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Provides personalized financial guidance by assessing client goals, building financial plans, recommending investment and banking solutions, and referring clients to appropriate partners. The role also develops new client relationships, manages referrals, controls risk, and completes required licensing and training. It requires Series 7 and Series 66 licenses, investment and financial-services experience, regulatory diligence, and a client-focused sales approach.

Supports Financial Advisor teams by developing client relationships, identifying growth opportunities, coordinating portfolio analyses and proposals, providing wealth management product expertise, and delivering marketing, organizational, and operational support. The role includes specialized work in wealth planning, investment management, business development, business management, or relationship management, with required securities licensing and SAFE Act registration.

Leads the operating model for enterprise data products, including governance, development, certification, publishing, application health, access controls, quality, and compliance. Designs scalable processes for data platforms such as Starburst, coordinates service providers, monitors infrastructure performance, manages vulnerabilities and upgrades, performs control testing, supports audits, and drives issue remediation and continuous improvement. Partners with executives and technical teams to align operational, risk, security, and governance strategies with enterprise objectives.

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 phone and chat support for complex consumer and small-business deposit issues. Responsibilities include researching accounts, performing maintenance, resolving escalated inquiries, documenting interactions, navigating multiple systems, explaining complex scenarios, and coordinating with internal support teams while meeting service levels and delivering excellent client care.

Originates residential mortgages and HELOCs at a financial center, advising clients, submitting applications, managing documentation and pipeline, cross-selling banking products, maintaining client relationships, and ensuring compliance with SAFE Act and regulatory requirements.

Supports portfolio managers serving high-net-worth clients by developing tailored investment strategies and managing asset allocation, portfolio construction, security and manager selection, trade execution, risk, compliance, performance reviews, and client communications. Partners across teams to deliver investment solutions, monitor market and economic conditions, mitigate risks, strengthen client relationships, and support retention and business development.

Supports digital asset product strategy, development, governance, business planning, research, commercialization, and launches. Conducts market and competitive analysis on digital assets, stablecoins, tokenization, and emerging payments; develops recommendations and executive materials; coordinates requirements, roadmaps, risk approvals, and cross-functional workstreams; and supports strategic projects for senior leadership.

Lead the strategy, development, launch, and scaling of digital asset products, including stablecoins, tokenized deposits, and blockchain-enabled payments and settlement. Own product roadmaps, business cases, risk and compliance activities, performance monitoring, and ongoing optimization. Coordinate cross-functional teams across technology, operations, legal, finance, risk, and compliance while influencing senior leadership, prioritizing investments, and mentoring product team members.

Supports portfolio managers in delivering investment advice and portfolio management services for high-net-worth clients. Responsibilities include asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, investment reviews, market analysis, client engagement, transaction execution, and coordination across client teams. The role also identifies business opportunities, resolves client issues, monitors investment policies, and serves as a backup client contact.