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Supports enterprise development platforms and DevOps tools, including Jira, Confluence, Bitbucket, Jenkins, and Nexus. Maintains and troubleshoots CI/CD pipelines, source control, Docker environments, and platform health. Develops basic Bash and Python automation scripts, resolves build and deployment issues, documents procedures, and participates in incident support and planned maintenance.

Own the platform’s Azure cloud infrastructure, including networking, identity, Terraform-based infrastructure as code, CI/CD, Kubernetes, container security, observability, incident response, and cloud cost optimization. Design scalable AKS environments, secure deployment workflows, manage secrets and access controls, implement vulnerability remediation and threat modeling, and support SOC 2 readiness. This foundational role establishes greenfield infrastructure standards and partners with engineering teams to enable reliable, secure, rapid delivery.

Prepare and review federal and state estate, fiduciary, individual, and entity tax returns for Private Wealth Management clients. Research tax laws, develop tax planning strategies, advise internal and external stakeholders, maintain tax work papers, support account decisions, and perform financial statement preparation and bookkeeping for individuals and entities.

Serve as lead Relationship Manager for ultra-high-net-worth clients ($25M+), driving business development, managing complex portfolios, ensuring compliance, mentoring junior team members, and delivering high-touch client service and investment strategy oversight.

Lead oversight of cloud and application security, governance, control deviations, remediation tracking, and executive reporting. Partner with infrastructure, engineering, and application owners to assess configurations, onboard new applications (including agentic AI), validate controls, approve policy deviations, and communicate remediation progress and emerging risks to senior management.

Lead and manage an IAM/PAM engineering team to design, implement, and deliver enterprise identity governance, provisioning, RBAC, and privileged access solutions (e.g., SailPoint). Drive integrations with AD, HR systems, ServiceNow, and cloud IAM, oversee large transformation programs, ensure compliance, and run platform operations and continuous improvement.

Conduct internal audits by evaluating risks and controls, executing and documenting audit tests, analyzing audit data, summarizing findings, escalating issues, communicating results to management, researching technical topics, using automated workpapers, and following up on corrective actions.

Build production-grade AI features and LLM pipelines (RAG, prompt engineering, context management) for financial-data workflows. Implement agentic workflows with Agno, optimize for accuracy/latency/cost, evaluate output quality, and integrate AI capabilities with backend APIs while maintaining code quality, observability, and testability.

Support risk and governance for custody and digital asset servicing. Identify, assess, and manage operational and regulatory risks across custody, ETF servicing, transfer agent activities and digital asset custody. Partner with operations, technology, and control functions to evaluate new products and changes, implement monitoring and self-assessment, review incidents, report to senior management, and promote risk awareness and training.

Lead portfolio-level risk management for Capital Partners: build risk frameworks and models, analyze market and liquidity risks, run stress tests and VaR, standardize data, model hard-to-value securities, present risk metrics to senior management, and manage junior team members.