Regulatory Mailings Consultant

Our client in the financial space is seeking a Regulatory Mailings Consultant to provide subject matter expertise and operational support for semi-annual and annual regulatory reporting and mailings. This role will coordinate cross-functional stakeholders, manage regulatory mailing processes, and ensure accurate delivery of shareholder and financial reporting materials to print vendors within a highly regulated environment.

This role is fully remote, 40 hours a week for 6 months to cover a leave.

Regulatory Mailings Consultant Responsibilities:
- Support the planning, coordination, and execution of regulatory mailings, including semi-annual and annual reports
- Serve as a subject matter expert (SME) on regulatory reporting and shareholder communications
- Coordinate with approximately 50 stakeholders across multiple business units, systems, and vendors to gather and consolidate required materials
- Manage the transfer of reporting data and documentation between internal teams and external print vendors
- Ensure regulatory requirements, timelines, and quality standards are met throughout the mailing process
- Lead cross-functional communication and project coordination for key reporting milestones, including October-November and February cycles
- Review, document, and improve existing procedures and workflows
- Provide coverage and support for leave-related staffing gaps as needed
- Assist with process optimization

Regulatory Mailings Consultant Requirements:
- Expert in regulatory reporting, shareholder reporting, financial publishing, or related financial services functions
- Strong understanding of regulatory communications within a highly regulated environment
- Background in securities, asset management, wealth management, or similar financial services organizations
- Demonstrated ability to coordinate multiple stakeholders and manage complex cross-functional projects
- Excellent organizational, communication, and relationship-management skills
- Experience working with print vendors and regulatory mailing processes preferred

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.

Benefits

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Billy Carter - Senior Solutions Delivery Recruiter

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.

This job was first posted by Creative Circle on 07/12/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

This job was posted on 07/12/2026 and is open for 60 days

Everforth Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. Anthem / Blue Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle.

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