Experience with securities-based lending or other collateralized lending products strongly preferred Qualifications and Skills Demonstrated success improving processes and building scale through workflow redesign, automation, and technology implementation Strong data orientation, with experience using metrics and reporting to manage performance and identify risks and opportunities Proven ability to strengthen controls and reduce errors, fraud risk, and operational failures Experience working with external funding partners and distribution partners to improve process execution and resolve issues Strong people leadership, coaching, and performance management experience Strong problem-solving skills, especially in transaction processing, loan accounting, and operational issue resolution Effective written, verbal, and interpersonal communication skills Financial industry knowledge of investment securities; experience working with advisors and clients preferred Experience with FIS a plus . The ideal candidate brings deep operational expertise, a strong control mindset, and a track record of building scalable processes, improving execution through data and technology, and leading cross-functional and external partnerships effectively.