Lead audit projects across Asset and Wealth Management, overseeing teams and ensuring compliance. Develop testing approaches, provide training, and communicate findings to management, while identifying data analytics opportunities.
Transform client relationships by driving innovative banking solutions and identifying strategic opportunities, while managing complex wealth management portfolios and enhancing customer experiences in a dynamic environment.
Elevate non-traditional third-party management by facilitating sourcing, contracting, and risk oversight. Collaborate with stakeholders to ensure compliance throughout the lifecycle of engagements, driving excellence in governance standards.
Drive HR Compliance initiatives by managing assessments, guiding teams, and ensuring adherence to employment laws. Collaborate with senior management and business partners to minimize risk and enhance compliance programs across the organization.
Elevate client relationships by developing strategies for wealth management, conducting complex negotiations, and leveraging industry knowledge to generate prospects and opportunities in a fast-paced environment.