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Lead a client relationship team to acquire, retain, and grow high-net-worth client assets. Develop and execute sales strategies, manage pipeline and reviews, coordinate specialists to deliver comprehensive wealth solutions, ensure compliance and registration, and meet revenue goals.

Serve as single point of contact for delinquent mortgage borrowers through loss mitigation and foreclosure processes. Make inbound/outbound calls, collect and document financials, explain mitigation decisions and liquidation options, ensure regulatory and internal control compliance, and support audits and appeals.

Support high-net-worth client relationships by managing account openings, AML/BSA/KYC requirements, processing complex transactions, resolving escalations, reviewing compliance reports, and providing sales support and process improvements. Partner with Wealth Advisors and internal teams to deliver superior client service and maintain regulatory and internal control standards.

Provide comprehensive investment management to clients, develop and implement Individual Policy Statements and investment strategies, manage complex fiduciary accounts, ensure regulatory and compliance requirements, identify business development opportunities, participate in sales and divisional initiatives, mentor colleagues, and maintain strong client and internal relationships.

Perform underwriting support and ongoing monitoring for a portfolio of commercial loans. Analyze financial statements, tax returns, and industry data; prepare credit write-ups, models, cash flow and covenant analyses; recommend structures and risk ratings; partner with relationship managers; ensure policy compliance and accurate data entry.

Monitors and performs complex audits within a bank lending function, including call monitoring and post-approval processes. Identifies non-compliance, maintains deficiency records, reports trends, recommends policy and process improvements, and supports implementation. Ensures adherence to internal controls, regulations, and risk standards. Communicates findings, provides feedback and training to less experienced staff, escalates risks, and maintains knowledge of applicable policies and regulations.

Underwrite and monitor commercial loans throughout their lifecycle. Analyze financial statements, tax returns, collateral, cash flow, covenants, industry trends, and credit risks; prepare financial models, risk ratings, and approval materials; recommend transaction structures and mitigants; monitor portfolios for emerging risk and suspicious activity; ensure compliance with credit policies and regulatory controls; and collaborate with relationship managers and credit committees. The role also supports transaction leadership and trains junior analysts.

Conduct ongoing KYC due diligence reviews for wealth and institutional clients. Analyze ownership structures, account relationships, and documentation; identify information gaps; coordinate requests with Relationship Managers and Compliance teams; manage high-volume case portfolios; track outstanding items and deadlines; document findings; escalate complex or high-risk situations; and ensure regulatory and internal control adherence while improving processes.

Reconciles assigned general ledger accounts and DDAs, identifies discrepancies, fraud, unusual or aged items, and escalates issues. Prepares recurring accounting reports, researches reconciliation variances, supports Finance, Audit, SOX, business partners, and investors, and updates procedures. The role maintains compliance with GAAP, internal controls, regulatory standards, corporate risk policies, and audit requirements while contributing to accurate financial statements.

Leads investment research and thematic analysis, develops monthly strategy content for tactical asset allocation and investment committees, and supports Wealth client investment guidance. Provides market insights, prepares internal and external communications, presents investment views, and serves as a subject matter expert for advisors. Requires broad asset-class knowledge, analytical ability, regulatory awareness, and strong communication skills.