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Support Portfolio Managers with portfolio oversight, client service, and operational execution. Prepare client materials, conduct investment research, track trades, run reports in internal systems, manage account administration, ensure compliance recordkeeping, coordinate reviews, and mentor junior staff.

Manage complex HNW/UHNW wealth and trust client relationships, provide fiduciary and advisory guidance, coordinate with internal teams and external advisors, identify business opportunities, mentor junior staff, ensure compliance with fiduciary standards, and lead multi-discipline initiatives to deliver exceptional service and issue resolution.

Perform monthly fund closings, prepare and analyze financial statements, interact with clients and auditors, resolve accounting questions, research complex accounting policies (U.S. GAAP/IFRS), automate processes, test integration releases, and act as subject-matter expert on HFS systems.

Manage investment activities for high-net-worth personal trusts and individual portfolios, develop and execute investment strategies, generate new business and meet sales targets, collaborate with client service teams and legal, adhere to investment guidelines and risk practices, lead problem solving and contribute to thought leadership and practice initiatives.

Review client files for AML/CIP/EDD/KYC and sanctions compliance for new wealth management account openings; coordinate with front-office, escalate regulatory risks to Global AML management, support remediation, audits and exams, document findings, and follow procedures to resolve compliance issues.

Manage daily P&L and valuation for cash securities and derivatives, prepare P&L/risk reports and price verification, oversee model review and monthly close, engage with clients and vendors, design process improvements, and provide subject-matter expertise and strategic leadership across cross-functional activities.

Lead day-to-day KYC operations within the KYC CoE, ensuring timely CDD/EDD completion and compliance with AML/CIP/sanctions rules. Manage workflow, capacity, SLAs, escalations, controls, risk remediation, and process improvements. Partner with governance, QA, training, and 2LOD teams, provide management reporting, support technology and process changes, and recruit and develop a high-performing KYC operations team.

Lead execution of enterprise cybersecurity programs for the ASM/VM portfolio. Oversee project and program managers, manage stakeholder engagement, change and risk, financials and staffing, negotiate with senior leaders, report to the Global CISO, and ensure alignment of program outcomes with strategic objectives.

Support third‑party management and procurement audit and compliance activities by executing testing, compiling documentation, preparing risk assessments, tracking remediation, and coordinating with business partners to ensure audit readiness and regulatory compliance.

Support regional wealth management marketing by helping design multi-channel campaigns, monitor performance, maintain brand standards, develop marketing materials, manage project delivery and budgets, communicate with stakeholders, and build strategic relationships to drive measurable results.