Engineer innovative Alteryx workflows to enhance automation, scalability, and efficiency across Nonqualified (NQ) business processes, while collaborating with stakeholders to translate needs into actionable solutions.

Take ownership of payroll integration and setup for NQ Retirement Solutions, leading client and vendor discussions, ensuring data accuracy, and developing scalable processes to enhance user experience and operational efficiency across teams.

Transform the client experience by owning payroll integration, leading efforts to streamline processes, enhance communication, and drive operational efficiency in Retirement Solutions. Collaborate with various teams to deliver scalable solutions.

Empower operational excellence by designing and enhancing Alteryx workflows that streamline onboarding and improve efficiency across our Nonqualified business processes, leveraging emerging technologies for impactful solutions.

Drive compliance excellence by supporting regulatory research, risk management, and process improvements across broker-dealer services, enhancing internal policies, and engaging with stakeholders to optimize compliance measures.