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Provide executive assistant and administrative support to Financial/Private Wealth Advisors and teams: phone coverage, calendar and meeting logistics (including Zoom), travel and expense management, in-office clerical tasks, and participation in firm initiatives and special projects.

Lead credit risk coverage for structured lending and asset-backed financings collateralized by franchise royalties and digital infrastructure. Perform end-to-end credit evaluations, approve portfolio amendments, set internal ratings and limits, monitor performance and covenants, prepare approval memoranda, engage stakeholders and regulators, and mentor junior team members.

The role involves managing complex processes in equity derivative operations, optimizing workflows, supporting traders, and ensuring risk mitigation.

Responsible for credit risk management within the Commercial Real Estate sector, including transaction evaluation, portfolio management, and risk mitigation strategies.

Support Financial Advisors/Private Wealth Advisors by providing client service, executing administrative and transactional tasks, preparing reports and financial plans, assisting digital and in-person marketing, participating in client meetings, and maintaining policy and platform knowledge. Provide technical support for proposals, performance measurement, and firm-approved research tools while contributing to firm initiatives and special projects.

Partner with business units to maintain and enhance the risk and control framework for Private Markets and Alternative Investments. Support migrations, RCSA coordination, exam management, incident monitoring, internal reviews, risk mitigation, IT project risk assessments, vendor and user entitlement oversight, and management reporting.

Lead and execute assurance activities for the ISG Equities portfolio in the Americas, including audits, continuous monitoring, and closure verification. Identify and prioritize risks, test controls, analyze data to form audit opinions, and communicate findings to stakeholders. Manage multiple deliverables, provide and receive feedback, and support training and development of self and peers.

Lead design, delivery, and operation of enterprise Windows endpoint and Azure security controls at scale. Architect and implement AI-assisted detection, runbooks, and automation (including Microsoft Security Copilot), troubleshoot hybrid Windows environments, codify IaC and automation, and partner with platform and security operations to drive adoption and continuous improvement.

The VP of Product Management will lead the MFA product roadmap, ensuring secure and user-friendly authentication experiences while partnering with cross-functional teams to meet regulatory standards and optimize client experience.

Senior leader responsible for Fleet-level Agile delivery within Shared Services and Banking Operations. Set strategic direction, manage stakeholders, define KPIs and backlogs, empower Product Owners and Squads, resolve escalations, drive operational excellence, coach and develop teams, and deliver measurable client value across trade lifecycle operations.