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Supervises a team providing accounting, administration and investor servicing for alternative investment funds. Acts as client escalation point, directs issue resolution and process changes, and prepares/reviews workpapers, carried interest, profit/loss allocations, management fee calculations, and supporting schedules to ensure accuracy and compliance with fund agreements.

Provide consultative financial solutions to small businesses ($500K–$2.5M revenue), deepen and develop client relationships through prospecting and outreach, open and service accounts, collaborate with partners and refer complex needs to business banking. Requires in-branch work, regular outside sales activity, and minimal driving weekly.

Provide consultative financial solutions to small businesses ($500K–$2.5M revenue). Prospect and deepen client relationships through outside sales and calling, open and service accounts, meet revenue targets, collaborate with partners, and refer complex needs to Business Banking. Role is on-site five days/week and requires local driving.

Provide comprehensive financial solutions to small businesses ($500K–$2.5M revenue), deepen and develop client relationships through prospecting and routine outreach, perform account openings and servicing, achieve assigned sales targets, collaborate with branch and business partners, and refer clients to specialized business banking areas.

Lead architecture, development, and operation of front-office quantitative trading, pricing, and risk systems for Fixed Income. Own production performance, resilience, and scalability; deliver desk-facing analytics and execution tooling; partner with Traders and Risk; lead technical delivery, incident response, and governance for live trading environments.

Lead end-to-end onboarding projects for new and existing Payments Merchant & Institutional clients. Coordinate client and internal partner meetings, manage project plans, monitor progress, mitigate risks, resolve issues, and solicit feedback to improve onboarding and expand payments services (treasury, card, merchant). Serve as primary point of contact and hold teams accountable to deliverables and timelines.

Conduct complete credit analyses for SBA 7(a) and 504 and other loans, evaluate borrower eligibility, repayment capacity, collateral, and compliance with SBA SOPs; prepare credit memoranda and recommendations; monitor portfolios and escalate servicing or compliance risks; collaborate with lending, underwriting, servicing, and portfolio teams to preserve guaranty and minimize loss.

Manage and supervise a tax team serving mutual funds, hedge funds, private equity and other investment clients. Provide tax compliance, consulting, and planning; implement technology solutions; support business development; mentor and develop staff; ensure high-quality client service and risk mitigation.

Serve as the Platform Manager/Product Owner for regulatory and compliance platforms (abandoned property, electronic levy, legal order workflows). Lead Agile ceremonies, prioritize and manage the product backlog, partner with compliance, operations, and technology stakeholders, maintain platform stability and regulatory adherence, and drive continuous improvement.

Manage and grow a portfolio of small business clients ($500K–$5M revenue) through prospecting, relationship management, consultative selling, and tailored lending, deposit, and cash management solutions. Monitor portfolio credit quality, partner with underwriting and internal teams, and engage in community/business development to drive revenue. Ensure regulatory and compliance adherence including NMLS requirements.