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Conduct supervisory reviews and final principal determinations for investment and insurance business. Assess risks, evaluate and test controls, monitor compliance, support regulatory oversight, document findings, and report results. Collaborate with risk management, compliance, and business stakeholders to resolve control issues within wealth management operations.

Develop and manage a wealth management practice by conducting client discovery, creating personalized financial plans, and promoting investment, insurance, estate planning, and financial planning services. Build relationships with clients, prospects, business partners, and centers of influence to generate referrals and new business. Manage client relationships and collaborate with internal specialists in a branch-based consumer banking environment.

Supports M&A advisory engagements for lower middle-market Consumer, Retail, and Restaurant clients. Responsibilities include financial modeling, business valuations, transaction execution, industry and company due diligence, client and prospect meetings, marketing and pitch materials, and business development support. The role manages multiple projects, maintains deal flow, and works closely with senior bankers across sell-side and buy-side advisory, capital raises, and strategic advisory transactions.

Develop and manage a wealth advisory practice by assessing client goals, creating personalized financial plans, and delivering investment, insurance, estate planning, and wealth management solutions. The role focuses on client and prospect outreach, relationship growth, referral partnerships, and collaboration with internal specialists. It is branch-based, commissioned, and requires securities and insurance licenses, financial advisory experience, and business development success.

Leads strategy for expanding deposit share of wallet, primary banking relationships, relationship depth, and total deposit sales across Mass and Mass Affluent customers. Oversees everyday deposit portfolio priorities, customer insights, checking and savings penetration, direct deposit, digital engagement, field coordination, marketing investments, performance measurement, and executive reporting. Partners cross-functionally to translate analytics into customer treatments, channel strategies, and growth initiatives while ensuring regulatory and operational compliance.

Conducts independent quality-control call monitoring reviews for fraud and claims operations. Applies procedures, documents exceptions, identifies discrepancies, escalates issues, tracks findings through resolution, and supports process improvement. Communicates results to business partners and leadership while helping train newer team members. Requires strong attention to detail, analytical ability, organization, communication, and customer focus in a high-volume banking environment.

Leads development and deployment of statistical, machine learning, and causal inference models for customer decisioning. Designs experiments, estimates treatment effects and incremental value, evaluates targeting performance, and integrates analytical solutions into governed production systems. Partners with business and technology teams, communicates complex findings, and continuously improves models using experimental and operational results.

Lead execution of first-line risk and control activities across assigned products and processes. Perform control monitoring, testing, and continuous monitoring using KRI/KCI and analytics; maintain risk and control inventories; manage issue remediation; support governance, regulatory compliance, audits, and stakeholder risk guidance.

Leads home mortgage default-servicing litigation operations, including case setup, tracking, document collection, discovery support, affidavits, loss-event analysis, escalations, resolution recommendations, and participation in hearings, conferences, settlements, and trials. Requires extensive default servicing and litigation experience, mortgage lending knowledge, familiarity with GNMA, FHA, VA, USDA, and GSE guidelines, strong analytical skills, Microsoft Office proficiency, and travel availability.

Owns operational governance and controls for the consumer credit card business. Responsibilities include designing and mapping processes, governing procedures, managing business risks and controls, supporting audits and remediation, maintaining business continuity plans, overseeing records retention, and driving continuous improvement. The role coordinates across product, risk, operations, legal, and technology teams to ensure compliant and controlled business changes.