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Lead and deliver strategic Equities initiatives and AI-enabled transformation across Front Office, Risk, Operations, Finance, Compliance, and Technology. Manage project plans, governance, stakeholder communications, and risk resolution. Identify, prioritize, and support implementation of AI and automation use cases to improve productivity, workflows, and operating leverage while preparing senior management updates and driving cross-functional adoption.

Lead capital management and financial resource initiatives, perform financial modeling and capital stress testing, produce senior-level analyses and presentations, improve policies and processes, and partner across the firm to optimize capital and profitability.