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Reviews managed account agreements for investment suitability, monitors KYC and quarterly account oversight, and ensures compliance with investment guidelines and regulatory obligations. Provides guidance to branch supervision teams and investment professionals, coordinates issue resolution and escalations, supports audits, develops training and tools, and contributes to strategic initiatives and process improvements. The role requires strong analytical, organizational, communication, collaboration, and problem-solving skills in a high-volume environment.

Analyzes commercial banking clients’ financial information, creditworthiness, repayment capacity, and risk profiles. Prepares credit summaries, recommends loan structures and credit decisions, monitors portfolio performance and compliance, and supports new, renewal, and extension lending. Builds client relationships with relationship managers, identifies revenue and cross-selling opportunities, manages data accurately, and takes corrective action to minimize risk while supporting portfolio growth and service quality.

Manages investment portfolios and develops model portfolios based on risk, return, and correlation analysis. Provides fiduciary, investment management, regulatory, and asset allocation expertise while supporting client relationships, proposals, reporting, and portfolio re-optimizations. Leads strategic initiatives, governance, change management, vendor relationships, business programs, and cross-functional execution. Ensures compliance, risk management, performance monitoring, and high-quality service for investment clients.

The Financial Advisor provides financial planning and investment advice, collaborates on banking solutions, and develops business strategies to meet sales targets.

The Financial Advisor provides financial planning and investment advice, develops solutions, manages client relationships, and supports business development to meet sales targets.

Provide strategic legal and regulatory advice on U.S. employment law, employee benefits (including ERISA), and compensation. Counsel business and HR leaders on employee relations, performance management, leaves, wage-and-hour, pay equity, contingent workers, immigration, investigations, M&A and outsourcing. Serve as subject-matter expert, manage legal risk, instruct external counsel, and support enterprise-wide initiatives while implementing improvements and advising senior leadership.

Manages investment portfolios and client relationships while developing investment proposals, model portfolios, asset allocation recommendations, and performance reports. Provides fiduciary, regulatory, tax, equity, and fixed-income expertise; leads strategic initiatives, governance, vendor relationships, operational programs, and change management. Analyzes portfolio performance and risk, supports client service and re-optimization activities, and advises senior leaders on business priorities, resources, and investment strategy.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing. Provides customer advocacy, cross-selling, regulatory compliance, issue resolution, reporting, and recommendations while maintaining knowledge of mortgage lending, personal banking, and real estate markets.

Builds and manages referral relationships to generate mortgage business and expand home-financing sales. Identifies cross-sell opportunities, supports marketing initiatives, guides customers through mortgage applications, coordinates documentation and funding, and resolves service issues. Advises customers on banking products, maintains compliant records, analyzes data and reports, and collaborates with branch and internal teams to deliver timely solutions while meeting sales, profitability, and risk-management objectives.

The Financial Advisor provides comprehensive banking solutions and investment planning in collaboration with team members to meet client needs and achieve sales targets.