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Serves as strategic advisor to the Capital Markets COO and senior leadership, driving enterprise initiatives, transformation projects, governance, business planning, executive communications, and organizational effectiveness. Coordinates cross-functional teams across finance, risk, legal, HR, technology, and other functions; tracks strategic objectives, risks, decisions, and commitments. Supports regulatory and control initiatives, financial processes, leadership forums, market analysis, and transformational activities including mergers, acquisitions, and reorganizations.

Manages investment portfolios and develops model portfolios based on risk, return, and correlation analysis. Provides fiduciary, investment management, regulatory, and asset allocation expertise while supporting client relationships, proposals, reporting, and portfolio re-optimizations. Leads strategic initiatives, governance, change management, vendor relationships, business programs, and cross-functional execution. Ensures compliance, risk management, performance monitoring, and high-quality service for investment clients.

Lead oversight, monitoring and reporting of operational fraud risk for a designated portfolio. Develops governance, policies, metrics, and controls; advises stakeholders; conducts analysis, audits, and regulatory support; drives change management, data governance, and risk reporting; maintains risk tools and templates (RCSA, SOX); and ensures alignment across internal and external stakeholders to mitigate operational risk.

The VP, Specialty Finance Officer manages key client relationships and drives revenue through business development, strategic problem-solving, and high-value deal structuring. This role involves oversight of credit approvals, client advocacy, market strategies, and ensuring compliance with regulations, while delivering exceptional service to high-value clients.

Sell and consult on treasury management and payment solutions for commercial clients. Manage complex sales cycles, client relationships, implementations, documentation, compliance, and portfolio optimization. Provide subject-matter expertise, analyze client data to recommend cash and liquidity strategies, drive adoption of digital TPS products, and collaborate with internal teams to close deals and improve processes.

The VP, SBA Specialty Finance Officer will drive business growth through client relationship management, deal structuring, and market strategy development. Responsibilities include resolving client issues, securing credit approvals, cross-selling products, and ensuring compliance with regulatory standards. The role emphasizes revenue generation, strategic advice, and market trend analysis.

The Financial Advisor provides financial planning and investment advice, collaborates on banking solutions, and develops business strategies to meet sales targets.

The Financial Advisor provides financial planning and investment advice, develops solutions, manages client relationships, and supports business development to meet sales targets.

Lead end-to-end strategic sourcing and category management initiatives, develop sourcing strategies and business cases, manage supplier selection and contract negotiations, drive cost reduction and risk mitigation, deliver analytics and reporting, and lead change and process improvement across procurement programs to meet business and financial objectives.

Lead and grow Emerging Middle Market relationships by driving new client acquisition, structuring complex deals, securing credit approvals, and managing a high-value portfolio. Recruit, coach, and develop relationship managers, optimize market coverage strategies, ensure regulatory compliance, and collaborate with internal stakeholders to expand market share and client satisfaction.