Teams at EQ Bank | Equitable Bank

The Senior Account Manager manages complex commercial mortgage portfolios, ensuring compliance and risk management, while providing mentorship to junior staff and delivering excellent customer service.

Lead CIAM strategy, governance, and roadmap; engage business and product stakeholders; set standards for customer authentication, authorization, identity lifecycle and consent; provide high-level architecture and technical oversight for CIAM platforms (Auth0/Okta); prioritize initiatives, assess risks, and support audits and vendor strategy while enabling secure, compliant, and scalable customer identity capabilities.

Leads EQB’s channel automation and knowledge strategy for customer self-service and agent efficiency. The role develops technology roadmaps, evaluates AI, CRM, knowledge, telephony, cloud, and API solutions, manages senior stakeholders and vendors, translates business needs into technical initiatives, and leads a team of directors and senior managers. Success is measured through improved customer and agent experiences, productivity, operational efficiency, and business KPIs.