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Lead Business Analyst partnering with Compliance, Supervision, Risk & Audit IT to gather and document complex business and functional requirements, translate needs into technical user stories, lead UAT, validate solutions, support production issue triage, manage vendor relationships, and apply SDLC/Agile/hybrid practices to deliver scalable technology solutions.

Administer and execute Salesforce Marketing Cloud Engagement campaigns and journeys; configure Marketing Cloud and supporting Salesforce CRM objects, automations, and permissions; use SQL, AMPscript, and HTML/CSS for data segmentation and dynamic content; ensure compliance (CAN-SPAM, GDPR), maintain data hygiene, monitor performance, and document runbooks while collaborating with Marketing, Compliance, IT, and platform stakeholders.

Lead architecture, design, and implement secure, scalable AWS cloud-native solutions for Financial Crimes applications. Build data platforms, ETL/ELT pipelines, integrations, and promote IaC, DevOps, security, observability, and resilient microservices/serverless architectures while providing technical leadership and mentorship.

Lead and manage multiple development and support teams to deliver Client Onboarding and Enterprise Business Services platforms. Drive solution architecture, Java/Spring-based full‑stack development, cloud/DevOps adoption, AI scaling in Agile teams, production support across timezones, workforce and project prioritization, and maintain software quality and SLAs. Serve as primary on‑call contact and collaborate with business partners to align IT solutions with business needs.

The Financial Advisor Trainee develops skills in financial advisory roles, focusing on client relationships, sales, investment management, and compliance during a training program.

Drive territory growth by combining inside sales with field engagement: cultivate advisor relationships, deliver consultative insurance solutions, prepare proposals and illustrations, manage pipeline in CRM, support marketing and events, and travel 25–50% to strengthen advisor partnerships.

Responsible for managing IT asset lifecycle, ensuring compliance, supporting asset management processes, and driving automation. Acts as contact for escalations and supports day-to-day IT asset management activities.

Lead the requirements and data-mapping work for an AWS-based data platform: elicit/document business and data requirements, build source-to-target mappings and data dictionaries, define testable data quality rules, support dimensional modeling and UAT, coordinate across engineering/risk/platform teams, manage BA backlog in ADO/Confluence, and leverage AI assistants to accelerate analysis and test-case generation.

Lead end-to-end quality for the Client Onboarding platform by defining test strategy, automation frameworks, and quality governance. Drive functional, API, integration, E2E, and performance testing, integrate quality gates into CI/CD, mentor teams, and ensure release readiness through data-driven improvements.

Lead financial reporting, policy and controls; set targets, forecast performance, and analyze data to advise business decisions. Manage and develop a sizable finance team, deliver system changes, ensure regulatory compliance, and produce clear management reporting and business cases to support strategic objectives.