The VP, Regional Wealth Management Consultant is responsible for building relationships with clients in Houston and the Woodlands, providing wholesaling support, developing marketing plans, analyzing sales data, and maintaining knowledge of investment management and client developments. They will also collaborate with internal wholesalers and attend conferences.

The Sr. Data Scientist on the Client Insights and Analysis Team will serve as a primary insights provider for the Wealth Management business channel. Responsibilities include working with business decision-makers to identify business issues, explore data mining opportunities, build statistical models, present analytical results, and provide actionable insights.

Responsible for trading, oversight, and management of the Commercial Mortgage-Backed Securities portfolio, identifying investment opportunities, and presenting investment thesis to clients and stakeholders.