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Support and troubleshoot Global Trade and Supply Chain Finance platforms (Trade360, Trade Point, KTA/TTA, IPF Hub); manage support requests and incidents via Service Central; partner with Operations, Product, and Technology on upgrades, testing, automation, and process improvements; support U.S. and India users and participate in platform modernization and reporting initiatives.

Support cross-functional compliance operations and reporting by performing recurring operational activities, coordinating compliance requirements across business lines, assisting process improvements, monitoring and documentation, and providing flexible project and capacity-based support using tools like Power Automate and Copilot.

Lead identification, design, development and implementation of assigned projects. Coordinate internal and external stakeholders, train users, evaluate project outcomes, manage project team performance, and ensure timely delivery aligned with business needs.

Develop, test, operate, and maintain full-stack software using React and Python. Design scalable, reliable systems, perform root-cause analysis, participate in code reviews, and follow DevOps/CI-CD and security/compliance standards within an Agile team.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, collaborate with wealth team on portfolio management, trust administration, due diligence, and new business development while maintaining compliance and client relationship management.

Provide investment education and advice to clients with $25K–$250K in investable assets. Conduct financial discovery by appointment, develop personalized relationships, recommend products, make referrals to internal partners, complete annual client reviews, and use firm tools to identify and grow assets and referral opportunities within a defined service model.

Provide investment planning and advisory services to affluent clients, construct goals-based portfolios using AMG or open-architecture solutions, recommend investment and insurance products, perform manager/fund research and due diligence, support trust administration and private banking referrals, and develop new business through relationship management and client presentations.

Develops and implements multi-channel marketing programs for a major co-brand partnership. Drives customer growth, retention and engagement through campaigns, promotions, collateral, training, and events. Works with partners, agencies, and cross-functional teams to ensure branding, compliance, measurement, and optimization of marketing investments.

Manage and coordinate loan processing, servicing, and default management functions. Implement policies and procedures, ensure regulatory and investor compliance, improve operational efficiency, lead teams, and develop business plans for assigned areas including Construction-to-Perm underwriting and Private Wealth Management processing and underwriting.

Develop and grow profitable business account relationships by prospecting and selling business card and payment solutions to mid‑to‑large companies. Conduct discovery, credit analysis, manage pipeline using CRM, leverage referral networks and COIs, partner internally to retain and expand portfolio, and travel locally, regionally, and nationally as needed.