Bachelor’s degree in accounting, finance, economics, business, or a juris doctorate degree from an accredited college or university; a minimum of five years risk management and/or compliance experience in trust, employee benefits, wealth management, or asset management; or equivalent combination of education and experience is required. Identify and evaluate proposed changes in fiduciary and ERISA laws, regulations, and industry best practices and support the WMRM in advising senior leadership, governance committees and the board of projected impacts on line of business policies, procedures operating practices and strategic objectives.