resource allocation - Ensure delivery deadlines and service standards are met - Oversee renewal timelines and client activities - Implement process improvements and best practices - Develop/Monitor service metrics and client satisfaction Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...