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Lead enterprise architecture for Salesforce and related technologies, translate business requirements into scalable technical solutions, design physical and logical architectures, validate vendor designs, oversee integration, ensure alignment with enterprise roadmap, mentor teams, and partner across technology, operations, digital, and data to manage risk, compliance, and security.

Build and maintain a client portfolio by providing investment solutions and financial planning, prospecting and leveraging leads, conducting portfolio reviews, mentoring junior staff, and ensuring compliance with corporate and industry protocols.

Provide investment solutions and financial planning to bank customers, build and maintain client relationships and pipeline, prospect and use leads, conduct portfolio reviews, mentor junior staff, and comply with corporate and industry regulations.

Establish and manage a portfolio of bank customers by providing investment solutions and financial planning, prospecting and building client relationships, conducting performance reviews, mentoring junior staff, and ensuring compliance with corporate and industry regulations.