Analyze market trends and liquidity risk while collaborating with teams to support investment decisions and optimize cash management strategies across fixed-income portfolios. Drive regulatory compliance and enhance liquidity processes to assure portfolio guidelines are met.

Lead and develop a high-performing investment compliance team, ensuring adherence to investment guidelines and regulatory requirements while fostering collaboration and accountability across compliance activities.

Shape client experiences by effectively managing transitions and inquiries. You will oversee onboarding of SMA accounts while collaborating with teams to resolve issues, ensuring our clients maximize use of the Canvas platform with top-notch service.

Lead the charge in providing comprehensive estate planning and trust administration guidance. Collaborate with internal teams and external advisors to optimize customized wealth solutions that adapt to evolving tax laws and client needs.

Drive impactful cybersecurity projects across multiple domains, ensuring quality delivery and strategic alignment with business objectives. Collaborate with diverse teams to manage resources, risks, and schedules effectively.