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Serve as subject matter expert for complex investment operations issues, researching and resolving account, money movement, trading, and fraud matters. Interpret legal/account documentation, evaluate transactions for risk and compliance, partner with custodians and sponsors to correct errors, and identify process improvements to enhance operational efficiency and client outcomes.

Support and optimize Workday Financials and related accounting systems. Provide Tier 2 support, manage user access, lead incident management, implement integrations and automation, ensure data integrity, maintain documentation, and drive continuous improvement between accounting and technology teams.

Executive leader responsible for driving growth of Spire Outsourcing's financial planning business: strategy, business development, client relationships, team leadership, operations scalability, and industry representation. Ensures delivery of high-quality financial planning services and meets revenue targets.