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The Pension Compliance Lead is responsible for ensuring that the Pension business operates in full adherence to all applicable regulatory requirements, internal policies, and industry best practices. This role develops, implements, and monitors the compliance frameworks that govern pension operations, ensuring effective oversight of all regulatory obligations. The Pension Compliance Lead also acts as the primary liaison with relevant regulatory bodies, coordinating required submissions, managing examinations, and maintaining proactive communication to uphold a strong, enterprise-wide culture of compliance. In addition, this role plays a critical operational role in supporting the Client Onboarding and Client Services Teams by overseeing all compliance-related components of the Pension business, which includes conducting and reviewing Know Your Customer (KYC) and Anti-Money Laundering (AML) due-diligence checks, verifying regulatory documentation, assessing client eligibility requirements, and ensuring that onboarding workflows adhere to the compliance standards established by CG Group Compliance. Qualifications, Skills & Experience: Bachelor's degree in Finance, Business, Law, Compliance, Risk Management, or a related field required Minimum 3-5 years of experience in compliance and or regulatory oversight, or pension administration within the financial services industry. Strong understanding of pension legislation, regulatory frameworks, and AML/ KYC requirements across relevant jurisdictions. Experience with regulatory reporting, compliance audits, and examiner interactions. Familiarity with pension products, structures, and operational processes. Competence in using compliance systems, AML monitoring tools, and documentation management platforms. Excellent written and verbal communication skills, with the ability to prepare clear reports, summaries, and regulatory responses. Confident in managing discussions with regulators, external partners, and senior internal stakeholders. Strong client service mindset, able to support clients with KYC and onboarding needs in a professional and approachable manner. Ability to guide, support, and oversee CPS personnel involved in compliance and AML/CFT functions. Strong collaborative skills with the ability to work effectively across departments. Proactive, self-driven, and capable of managing multiple priorities in a fast- paced regulatory environment. High ethical standards and commitment to maintaining regulatory integrity. Commitment to continuous learning and staying current with regulatory developments, best practices, and industry trends.
Requirements
Bachelor's degree in Finance, Business, Law, Compliance, Risk Management, or
a related field required
Minimum 3-5 years of experience in compliance and or regulatory oversight,
or pension administration within the financial services industry.
Strong understanding of pension legislation, regulatory frameworks, and AML/
KYC requirements across relevant jurisdictions.
Experience with regulatory reporting, compliance audits, and examiner
interactions.
Familiarity with pension products, structures, and operational processes.
Competence in using compliance systems, AML monitoring tools, and
documentation management platforms.
Excellent written and verbal communication skills, with the ability to prepare
clear reports, summaries, and regulatory responses.
Confident in managing discussions with regulators, external partners, and
senior internal stakeholders.
Strong client service mindset, able to support clients with KYC and
onboarding needs in a professional and approachable manner.
Ability to guide, support, and oversee CPS personnel involved in compliance
and AML/CFT functions.
Strong collaborative skills with the ability to work effectively across
departments.
Proactive, self-driven, and capable of managing multiple priorities in a fast-
paced regulatory environment.
High ethical standards and commitment to maintaining regulatory integrity.
Commitment to continuous learning and staying current with regulatory
developments, best practices, and industry trends.
Salary
Not specified
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Retirement Plan
Professional Development
Tuition Reimbursement
Performance Bonuses
Paid Time Off
How to Apply
Please apply by scanning the QR code below, or by visiting tinyurl.com/CGVacancies by no later than January 7, 2026.
⚠️ HOW TO APPLY - PLEASE READ: Follow the instructions found within this job listing:
➤ The "Apply Now" Button: If visible, this link redirects you to an external website (not BermudaJobFinder) which may require you to create an account.
➤ Direct Application: If the job listing asks you to apply directly but the contact info is missing, please search for the hiring company online to find their details.
BermudaJobFinder is a job board and does not recruit, place candidates or accept applications. Please do not reply to email alerts with your resume.