Insurance Investments Director Jobs (NOW HIRING)

Description

The Director, Internal Audit - Commercial/Investments/Insurance provides strategic leadership and independent assurance over the organization's commercial banking, investment services, wealth management, insurance, and related risk activities. The position is responsible for developing and executing a risk-based audit strategy that evaluates governance, risk management, regulatory compliance, and internal controls across assigned audit portfolios. This role serves as a trusted advisor to executive leadership, providing objective insights that strengthen organizational resilience, support sound decision-making, and protect the organization from emerging risks. The position contributes to the organization's strategic objectives by promoting a strong control environment, effective governance practices, and continuous improvement across complex business functions.

Here's what you can expect from the job and what you need to be successful:

What You\'ll Do:

• Lead the development, execution, and oversight of the annual audit plan for Commercial Banking, Investments, Insurance, Treasury, and related business activities, ensuring coverage is aligned with organizational risks and strategic priorities.
• Serve as Engagement Owner for assigned audit portfolios, providing accountability for audit quality, scope determination, audit opinions, issue identification, reporting, and remediation validation.
• Establish and maintain the audit universe and risk assessment framework for assigned areas, identifying emerging risks, regulatory changes, and business developments that may impact audit coverage.
• Direct multiple concurrent audit engagements through planning, fieldwork, reporting, and issue validation activities, ensuring adherence to Internal Audit methodology and professional standards.
• Review and approve audit scopes, testing strategies, workpapers, conclusions, findings, and audit reports to ensure accuracy, consistency, and value-added recommendations.
• Provide independent challenge and effective oversight of management\'s governance, risk management, compliance, and control practices within assigned business areas.
• Evaluate the design and effectiveness of controls related to commercial lending, commercial credit administration, portfolio management, investment advisory activities, broker‑dealer operations, insurance services, fiduciary activities, and related third‑party relationships.
• Oversee audit issue management activities, including severity assessments, root cause analysis, remediation validation, and ongoing monitoring of corrective actions.
• Develop and deliver clear, concise, and impactful communications regarding audit results, emerging risks, and control environment assessments to executive leadership, management committees, and the Audit Committee.
• Participate in governance committees, risk committees, steering committees, and management forums to provide an independent audit perspective on strategic initiatives, emerging risks, and control considerations.
• Lead continuous monitoring activities across assigned portfolios, leveraging analytics, industry trends, regulatory developments, and business intelligence to proactively identify risk indicators and audit opportunities.
• Maintain effective working relationships with executive leaders and business partners while preserving audit independence and objectivity.
• Serve as a primary liaison for regulators, external auditors, and independent reviewers regarding matters impacting assigned audit portfolios.
• Drive continuous improvement initiatives that enhance audit quality, efficiency, data analytics capabilities, and overall department effectiveness.
• Provide strategic input into Internal Audit's long‑term vision, methodology enhancements, talent strategy, and function‑wide initiatives.
• Promote a culture of integrity, accountability, inclusion, professional excellence, and continuous learning throughout the audit function.

Essential Skills:

• Required Experience: 8+ years of internal audit standards, risk assessment methodologies, corporate governance principles, and internal control frameworks.
• 4+ years of experience leading a diverse team including hiring, coaching and performance management.
• Deep understanding of commercial lending, commercial credit risk, portfolio management, treasury operations, investment products, insurance operations, fiduciary services, and related regulatory requirements.
• Strong knowledge of applicable regulatory expectations, including NCUA, CFPB, Federal Reserve, OCC, FDIC, SEC, FINRA, state insurance regulations, and other relevant supervisory guidance.
• Expertise in audit planning, engagement management, issue management, continuous monitoring, and quality assurance practices.
• Strong understanding of enterprise risk management, compliance management systems, and governance frameworks.
• Demonstrated ability to influence executive leaders and effectively challenge business practices while maintaining constructive partnerships.
• Exceptional verbal, written, and presentation skills, including the ability to communicate complex issues to executive leadership and Board‑level audiences.
• Advanced analytical and critical‑thinking capabilities with the ability to identify emerging risks and systemic control issues.
• Experience leveraging audit technologies, data analytics, business intelligence tools, and continuous monitoring techniques.
• Strong project, program, and people management skills with the ability to manage multiple priorities and deliver high‑quality results.
• Proven ability to build, develop, and lead highly engaged teams.
• Strong business acumen and strategic mindset with the ability to connect audit insights to organizational objectives.
• Required Education: Bachelor's degree in a field relevant to role (or 4 additional years of relevant experience in lieu of a degree), advanced degree preferred.
• Certifications: CIA, CPA, CISA, CRMA, CRCM or CFE Preferred.

Location: Hillsboro Corporate Office | Hillsboro OR 97124 OR Marlborough Corporate Office | Marlborough, MA OR Chelmsford Corporate Office | Chelmsford, MA

Target Compensation: $164,000 - $197,000 base pay + Annual Bonus

Who We Are:

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You\'ll accrue up to 15 days in your first year. In addition, you\'ll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you\'re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.