Elevate the client experience by mentoring Client Relationship Managers and managing a strategic book of business. Drive team performance, improve client satisfaction, and lead initiatives for growth while ensuring effective operations and mentorship.

Drive service delivery oversight by managing technical risks and vendor relations, while partnering with business users to craft engineering solutions for complex challenges and ensuring adherence to performance standards and documentation requirements.

Drive the trade lifecycle from capture to settlement, ensuring timely processing and collaboration across departments. Lead a high-performing team focused on optimization through AI and automation, both onshore and internationally.

Lead the charge in shaping AI product strategy for digital solutions, driving engagement and efficiency for wealth management clients. Collaborate across teams to launch innovative AI-powered products that meet regulatory standards and enhance user experiences.

Innovate AI product strategy to enhance digital wealth management solutions. Collaborate cross-functionally to define vision, drive execution, and deliver measurable outcomes that enhance client experiences and operational efficiency.