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Leads applied machine learning and data science strategy, roadmap, and delivery. Manages and develops data science talent while overseeing statistical, AI, and machine learning model development. Partners with senior business stakeholders to frame complex problems, deliver scalable solutions, communicate tradeoffs, and drive measurable outcomes. The role includes hands-on technical leadership, model robustness oversight, production deployment and monitoring, and cross-functional influence across enterprise functions.

Lead technology risk and controls management for foundational platforms. Identify, quantify, report, and mitigate operational, compliance, and cybersecurity risks; evaluate control effectiveness; manage issues and governance; and advise technology stakeholders and senior leaders. Use authorized AI tools to synthesize evidence and develop reporting while validating outputs for security, auditability, data sensitivity, and regulatory compliance. Drive continuous control improvements and cross-functional collaboration.

Support Private Client Advisors by handling account openings, money movement, and investment trades; maintain client relationships; prepare performance reports; participate in risk management and compliance; prioritize and track daily tasks; and provide operational, marketing, and administrative support to deepen client relationships.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship management, personalized investment solutions, partner referrals, financial coaching, and digital education. Delivers goals-based advice while maintaining strong market knowledge, integrity, regulatory compliance, and exceptional client service.

Manage and improve the Data Privacy control environment for the Chief Data Office. Identify, assess, document, and remediate data privacy risks and controls, partner with business and control stakeholders, maintain controls in CORE, drive governance, reporting, and best-practice sharing across lines of business.

Leads software engineering for AI/ML data platforms, providing technical direction, developing secure production code, and driving scalable SDLC automation. Establishes governance and validation standards for AI-assisted engineering, coaches teams on responsible AI use, and contributes to system design, application functionality, cloud-native operations, testing, and reliability. Preferred experience includes Go or Python, MLOps platforms, ML frameworks, and multi-cloud or hybrid architectures.

Build rapid AI prototypes, applications, point solutions, and agentic workflows alongside client engagement teams. Translate business challenges into working solutions, validate feasibility, align stakeholders, and hand off prototypes to Product and Technology. Guide teams in adopting AI-first approaches using approved platforms, controls, and guardrails. Capture business logic, support change management, connect clients with AI product teams, and teach technical practices through hands-on collaboration.

Provide comprehensive financial planning and investment advice to individuals and families. Build and manage a book of business through client acquisition, relationship development, personalized investment solutions, partner referrals, and financial coaching. Educate clients on digital investment and banking tools while maintaining strong knowledge of financial markets, ethical judgment, and a client-first approach.

Lead architecture, engineering, and delivery of a derivatives platform on the Athena (Python) framework. Define platform vision and roadmap, write and review production code, design reusable frameworks, introduce agentic AI-enabled development workflows, advise stakeholders, and manage multiple engineering teams to support portfolio managers across asset classes.

Lead pricing, market research, and go-to-market strategy for payments products. Conduct quantitative analysis, ensure regulatory and risk compliance, coordinate cross-functional stakeholders, and prepare presentations for senior leadership to drive product adoption and market expansion.