Supports IT governance, risk, and compliance activities, including control assessments, evidence collection, testing, audit coordination, remediation tracking, policy maintenance, and KPI/KRI reporting. Collaborates with IT, cybersecurity, risk, audit, compliance, legal, and other teams to align practices with GLBA, FFIEC, SOX, NIST CSF, and CRI requirements. The role also supports GRC platform administration, user access reviews, technical documentation, reporting automation, and continuous improvement of the organization’s IT GRC program.

Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.