Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customers.
Maintains global view of ITL roadmap. Participates in forecasting and long-term planning, implements long-term plans, uses non-traditional/creative approaches to problem-solving, recommends new or revised standards, policies, etc. in areas of responsibilities. Ensures all assigned projects follow the appropriate project and portfolio management processes.