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Manage a portfolio of large, complex UHNW personal trust and individual investment accounts. Develop and implement investment strategies, collaborate with client service and sales teams to grow revenue, ensure adherence to national investment guidelines and risk management, and contribute to thought leadership and practice initiatives.

Provide high-level administrative support to the Chief Marketing Officer and corporate communications team: manage complex calendars, coordinate meetings and travel, screen communications, prepare correspondence and PowerPoint presentations, handle expense/finance tasks, liaise with stakeholders, and prioritize multiple projects while maintaining confidentiality.

Lead and manage HR compliance programs including assessing new employment laws, background checks, disclosures, metrics and government reporting. Advise senior management, create policies and guidance, identify and mitigate compliance risk, interact with regulators and auditors, lead projects, review others' work, and serve as HR compliance subject-matter expert.

Manage complex fiduciary and wealth management client relationships, deliver high-quality fiduciary services, coordinate with professional advisors, identify opportunities for relationship enhancement, mentor junior staff, and ensure compliance with fiduciary duties and applicable laws.

Manage fee-producing, high-net-worth trust and individual investment portfolios; develop and execute customized investment strategies; collaborate with client service, legal, and investment teams; lead initiatives, maintain risk and compliance standards, and contribute to thought leadership and practice improvements.

Lead and execute third-party risk management lifecycle activities with emphasis on onboarding and due diligence. Design program artifacts, risk methodologies, reporting, and KRIs; drive continuous improvement and automation; engage stakeholders across lines of defense; track issues, milestones, and regulatory reporting.

Manage and lead Private Equity Accounting teams, oversee performance management, staffing, training, budgeting, and execution of financial and investor reporting. Provide strategic input, improve cross-functional efficiency, and ensure timely, accurate completion of complex accounting initiatives.

Support and service complex fiduciary, investment management, and custody client relationships by coordinating account administration, resolving client issues, executing transactions, maintaining documentation and systems, assisting Relationship Advisors with client requests and presentations, and identifying process improvements. Acts as subject-matter expert and mentor under general supervision.

Manage a lobby banking team to deliver client account servicing, oversee daily operations, compliance, audits, vendor and security liaison, staff development, and cross-sell banking products while enforcing policies and business continuity tasks.

Lead and support enterprise-scale transformation initiatives by gathering and documenting requirements, analyzing current-state processes, designing improved operating models, partnering with technology and data teams, defining success metrics, and participating in governance and program delivery to drive large cross-functional change in Wealth Management.