You will manage the daily disbursement and payment processing pipeline, including ACH, NACHA files, and wire transfers for pooled trusts. Additionally, you will reconcile bank summaries, resolve processing exceptions, and collaborate with internal teams to improve operational workflows.
You will own product areas related to card and family banking partnerships, shaping both near-term execution and long-term strategy. You will collaborate with engineering, design, and external partners to build full-stack fintech products while navigating complex operational and regulatory requirements.
Lead relationship development with professional fiduciaries in California to scale investment advisory services and manage assets. Provide investment consultations, conduct platform demos, and represent the company at industry conferences.
Lead end-to-end product design for the Card Platform and support the Trust & Invest business line. Drive customer research and synthesize insights to shape product requirements and improve user experience.
