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Leads enterprise business development and consultative B2B sales to banks, credit unions, and trust organizations. Builds and closes a pipeline of complex opportunities, guides prospects through due diligence, coordinates internal stakeholders, tracks activity in Salesforce, analyzes market data, and develops solutions for wealth management partnerships. Requires extensive financial-services expertise, executive-level selling, strong presentation skills, and travel of approximately 25–50%.

Executes and supports equity and options trades, ensuring optimal execution, regulatory compliance, and risk management. Resolves trade and settlement issues with market centers, exchanges, back-office teams, and financial professionals. Reviews large trades and daily blotters, handles escalated calls, trains junior traders, supports trading desks, and identifies process efficiencies. Builds relationships with internal teams and third-party platforms while educating advisors on trading workflows, strategies, and best practices.

Execute and support equity and options trades, provide guidance to financial advisors and clients, resolve trade and settlement issues, review and approve large trades, monitor execution quality, ensure regulatory and policy compliance, and train junior traders. The role also develops relationships with market centers, execution platforms, internal departments, money managers, RIAs, and institutional traders while handling escalated issues and improving desk efficiency.

Owns Wealth Management data products, including definitions, metadata, quality rules, governance, documentation, backlogs, roadmaps, and lifecycle activities. Partners with engineering, data stewards, business stakeholders, Risk, Compliance, and Legal to translate requirements into technical specifications, monitor data quality, manage defects, and support trusted operational, business, and regulatory data use cases. The role also applies AI tools and agents to automate workflows and improve data product efficiency.

Supports a mentor financial advisor by developing client relationships, analyzing financial information, preparing account documentation, handling inquiries, maintaining records, supporting marketing and sales activities, processing trades under supervision, and participating in structured training, mentoring, and coaching. The role combines client service, administrative support, business development, compliance, and financial advising responsibilities.

Lead the design, implementation, and scaling of tax-optimized portfolio trading, direct indexing, and overlay solutions. Manage daily tax-efficient workflows, trade execution, account optimization, performance analytics, and scalable UMA capabilities. Partner with advisors, executives, and internal stakeholders; develop training and presentation materials; implement automated trading technology; and oversee risk modeling, tax-aware rebalancing, and process improvements across complex investment portfolios.

Leads the design, facilitation, delivery, and continuous improvement of leadership development programs for leaders at all organizational levels. Creates interactive, learner-centered experiences using adult learning, behavior change, AI, automation, and emerging technologies. Partners with stakeholders and subject matter experts, measures program effectiveness, and uses insights to improve engagement, skill adoption, and business impact.

Analyze and test cost-basis and tax reporting processes, perform data analysis and quality control, lead improvements and UAT, support audits and escalations, and collaborate with internal partners to increase operational efficiency.

Leads enterprise corporate strategy initiatives, translating market and business dynamics into executive recommendations. Responsibilities include strategic planning, market intelligence, financial modeling, scenario analysis, pricing and M&A strategy, AI-enabled transformation, executive and Board communications, cross-functional alignment, and converting recommendations into implementation roadmaps. The role also manages strategy teams, coaches talent, and supports major decisions affecting growth, competitive positioning, operating models, and enterprise value.

Provides technical leadership for enterprise DevSecOps engineering, developing CI/CD strategies, cloud automation, deployment standards, infrastructure-as-code frameworks, and technology roadmaps. The role supports AWS and containerized environments, drives developer productivity and operational excellence, promotes secure DevOps practices, and collaborates with architecture, security, platform, quality, and cloud engineering teams.