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Provide financial and investment planning and advice, sell managed and fee-based products, develop business, support strategic initiatives, produce reports and dashboards, coach team members, ensure compliance, and manage client relationship plans to meet sales and performance targets.

The Senior Relationship Manager oversees business development and client relationship management to drive revenue growth, ensuring compliance and addressing complex client issues. Responsibilities include structuring deals, analyzing market trends, and collaborating across teams to optimize client satisfaction.

Leads enterprise data ingestion and integration for AI, machine learning, Generative AI, analytics, and BI workloads. Designs scalable pipelines for structured, semi-structured, unstructured, and multimodal data; establishes quality, governance, lineage, security, and observability standards; and supports RAG, AI Search, vector retrieval, and MCP capabilities. Partners with technical and business stakeholders, mentors engineers, evaluates emerging technologies, and drives production delivery and continuous improvement in a regulated financial-services environment.

Leads strategic technology sourcing and procurement initiatives, including category strategy, supplier selection, RFI/RFP events, contract negotiations, supplier risk assessment, demand management, and cost reduction. Advises stakeholders, analyzes markets and spend, develops business cases, manages sourcing projects, oversees change initiatives, and monitors supplier and program performance through reports and dashboards. The role requires strong procurement, negotiation, analytical, risk management, and stakeholder influence skills.

Supports Equity Research production through database administration, publishing, reporting, CRM and analytics. The role extracts and manipulates data, develops Global Equity Products reports, investigates data integrity issues, performs financial and business analysis, and provides insights for Capital Markets performance and strategy. It also identifies opportunities to automate reporting and improve database processes while collaborating with Operations, Technology, and business stakeholders.

Builds and manages referral networks to generate mortgage business and increase home-financing market share. Develops sales and marketing initiatives, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates with branch teams, resolves service issues, and ensures compliant, timely processing. Maintains customer and referral relationships, analyzes data, prepares reports, supports strategic initiatives, and applies risk-management practices while meeting sales, service, and profitability goals.

Design, build, and deploy GenAI and agent-based systems for Wealth Management. Lead end-to-end solution development, integrate AI with existing platforms, enforce MLOps, model governance, security, and regulatory compliance, and collaborate with cross-functional teams to drive production-grade, scalable AI products.

Leads enterprise wealth management technology strategy, architecture, software development, modernization, integrations, and lifecycle management. Oversees microservices, APIs, data pipelines, analytics, security, resiliency, governance, regulatory compliance, and vendor integrations. Translates business requirements into scalable solutions, guides development teams, manages delivery and risk, supports audits, and communicates technology decisions to senior leadership. Requires deep wealth management experience and the ability to contribute as both a people leader and individual contributor.

Serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering integrated banking, lending, investment, and financial planning solutions. Drives portfolio growth, business development, cross-selling, and client retention while coordinating internal specialists. Leads client reviews, strategic initiatives, reporting, change management, and risk oversight. Provides expert guidance on wealth management products, regulatory requirements, and personalized strategies involving credit, investments, retirement, estate, tax, trust, and insurance planning.

Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, collaborate with relationship teams, track performance and compliance, design reports and dashboards, support strategic initiatives, and coach team members to enhance client experience and meet sales targets.