Affiliate Oversight Manager- EJ Bank

Saint Louis

Saturday, 02 May 2026

Include:Own governance & policy related to intercompany services. This includes management of all aspects of affiliate oversight program including administering intercompany services under MSA/ SLAs, influencing Bank and affiliate senior leaders on updates and changes to the program, performing annual reviews, performance assessments, and documentation standards. Maintain Intercompany Services Inventory, including ownership, criticality, SLA requirements, and controls mapping. Provide governance visibility via Risk Management Committee and Board Risk Committee updates; escalate material breaches or service issues. Deliver monthly management and quarterly Board Risk Committee/ Risk Management Committee reporting on SLAs, KR - Is, Reg W, audit/exam items, and remediation status. Demonstrate leadership behaviors. Keep learning about changes in the industry and in rules around Reg. W and 23 A and 23 B, in addition to understanding changes in the affiliate structure. As a bridge between the Bank and affiliate, this position must make seek to understand differing options, while addressing different points of view candidly and respectfully, and ensure absolute clarity on the regulatory requirements for the program and own the outcomes of the program. Own affiliate/vendor issue tracker; ensure timely remediation, closure validation, and escalation of overdue or critical issues. Third. Party Oversight: Maintain SLA scorecards, KPI/ KRI dashboards, incident logs; ensure corrective actions for SLA shortfalls. Lead periodic service reviews with affiliates and vendors (performance, incidents, capacity trends, controls, planned changes). Serve as exam point of contact for FDIC/ UDFI on affiliate/thirdparty oversight; maintain exam workpapers and Confidential Supervisory Information (CSI) controls. Assess and apply service penalties, chargebacks, or credits tied to SLA performance or control failures, ensuring amounts are calculated and recorded accurately. Manage monthly intercompany settlements, including reconciliation of affiliate billed expenses and validation of allocations for accuracy and arm's length support. Coordinate with Finance on periodic cost study refreshes, transfer pricing validation, and documentation supporting Reg W compliance. What Experience You Need:Bachelor's Degree required 6-10 years of relevant experience including affiliate oversight program management. Knowledge of Reg W and Federal Reserve Act sections 23 A and 23 B - Experience implementing and overseeing an affiliate oversight program. What Could Set You Apart:Experience interacting with FDIC and UDFI - Dual experience leading affiliate oversight and third party (vendor) oversight. Prior experience collaborating across an organization while demonstrating candor and confidence. Sound decision making and execution. Experience driving change. Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

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