Manages regional financial planning and analysis, including annual budgeting, quarterly forecasting, monthly performance analysis, and internal management reporting. Reviews company processes to support accurate financial reporting, prepares materials for executive and board meetings, and assists with Salesforce performance reporting. Requires banking experience, strong critical thinking, database and query experience, and flexibility to work variable hours.

Co-manage and expand high-net-worth client relationships, provide investment strategy, asset allocation, and financial planning; handle account setup, portfolio rebalancing, client meetings, CRM documentation, and collaborate with trust and trading teams to deliver wealth solutions.