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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.

Assess and manage contractual risks in trading agreements (ISDA, CSA, Prime Brokerage, Repo, Securities Lending); expand and govern structured contract data; partner with Technology, Risk, Credit, and Trading; escalate exposures; drive data quality, automation, and provide actionable recommendations under tight deadlines.

Serve as primary client contact for designated corporate clients, build partnership-style relationships, conduct needs analyses, deliver business reviews, drive retention and growth, coordinate internal stakeholders to resolve issues, provide training/demos, monitor satisfaction, and promote service best practices.

The role involves data-driven analysis, developing AI solutions and software tools, and collaborating with IBD teams to enhance productivity, revenue, and risk management.

The Director of Investments oversees investment strategies for clients, collaborating with Financial Advisors to ensure effective asset management and reporting.

Wealth Management Associates deliver exceptional client service, support Financial Advisors, assist with business development, and manage client relationships effectively, requiring strong interpersonal skills and organizational capabilities.

The Vice President will oversee Basel 3 End Game initiatives, regulatory change management, financial reporting, and ensure compliance with capital rules while collaborating across departments.

Wealth Management Associates support Financial Advisors by providing exceptional client service, assisting in business development, and managing client relationships through effective communication and organizational skills.

The Relationship Manager oversees equity compensation relationships with clients, ensuring high satisfaction and effective service delivery while managing multiple projects and stakeholder communications.

Design, build, and maintain trading and servicing applications and workflows for Fixed Income and Lending using Python, Java, Spring Boot and frontend frameworks. Integrate internal/external data, implement straight-through processing, leverage GenAI to automate operations, perform testing, monitor production, and develop CI/CD pipelines while working in an agile scrum team.