Develops and expands relationships with institutional investors, including hedge funds and mutual funds, focused on U.S. equities. Generates revenue by distributing research, investment ideas, market intelligence, corporate access, and execution solutions. Builds account plans, grows wallet share, coordinates analyst marketing and investor events, provides market feedback, and collaborates across trading, research, derivatives, prime brokerage, and capital markets teams while maintaining regulatory compliance.

Owns enterprise AI architecture across AWS, Azure, Microsoft AI surfaces, and SaaS platforms. Establishes target architectures, standards, governance, security, responsible AI, and regulatory controls. Provides architectural authority for AI initiatives, guides platform and domain teams, evaluates emerging technologies, supports architecture review forums, mentors senior technical staff, and ensures production GenAI systems generate runtime model-risk and regulatory evidence.

Supports litigators and business stakeholders across litigation, arbitration, regulatory, investigative, and pre-litigation matters. Responsibilities include discovery coordination, legal holds, document collections, outside counsel management, budgeting, invoice review, legal research, case-material summaries, reporting, and trial preparation. The role also maintains matter data, improves litigation operations, manages deadlines, and mentors junior paralegals.