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Leads a second-line cyber and technology risk team, advising technology and business stakeholders on risk identification, control assessments, governance, remediation, and regulatory compliance. The role evaluates control gaps, exceptions, risk acceptance, and emerging cyber risks while supporting cybersecurity frameworks, operational resilience, and IT governance platform improvements in a regulated financial services environment.

Collects and analyzes complex datasets to generate business insights, develop data transformation rules, validate client methodologies, and translate functional and technical requirements. Conducts gap analysis, testing, defect resolution, data migration and deployment planning, production implementation support, and operational improvement analysis. Maintains project plans, assesses risks, and helps ensure system accuracy, stability, and readiness.

Administer, optimize, and continuously improve the organization’s learning management system and related learning platforms. Manage Docebo, online content, integrations, reporting, user access, data integrity, and support operations. Consult with Talent & Development stakeholders, translate business needs into technology solutions, oversee vendors, and lead learning technology implementations, migrations, upgrades, and process improvements.

Execute access provisioning and lifecycle activities across multiple systems, resolve provisioning incidents, support onboarding/offboarding, maintain documentation and controls, collaborate with global stakeholders, drive process improvements and automation, and ensure least-privilege and risk mitigation practices.

Processes corporate action events, client elections, payments, reconciliations, and class action activities. Responsibilities include reviewing market announcements, entering and validating transaction information, processing client instructions, confirming agent activity, communicating uninstructed positions, reconciling receivables and payables, identifying complex or problematic items, and supporting client calls. The role requires accurate transaction processing, professional communication, organization, multitasking, deadline management, and teamwork.

Supports legal technology, operations, and digital transformation within the Office of the General Counsel. Manages contract and document management platforms, system enhancements, testing, reporting, training, access controls, records retention, and governance activities. Coordinates cross-functional legal operations projects, vendor relationships, business continuity, legal opinion tracking, workflow optimization, and emerging AI initiatives. Partners with Legal, Technology, Procurement, Finance, Compliance, and external vendors to improve legal processes and technology reliability.

Protect the firm from web-based threats by designing, implementing, and maintaining web filtering proxies, secure web gateways, and cloud proxy platforms. Develop security policies for web filtering, SSL inspection, DLP, and threat prevention; translate regulatory requirements into technical controls; automate policy management and integrate security tools with SIEM, SOAR, and identity platforms. Support incident response, secure business use cases, scalability, Zero Trust alignment, and leadership reporting on risks and program maturity.

Perform AML/KYC due diligence for new and existing shareholder accounts; assess and validate investor documentation, maintain accurate system updates and audit trails, meet SLAs, collaborate across teams to resolve complex cases, support quality checks, and drive process improvements while ensuring policy compliance.

The Senior Tax Product Manager develops tax solutions, manages regulatory changes, engages with clients, and oversees tax information within the organization.

Advises Investor Services leadership on identifying, assessing, monitoring, measuring, and mitigating operational risks. Reviews controls, processes, products, and services; identifies weaknesses and trends; escalates issues; tracks corrective actions; analyzes audit and regulatory findings; supports risk assessments; and promotes risk awareness through training and communication. The role also provides industry best-practice insights and collaborates with control functions globally.