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Leads complex operations initiatives supporting Collateral Valuations, including project management, UAT, production support, issue resolution, business process analysis, CMS configuration, access management, and process improvement. Partners with business and technology teams, provides guidance and training, documents requirements and testing results, and supports operational efficiency and system enhancements across multiple business units.

Provides risk reporting, governance, analysis, and portfolio support across credit portfolios. Responsibilities include preparing dashboards and executive materials, coordinating committees, tracking issues, maintaining process inventories, supporting audits and regulatory reviews, improving reporting automation, validating data quality, and monitoring governance indicators. The role partners with risk executives, process owners, and cross-functional stakeholders to strengthen controls, documentation, reporting accuracy, and regulatory adherence.

Provides client service support to multiple Financial Advisors, handling client requests, materials, banking education, relationship development, policy compliance, risk management, and daily team operations. The role serves as a primary client contact, promotes banking and investment offerings, maintains accurate records, and delivers timely, customized solutions while supporting operational excellence.

Leads complex risk and data analyses supporting operational controls, portfolio trends, reporting, and regulatory requirements. Identifies data quality issues, process weaknesses, operational risks, and improvement opportunities using analytics, automation, AI-enabled tools, and quantitative methods. Partners with business, risk, finance, technology, operations, and audit stakeholders to resolve issues, improve processes, deliver reporting and visualizations, and strengthen governance and controls.

Leads enterprise-wide identification, assessment, and mitigation of emerging financial crime threats and typologies. Advises senior executives, directs relationships with regulators and law enforcement, translates intelligence into risk assessments, strengthens financial crime controls, oversees governance and remediation, and communicates significant risks across the organization.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, conducts client meetings, identifies needs, recommends solutions, manages outreach and pipelines, handles referrals and client requests, and balances sales performance with operational risk and client care. Partners with financial center leaders to provide specialized guidance and coaching to associates.

Reviews and remediates online account applications, verifies client information, gathers missing details, and processes new account requests. Provides accurate client and partner support through phone, email, and processing queues while following policies, procedures, and regulations. Handles complex operational functions, maintains quality and productivity standards, resolves issues, and delivers attentive service in a high-volume, metrics-driven environment.

Processes and reconciles 401(k) transactions, including withdrawals, fund transfers, QDROs, beneficiary transactions, contributions, and loan repayments. Resolves exceptions and escalations, responds to client and partner inquiries, manages monetary-risk processes, identifies process improvements, and supports quality service within established timelines. The role also assists with training less experienced team members and requires strong organization, communication, analytical, and Microsoft Office skills.

Supports portfolio managers in delivering investment advice and portfolio management services for high-net-worth clients. Responsibilities include asset allocation, portfolio construction, security and manager selection, trade execution, risk management, investment reviews, market analysis, performance discussions, investment policy statement monitoring, client transactions, and coordination with internal teams to resolve client issues.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include preparing accurate client materials, fulfilling service requests, explaining banking offerings, maintaining client relationships, supporting compliance and risk procedures, identifying referral opportunities, and assisting with daily team activities. The role requires strong communication, organization, discretion, adaptability, and client focus, with preferred securities industry knowledge and FINRA licensing.