• Own platform strategy and execution of client reporting experiences globally
• Re-imagine account statements, transaction history, tax reports, and portfolio summaries
• Collaborate with data, finance, and compliance to incorporate regulatory changes
• Provide diverse regulatory-compliant reporting solutions with exceptional user experience
• Partner with design team to enhance client UX across applications
• Lead vendor strategy for data aggregation and report generation

Senior Product Manager – Pro, Tax Reporting

Tax Manager

Associate Director of Tax