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Lead global production support for 1,000+ applications: manage critical incidents, ensure operational reliability across distributed/cloud platforms (Azure), drive automation, observability, and reliability engineering, mentor support teams, and liaise with senior stakeholders in a follow-the-sun model with rotational on-call and weekend coverage.

Senior wealth-planning consultant who develops and maintains client financial plans, sells and monitors annuities and insurance, coordinates with retirement, trust and planning specialists, drives goals-based wealth management adoption, and supports client prospecting and implementation.

Lead and measure engineering squad performance, enforce agile best practices, remove impediments, and manage multiple projects. Ensure production availability, scalability, and observability; configure monitoring, alerts, perform post-mortems and RCA; gather business and technical requirements and recommend operational improvements.

Support Financial Advisors/Private Wealth Advisors by building client relationships, preparing client reports and financial plans, executing digital and in-person marketing, participating in client meetings, performing clerical transaction support, and helping optimize business practice efficiencies. Serve as a client-facing member of the service team and participate in firm initiatives and special projects.

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, managing follow-ups, assisting with digital marketing, client reports, financial planning, and executing administrative and transaction-related tasks.

Lead and execute audits and assurance activities across Operational Risk and Enterprise Non-Financial Risk. Identify and assess risks and control gaps, develop audit findings, facilitate stakeholder conversations, and manage multiple deliverables while supporting continuous monitoring, closure verification, and team development.

Lead end-to-end digital forensic investigations and eDiscovery for insider risk, incident response, litigation, and regulatory matters. Collect, preserve, analyze ESI across M365 and enterprise systems, produce investigative findings, coordinate stakeholders, and design complex collection/search criteria while ensuring privacy, proportionality, and regulatory defensibility.

Responsible for the health and stability of production applications, leading incident management, operational controls, and team development within WM Technology.

The FP&A Associate will support the Financial Planning & Analysis team with budget management, forecasting, governance processes, and provide data analysis and reporting insights to enhance financial performance.

The Financial Planning Director partners with Financial Advisors to create personalized financial plans, provide advanced guidance, and enhance client engagement, focusing on high-net-worth clients.