Marketing Governance Analyst, Sr
Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.
In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.
Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.
Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.
From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.
What You'll Do Marketing & Compliance
Review and provide guidance on marketing campaigns, advertisements, promotional content, , and other public-facing materials to ensure compliance with applicable regulatory requirements and internal policies.
Partner closely with Marketing, Product, Legal, Risk, and Business stakeholders throughout the creative and campaign development process to identify and mitigate compliance risks early.
Evaluate marketing claims, disclosures, and representations for accuracy, consistency, and regulatory adherence.
Provide actionable compliance recommendations that support business objectives while ensuring regulatory compliance.
Regulatory Research & Advisory
Stay up-to-date on federal and state regulatory developments impacting marketing, advertising, communications, lead generation, and financial products.
Translate complex regulatory requirements into practical business guidance for Marketing and other stakeholders.
Assess the impact of regulatory changes and recommend updates to marketing practices, disclosures, processes, and controls.
Process Improvement & Governance
Develop, maintain, and enhance marketing and compliance policies, procedures, review frameworks, and approval processes.
Create guidance documents, job aids, training materials, and best practices that enable compliant marketing execution.
Support the implementation of scalable review and approval workflows that improve efficiency while maintaining compliance oversight.
Maintain documentation of compliance reviews, approvals, findings, and recommendations.
Provide strategic guidance and oversight to various marketing procedures and ensure enhanced quality.
Risk Management & Monitoring
Conduct periodic reviews and monitoring activities to assess adherence to marketing compliance requirements.
Identify potential compliance risks, control gaps, and process improvement opportunities.
Assist with internal audits, regulatory examinations, and compliance inquiries related to marketing and customer communications.
Develop reporting and metrics to track compliance effectiveness and emerging trends.
Other duties as assigned.
What You'll Need 3+ years of experience in compliance, legal, regulatory, marketing compliance, consumer lending, banking, financial services, or a related field.
Bachelor's Degree in Business, Marketing, Communications, Finance, Legal Studies, or a related discipline.
Working knowledge of consumer financial services regulations, advertising requirements, UDAAP principles, and customer communication standards.
Experience reviewing marketing materials, advertising content, disclosures, and customer-facing communications.
Strong research, analytical, problem-solving, and critical-thinking skills.
Excellent written and verbal communication skills with the ability to provide clear, practical guidance.
Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
Proficiency with Word, Excel, PowerPoint, and workflow/document (Asana and Kadince a plus) management tools.
Ability to influence cross-functional partners and drive projects to completion with minimal supervision.
Intellectual curiosity and a desire to stay current on evolving regulatory and marketing trends.
Excited to collaborate, learn, and help build scalable compliance processes that support business growth.
Experience supporting marketing, advertising, lead generation, or customer communications compliance within a regulated industry.
Familiarity with CFPB guidance, UDAAP principles, consumer lending regulations, and digital marketing compliance considerations.
Experience working with creative teams, product marketing teams, or customer acquisition functions.
CRCM or other relevant compliance certifications.
Travel requirement: All roles require travel during the first 6 months of employment to attend the BHG Oars in Experience. After the initial 6 months, ongoing travel is expected at approximately ~5% annually for periodic team on-sites, team meetings, and cross-functional collaboration.
Work Authorization: This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.
Life at BHG Financial At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG Financial We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:
•Medical/Rx/Dental/Vision coverage for employees and their eligible family members •Competitive PTO and vacation policies •1 Friday off each month for Wellness Weekends •Company 401(k) plan with employer contributions after one year •Company-sponsored training and certification opportunities •Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses •Ongoing volunteer opportunities to give back to the community through our BHG Cares program
If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!
BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.