This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group. Ensures timely financial regulatory filings with all regulatory agencies. Manages external audit relationships with the Bank's public accounting agency, FINRA and the SEC. Directs accounting, budgeting, and incentive compensation to ensure the financial accuracy and cost-effectiveness of department operations.