Provide personalized investment and financial planning advice to members, determine suitability of recommendations, grow and protect assets, prospect new clients, engage in community outreach, and comply with SEC/FINRA and BSA/OFAC regulations.

Analyze paid media, email, SEO/SEM, and digital campaign performance; build dashboards (CPA, ROAS, conversion rates); run A/B and incrementality tests; support attribution and budget allocation; derive member and market insights; present executive-ready reports and recommendations to optimize acquisition, retention, and product usage.

Manage and coordinate SECU's BSA governance program including policies, playbooks, document repository, risk assessment, testing, audit/exam facilitation, training, remediation, monitoring, reporting, and vendor/system access reviews while supporting projects and fostering organizational compliance culture.