Teams at Piper Sandler

Provide administrative and logistical support to the General Counsel, Board of Directors, and executive leadership: coordinate meetings, prepare board materials, track initiatives and deadlines, manage vendor contracts and corporate records, assist with filings (Section 16, state filings), support sustainability reporting, and handle travel arrangements and expense reporting.

Manage CRM administration, user access, account records, data quality, system integrations, and team operations for the equities business. Support reporting, dashboards, platform issue resolution, compliance documentation, account meeting logistics, broker vote reconciliation, marketing materials, organizational charts, and website content. Coordinate with Research, Sales, Trading, Compliance, Business Continuity, and Technology stakeholders while handling high-volume recurring processes and identifying workflow and data-quality improvements.

Lead a multi-year finance transformation partnering with the CFO to redesign operating models, stand up transformation management, drive AI and analytics adoption, coordinate cross-functional execution, define value metrics, deliver early wins, and communicate progress to executive and board stakeholders.