Background in an implementation, operations, or solutions role within a trust company, recordkeeper, or asset manager, with strong working knowledge of trust, retirement, and institutional investment products — including Collective Investment Trusts (CITs), defined contribution plans, private asset strategies (interval funds, BDCs, private credit), and 3(38) investment management structures. This individual will serve as a strategic driver of complex, high-stakes implementation projects including mergers and acquisitions, private asset onboarding, and systems integrations ensuring delivery on time, on scope, and aligned to client expectations.