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Support Private Wealth Management operations by executing transactions, managing KPIs, performing quality control, liaising with front/middle offices and tech providers, delivering client-focused service, training and release management, and ensuring compliance with policies and controls while driving process improvements.

Manage and monitor a portfolio of complex commercial loans, partner with loan officers on underwriting, covenant and borrowing base compliance, identify credit risks and expansion opportunities, prepare credit packages for committee approval, perform financial and collateral analysis, maintain documentation and provide customer service.

Coordinate and manage client relationships for Private Wealth clients, ensure standards of care, maintain engagement plans and CRM (Salesforce), support advisor teams with meeting prep and follow-up, plan client events, and ensure policy and regulatory adherence.

As a Transfer Agency Operations Rep, you will process shareholder requests, set up accounts, handle transactions, and maintain accounts while ensuring accuracy and client communication.

The Data Product Manager will lead cross-functional teams to create high-impact data products, translate business needs into technical requirements, and manage product roadmaps. Responsibilities include collaborating with stakeholders, optimizing product performance, and ensuring compliance with industry standards.

The Mutual Fund Institutional Specialist II processes mutual fund trades, ensures accurate transactions, resolves issues with NSCC settlements, and works with internal teams and brokers.

The role involves supporting Relationship Managers with client onboarding, account management, invoicing, and document control while handling financial transactions and reconciliation.

Lead and develop the Treasury Management Sales Analyst team to drive fee income and deposit growth, manage pipelines and forecasting, enforce risk and compliance, produce performance reporting, coach supervisors, and serve as escalation point while partnering with commercial leadership on revenue and optimization initiatives.

As an Application Architect, lead technical strategy, resolve production issues, collaborate with teams, and provide mentorship in banking solutions.

As a Fund Accountant, you will calculate daily net asset values, reconcile cash, and process shareholder activity while ensuring compliance in a supportive team environment.