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Provide operational, analytical, project management, and risk support for Investments & Planning within Wealth Management. Produce recurring reports and dashboards, coordinate onboarding and audits, support program initiatives, manage ServiceNow tickets and technology testing, and collaborate cross-functionally to improve processes and ensure compliance in a regulated environment.

The Marketing Strategy Manager develops and implements marketing strategies to drive customer acquisition and retention while collaborating with cross-functional teams and overseeing campaign performance.

Serve as the Hogan loan servicing system expert, resolving escalated production issues, making configuration changes, coordinating vendors/IT, leading medium-to-large projects, gathering requirements, testing, developing reports, training end users, and supporting roadmap and compliance activities.

Lead marketing strategy and execute integrated campaigns for Wealth & Institutional Services. Translate business objectives into measurable plans, manage end-to-end campaign execution, optimize performance via analytics, own budgets and ROI, and partner cross-functionally with Product, Analytics, and Centers of Excellence to drive client acquisition, retention, and brand outcomes.

Manage recovery of past-due small business and consumer loans, lead resolution of exit relationships (bankruptcy, litigation, replevin), authorize recovery-related expenditures, oversee repossession-to-sale lifecycle for equipment, monitor portfolio risk ratings, prepare collateral-dependent loss analyses and leadership reports, and coordinate with legal, vendors, and internal stakeholders to maximize recoveries and compliance.

Lead equity research coverage on public companies, build financial models, author reports, recommend ideas to clients, and maintain relationships with corporate executives.

The Director of Employee Technology leads IT service delivery and employee tech experience, optimizing support processes and strategic planning, while managing a high-performing team and vendor relationships.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

The role focuses on developing strategies for the Individual Segment, collaborating across departments, and analyzing market trends to drive customer-centric solutions.

Support a Private Wealth Advisor by managing daily servicing for high-net-worth clients, monitoring accounts and cash flows, preparing documentation, executing transactions, identifying client needs, recommending wealth management solutions, and ensuring regulatory and policy compliance.