Transform the operational due diligence process for alternative investments. Conduct thorough assessments of investment managers, ensuring compliance and identifying risks to support informed portfolio strategies and decision-making.

Oversee and enhance client service operations, managing staff and ensuring efficient processes. Support market initiatives while promoting compliance and fostering a positive branch culture through strong leadership and communication.

Contribute to the growth of the Wealth Management sector by driving sales of Insured Solutions products, collaborating with Financial Advisors, and utilizing data analysis to identify opportunities and achieve revenue targets in your territory.

Take ownership of driving strategic initiatives within the FXEM COO team. Collaborate with global leaders to identify opportunities and manage business operations while ensuring alignment across various functions in a complex financial environment.

Champion model validation efforts across Wealth and Investment Management, leading independent reviews of complex models. Engage with diverse teams to ensure robustness in methodologies and governance while mentoring a global team in model risk management practices.