• Conduct investigations of high-risk or potential fraud activity, including platform abuse, suspicious financial movement patterns, and unauthorized device access. • Use an investigative, holistic approach to analyze cases and make confident determinations that are fair, compliant, and risk-mitigated. • Work across datasets and internal tooling to complete operational tasks including queue management, escalations, and dispute resolution. • Apply a solid understanding of money movement mechanics — ACH, Card Rails, RTP — and relevant consumer regulations including Reg E, NACHA, and Reg Z. • Analyze and communicate data trends and patterns clearly to internal stakeholders, translating complex findings into actionable insights. • Leverage tools such as Excel, Google Sheets, Snowflake, SQL, and Tableau to investigate cases and surface meaningful signals. • Creatively solve problems by connecting data across sources to identify patterns that may not be immediately obvious.

• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures. • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency. • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time. • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors. • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform. • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

• Ser dono(a) da camada operacional do dia a dia em todas as frentes ativas — garantindo que nada fique para trás. • Manter e atualizar boards do Jira, trackers e planilhas de gestão com base em reuniões, comunicações do PM e interações diretas com stakeholders. • Criar e atribuir tickets no Jira para novos itens operacionais, acompanhar o fechamento contra prazos e sinalizar itens em atraso proativamente. • Preparar snapshots mensais e relatórios de conclusão do OKR Brilliant & Basics para todos os times. • Construir relacionamento de trabalho com Engineering Managers dos times de AI, Assessments, Data, Franchising, Institutional e Mondly. • Fazer follow-up com EMs e leads para garantir que as entregas sejam concluídas, documentadas e refletidas nas ferramentas corretas. • Escalar bloqueios e itens não resolvidos para o Program Manager ou Lead Specialist conforme necessário — com contexto e uma próxima ação recomendada. • Participar de reuniões operacionais e registrar ações, responsáveis e prazos com precisão. • Documentar fluxos recorrentes, fluxos de dados e processos manuais para suportar a automação futura pelo Developer do time. • Gradualmente migrar de execução manual para validação e supervisão conforme a automação é introduzida.

• Support operational tasks aligned with SOPs and client expectations • Execute standard workflows and surface recurring issues or inefficiencies • Actively participate in communication channels and contribute to internal documentation • Gain proficiency in LeafTrade, Excel, GSuite, and Slack