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Lead internal audit engagements for the Capital Partners private wealth management business. Responsibilities include evaluating risks and controls, supervising multidisciplinary audit teams, reviewing audit work and reports, resolving issues, advising senior management, and presenting recommendations. The role requires extensive financial services audit experience, particularly in asset and wealth management, plus a professional audit certification and strong leadership, analytical, communication, and project management skills.

Performs internal audit services by evaluating risks and controls, executing and documenting audit tests, analyzing audit data, communicating findings to management, researching technical topics, recommending improvements, and following up on corrective actions. The role also involves using automated workpaper systems, applying audit analytics, prioritizing multiple assignments, and collaborating with audit teams and business stakeholders.

Designs, develops, and maintains automated testing frameworks for enterprise applications. Responsibilities include creating integration and regression test strategies, validating data with SQL, developing API integrations, executing automated tests, analyzing risks and results, tracking defects, reporting quality metrics, and supporting continuous quality improvement within Agile and Waterfall environments.

Supports senior leadership and company-wide business operations through calendar and travel coordination, meeting preparation, vendor administration, budget and invoice tracking, access and equipment requests, research, reporting, events, and process improvement. The role coordinates cross-functional initiatives, maintains operational records and knowledge resources, communicates with stakeholders and vendors, and manages special projects across finance, technology, sales, risk, compliance, and client operations.

Oversee UCITS and AIFMD depositary controls, including fund valuation validation, due diligence, continuous monitoring, risk assessment, regulatory compliance, audit support, issue escalation, and process improvement. The role also involves reviewing team deliverables, managing projects, developing control enhancements, preparing documentation, supporting clients and regulators, and implementing solutions for complex business problems.

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.

Leads enterprise transformation initiatives across Relationship Excellence and technology operations. Owns the transformation roadmap, governance, prioritization, capacity planning, AI-enabled use cases, workflow adoption, change management, and benefits tracking. Partners with senior cross-functional stakeholders to modernize processes, improve organizational effectiveness, strengthen client service, and scale data-driven operating practices. Coaches leaders in agile delivery, design thinking, automation, and continuous improvement.

Manage strategic relationships with ETF and alternative fund servicing clients, ensuring service excellence, resolving operational issues, expanding product adoption, and delivering revenue growth. Develop executive-level client relationships, lead insight-led sales and solution development, coordinate deal teams, monitor regulatory and market developments, manage risk requirements, and potentially supervise and coach analysts.

Provides entry-level shareholder services support in the Alternatives Department, including responding to investor queries, maintaining client relationships, preparing reporting, meeting service-level agreements, following firm procedures, and escalating issues. The role requires accuracy, organization, numerical aptitude, strong communication skills, and the ability to work efficiently under pressure in a hybrid environment.

Leads the global IDS transformation roadmap across product development, AI adoption, process modernization, and knowledge management. Establishes governance, KPIs, operating models, and reporting frameworks; manages risks, dependencies, and stakeholder alignment; oversees AI initiatives from proof of concept through adoption; improves delivery processes, capacity planning, and agile practices; and leads change management, capability building, and continuous improvement.