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Lead enterprise-level strategic initiatives including corporate strategy, M&A, new business development and cross-business alignment. Drive analysis, craft recommendations, support senior leaders with implementation, and identify acquisition, JV, and divestiture opportunities. Partner with stakeholder teams to translate strategies into actionable execution plans and deliver measurable results.

Lead enterprise strategy, roadmap, governance, and adoption of the ServiceNow EA ecosystem. Implement and mature EA, APM, CSDM, CMDB, ITSM/ITOM, and GRC capabilities; drive integrations with Archer, Workiva and other governance platforms; enforce architecture standards, risk and compliance controls; deliver executive dashboards and analytics; and provide architectural leadership and mentorship across Enterprise Architecture and ServiceNow platform teams.

Process and monitor mandatory and voluntary corporate action events across asset classes, research event terms, coordinate elections with Portfolio Managers and custodians, process events in Aladdin, reconcile transactions, manage share restrictions, respond to stakeholder inquiries, improve procedures, mitigate risks, and support system enhancements to ensure accurate portfolio outcomes.

Lead and coordinate risk, compliance, and control routines for Wealth Management Solutions. Maintain regulatory reporting, governance materials, policy oversight, audit and regulatory responses, risk assessments, and remediation plans while partnering with Compliance, Legal, Internal Audit, and business leaders to identify, monitor, and mitigate operational and regulatory risk.

Perform QA reviews of financial planning and non-financial deliverables, provide written feedback and mentoring to servicing analysts, manage queries and workflow updates, and support continuous skill upgrades and compliance adherence.

Provide legal support to EMEA Real Estate within Alternatives: advise on structuring, launching and restructuring funds, draft and negotiate fund and service contracts, support governance and regulatory matters across UK and Europe, collaborate with portfolio managers, tax, finance and operations, supervise secondee trainee, and contribute to General Counsel Organisation priorities including responsible use of technology (eg. AI). Role operates in a hybrid legal model with strong business-facing collaboration and in-office presence.

Manage and resolve customer complaints and advisor error cases end-to-end, ensuring regulatory compliance (including FINRA reporting), negotiating settlements, recommending outcomes, coaching team members (including offshore), partnering with Legal and business stakeholders, and supporting process improvements to mitigate risk and ensure timely, accurate case handling.

Lead coordination and execution of marketing deliverables across 60+ channels. Manage timelines in Workfront, proofread and apply brand/style/disclosures, route compliance approvals, publish content (web, social, print, email), measure content effectiveness, and coach Specialists to build independent capability.

Lead product marketing strategy and execution for RVS products: develop messaging, positioning, communications, competitive intelligence, and marketing programs. Manage and coach direct reports, coordinate cross-functional partners, track metrics, and ensure on-brand, on-time delivery of initiatives to drive measurable business results.

Lead regional franchise engagement and operations for ~1,200 advisors in the South. Develop reporting, financial management, and implementation plans for region-wide initiatives. Partner with the RVP and field leaders to drive revenue, oversee planning and performance reviews, manage projects, and ensure integrated tools, communications, and processes to support advisor growth.