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Leads the Enterprise Data portfolio by coordinating strategic initiatives, governance, planning, budgets, resources, risks, dependencies, executive reporting, communications, and change management. Establishes PMO standards, supports investment decisions, facilitates leadership reviews, and advises Data Leadership on portfolio health and delivery performance across Business and Technology teams.

Supports financial advisors by servicing and growing client relationships, responding to client inquiries, coordinating with home-office departments, preparing correspondence, and implementing productivity campaigns. Provides operational assistance, uses firm technology, identifies potential client issues, and promotes efficient branch operations while maintaining high customer service and ethical standards.