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Leads enterprise reporting, analytics, data integration, and process automation initiatives. Acquires and integrates data from multiple sources, performs complex analysis, identifies trends, develops actionable recommendations, and presents findings through clear reports and visualizations. Collaborates with business partners, monitors outcomes, ensures data governance compliance, and supports large-scale reporting environments.

Analyzes business systems, workflows, procedures, and operational costs to recommend improvements. Coordinates with management, staff, and information systems teams; supports application modifications, project tracking, documentation, reporting, and policy communication. Develops test plans, executes system testing, tracks issues, and reports results. Requires strong analytical, forecasting, project coordination, communication, and Microsoft Office skills.

Manages corporate trust client relationships, evaluates new accounts, delivers responsive service, resolves issues, supports business development, and identifies operational risks. Coordinates process improvements, helps achieve revenue and business goals, and may lead hiring, training, and staff management. Requires strong knowledge of corporate trust products, investment instruments, regulations, account management, and trust operations.

Leads enterprise analytics initiatives, partnering with senior leaders to define business questions, analyze complex datasets, conduct experimentation, develop dashboards, automate reporting, and deliver data-driven recommendations. The role influences growth, customer experience, operations, risk, technology, and banking decisions while mentoring analysts and advancing enterprise analytics capabilities.

Leads a Product Operations team supporting bond deals, trustee activities, bondholder payments, and client wire disbursements. Manages daily operations, workloads, performance, service quality, controls, compliance, risk mitigation, and issue resolution. Oversees debt service preparation and operational procedures while leading process improvements, system conversions, innovation initiatives, and related projects.

Leads investment planning and investment and insurance product delivery for wealth management clients. Advises affluent individuals and families, develops goals-based portfolios, provides market and investment strategy guidance, conducts research and due diligence, and coordinates portfolio management, trust administration, advisory, and insurance services. Builds client relationships, supports new business development, and applies financial planning, private banking, securities, and insurance expertise.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture investments, coordinate trust and portfolio management, perform research and due diligence, and develop new business while maintaining strong client relationships.

Supports commercial banking clients with account servicing, maintenance, treasury management products, ACH, wires, Positive Pay, and related banking services. Researches and resolves client inquiries, partners with Relationship Managers and internal teams, manages competing priorities, supports process improvements, and maintains regulatory and compliance standards while delivering strong customer service.

Leads enterprise-wide loan, deposit, and balance-sheet forecasting within Corporate Treasury. Partners with Treasury and business leaders on pricing, origination, balance-sheet, and earnings strategies. Provides senior management with insights into balance-sheet positioning, risk-return trade-offs, and NII opportunities. Oversees assessment of forecasting methodologies, model performance, and analytical capabilities in collaboration with Quantitative Finance.

Leads emerging product and business opportunities from discovery through commercialization readiness. Conducts customer research, market analysis, experimentation, prototyping, financial modeling, and business-case development. Partners with cross-functional stakeholders to validate concepts, assess investment potential, develop commercialization strategies, and influence executive decisions. The role focuses on identifying unmet needs, evaluating emerging technologies, launching pilots, and transitioning validated opportunities into scalable products or businesses.