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The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.

Provide fiduciary and estate planning advice to high-net-worth clients, collaborate with relationship teams and external advisors, manage trust administration and fiduciary risk, lead client onboarding and retention, identify revenue and planning opportunities, and ensure compliance with fiduciary policies and regulatory requirements.

Support KIS sales force and clients by processing high-volume trades, handling account maintenance, resolving client issues, managing RMDs, and identifying sales opportunities. Provide strong customer service, follow up on order executions, assist with marketing and cross-train across service teams.

Provide transactional servicing and cash handling while identifying client financial needs, offering tailored financial wellness recommendations, meeting sales and activity goals, educating clients on digital channels, and supporting branch operations and compliance in an office-based branch role.

The Sr Fiduciary Strategist advises high-net-worth clients on fiduciary matters, develops client relationships, analyzes estate planning documents, and collaborates with advisors to optimize client services while managing risks and ensuring compliance with fiduciary responsibilities.

Serve as primary commercial banking relationship manager and trusted financial advisor for clients with complex needs. Acquire and grow relationships through prospecting and COI networks, assemble cross-functional teams, provide product solutions (cash management, derivatives, equipment finance), lead credit underwriting and portfolio management, and ensure strong risk and compliance adherence while driving revenue.

Lead design and implementation of CI/CD pipelines, cloud deployments, monitoring/observability, and automation. Mentor junior engineers, collaborate across teams, ensure security/compliance, and drive DevOps best practices and tooling adoption.

Act as trusted financial advisor to commercial clients, acquire and grow relationships, cross-sell banking products, lead credit underwriting and portfolio management, prospect and build referral networks, coordinate cross-functional teams, and manage risk and compliance.

The Senior Specialist in Commercial Lending reviews and books complex loan documentation, ensures compliance, and supports client needs while fostering team collaboration.

Lead complex analyses and data visualizations using tools (Python, SQL, R, Hadoop, GCP, Tableau) to inform executive decisions. Mentor junior staff, manage team integrations, document solutions, and present insights to stakeholders to drive banking strategies.