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Drives technology-enabled operational improvements in a regulated wealth management environment. Designs automation solutions, reconciles and analyzes data across systems, improves data quality, identifies operational risks and control gaps, documents standardized processes, supports audits and system implementations, and translates data into actionable insights. Partners with Operations, Data, and IT teams while managing multiple initiatives and escalating high-impact issues.

Owns execution and lifecycle management of digital platforms and initiatives, partnering with business, design, engineering, compliance, marketing, and advisory teams. Responsibilities include roadmap support, agile team coordination, requirements and user-story development, UX and content governance, design-system management, usage analytics, publishing workflows, optimization, stakeholder influence, and white-glove platform service. The role also involves budget and vendor management, senior leadership presentations, and team mentoring in a regulated financial-services environment.

Provides relationship management and coordinated service delivery for ultra-high-net-worth clients, families, trusts, and foundations. Responsibilities include client communications, meeting coordination, account administration, regulatory reviews, investment implementation, trade and allocation monitoring, trust distributions, charitable gifts, insurance trust administration, and collaboration with tax, fiduciary, investment, and planning teams.

Lead the strategy, architecture, implementation, and ongoing improvement of AIOps and observability capabilities. Configure Splunk Observability and event-management platforms, improve alert correlation and noise reduction, automate remediation, establish incident and escalation processes, guide managed monitoring partners, and align operations with ITIL and ServiceNow workflows. The role is hands-on and aims to reduce L3 escalations while improving incident resolution and operational reliability.

Provides hands-on technical leadership for Wealth Planning applications, integrations, workflows, and platforms. Leads architecture, modernization, development, testing, deployment, production support, and technical debt reduction. Designs scalable web applications, REST APIs, enterprise integrations, data services, and workflow automation while applying security, monitoring, auditability, and AI governance controls. Mentors engineers, conducts design and code reviews, resolves complex production issues, and collaborates with business and technology stakeholders to execute the firm's technology roadmap.

Leads high-net-worth client relationships and oversees delivery of investment management, trust administration, estate and tax planning, private banking, and financial planning services. Develops investment strategies, manages trust accounts, leads client meetings, supports business development, supervises client advisory staff, and ensures regulatory compliance. Requires advanced financial expertise, strong communication, relationship management, and team leadership.

Supports corporate accounting close processes for bank subsidiaries, including investments, leases, pensions, goodwill, valuations, financial statements, footnotes, control certifications, Board materials, and regulatory call reports. The role requires financial services accounting or auditing experience, strong Excel skills, attention to detail, and collaboration across departments. Oracle ERP experience and CPA licensure are beneficial.

Data Engineering Interns assist with designing, developing, testing, and maintaining data solutions, including pipelines, ETL processes, database integrations, data quality checks, governance, and analytics datasets. They collaborate with business analysts, testers, software engineers, AI developers, and business teams; analyze data quality issues; and participate in code reviews. The role provides hands-on experience with enterprise data architecture and integration in a wealth management environment.

Supports the FP&A team with financial systems testing, troubleshooting, data validation, reporting, dashboards, and analytics. Assists with Finance technology projects by tracking activities, coordinating testing, documenting requirements, and monitoring milestones. Identifies process improvement and automation opportunities while collaborating with Finance, Technology, and business teams to deliver system and reporting enhancements.

Supports ultra-high-net-worth clients by maintaining relationships, coordinating services, preparing presentations and customized financial materials, administering accounts, implementing investment programs, monitoring asset allocation and cash activity, processing transfers and payments, and assisting with trust reviews and compliance requirements. The role also requires ongoing education in financial markets, trust administration, fiduciary laws, and related regulations.