Jo B.

Senior Policy Officer - Chief Risk Office & Chief Compliance Office (Views are my own)

New York, New York, United States

About

Governance, Risk & Compliance leader with 20+ years at a dynamic global technology company, including 8+ years modernizing enterprise policy governance frameworks. Expert in aligning risk strategy, regulatory requirements, and operational execution through cross-functional leadership.

Experience

  • Bloomberg LP (25 yrs 1 mo)
    • Senior Policy Officer | Chief Risk Office & Chief Compliance Office
      Nov 2017 - Present · 8 yrs 8 mos

      - Lead and continuously enhance the global policy governance framework, supporting 27,000+ employees across all jurisdictions - Oversee lifecycle management for 200+ enterprise and affiliate policies, from drafting through approval, publication, review, and retirement - Drive cross-functional alignment across Legal, Risk, Compliance, and Business teams to ensure policies reflect strategic priorities, regulatory obligations, and operational realities - Co-author and advise on policies spanning information security, data governance, AI, operational resilience, enterprise risk management, employee compliance, and financial crimes - Shape policy prioritization and content strategy through analysis of regulatory requirements (GDPR, DORA), industry frameworks (NIST, COBIT), and compliance metrics - Rationalize and streamline enterprise policy inventory by identifying and eliminating duplication, resolving inconsistencies, and retiring obsolete content - Lead structured check-and-challenge reviews to strengthen risk accountability and document quality, providing clear guidance to policy owners on resolving feedback and closing gaps - Create and implement a global policy style guide standardizing structure and enforcing plain-language principles to improve clarity and usability - Secure additional headcount, technology investment, and training resources through data-driven business cases presented to senior leadership - Lead selection and implementation of an enterprise policy management system and the design and launch of the new AI-enabled employee policy portal - Develop executive reporting, enterprise communications, and targeted training materials for leadership, risk partners, and employees - Represent the policy function in client engagements, regulatory exams, and internal audits - Selected by senior Legal, Risk, and Compliance leadership to co-author the firm’s fully revamped Employee Handbook and brand new Code of Ethics

    • Senior Technical Writer and Editor | UX
      Nov 2007 - Nov 2017 · 10 yrs 1 mo

      - Developed client-facing instructional content for complex financial analysis applications, including UI copy, help documentation, desktop guides, quick reference materials, interactive product tours, and training scripts - Promoted to Lead Editor for interactive product tours in recognition of writing excellence, peer mentorship, and deep understanding of user needs - Co-led the design, development, and launch of a client-facing help and learning portal; successfully advocated for its adoption as the default login landing page for all clients - Managed 25 to 40 concurrent documentation projects, consistently meeting dynamic deadlines - Established writing team representation in product development planning and Agile sprints, strengthening collaboration with Product Management, UX Design, and Engineering and embedding content strategy into the development lifecycle

    • Sales Relationship Manager | Product Sales & Training
      Oct 2004 - Nov 2007 · 3 yrs 2 mos

      - Co-managed the third-largest U.S. account, achieving 100% client retention through two price increases and implementation of new license-sharing policies - Rebuilt trust and revived relationship with two key Mid-Atlantic accounts by listening, understanding business needs, and delivering tailored solutions that improved outcomes - Collaborated closely with internal teams to ensure alignment between client strategy, product delivery, and account management goals