Shape and manage tax-aware investment strategies, driving performance and tax benefits for clients. Collaborate with research and technology teams to enhance investment approaches and platforms while overseeing portfolio management activities.

Lead the charge in delivering personalized financial planning and advising clients on investment solutions, enhancing relationships through trust and integrity while fostering a diverse culture in Wealth Management.

Empower innovative product development by leveraging user insights and metrics. Collaborate cross-functionally to optimize offerings for our small business clients, ensuring impactful product solutions and seamless customer experiences.

Engage with industry experts to gather insights that drive strategic investment decisions. Support the team by conducting primary research, managing projects, and analyzing competitive landscapes to enhance the investment diligence process.

Champion small business insurance solutions by leading strategy, team management, and customer experience. Drive growth and operational success in a fast-paced digital environment for diverse business sectors with over 7M clients.