Support Global Client Group leadership by developing and executing strategic initiatives, conducting market and competitive analysis, improving operational efficiency, managing cross-functional projects, preparing executive-level presentations and reports, and engaging stakeholders to drive institutional and private wealth business growth.

Support Presidents and Co-Heads of the Global Client Group by driving strategic planning, market research, operational improvements, and project management. Prepare executive presentations and reports, coordinate cross-functional stakeholders, and help execute growth initiatives for institutional and private wealth platforms.