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Manage client relationships for Global Capital Markets trust administration, ensuring high service standards and resolving client inquiries. Assist in client strategy implementation and coordinate with internal and external partners.

Responsible for acquiring new clients and expanding existing relationships in wealth management. Leads a team to develop and implement financial strategies, ensuring compliance and achieving sales goals.

Executive product leader responsible for strategy, roadmap, and delivery of commercial digital channels (portals, APIs, ERP/connectivity, file transmission). Leads a team of product managers, drives modernization, digital adoption, revenue growth, vendor and risk governance, API commercialization, and executive reporting while partnering across technology, sales, treasury, risk, and fintech partners.

Lead workforce Identity & Access Management strategy, governance, and engineering across IdP, PAM, secrets, entitlement and certification programs. Drive modernization, automation, control effectiveness, regulatory compliance, KRI/KPI reporting, application onboarding, and cross-functional partnerships. Mentor managers, oversee staffing and performance, and represent the bank in regulatory and industry engagements to reduce identity-related risk and improve operational efficiency.

Act as a financial advisor, providing tailored investment solutions for clients, growing business through referrals, and ensuring compliance with regulations.

The Mortgage Originator assists customers in obtaining mortgage loans, evaluates credit worthiness, markets mortgage products, and ensures compliance with lending regulations.

Partner with Wealth Advisors to manage and expand ultra-high net worth client relationships (> $50M), develop and execute customized wealth plans, coordinate internal and external advisors, ensure world-class service and regulatory compliance, mentor client advisors, and identify opportunities to deepen client relationships across investments, credit, fiduciary, and family office services.

Originate mortgage loans to low-to-moderate income borrowers and neighborhoods, market CRA and agency products, assess applicants' income/assets/credit, issue pre-qualification statements, negotiate loan terms, ensure origination compliance (SAFE Act), build relationships with housing agencies and realtors, travel extensively for sales/outreach, and represent the bank in community events and seminars.

Manage relationships and daily administration for moderately to highly complex Global Capital Markets accounts, overseeing operations, risk and regulatory compliance, documentation review, transaction closings, fee billing, and client service. Coordinate with Legal, Risk, Compliance, Sales and external parties, mentor junior staff, lead projects, and implement control and process improvements to support growth and profitability.

Lead resolution of complex, high-risk distressed or defaulted Global Capital Markets accounts. Manage litigation, bankruptcy, contract negotiations, waterfall reconstruction, account administration, risk mitigation, and stakeholder communications. Mentor team members and drive policy, process, and control improvements to protect the business.