Transform your career by supporting financial planning and investment management processes. Partner with advisors to create customized strategies, enhance client relationships, and contribute to comprehensive wealth management solutions.

Innovate enterprise employee experience platforms, focusing on ServiceNow. Collaborate with cross-functional teams to design scalable solutions that enhance service access, streamline operations, and improve employee interactions with technology.

Tackle investment research and manager selection while enhancing partner relationships and delivering concise communication on equity strategies. Play a key role in cross-organizational projects and ongoing due diligence to drive business outcomes.

Architect robust investment strategies through detailed analysis and manager selection while maintaining strong partner relationships. Lead initiatives that drive equity product management and cross-organizational collaboration for optimal performance.

Lead the design, implementation, and evolution of enterprise employee experience platforms, focusing on ServiceNow and digital workplace technologies to enhance user satisfaction and operational efficiency across the organization.