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The role leads the Direct Engagement team in managing appraisal processes, optimizing workflows, supporting senior leadership strategies, and mentoring staff to ensure high-quality outcomes.

The Executive Director will lead AI integration into financial advisor platforms, overseeing product vision, strategy, and lifecycle while ensuring compliance and driving business outcomes.

Lead and manage initiatives across WM Operations, ensuring program execution, risk management, budgeting, and alignment with strategic goals through effective communication and stakeholder engagement.

The attorney will manage arbitrations, civil litigations, and regulatory investigations for Wealth Management, requiring strong advocacy and analytical skills. Responsibilities include case management, liaising with regulators, and collaborating with internal stakeholders.

The Institutional Client Specialist will manage relationships with institutional clients, ensuring exceptional service delivery, onboarding, and support while collaborating with various teams to meet client needs and processes.

The role includes advising on AI compliance, assessing regulatory risks, establishing governance, and collaborating with various teams on AI initiatives in Wealth Management.

This role involves designing, developing, and maintaining Java-based applications and RESTful services, participating across the full SDLC in a collaborative Agile environment.

The Associate Market Manager is responsible for managing market operations, driving revenue growth, developing teams, and ensuring compliance with regulations.

The Operations Associate is responsible for managing trade settlements, collateral processes for derivatives, and ensuring operational efficiency within the team. Key duties include confirming trades, resolving discrepancies, and collaborating with various stakeholders.

The Accounts Team Specialist reviews and approves account requests, provides customer service, resolves issues, ensures compliance, and participates in projects.