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Lead end-to-end product management for deposit account products within GPS Liquidity, defining strategy and roadmaps, driving process improvements, managing risk and controls, coordinating cross-functional delivery, supporting sales enablement, and monitoring product analytics to enhance client experience, scalability, and regulatory compliance.

Provide client service support to Financial Advisors by addressing client needs, ensuring accurate client materials, promoting banking offerings, maintaining compliance, and supporting team activities to deepen client relationships and operational excellence.

Produce financial models and publish company and sector research on emerging markets corporate credit. Maintain industry databases, engage issuers and investor clients, collaborate with trading and EM teams, and support conferences and thematic cross-asset research.

Provide client service support to Financial Advisors, act as primary client contact, ensure timely accurate client materials, promote banking and investment offerings, support operational excellence and risk compliance, and cover team needs during absences.

Manage a portfolio of middle-market clients to retain and grow treasury revenue by delivering integrated cash management solutions, coordinating RFPs and fulfillment, conducting portfolio reviews, identifying cross-sell opportunities, managing pricing and billing, resolving escalations, and developing data-driven recommendations to improve working capital and digitize payments while partnering with internal stakeholders.

Manage a portfolio of middle-market clients to retain and grow treasury revenue. Develop strategic and marketing plans, coordinate RFPs, deliver integrated cash management solutions, perform account reviews, identify cross-sell opportunities, manage pricing and escalations, and partner with internal teams to ensure service fulfillment and client satisfaction.

Manage a portfolio of middle-market clients delivering integrated treasury and cash management solutions. Drive revenue, deepen product penetration, coordinate RFPs, conduct portfolio reviews, analyze client data to identify opportunities, manage pricing and billing, coordinate fulfillment and escalations, and build internal and external relationships to support client growth and risk management.

Manage a portfolio of middle-market clients delivering integrated treasury and cash management solutions. Drive revenue and product penetration, coordinate RFPs, conduct portfolio reviews, manage pricing and escalations, build internal and client partnerships, and provide data-driven recommendations to improve working capital and digitize payments.

Provide client service support to Financial Advisors by handling client inquiries, preparing accurate client materials, promoting banking and investment offerings, ensuring policy compliance, and supporting team operations with a client-first focus.

Manage customized discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include asset allocation, portfolio construction, manager/security selection, trade execution, risk and compliance oversight, client communication, performance reviews, and collaborating on integrated wealth solutions while mentoring associates and supporting business development and client retention.