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As a Private Wealth Business Development Officer, you will acquire new clients through business development strategies, build relationships, collaborate with a team, and deliver specialized wealth solutions tailored to client needs.

The Senior Wealth Strategist partners with Relationship Managers and high net worth clients to create and implement personalized wealth plans including estate, tax, and business succession strategies.

The Senior Business Systems Analyst will formulate system scope, validate requirements, test applications, support end-users, and drive enhancements in US Private Wealth platforms.

Manage and grow a high-net-worth client portfolio by delivering investment and wealth advisory services, acquiring new clients, meeting revenue goals, driving profitability, ensuring compliance, and representing the bank at client events while collaborating with internal partners.

Validate complex data mappings and transformations, build advanced SQL and PySpark ETL/automation, develop transactional and dimensional models for credit risk, ALM, and regulatory reporting, perform data lineage and statistical analysis, support testing/UAT/production, and deliver insights for executive decision-making and compliance.

As a Relationship Manager, you will manage high-net-worth client portfolios, drive profitability and ensure compliance while expanding your client base through networking and exceptional service.

Design, develop, and integrate cross-platform mobile applications (primarily iOS, some Android). Drive architecture, automation, testing, CI/CD, observability, and security/privacy-by-design. Integrate with Java-based backend services in cloud/containerized environments. Reduce technical debt, improve performance, and collaborate with product, design, operations, and compliance stakeholders.

The role involves leading AML reporting efforts, improving data governance, ensuring data quality, and managing a team of analysts to deliver insights through dashboards and reporting.

Support commercial banking portfolio management and risk oversight by maintaining client portfolio data, producing borrower and portfolio trend reports, assisting with credit reviews and regulatory exams, performing financial analysis and collateral adjustments using advanced Excel and financial modeling, collaborating cross-functionally, and mentoring junior team members while ensuring compliance with policies and risk frameworks.

Provide expert consulting on complex general accounting matters, develop and document cost allocation methodologies, manage intercompany invoicing and compliance (including Section 23A Regulation W), produce ad hoc reports and analytical assessments, improve processes/controls and data flows, and manage multiple finance projects to ensure accurate financial reporting and adherence to U.S. GAAP and IFRS.