Manage HSA Bank strategic third party vendor relationships by acting as liaison between business unit and supplier. Ensure vendor compliance and risk mitigation through appropriate governance processes.
Responsible for managing a team responsible for delivering estate and fiduciary advise as part of a comprehensive wealth management team. Develops, manages, retains and grows Personal Trust account relationships.
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.