Acquire, deepen, and manage affluent customer relationships in branch; provide multi-product financial advice across deposits, lending, investments; coordinate with Wealth, Home Lending, and Business Banking; drive book-of-business growth, ensure compliance and complete required licensing and SAFE registration.

Manage and grow relationships with Technology Solution Distributors (TSDs) and their Technology Advisors to drive pipeline and revenue. Provide partner training, influence go-to-market strategy, develop technical pre- and post-sales practices, run cadence reviews and QBRs, and ensure partner performance and compliance. Collaborate with internal teams (Professional Services, Marketing, Support) to position LightEdge solutions and expand partner-led sales.