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Lead and review Private Equity fund accounting activities, manage team workloads, ensure timely NAVs and valuations, enhance reporting and automation (Investran), support client and auditor queries, maintain compliance and controls, coach and develop staff, and contribute to strategic initiatives and onboarding.

Lead the first-line-of-defence for AI by defining and operationalising AI control frameworks, overseeing model inventory and lifecycle management, ensuring audit and regulatory readiness, monitoring control metrics, partnering with Risk/Compliance/Audit, and advising AI delivery teams to embed controls across design, deployment, and monitoring of AI solutions.

Lead and execute integrated marketing campaigns targeting financial advisors. Serve as team lead and partner to sales/product, build email/webinar programs, manage content and thought leadership, optimize paid and owned media, deliver performance reporting and ROI, and drive advisor engagement and pipeline growth.

Provide administrative support including preparing documents and reports, scheduling meetings and travel, data entry and verification, maintaining records, tracking expenses, greeting clients/vendors, and responding to general inquiries. Perform routine operational tasks while ensuring confidentiality and assisting managers and department partners.

Lead and execute complex client accounting and financial reporting tasks, ensure accuracy and timeliness, escalate issues, mentor junior staff, and support operational oversight and committee interactions.

Provide administrative, operational, logistical and project support across multiple business units. Coordinate client servicing action plans, produce reports and presentations, maintain business applications knowledge, update procedures, resolve problems within guidelines, and work onsite under supervision while developing proficiency across responsibilities.

Support and service complex fiduciary, investment management, estate settlement, guardianship, and custody client relationships. Coordinate account administration, resolve client issues, prepare presentations, oversee transactions with Client Support Services, monitor portfolio metrics, maintain documentation and systems, and assist advisors with compliance and account reviews. Act as an expert on investment tools and support operational and process improvements.

Serve as the primary finance and strategic planning advisor to an EVP and senior leadership for a large business function. Lead annual and monthly planning, budgeting, forecasts, workforce and headcount planning, capital oversight, and financial modeling. Develop executive reporting, dashboards and presentations, evaluate strategic initiatives and investments, and partner cross-functionally to align financial plans and workforce strategies to drive performance and resource allocation.

Coordinates administration and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Manages client requests, account setup and closure, transactions, documentation, fees, compliance support, issue resolution, and follow-up. Partners with advisors and support teams, maintains systems data, supports client presentations, identifies process improvements, and mentors junior employees. Requires strong trust-services knowledge, communication, analytical skills, PeopleSoft proficiency, and Spanish or Portuguese.

Leads technology ownership, architecture, integration, and delivery for compliance surveillance platforms covering communications, trade surveillance, and employee ethics monitoring. Evaluates AI and machine learning capabilities, manages vendor integrations, establishes secure cloud and data architecture patterns, and oversees data quality, governance, reporting, auditability, and operational controls. Partners with compliance, engineering, security, architecture, and vendors while providing technical leadership, mentoring, roadmap development, and support for regulatory and risk requirements.