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Advise clients on investment solutions within a wealth management process, identify goals/risk tolerance, develop strategies across securities and fee-based solutions, collaborate with team to grow client relationships, and execute investment recommendations while educating clients on market strategies.

Lead design, build, and operate Java Spring Boot services using event-driven architecture on Azure. Develop REST APIs, Kafka workflows, and Cosmos DB data models. Deploy to AKS with Helm and CI/CD, ensure observability and production stability, troubleshoot incidents, and mentor engineers while collaborating with product, platform, and data teams.

Designs, develops, tests, debugs, and maintains applications and data processing systems. Conducts feasibility studies, prepares project reports, recommends technical improvements, mentors analysts, and participates in strategic technology planning and process improvements.

Lead discretionary OCIO relationships for institutional clients (foundations, endowments, healthcare). Develop and implement long-term investment strategies, oversee portfolio construction and monitoring, manage client relationship teams, coordinate internal resources for execution, present performance and outlooks to boards, and support business development and RFP efforts.

Lead SOC 1/SOC 2 governance and execute hands-on IT control testing (ITGCs, ITACs). Maintain control inventories, evaluate system/process changes for SOX/SOC impact, coordinate with external auditors, identify and track control exceptions, validate remediation, and deliver audit-ready reporting and training to control owners.

Manages large, complex fee-producing investment portfolios for high-net-worth trusts and individuals. Develops and executes investment strategies, generates new business, meets sales targets, collaborates with client service teams and legal/consulting partners, adheres to national investment guidelines, and contributes thought leadership and practice improvements.

Manage investment activities for high-net-worth trusts and individual portfolios. Develop and execute investment strategies, coordinate with client service teams, ensure compliance with guidelines, lead thought leadership and practice initiatives, and provide complex problem-solving and portfolio oversight.

Prepare and document complex liquidity regulatory reports (primary focus FR 2052a); own daily submission and procedures; analyze balance sheet movements and remediate discrepancies; produce daily and monthly MIS liquidity reports; advise senior management on regulatory implications; partner with Finance, Controllers, Technology, Accounting, and Treasury.

Drive new client acquisition and relationship management for ultra-high-net-worth individuals, families, and institutions. Build and execute business development strategies, engage centers of influence, present Northern Trust fiduciary, estate, tax, trust, and investment solutions, and transition clients to service teams. Represent the firm in community and philanthropic organizations and collaborate with internal specialists to deliver tailored wealth management solutions.

Lead end-to-end Technology Issue Management program operations, drive process improvements, standardize metrics and reporting (Power BI), design analytics/AI use cases, provide operational leadership for high-risk issue lifecycle, deliver training, facilitate governance, partner with Risk/Compliance/Audit, and influence stakeholders to strengthen technology risk and control practices across the enterprise.