Policy & Procedure Documentation Specialist

Eliassen Group; Raleigh (NC); Remote; USD 96,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401k with company matching

Life insurance

Sick time

Job summary

Eliassen Group is seeking a Policy & Procedure Documentation Specialist to develop and maintain governance documents across the enterprise risk framework for the Canadian Wealth business segment. The specialist will ensure documentation is accurate, usable, and aligned with organizational objectives while partnering with risk, compliance, and operations leaders.

The role emphasizes driving consistency, supporting regulatory and audit readiness, and enabling operational excellence through

Qualifications

• Proven experience as a policy and procedure documentation specialist or senior technical writer.
• Background supporting enterprise risk frameworks or governance, risk and compliance functions.
• Strong knowledge of documentation standards, style guides, and information architecture.
• Experience with stakeholders across risk, compliance, audit, and operations.
• Proficiency with documentation tools and repositories.
• Ability to translate complex subject matter into clear and usable content.
• Demonstrated capability to manage multiple initiatives and deadlines.
• Experience within wealth management or financial services preferred.

Responsibilities

• Develop, maintain, and enhance policies, procedures, standards, work instructions, and governance documentation.
• Partner with business stakeholders, subject matter experts, risk and compliance teams, and operational leaders.
• Ensure documentation accuracy, compliance, usability, and alignment with organizational objectives.
• Drive consistency across documentation standards and templates.
• Support regulatory and audit readiness through controlled documentation.
• Enable operational excellence and process improvement initiatives through clear documentation.
• Manage version control, change history, and governance workflows.
• Facilitate reviews, approvals, and periodic updates with accountable owners.
• Create user-friendly artifacts and taxonomies that improve discoverability.
• Measure effectiveness and adoption of documentation with defined metrics.

Skills

Policy documentation

Technical writing

Stakeholder collaboration

Risk & compliance

Information architecture

Documentation tools

Wealth management experience

Job description

Policy & Procedure Documentation Specialist

Anywhere

Consulting

Regulatory/Compliance

Financial Services

Remote

Open

Rate: $70.00 to $80.00/hr. w2

Our client seeks a senior technical writer responsible for policy documentation supporting the enterprise risk framework and management within the Canadian Wealth business segment. The specialist will develop, maintain, and enhance policies, procedures, standards, work instructions, and related governance documentation. The role will partner with stakeholders, subject matter experts, risk and compliance teams, and operational leaders to ensure documentation is accurate, compliant, usable, and aligned with organizational objectives. The specialist will drive consistency across documentation standards and support regulatory, audit, operational excellence, and process improvement initiatives.

• Develop, maintain, and enhance policies, procedures, standards, work instructions, and governance documentation.
• Partner with business stakeholders, subject matter experts, risk and compliance teams, and operational leaders.
• Ensure documentation accuracy, compliance, usability, and alignment with organizational objectives.
• Drive consistency across documentation standards and templates.
• Support regulatory and audit readiness through controlled documentation.
• Enable operational excellence and process improvement initiatives through clear documentation.
• Manage version control, change history, and governance workflows.
• Facilitate reviews, approvals, and periodic updates with accountable owners.
• Create user‑friendly artifacts and taxonomies that improve discoverability.
• Measure effectiveness and adoption of documentation with defined metrics.

Experience Requirements

• Proven experience as a policy and procedure documentation specialist or senior technical writer.
• Background supporting enterprise risk frameworks or governance, risk, and compliance functions.
• Strong knowledge of documentation standards, style guides, and information architecture.
• Experience working with stakeholders across risk, compliance, audit, and operations.
• Proficiency with documentation tools and repositories.
• Ability to translate complex subject matter into clear and usable content.
• Demonstrated capability to manage multiple initiatives and deadlines.
• Experience within wealth management or financial services preferred.

Benefits

• We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
• W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre‑tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked‑in state/locality.

Company Culture

Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve.

Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affiantive Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws.