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The role supports Financial Advisors by building client relationships, assisting in business development, organizing marketing strategies, and managing client accounts and reports.

Prepare, validate, reconcile, and submit US bank regulatory filings (FFIEC Call Reports, FR Y-14A, FR2644, FR2900). Coordinate with Treasury, Risk, and Finance teams, support controls, audits, automation, stress testing, and respond to regulatory exams. Analyze rule changes and maintain reporting systems and documentation.

Support Financial Advisors and Private Wealth teams by delivering exceptional client service, preparing meeting materials, executing administrative and transactional tasks, assisting with digital marketing and client reports, and participating in client meetings and firm initiatives. Serve as senior service-team member, manage work assignments, and use firm-approved systems to research and prepare financial planning materials.

Lead enterprise HR communications strategy and counsel CHROs and senior HR leaders. Set narrative architecture, governance, channel approach, and measurement. Drive executive messaging, leader engagements, and complex program delivery while ensuring cohesive, regionally nuanced HR messaging and championing innovation in planning, writing, distribution and measurement.

Provide day-to-day product support for Securities Based Lending (SBL), assisting Financial Advisors, Private Bankers, and service teams. Review and approve documents, prepare bank reference letters, deliver training, analyze business trends and reporting, escalate complex transactions, and collaborate with product, risk, legal, operations, and credit partners to improve SBL products and processes.

Lead investigations of suspected financial crimes and manage risks associated with client relationships. Oversee compliance with financial crime prevention regulations and produce necessary reports.

Lead investigations of suspected financial crimes, ensure compliance with regulations, produce reports, and advise on risk management in financial operations.

In this role, you'll lead assurance activities in credit review, identify risks, manage audits, and facilitate communication with stakeholders to assess credit control effectiveness.

Support Financial Advisors/Private Wealth Advisors by creating and presenting financial plans, using firm planning tools, cultivating client relationships, building scalable planning processes, and participating in client meetings, training, and firm initiatives to enhance service delivery.

The Market Manager drives revenue, manages risk, leads teams, recruits Financial Advisors, and ensures compliance and regulatory adherence across branches.