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Lead design, governance, and delivery of North America client and regulatory investment reporting. Serve as a consultant to investment, client servicing, and product teams; drive reporting modernization, data governance, automation, and quality controls; mentor analysts and lead cross-functional reporting transformation projects.

Lead end-to-end execution of large, cross-functional enterprise transformation programs for Wealth Management. Own scope, timelines, budgets, risks, governance, and benefits realization while aligning resources across business, technology, data, operations, and risk. Prepare executive updates, drive stakeholder alignment, and apply analytical judgment to solve complex problems and deliver measurable business outcomes.

Lead quality engineering for payments, messaging and liquidity systems: define automation strategy, build and maintain UI/microservice/API test frameworks, implement CI/CT/CD, mentor SDETs, run POCs, drive process improvements, collaborate with architects and developers, and ensure test coverage and early feedback.

Lead and build an enterprise PMO within the Transformation Office to drive large-scale, cross-functional transformation. Translate strategy into integrated plans, establish governance, oversee portfolio prioritization, manage risks and benefits realization, and drive delivery excellence. Influence executive stakeholders, implement standards and tools, and promote adoption of data, analytics, automation, and AI-enabled solutions to achieve measurable business outcomes.

Manage investment activities for small to mid-sized personal trusts and individual portfolios; recommend and implement investment strategies; collaborate with advisors, client teams, and legal counsel; mentor associates; use tools like CRA, Wealthbench, GPS, and WM Alternatives; adhere to national investment guidelines, risk management, and reporting metrics.

Lead the DevOps architecture and deployment strategy for AWS-based platforms. Design and maintain CI/CD pipelines (GitLab), manage IaC with Terraform, coordinate releases via ServiceNow, enforce security (DAST/SAST/SCA/Sonar), drive incident management and RCA, and partner with engineering, security, QA, and operations to ensure compliant, reliable production delivery.

Provide middle-office trade support for hedge fund clients: reconcile positions, resolve trade breaks, affirm/confirm securities, manage settlements with brokers/custodians, monitor trading activity, support implementations, assist projects and international training.

Lead end-to-end creative production for integrated campaigns across digital, social, video, print and experiential. Manage timelines, quality, and brand consistency while mentoring a production-focused creative team, refining workflows, coordinating cross-functional partners and vendors, and ensuring compliant, on-time launches.

Lead enterprise data and semantic modeling across conceptual, logical, and physical layers. Design data product schemas on Snowflake/Databricks, enforce governance and data contracts, integrate semantic/knowledge models for agentic AI, advise stakeholders and regulatory audiences, mentor junior architects, and drive architecture standards and AI-ready metadata.

Manage investment activities for large, complex high‑net‑worth trust and individual portfolios. Develop and execute client‑specific investment programs and strategies, coordinate with client service teams and legal, adhere to national guidelines and risk practices, provide thought leadership, lead others, and deliver analytical solutions to meet client objectives.