TruStage

• Facilitate / coach the processes of work decomposition, dependency management and backlog management in and out of Agile teams • Support the Product Owner to ensure that the vision, scope and product domain are understood by everyone on the team, as well as possible • Support the Product Owner to do work breakdown to maximize and optimize the business value delivered by development team • Support PO in finding and implementing newer and emerging backlog management techniques • Facilitate Scrum events as needed / requested • Help the team in defining, reporting and meeting (by removing impediments) their goals • Facilitate team to visualize progress and achieve product outcomes • Ensure continuous improvement of Agile events/practices, by teaching new techniques to the team • Create and maintain an atmosphere of safety and trust through facilitation of retrospectives\kaizen and feedback exchange among Agile team members • Remove impediments to the team’s progress • Coach team in self-organization and cross-functionality through leading by example, serving others, etc • Help team to develop high-value products • Responsible for promoting and supporting agile values and principles throughout the organization • Coordinate interaction with other Agile teams and stakeholders across enterprise • Help other Agile teams and conventional parts of the organization build effective communications and interactions with the Agile team • Cause change that increases the productivity of the Agile team

• Lead and manage multiple teams of IT professionals, including network engineers, systems administrators, and operations staff, fostering a culture of collaboration, innovation, and continuous improvement. • Develop team capabilities through mentoring, training, and performance management. • Work closely with senior leadership to develop and execute the infrastructure and operations strategy, aligning it with the organization’s broader IT and business objectives. • Coordinate cross-functional efforts, ensuring effective communication and collaboration across teams and departments. • Contribute to the development and implementation of infrastructure strategies that support the organization’s long-term goals and objectives. • Oversee the design, deployment, and maintenance of all infrastructure components, including servers, networks, storage, and data centers. • Drive continuous improvement of infrastructure performance, reliability, and scalability. • Manage the day-to-day operations of IT systems, ensuring high availability, performance, and security. • Establish and enforce best practices, processes, and procedures for IT operations, including incident, problem, and change management. • Ensure that all systems and operations are compliant with industry standards, regulations, and company policies. • Provide advanced technical guidance and support to teams, particularly in solving complex technical challenges. • Lead complex infrastructure projects, from planning and design through to implementation and evaluation. • Collaborate with stakeholders to define project requirements, timelines, and resources, ensuring projects are delivered on time and within budget. • Manage vendor relationships, contracts, and service agreements, ensuring that third-party services meet company standards. • Oversee the implementation and management of robust security protocols to protect IT systems and data. • Conduct regular risk assessments and audits to identify vulnerabilities and ensure compliance with security policies.

Role Description This position oversees a portfolio, program or grouping of high impact and visible projects. This position drives the adoption, standardization and maturation of the appropriate management framework (e.g. agile) across the projects and portfolio to drive results, while facilitating strong partnerships with key leaders and stakeholders across the enterprise. This is an enterprise role that is outcome focused, co-owning the portfolio/program strategy, delivery plan and results, ensuring work is executed as quickly as possible, while also managing quality, risk, budget, stakeholders, and resources. Job Responsibilities - Strategic Alignment: - Define Program Objectives: In partnership with enterprise planning and governance, ensure alignment with organizational goals and strategies. - Program Definition: In partnership with business partners, create initial program artifacts such as charter and business case. - Stakeholder Engagement: Identify and manage key stakeholders, ensuring there is clear alignment around program outcomes and well understood engagement paths. - Planning and Governance: - Program Roadmap: Develop a high-level roadmap with success measures, estimated cost/benefit and resource needs to guide program execution. - Governance Structure: Establish governance processes, including roles, responsibilities, and decision-making protocols; ensuring structures are simple and consistent across programs in the enterprise. - Metrics: Ensure clear success measures are documented, transparent and shared with key stakeholders. - Standards and Compliance: Ensure program meets organizational program standards and any regulatory and/or privacy standards are upheld. - Change Control: Evaluate and manage changes to program scope, budget, risk profile and timeline. - Risk and Issue Management: - Risk Identification and Mitigation: Anticipate and address risks that may impact project success. - Issue Resolution: Track and manage issues impacting the program, escalating as needed to drive resolution. - Program Execution: - Monitor Program: Oversee all aspects of progress toward outcomes, including dependencies, risks, issues, changes and budget, leveraging/deploying consistent enterprise standards and structures. - Value Acceleration: Steer program delivery and planning to focus on Minimum Viable Functionality (MVF), accelerating early value delivery, leveraging the appropriate agile, project management, business process management, team building and change management tools. - Cross-team communication and partnership: Facilitate collaboration and alignment among project and project teams, standing execution and planning teams, senior leaders and external stakeholders. - Program status: Provide regular updates to senior leadership and program stakeholders on program progress to metrics, risks, issues. - Resourcing: Establish, monitor and predict program resource needs throughout the program lifecycle. - Program Closure: Manage the formal closure of the program, ensuring objectives are met and lessons learned are documented and retained. - Transition: Oversee the handover of deliverables to internal teams for ongoing operationalization and management. - Outcome Measurement and Financial Oversight: - Benefit Realization: Develop a deep understanding of baseline assumptions and expected program outcomes. Partner with enterprise planning and governance to ensure program delivers measurable value and track the realization of expected benefits to baseline assumptions. - Budget Management: In partnership with Finance, develop and monitor the program budget, ensuring financial accountability. - Cost-Benefit Analysis: In partnership with Finance, assess and monitor financial viability and ensure value delivery throughout the life of the program. - Be an independent eye serving the needs of the enterprise first; challenge business assumptions as needed, leverage data to measure and expose performance and potential risk. - Leadership: - Leadership and Mentoring: Lead cross-functional teams, providing direction, support, and escalation paths while role modeling TruStage Leadership expectations. - Coaching: Partner with the Director, Program Delivery to appropriately resource program staffing, providing feedback and direction to project managers within the portfolio, creating a feedback loop with the Director, Program Delivery. - Conflict Resolution: Mediate and resolve conflicts between teams or stakeholders. - Collaboration and Trust: Build deep and productive working relationships with senior-level business and shared services partners, understanding stakeholder motivation, politics and organizational priorities. Qualifications - Bachelor's Degree in related field or equivalent work experience. - 10+ years of related experience including 5+ years of recent work experience leading large projects, teams or transformation efforts to include process improvements, product implementations, systems development and integration efforts. - Proven ability to quickly learn complex business and/or technological concepts. - Ability to effectively navigate a highly matrixed organization. - Proven ability to gain trust, negotiate with and influence sponsors and senior executive stakeholders. - Ability to broker consensus in contentious or politically sensitive situations. - Proven ability to lead projects and programs throughout their full life cycle. - Demonstrated ability to communicate and influence at all levels of the organization with clarity and precision, verbally and in writing. - Leadership skills to include coaching, guiding, influencing and driving accountability. - Demonstrated strategic skillset: able to synthesize and translate internal and external customer inputs, business performance metrics and strategic directives into projects and action plans. - Results oriented: proven track record in delivering results. Demonstrated ability to take initiative and work with minimal direction. - Excellent presentation and group facilitation skills. - PC Skills: fluent in Microsoft Office applications. Benefits - Medical, dental, vision, employee assistance program. - Life insurance, disability plans, parental leave. - Paid time off, 401k, and tuition reimbursement. - Flexible workplace that allows for work-life balance, career growth and retirement assistance. - Annual incentive (bonus) plan eligibility. Compensation Base Salary Range: $121,500.00 - $182,300.00 Accommodation Request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

• Lead and manage multiple teams of IT professionals, including network engineers, systems administrators, and operations staff. • Develop team capabilities through mentoring, training, and performance management. • Work closely with senior leadership to develop and execute the infrastructure and operations strategy. • Contribute to the development and implementation of infrastructure strategies that support the organization’s long-term goals and objectives. • Oversee the design, deployment, and maintenance of all infrastructure components. • Manage the day-to-day operations of IT systems, ensuring high availability, performance, and security. • Establish and enforce best practices, processes, and procedures for IT operations. • Provide advanced technical guidance and support to teams, particularly in solving complex technical challenges. • Lead complex infrastructure projects, from planning and design through to implementation and evaluation. • Oversee the implementation and management of robust security protocols to protect IT systems and data. • Maintain comprehensive documentation of infrastructure configurations, processes, and procedures.

• Partner with senior product manager and director to develop and manage program KPIs; build models to inform/support future program strategy. • Provide data-driven recommendations to support roadmap planning and strategic initiatives. • Analyze product performance across auto/home partners and industry trends to identify opportunities for improvement. • Conduct deep-dive analyses on ROI, customer journey analytics, funnel analysis, and retention; develop cost-of-acquisition factors by consumer segment. • Collaborate with cross-functional teams including marketing, operations, and finance to align on business objectives. • Serves as Business Data Steward for auto/home product data, ensuring accuracy and governance. • Monitor competitive landscape and industry benchmarks. • Assists with or conducts competitive analysis/assessment/research for new delivery channels and product/partner enhancements.

Role Description This position directs sales activities for TruStage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face-to-face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit union channels. This is a focused business building position that succeeds through: - Expanding advisor relationships - Delivering high quality investment sales training and guidance - Executing effective product sales programs and strategies The role also incorporates consultative responsibilities including: - Analyzing business needs - Identifying opportunities - Gathering data - Recommending solutions to improve advisor effectiveness and overall territory performance Responsibilities - Develop new business and maintain existing advisor relationships by conducting proactive face-to-face and virtual sales activities. - Provide producing advisers with current information on TruStage annuity products as well as timely business building ideas. - Identify and engage prospective advisers within the territory to grow TruStage annuity deposits and increase market share. - Manage day-to-day business activities in partnership with a Regional Sales Associate and internal sales desk resources. - Participate in TruStage, TWMS and related industry meetings, conferences and events. - Stay current on all TruStage annuity products as well as economic and market conditions that impact annuity and investment product sales. - Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business development acumen through face-to-face meetings, webinars and outbound calls. - Support advisor sales efforts by conducting client seminars and individual point of sale presentations. - Manage TruStage provided resources including territory level marketing and travel and expense budgets. - Perform consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies. - This role is accountable for meeting territory sales goals, achieving year over year growth, maintaining strong levels of face-to-face and virtual appointments, and executing effective seminar activity. - The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Requirements - Must reside within the assigned territory. - Bachelor’s degree in Business or Marketing or equivalent experience. - 2+ years of investment product wholesaling experience. - Retail face-to-face sales experience involving similar investment products in an institutional environment. - Knowledge of wholesaling within the credit union, bank or independent broker dealer channels is preferred; existing relationships in the IBD space are a plus. - FINRA Securities Industry Essentials Examination and Series 6 or 7 and 63 licenses required. Life and Variable licenses required or must be obtained within ninety days. - Industry designations such as CPA, CFA, ChFC or CLU are preferred. - Demonstrated knowledge of annuities, variable products and investment solutions, along with expertise applying these solutions within a needs-based sales process. - Strong oral and written communication skills. - Ability to exercise sound judgment and make solid decisions when allocating company resources for business development. - Strong territory management abilities, organizational skills and a high level of motivation to work independently and under pressure. - Willingness and ability to travel 75-90% of the time across a large geographic territory. Benefits - Base Salary Range: $58,700.00 - $97,900.00 - Annual incentive (bonus) plan eligibility. - Medical, dental, and vision insurance. - Employee assistance program. - Life insurance and disability plans. - Parental leave and paid time off. - 401k and tuition reimbursement. - Flexible workplace that allows for work-life balance and career growth.

• Proactively manage litigation process on assigned claims to investigate, evaluate, and negotiate to resolution • Decide when external resources will be hired to conduct claim investigations, expert analysis or provide legal services • Collaborate with Underwriting, Risk Management, Actuarial and Legal staff • Proactively provide education and information to business partners and credit unions regarding risks and exposures, operations and efficiencies for credit unions and TruStage • Demonstration of effective interpersonal, leadership, negotiation, analytical and critical thinking skills • Provide timely reporting as dictated by claim handling guidelines • Understanding of applicable statutes, regulations and case law • Demonstrate knowledge of financial services operations • Handle claims in multiple states • Ensure maximum recovery or contribution are pursued

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary This position’s primary focus in on SailPoint Identity Now along with integrations and automation. This includes designing, implementing, and maintaining Identity Now connectors and integrations with SaaS, IaaS, and on premises applications using Identity Now APIs, Identity Profiles, Sources, and VA-based connectivity. Other area of focus will include IAM, access modeling, entitlement management, and security controls. Job Purpose: This position performs information technology risk assessments, develops information security policy and strategy and executes operations and processes required to maintain the confidentiality, integrity, availability and accountability for all aspects of safeguarding or protecting information or data, in whatever form, for TruStage and its subsidiaries. The IT Security Senior Analyst is dedicated to providing operational support in the performance of documented routine tasks required to support technology and processes in the IT Security department. The primary objective of this role is to perform the work necessary to maintain operational excellence for IT Security systems and software. The secondary function of this role is to perform the tactical work necessary for the planning and control of IT Security systems and software. The tertiary function of this role is to provide subject matter expertise and technical consulting for projects, teams, and other customers as needed. Job Responsibilities: Operational Support: - In accordance with service level agreements act as a single point of contact to monitor, screen and respond to alerts and reports of incidents or problems. - Enter and maintain records, follow up on and provide status reports of all events. - Provide timely notification of critical events to IT Security management and staff. - Direct subordinate staff to coordinate response if event is escalated. - Escalate when necessary. Software Programming/Systems Configuration: - Follow documented procedures to enter data, source code, and/or configuration specifications to augment or maintain the operational status of IT Security systems and software. - Follow documented procedures to execute tasks to perform scheduled maintenance, batch processes and documented procedures for the routine support of IT Security systems and software. - Guide and monitor subordinate staff in the completion of these tasks. Product Management: - Gather customer requirements, negotiate service level agreements and develop availability plans. - Monitor system/software performance and utilization and carry out improvements to achieve the agreed upon service levels. - Define and document routine procedures, configuration parameters, batch processes and scheduled maintenance for systems and software. - Perform testing, quality assurance and schedule changes for non-routine updates and upgrades to systems and software. - Develop recovery plans to restore services. - Guide and monitor staff in the completion of delegated tasks in the accomplishment of the above. Research & Development: - Under the guidance of IT Security management: - Learn new security concepts and achieve certifications as needed in order to learn and improve upon skills in the security space. - For the purpose of improving service delivery, research new or existing technologies which are directly within scope of the work being done in this role. Technical Consulting: - Present information in area of subject matter expertise as required. - Develop and maintain technical security system standards, design patterns, and reference materials. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: - Bachelor of Science degree in CS/MIS or equivalency in education and related professional experience. - Three years of demonstrated proficiency in an Information Security Audit, Identity Management or Architecture function in a business environment with the most recent 24 months at Level I or comparable, professional experience. - Proven ability to clearly and effectively communicate business and technical information, both verbally and in writing. - Proven ability to provide a high level of customer service. - Demonstrated working knowledge in the (4) areas listed of the CISSP Common Body of Knowledge: - Access Control Systems and Methodology, Operations Security, Physical Security, Network and Internet Security - Demonstrated working knowledge of information security concepts in at least (6) of the following: - Digital forensics; cryptography; incident response; managed security services; web, url, mobile code filtering; network security; patch, configuration management; penetration testing; spyware, anti-virus, anti-worm detection; vulnerability management; web, e-commerce security; wireless, mobile security; security information management; OS, platform security; application development security; database security; end-point security; business continuity, disaster recovery; e-mail security; storage security; access control software; strong authentication; pki, digital signatures, certificate authorities; identity management, entitlement, authorization; password management, provisioning, single sign-on; audit & compliance; security policy; risk management; software development lifecycle, systems development lifecycle - Proof of technical certifications, training, or professional experience in (4) technologies currently deployed at TruStage in IT Security. - Strongly recommend professional certifications in one of the following programs: - SANS Global Information Assurance Certification - ISC2 - ISACA At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc #LI-SW If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $68,360.00 - $119,629.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

• Work in partnership with the assigned credit unions to provide clear and unbiased guidance, education, and tools to build the knowledge members need to make confident financial decisions • Build and nurture collaborative partnerships with multi-level credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions • Partner with internal stakeholders, including coworkers and cross-functional account teams, to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization • Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose territory strengths and/or weaknesses and execute strategic plans to drive results • Be a subject member expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to help navigate and implement the appropriate digital optimization opportunity • Analyze financial data, including revenue, expenses, profitability, and financial ratios, to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance • Regularly monitor performance and provide recommendations and support for continuous improvement • Execute credit union recommendations on an ongoing basis through structured plans for adaption and implement of change with continuous feedback for sustained success • Gather information through consultation and utilize the strategic objectives and culture of the credit union to identify inefficiencies in processes, lending workflows, and systems • Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income • Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize the success of our Credit Union Partners to protect more members

Role Description This position is responsible for successful account level service support, including: - Proposals - RFP responses - Billing issues - Contact accuracy - Competitor data updates in Salesforce - Overall service support for sales teams and their assigned credit union partners This role is assigned accounts in the National segment. Job Responsibilities - Work in collaboration with account team to address service needs and guidance on deliverables to the credit union. - Act as a resource to Sales Partner and Account Consultant within territory. - Assist the Sales Partner and Account Consultant with preparation of reports and compilation of data to proactively manage account relationship and performance. - Establish a strong working relationship with sales account team members and associates at internal business partners. - Support the sales team with development of RFP responses, reports, sales aids and tools, escalation calls, and implementation activities. - Drive account issue resolution as necessary and monitor satisfaction through proactive follow-up. - Ensure successful execution against established sales/service standards. - Work closely with Sales Partner and Account Consultant to monitor dates of sales agreements. - Ensure systems are up-to-date with competitor and key contract data. - Foster teamwork and culture that accepts and responds rapidly to change. - Use knowledge of organization to research credit union and account team needs. - Maintain an understanding and relationship with organizations and associations that support the product and service needs of credit union customers. - The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Qualifications - Bachelor's degree in Marketing, Business Administration, Insurance or related field or an equivalent trade-off of related professional work experience. - 3-5 years successful customer care or sales/retention experience, preferably within the financial services industry. - Demonstrated knowledge of CUNA Mutual Group products and services. - Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills. - Ability to navigate the organization and respond quickly to account team and credit unions. - Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills. - Demonstrated strong skills for collaboration and teamwork. - Demonstrated ability to integrate computer technology into customer service activities. - Life and Health Insurance and P&C Licenses (must possess or obtain within 90 days). - Ability and willingness to travel 5-10% of the time. Benefits - Base Salary Range: $83,100.00 - $124,700.00 - Medical, dental, vision - Employee assistance program - Life insurance - Disability plans - Parental leave - Paid time off - 401k - Tuition reimbursement - Flexible workplace that allows for work-life balance - Annual incentive (bonus) plan