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Heritage Investors Management Corp
Bethesda, MD
Jul 22, 2026
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Heritage Investors Management Corporation is searching for a Chief Compliance Officer to manage all aspects of the firm’s compliance program. Heritage, based in Bethesda, MD, is an SEC-registered investment advisor managing approximately $4.9 Billion in assets. Established in 1975, Heritage has consistently delivered value to its clients by understanding their financial objectives and utilizing a disciplined, time-tested investment process that effectively achieves them. Heritage is proud of its track record and its focus on the individual client as the basis for its investment strategy.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manage, implement, operate and be responsible for the firm’s compliance program.
Monitor and test the firm’s policies and procedures to determine the adequacy and effectiveness of the firm’s compliance program.
Prepare and submit all required regulatory filings and disclosure documents in a timely and accurate manner.
Train and...
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