Product Designer

• Championing experience vision, balancing design strategy and execution to grow cross-channel secure sales and deepen client relationships around a framework of financial wellness and advice
• Defining end-to-end journeys and experience frameworks that align stakeholders and guide delivery
• Driving product design quality, consistency, and best practice/coaching through expert use of Figma
• Promote relationships across teams, through shared roadmaps and a unified vision for customer-focused outcomes; guide and mentor designers by creating design objectives, goals and delivery timelines
• Design frameworks, principles, and components that aim to deliver consistent UX across a range of user touchpoints
• Apply UI and UX skills in complex, ambiguous problem spaces and adapt quickly to change
• Drive continuity between UX prototypes and end-user experience; monitor and review development execution and design approvals
• Take initiative and act on opportunities for improvement
• Support user observation, research, and analysis to understand the challenges of our customers
• Use quantitative and qualitative data to inform design decisions

Senior Experience Designer Lead – Shop

Communications

• Establishes strategic direction for communications
• Partners with business leadership teams to develop communication strategies
• Identifies issues and opportunities, serves as trusted advisor
• Leverages data-driven insights for strategic guidance
• Implements and oversees activities with key partners
• Leads partnership with agencies, third parties and internal business partners

Senior Communications Lead

Engineering Manager

• Lead, mentor, and manage a diverse and distributed team of software development staff, fostering professional growth and ensuring alignment with organizational goals
• Drive strategic initiatives for Customer Digital Identity and Workforce Digital Identity solutions, ensuring alignment with business and security objectives
• Oversee the architecture and implementation of security engineering solutions, ensuring they meet organizational standards and industry best practices
• Partner with cross-functional stakeholders, including engineering, product, and operations teams, to ensure successful solution delivery
• Provide guidance on technologies such as service mesh, data tokenization, hardware key management, and web application firewalls, ensuring scalability, security, and compliance
• Develop and maintain standards, patterns, and documentation to ensure consistency and alignment across projects
• Evaluate emerging technologies, trends, and risks to guide strategic technology decisions
• Facilitate collaboration between teams to improve processes, optimize performance, and solve complex technical challenges
• Provide thought leadership and represent the team in executive-level discussions and strategic planning

Senior Software Engineering Manager

Administration

• Define clear expectations for processes, stakeholder responsibilities, and supplier engagement to ensure consistent execution across teams.
• Lead change management efforts by guiding stakeholders through process updates, communicating impacts effectively, and supporting adoption of new ways of working to drive sustainable improvements.
• Indirectly lead cross-functional teams to improve business planning methods.
• Execute key line of business initiatives and growth strategies and programs that will drive line of business objectives.
• Deliver customer focus and appropriate risk management practices to customers and/or internal partners.
• Lead execution and implementation of business planning processes.
• Design strategic plans based on forecasts, and provide improvement recommendations.
• Identify and execute opportunities that add significant value to the business and to achieve business goals.

Senior Business Experience Advisor – Administration

Sales

• Manages home-lending production for a team of mortgage loan officers and support staff
• Oversees the business integrity of the market
• Manages and coordinates the activities of mortgage loan officers engaged in promoting and providing products and/or services
• Grows, retains and develops an effective sales force to cover the geography of the market
• Drives productivity through sales initiatives and leveraging marketing collateral
• Maximizes market opportunity by collaborating with internal and external business partners to establish long- and short-term sales strategies
• Manages activities to align with customer experience expectations

Mortgage Area Sales Manager

Financial Planning and Analysis

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Financial Advisor

Full-stack Engineer

• Develops, tests and implements software solutions
• Designs software solutions to address business needs
• Writes code, tests and deploys software
• Prepares technical and procedural documentation required for software
• Maintains and debugs software

Software Engineer – Testing & Automation

• Consults on investment and insurance strategies
• Grows and retains an investment and insurance book of business
• Owns the client experience
• Acquires, expands and maintains client relationships
• Grows client loyalty and share of wallet
• Develops and implements investment and insurance strategies for clients
• Monitors financial plans
• Actively and regularly coaches and educates branch staff and internal business partners
• Drives investment education and visibility among branch staff

Financial Solutions Advisor

Account Manager

• Serves as the clients' point of contact for all matters, to build and maintain a long-lasting relationship.
• Monitors client contract for compliance and participates in the negotiations of base contracts and contract modifications.
• Manages processes outlined in the contract and resolves challenges/issues.
• Handles higher volume, higher visibility and more complex clients.
• Identifies and develops new servicing opportunities with existing clients.
• Serves as an escalation point and training resource to junior staff.

Senior Account Manager

• consults on investment and insurance strategies
• develops financial plans for clients
• grows and retains an investment and insurance book of business
• owns the client experience
• efficiently handles sales and service
• identifies sales and executes opportunities
• refers to internal business partners as appropriate
• acquires, expands and maintains client relationships
• actively coaches and educates branch staff and internal business partners
• drives investment education and visibility among branch staff

• Consults on investment and insurance strategies
• Grows and retains an investment and insurance book of business
• Owns the client experience and efficiently handles sales and service
• Acquires, expands and maintains client relationships through business development and client networking
• Develops and implements investment and insurance strategies for clients
• Monitors financial plans and recommends changes as needed
• Actively coaches and educates branch staff and internal business partners
• Communicates regularly with internal and external partners to build strong relationships

Premier Client Financial Advisor

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Presents sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• In partnership with Private Client Banker, leads the branch team on actions to achieve investment results.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies and guidelines.

Analyst

• Executes funds transfers of multiple types and varying complexity using multiple processing platforms under general supervision
• Initiates a subset of manual transactions, resolves routine exceptions, and/or provides secondary approval of initiated/repaired transactions
• Performs high-level financial reconciliation of processed transactions
• Performs initial investigation of reconciliation exceptions
• Monitors live transactions within multiple processing applications, follows standard policies and procedures to address exceptions
• Escalates appropriately when faced with an unresolved exception or impactful issue
• Ensures compliance with the control framework
• Identifies and reports potential conflicts with relevant regulations to the appropriate parties
• Participation in basic change management activities upon request

Treasury / Funds Transfer Analyst

Consultant

• Analyze customer experience data such as complaints, surveys, and call transcripts
• Use Python and SQL to help extract, clean, and analyze data
• Create and maintain dashboards, reports, and visualizations in Tableau
• Help calculate and interpret key customer experience metrics
• Translate analytical results into clear insights for partners
• Support repeatable reporting and analysis by documenting processes
• Collaborate with team members and business partners

Business Analytics Consultant – Data, Modeling, Analytics

Project Manager

• Lead end-to-end delivery of a single project from concept through implementation and post-project assessment
• Own project outcomes, ensuring delivery within established timelines, scope, and budget
• Develop and maintain comprehensive project plans, including schedules, milestones, deliverables, and resource allocations
• Ensure adequate team resourcing and capacity planning to support project execution
• Partner with cross-functional teams to assign tasks, drive execution, and ensure alignment on project goals and priorities
• Build and maintain strong relationships with internal stakeholders, technology teams, compliance partners, and external vendors
• Monitor, track, and report project progress through established management information systems
• Create and deliver status reports, presentations, and executive updates as needed
• Communicate project expectations, updates, risks, and dependencies clearly and proactively to stakeholders and team members
• Track milestones, deliverables, and action items to ensure timely completion
• Identify, document, escalate, and support mitigation of project risks and issues, ensuring alignment with AML regulatory requirements where applicable