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Provide financial data production, reporting, analysis, planning, and forecasting for stakeholders in Wealth and Asset Management, while improving processes and ensuring accurate reporting.

Consultant will underwrite cases and ensure compliance with standards, handle inquiries, benchmark practices, and participate in training and projects.

Oversees financial reporting for mutual funds, manages team workflows, ensures compliance and controls, and leads projects. Requires strong analytical skills and stakeholder management.

The role involves developing and maintaining Salesforce applications, mentoring interns, collaborating with teams, and implementing best practices in an Agile environment.

The Director, Legal Counsel will provide expert legal advice on HNW business matters, draft complex legal documents, collaborate for compliance, and manage stakeholder relationships while leading legal projects and mentoring junior staff.

Lead and coordinate business and technical projects, ensuring timely completion, risk management, and effective stakeholder communication while supporting functional teams and driving process improvement initiatives.

As a Workday Configuration Lead, you'll support design, configuration, testing, and reporting while advocating for HR technology solutions that enhance employee experiences.