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Manages daily corporate treasury operations, including cash activity analysis, cash-flow reconciliation, forecasting, domestic and international payment processing, and issue resolution. Ensures compliance with treasury controls and communicates with internal and external business partners. Provides backup coverage for cash-management functions and participates in business continuity, disaster recovery, system upgrade, and corporate projects.

Leads software development projects from requirements and low-level design through coding, testing, release, and production support. Provides architecture input, code review, technical governance, security and asset-health assessments, root-cause analysis, and corrective actions. Mentors development teams and coordinates employees, contractors, vendors, business partners, and quality assurance resources. Develops complex enterprise applications and database solutions using technologies including Oracle, SQL Server, and T-SQL.

The Director of Deferred Compensation and LTIA leads and oversees the organization's deferred compensation programs, ensuring compliance, governance, and alignment with business objectives. They consult with stakeholders, manage vendors, analyze program effectiveness, and guide teams in program administration and communication.

Perform accounting and reconciliation for investment and derivative transactions in the PAM system. Prepare journal entries and reports for GAAP, statutory and management reporting, support 10Q/10K filings, reconcile variances, and lead process improvements while partnering with business stakeholders.

The Senior Manager of Financial Reporting oversees the preparation and review of regulatory filings, ensures compliance, manages report accuracy, supports financial initiatives, and leads an accounting team.

Actuarial Interns support actuaries on projects involving product development, actuarial valuation, finance, and risk management. Responsibilities may include improving processes with Python, SQL, and Power BI; building actuarial model validation tools; and analyzing trends related to regulatory or product changes. Interns also complete and present an independent business project to senior leaders.

Drive ETF sales by partnering with financial advisors across broker-dealer, RIA, private bank, and independent channels. Build and deepen advisor relationships, deliver product knowledge and competitor analysis, create sales approaches, and increase Columbia Threadneedle brand recognition and demand. Collaborate with intermediary wholesaling teams on territory planning, sales goals, and consultative selling. Identify client needs and provide investment and business solutions. Travel 10–20% of the time.

Leads multiple business-critical recruiting programs, including events, leadership forums, compliance, risk, business continuity, and director onboarding/offboarding. Develops program plans, coordinates cross-functional stakeholders, resolves complex issues, manages governance deliverables, and drives initiatives from strategy through implementation. Evaluates processes, identifies risks and improvement opportunities, establishes consistent practices and metrics, and ensures organizational alignment and execution.

Conduct investment research, quantitative and qualitative analysis, manager selection, and ongoing due diligence for managed accounts, mutual funds, separate accounts, and investment strategists. Maintain analytical tools and models, manage external partner relationships, review marketing and training materials, support senior analysts, and contribute as a subject matter expert to cross-organizational projects and U.S. Growth Equity category maintenance.

Provides client support through inbound interactions, account setup, paperwork processing, meeting scheduling, issue resolution, and routine transactions. Converts service calls into sales opportunities, prepares financial advisors for client engagements, supports financial planning, coordinates with product specialists, and maintains compliance documentation. The role includes professional development toward a Financial Advisor position and requires maintaining FINRA, securities, and insurance licenses.