Director, Records Retention & eDiscovery

Forvis Mazars US; Dallas (TX); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Robust total rewards program

Flexible work environment

Job summary

Forvis Mazars, LLP is seeking a Director to lead Enterprise Records Disposition and eDiscovery, overseeing retention, defensible disposal, and litigation hold with an auditable trail. The role coordinates with Legal, Risk Management, Technology, and leadership to meet regulatory and client obligations.

The position covers Microsoft 365, file services, databases, archives, cloud platforms, and third-party environments, ensuring governance and defensible processes across the information lifecycle.

Qualifications

• Associate degree and 10+ years of relevant experience, or 12+ years of directly relevant experience in lieu of a degree.
• Minimum of 10 years of progressive experience in records and information management, retention and disposition, information governance, or eDiscovery, including at least 5 years of direct accountability for records disposition, litigation hold, or both.
• Demonstrated experience designing and implementing enterprise records retention and disposition programs, managing litigation hold and eDiscovery processes, and overseeing supporting technologies.

Responsibilities

• Own the end-to-end litigation hold process with an auditable trail.
• Oversee eDiscovery preservation, collection, processing, and production for Legal and external counsel.
• Ensure hold suppression is implemented and documented during automated disposition cycles.
• Develop dashboards and executive reporting to support audits, regulatory examinations, and client due diligence.

Skills

Records management

eDiscovery

Information governance

Leadership

Policy development

Education

Bachelor's degree in Records and Information Management

Associate degree

CRM or IGP certification

Tools

Microsoft Purview

Varonis

Job description

Forvis Mazars, LLP is seeking a Director to lead Enterprise Records Disposition and eDiscovery, overseeing retention, defensible disposal, and litigation hold with an auditable trail. The role coordinates with Legal, Risk Management, Technology, and leadership to meet regulatory and client obligations.

The position covers Microsoft 365, file services, databases, archives, cloud platforms, and third-party environments, ensuring governance and defensible processes across the information lifecycle.