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Resolves complex operational problems and transactions across Equipment Finance and Leasing Operations. Advises on products, systems, services, projects, and process improvements; serves as a technical expert; guides associates and business partners; reviews lease and loan documentation, processes investor wires, performs GL reconciliations, calculates book balances, and provides timely customer support.

Provides operational support for proxy voting and class action events across the trade lifecycle. Reviews and validates event data, processes client instructions, performs reconciliations, maintains records and audit trails, responds to client queries, coordinates with internal teams, custodians, and vendors, resolves exceptions, and supports regulatory compliance, process improvements, and policy maintenance.

Provides personalized borrowing and banking guidance to financial center clients, analyzes financial needs, recommends tailored services, and develops client relationships. Responsibilities include prospecting, outbound sales, pipeline and referral management, follow-up, issue resolution, risk-aware decision-making, and coaching associates on client solutions. The role requires a proven sales track record, strong communication and customer service skills, relationship-building ability, and experience with business-to-business sales, small business banking, or outbound phone sales.

Provides personalized borrowing and banking guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends services, conducts outreach and follow-up, manages pipelines, resolves client requests, and makes referrals. Partners with financial center leaders to provide specialized guidance and coaching while balancing sales performance, operational risk, and client experience.

Provides client service and business development support to multiple Financial Advisors, including responding to client needs, preparing accurate materials, coordinating banking and investment solutions, maintaining compliance, and strengthening relationships. The role includes licensing through SIE, Series 7, and Series 66 exams, followed by progressive training toward becoming a Financial Advisor responsible for prospecting, building a book of business, recommending investments, and managing client relationships.

Provides client service support to multiple Financial Advisors, serving as a primary contact for client banking and wealth management needs. Maintains accurate materials, fulfills client and advisor requests, supports policy compliance and operational excellence, and identifies opportunities to deepen client relationships through banking offerings. Requires strong communication, organization, adaptability, judgment, and client focus in a fast-paced, in-office environment.

Designs, deploys, and supports enterprise network security systems, including BGP routing, DDoS mitigation, cloud network security, and WAF solutions. Leads security engineering initiatives, defines requirements, manages technical risks and vulnerabilities, develops test plans, reports metrics, collaborates with stakeholders, resolves complex security issues, and mentors team members.

Manages a portfolio of complex commercial real estate construction loans. Reviews draw packages, budgets, funding sources, inspections, lien waivers, and title documentation; coordinates timely loan fundings; monitors balances, payments, fees, exceptions, and compliance; performs payoff calculations; resolves servicing issues; and collaborates with borrowers, lenders, attorneys, consultants, and internal teams. Also supports workflow direction, quality assurance, and employee training.

Manage customized, discretionary investment strategies for high-net-worth clients including asset allocation, portfolio construction, manager/security selection, trade execution, risk and compliance oversight, performance reviews, and client relationship management. Collaborate with teammates to deliver integrated solutions, mentor associates, and support client retention and business development.

Train to become a licensed Financial Solutions Advisor by obtaining SIE, Series 7, and Series 66 licenses. Build and manage client relationships, assess financial needs, provide comprehensive advice, recommend banking and investment solutions, conduct client reviews, prospect, manage referrals, and collaborate with banking and investment partners. The role includes structured training, coaching, in-office financial-center work, rotating Saturdays, and compliance with SAFE Act and FINRA registration requirements.