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Lead the Strategy & Operations team within WM Chief Data Office, managing budget, hiring, talent development, client engagement, and marketing. Oversee production of educational materials, external consulting engagements, hiring support, internal communications, and mentorship programs to advance data security, privacy, and fraud-prevention objectives.

Build and maintain three-statement financial and industry models; produce research reports translating company, industry, consumer, and alternative data into actionable stock calls; develop company and investor relationships; support sales/trading with timely analysis; conduct primary research (surveys, calls, channel checks); collaborate on industry reports; apply AI-enabled tools while ensuring verification and quality control.

Support origination, structuring, marketing and execution of investment-grade debt transactions. Prepare client presentations, financial and comparable analyses, monitor markets, coordinate across Syndicate, Sales & Trading, Legal and Investment Banking, participate in client meetings and due diligence, and assist with investor communications and transaction documentation.

The Chief of Staff manages operations and supports Private Wealth Advisors by coordinating team activities, enhancing client relations, and overseeing business initiatives.

Client Relationship Analysts support Financial Advisors by managing client relationships, assisting with transactions, and providing clerical support while ensuring exceptional client service.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors, including executing transactions, answering account inquiries, preparing client materials, onboarding clients to digital tools, managing calendars/travel/expenses, and participating in firm initiatives to support business plans and client relationships.

Lead business analysis and project delivery for sanctions screening transformation and optimization across reference data and transaction screening. Elicit and manage requirements, develop project plans and controls, partner with Compliance/Tech/Operations, support testing/UAT, drive tuning and calibration, perform data analysis to identify improvements, and produce audit-ready governance and remediation documentation.

The role involves serving as a primary liaison between financial advisors and investment bankers, managing talent, and leading cross-functional projects to improve client outcomes and business results.

Manage daily CAT operations reporting, investigate and resolve reporting/reconciliation exceptions, monitor data quality and FINRA CAT linkage issues, improve controls and automation, liaise with stakeholders (Business, Legal, Compliance, Technology), lead moderate initiatives, and ensure regulatory reporting accuracy and timely escalation.

The Director will oversee FIRCO Continuity, manage sanctions screening, ensure operational resilience, and collaborate with various stakeholders to enhance performance.