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Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

Serve as the senior, client-facing investment expert advising high-net-worth and institutional clients. Develop Investment Policy Statements, recommend investment solutions and manager selection, review performance, provide market analysis, and maintain ongoing client communication and tailored investment strategies.

Branch-based Wealth Advisor builds and manages personalized wealth management practices, conducts client discovery, develops tailored financial plans, grows relationships and referral channels, and collaborates with internal specialists to deliver investment, insurance, estate, and financial planning services.

Branch-based Wealth Advisor builds personalized wealth management plans, grows client relationships through outreach and partner referrals, leverages specialists for investment, insurance, and estate planning, and focuses on new business development and high-net-worth servicing.

Lead enterprise branch refresh and refurbishment program: shape strategy and multi-year roadmap, prioritize portfolio, oversee end-to-end delivery (design to closeout), manage governance, capital allocation, vendor performance, and develop a high-performing cross-functional program team.

Lead and develop an endpoint engineering team managing Windows, Mac, and mobile devices. Oversee device configuration, Intune and Configuration Manager operations, patching, vulnerability remediation, compliance reporting, and Tier III incident response. Partner with cybersecurity, service desk, DEX, and infrastructure to improve endpoint reliability, security, and user experience while driving modernization, automation, and audit-ready operational controls in a regulated banking environment.

Underwrite and manage leveraged loan transactions for corporate and private equity clients, perform financial modeling and analysis, assess credit risk, prepare approval materials, monitor portfolio performance and covenant compliance, and support senior team members on due diligence, industry research, and client interactions.

Lead strategy and execution for personal loan credit risk across acquisition, underwriting, pricing, portfolio management, and loss mitigation. Manage and develop a credit risk team, advance model and segmentation usage, embed test-and-learn and monitoring, partner cross-functionally for implementation, ensure regulatory and governance compliance, and provide senior stakeholder guidance based on portfolio trends and forecasting.

Own and translate AI product vision into prioritized backlog, detailed requirements and acceptance criteria. Collaborate with cross-functional agile teams to deliver features, track OKRs and metrics, run demos, prototype UIs, provision data and analyze usage to drive customer-focused product decisions and adoption.