Lead the development and implementation of scalable backend systems, enhancing portfolio management technology for investment professionals. Collaborate with teams to deliver high-quality software solutions aligned with business goals and technical standards.

Unlock potential by leading a dynamic team to enhance brokerage operations, ensuring timely trade settlement, compliance with regulations, and optimizing processes to reduce risk while delivering exceptional client service and engagement.

Transform Brokerage Operations by leading a multi-site team ensuring seamless trade clearance, settlement, and risk management while enhancing client satisfaction and operational efficiency at every level.

Empower clients with financial planning advice through in-person and virtual consultations. Leverage your expertise to guide participants in achieving their financial goals while fostering strong relationships with institutional plan sponsors.

Unlock potential by ensuring enterprise data integrity and governance. Collaborate with stakeholders to maintain data quality, meet compliance standards, and implement master data solutions that drive actionable business insights across the organization.