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Lead day-to-day operations for a small-to-medium ETF client processing team, act as primary client contact, handle complex inquiries and escalations, update client accounts and records, coordinate with technology teams for system efficiency and risk mitigation, allocate/check team work, and support team objectives.

Lead day-to-day operations for a medium-sized fund accounting support team. Oversee NAV production, validation, dissemination, and reporting for complex funds. Review data and resolve escalated accounting and reporting issues, maintain accounting records, drive process improvements to increase efficiency and reduce audit/financial exposure, prepare system-generated reports, and coordinate with clients and junior staff.

Work with internal and external datasets and client reference data to support statistical, financial, and econometric model development. Prepare standard and ad hoc reports, perform data management, run models, identify exceptions, and take corrective actions while providing analytical support under general guidance.

Manage and analyze transfer agency operations for moderately complex clients; lead client onboarding and internal conversions; report key metrics; resolve escalations; drive process and control improvements; lead project initiatives; partner with technology and business teams; mentor junior staff; analyze data to mitigate risk and identify revenue opportunities.

Lead and analyze transfer agency operations for moderate-complexity clients; manage client onboarding and conversions; produce metric reporting and process controls; lead projects and coordinate with technology and business teams; analyze data to mitigate risk and improve client relationships; mentor junior team members.

Lead enterprise leadership development and MD pipeline strategy, design senior talent programs, govern promotions and succession, drive AI-enabled leadership enablement, assess leadership readiness, and partner with stakeholders to build future-ready leaders.

Provide production support for critical financial systems: monitor applications, resolve incidents, perform root cause analysis, manage deployments and change control, coordinate across teams, and maintain high-availability transaction and messaging processing in Linux, AWS, and mainframe-integrated environments.

Lead and deliver Java-based microservices and LLM/AI agent solutions, architect for reliability and security, define operational KPIs/SLIs, optimize CI/CD and SRE practices, mentor and manage a small engineering team, and ensure test-driven, observable, and secure production systems.

The Senior Associate, AI-Augmented Full-Stack Engineer role involves leveraging AI tools for development, building scalable solutions, and collaborating with teams on full-stack features and data integration.

Process high-volume client transactions and account requests for wealth services, ensuring accuracy, compliance, and documentation. Investigate exceptions, coordinate with internal teams, escalate risks, and support remediation. Drive process improvements using data, reporting, and AI-enabled automation; support audit, compliance, and control activities while meeting service level expectations.