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The Private Client Relationship Manager engages with affluent clients, managing relations and providing financial planning advice while collaborating with internal wealth advisors.

Work on M&A, equity and debt transactions for digital infrastructure clients (data centers, fiber, broadband). Prepare financial models and valuations, conduct due diligence, draft pitch materials and transaction documents, support business development, and manage client interactions across deal execution.

Manage and improve corporate giving data systems: build and maintain Tableau/Excel dashboards, respond to ad hoc data requests, clean and govern community data, administer Bonterra/CyberGrants, and lead project management for giving programs and strategic initiatives while partnering with enterprise stakeholders.

Support debt capital markets transactions from origination through closing, perform financial statement modeling and company/industry research, prepare pitch and marketing materials, coordinate underwriting, legal documentation, syndication and investor outreach, and assist through closing while working with senior bankers, clients, legal counsel and sales distribution.

Lead automation and orchestration for enterprise Vulnerability Management. Build integrations and data pipelines across security tools, cloud, and ServiceNow; automate intake, prioritization, remediation tracking, and reporting; optimize workflows, dashboards, and asset correlation; collaborate with engineering and cloud teams to scale risk-based remediation and improve data quality.

Leads enterprise stability and resilience engineering teams and capabilities. Builds software engineering standards, automation, governance, and reusable controls that improve reliability, recoverability, security, scalability, performance, and customer outcomes. Maps customer journeys and technology dependencies, drives resilience-by-design across the engineering lifecycle, establishes reliability and performance practices, and influences executive leaders on multi-year modernization strategies.

Underwrite Home Equity Line of Credit applications by analyzing borrower documentation, verifying income and repayment ability, applying lending policies and regulatory guidelines, and making accurate credit decisions. The role includes evaluating counteroffer opportunities, documenting income calculations, mitigating lending risk, meeting productivity and quality standards, and responding to internal and external customer inquiries.

Develops and maintains Salesforce and Tableau analytics dashboards, performs complex data analysis and forecasting, and delivers insights for sales, product, finance, and marketing decisions. Translates business needs into technical requirements, manages platform enhancements with developers, validates data quality, models sales goals, identifies optimization opportunities, and presents strategic recommendations. Provides user training and supports analytics across Treasury Solutions.

Leads documentation and closing activities for complex commercial equipment finance transactions. Reviews and prepares loan and lease documents, validates collateral and outgoing wires, confirms closing conditions, manages negotiations, completes UCC and lien-perfection due diligence, books transactions in Rapport, and authorizes funding. The role also resolves operational issues, supports procedures and training, reviews team documentation, and serves as a resource to colleagues.

Leads complex private banking data management and analytics initiatives, defining data strategies, quality standards, product attributes, and integrated client views. Partners with business, engineering, analytics, AI, and Wealth teams to translate needs into dashboards, KPIs, predictive models, personalized insights, and intelligent decision-making capabilities. Serves as a subject matter expert on private banking products while mentoring junior team members and enabling platform readiness.