TruStage

• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives • Provide business context to support the development of dashboards, metrics, and analytics solutions • Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations • Analyze data to support sales performance, forecasting, and growth initiatives • Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues • Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability • Gather, document, and prioritize business and technical requirements across multiple stakeholders • Translate business needs into clear, actionable technical specifications • Deliver ad hoc analyses and develop repeatable reporting solutions where applicable • Build and maintain strong relationships with business leaders and technical partners • Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities • Provide reporting and analytical insights to support sales team performance and growth objectives • Interpret and apply business rules to ensure data integrity and consistency • Support execution and understanding of operational processes, including programs such as the LPL charge process • Manage the intake and tracking of contract requests • Support the Business Manager in contract review and redlining processes • Coordinate communication and workflow between sales teams and legal partners • Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams • Partner with external partners and shared services teams to identify root causes and implement solutions • Identify recurring issues and recommend process or system improvements • Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience

• Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives • Provide business context to support the development of dashboards, metrics, and analytics solutions • Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations • Analyze data to support sales performance, forecasting, and growth initiatives • Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues • Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability • Gather, document, and prioritize business and technical requirements across multiple stakeholders • Translate business needs into clear, actionable technical specifications • Deliver ad hoc analyses and develop repeatable reporting solutions where applicable • Build and maintain strong relationships with business leaders and technical partners • Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities • Provide reporting and analytical insights to support sales team performance and growth objectives • Interpret and apply business rules to ensure data integrity and consistency • Support execution and understanding of operational processes, including programs such as the LPL charge process • Contribute to cross-functional projects supporting sales and operational initiatives • Manage the intake and tracking of contract requests • Support the Business Manager in contract review and redlining processes • Coordinate communication and workflow between sales teams and legal partners • Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams • Partner with external partners and shared services teams to identify root causes and implement solutions • Identify recurring issues and recommend process or system improvements • Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience

• Responsible for analyzing and interpreting past and future business performance through financial reporting • Communicate findings and impacts effectively to customers and management • Provide comprehensive support to a broad customer group and improve processes within the reporting and accounting teams • Collaborate with the Finance organization to provide Accounting and Finance guidance to customers • Develop, maintain and discuss various reports with the reporting team • Provide analysis and explain results to clients • Build relationships with assigned clients and provide requested support • Collaborate with others in a team setting • Research new tools and evaluate opportunities to improve business processes • Participate in the selection of tools for the reporting area • Prepare and distribute quarterly and annual financial statements with required disclosures • Work with external auditors in the completion of the financial statement audits • Assist in the completion of statutory and GAAP consolidation processes • Identify and research accounting issues for compliance • Assist in the improvement and automation of current reporting processes. • Provide support and maintain automated reporting processes. • Assist with special projects as needed.

• Rapid POC & MVP Delivery (Agentic AI) Embedded into Data Strategy team, lead data engineering, platform, and business teams to identify high value Agentic AI use cases (e.g., Data Product Build, data quality automation, metadata management, governance assistance). • Design and deliver rapid POCs and MVPs embedded in real TruStage data environments. • Evaluate agent performance, reliability, controls, and human in the loop patterns. • Act as a forward deployed resource, embedding with teams to co define problems, refine use cases, and adapt solutions in context. • Translate ambiguous business and operational needs into practical AI driven data solutions. • Ensure solutions fit TruStage’s operating model, risk posture, and regulatory expectations. • Create architect design patterns, standards and methodology that will be followed by data management teams to scale Agentic/AI work. • Closely collaborate with Enterprise AI architect for setting best practices, standards and governance process for MCP/AA/API based integration patterns. • Document learnings from POCs and MVPs into: Reference architectures for Agentic AI; Design patterns and guardrails; Deployment and operating standards. • Define processes and methodologies for developing, deploying, and governing Agentic AI in data domains in accordance and partnership with AI Governance team as needed. • Establish criteria for scalability, security, observability, and cost management. • Partner with central platform, data governance, and engineering leaders to industrialize validated patterns. • Enable teams with clear playbooks, templates, and examples to scale Agentic AI safely and consistently. • Influence roadmap priorities based on field learnings and adoption signals. • Provide continuous feedback to D&A leadership on: What works vs. what doesn’t in real deployment; Capability gaps and tooling needs; Change management and operating model implications. • Help TruStage evolve from experimentation to AI-enabled data operations at scale. • Influence enterprise AI/data platform capabilities, AI tool selection, and integration standards. • In collaboration with AI COE, evaluate emerging Agentic AI frameworks, orchestration platforms, vector technologies, and LLM tooling for enterprise fit. • Assess vendor capabilities, strategic partnerships, and technology maturity to accelerate delivery while minimizing lock-in risk. • Mentor architects, engineers, and data teams on Agentic AI patterns and architectural best practices for data management. • Build internal communities of practice and reusable knowledge assets. • Establish and maintain enterprise reference architectures for multi-agent systems, orchestration patterns, memory/context management, and integration with enterprise data platforms.

• Responsible for intake and quality of all audience selection work for assigned business segment • Owns consulting on and researching "art of the possible" for assigned business segment within the audience design/list selection domain • Participates in Marketing Planning ceremonies, proactively bringing forward ideas for consideration and interfaces with the strategic Marketing Core Team for assigned business segment • Provides direction and coaching to analysts on complex, high-impact or cross-segment initiatives • Proactively recommends and drives implementation of new audience selection strategies • Reviews implementation (QA) of net-new audience logic before production go-live and may occasionally perform complex audience builds. • Supports complex issue resolution • Develops and optimizes audience selection processes, including creating documentation and training other team members • Consults with IT on enablement support as well as required technology lifecycle management needs, identifying appropriate sequencing to minimize disruption to business operations. • Develops User Acceptance Testing (UAT) plans, executing UAT as well as assigning duties to analysts as necessary • Leads, plans, coordinates or aligns cross-functional partners on large or complex initiatives.

• Responsible for providing advanced consulting and guidance at the most complex level of portfolio architecture. • An incumbent in this position performs in an expert capacity, possesses a highly differentiated or specialized skill critical to the business and provides guidance to other Architects, IT employees, or business partners. • Drive the technology strategy, software solution architecture, and solution pattern development and application to deliver high impact, timely solutions to the business. • Apply expert/advanced level knowledge of all phases of the Software Development Life Cycle (SDLC), and understand how the solution architecture layers (hardware, operating system, database, network, business rules, user interface, etc.) impact the solution design and user experience to deliver high quality solutions to the business. • Accountable for ownership of department level solution pattern/template development required to meet the needs of a business line or department, and the in-depth business knowledge of a specific line of business required to understand business needs. • Create value added solutions that fit a specific business area’s needs and solution portfolio.

• Lead and mentor multiple development teams, fostering a culture of collaboration, innovation, and continuous improvement. • Develop and improve team capabilities through mentoring, training, and performance management. • Work closely with senior leadership to develop and execute the application development strategy, aligning it with the organization’s broader IT and business objectives. • Identify opportunities for innovation and efficiency within the development process, driving the adoption of new processes, technologies, and methodologies. • Influence the technical work direction, ensuring alignment with architectural standards and long-term goals. • Oversee the planning, execution, and delivery of complex software development activities, ensuring they are completed on time, within scope, and within budget. • Manage work progress, risks, issues, and dependencies, and communicate status and outcomes to senior leadership and other stakeholders. • Remove barriers or impediments for team. • Ensure that development work adheres to the highest standards of quality, security, and performances. • Manage timelines, budgets, and resources for the teams and technologies within your scope. • Provide advanced technical guidance and support to development teams, particularly in solving complex technical challenges. • Ensure that the development teams are adhering to best practices in software engineering, including code quality, testing, and documentations. • Drive the continuous improvement of the development environment, including tools, processes, and standards. • Stay current with emerging technologies and trends, evaluating their potential impact on the organization’s technology stack and development practices. • Manage the performance, career development, and succession planning for team members, ensuring that the organization has the talent needed to meet its future needs. • Facilitate knowledge sharing and collaboration across teams to maximize the effectiveness of the development organization. • Conduct regular performance reviews, providing feedback, coaching, and support to help team members grow in their roles. • Act as the primary point of contact for business units and other IT Teams, ensuring that development efforts are aligned with business priorities. • Translate business requirements into technical solutions, working closely with product owners and business analysts to deliver high quality applications. • Foster strong relationships with external vendors and partners, ensuring that their contributions align with the organization’s development goals. • Continuously assess and improve development processes, methodologies, and tools to increase efficiency and quality. • Promote a culture of continuous learning and professional development within the team. • Implement and monitor key performance indicators to measure team performance and delivery success. • Optimize resource utilization across teams, balancing the need for efficiency with the capacity for innovation and growth.

• Analyze application system needs of various business areas within the organization • Design application systems which meet business needs that are efficient, dependable, maintainable and consistent • Work directly with members of the business and technical teams to gather the business and technical requirements • Test and debug production programs and programs under development, particularly more complex modules • Implement program logic, documentation, and procedural changes on schedule and according to an established implementation plan • Mentor other professional staff and provide guidance to improve productivity through the effective and efficient use of information technology tools and skills

• 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 (credit insurance, debt cancellation, MRC (Mechanical Repair Coverage), GAP (Guaranteed Asset Protection), etc.). • 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 as it applies to their Data Processing and Core Systems. • 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. • 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 and protect members more. • Be available to speak at industry events and exchange visits as needed.

• Leads the development and implementation of comprehensive, enterprise-wide data architecture frameworks that ensure consistency, scalability, and alignment with the organization’s strategic goals. • Oversees data architecture initiatives across multiple business units, ensuring seamless design and delivery of complex data solutions that address enterprise needs. • Conducts architecture reviews and ensures that solutions meet scalability, security, performance, and reusability standards across the organization. • Develops and maintains a forward-looking data architecture vision and roadmaps that supports the organization’s long-term business strategy and digital transformation goals. • Oversees enterprise-scale data integration initiatives, ensuring that data from multiple, diverse sources is integrated into a cohesive and unified architecture that supports business intelligence and advanced analytics. • Provides technical leadership for data architecture, ensuring that advanced data modeling, storage, and integration practices adhere to industry best practices and organizational standards. • Incorporates data governance principles into architectural decisions, ensuring that data management practices adhere to organizational policies. • Establishes and oversees data quality standards, including data cleaning, validation, and monitoring processes. • Ensures that data security measures, such as access control and encryption, are appropriately implemented for sensitive data. • Serves as the primary liaison to executive leadership on data architecture strategy, presenting strategic recommendations and influencing key decisions for enterprise data initiatives. • Translates complex technical and architectural concepts into clear, business-relevant insights, ensuring alignment between data strategies and overall business outcomes. • Builds and nurtures relationships with executive leadership, IT, and business unit leaders to champion the data architecture strategy across the organization. • Shapes the future direction of the organization’s data architecture by staying informed on emerging technologies, evaluating their potential adoption, and leading the execution of future-state architectures. • Develop in-depth knowledge of AI/Gen-AI impacts on Data engineering & management capabilities and work with AI/Innovation team to bring most relevant AI led intervention for Data teams. • Evaluates new tools, platforms, and systems that could enhance the company’s data infrastructure Collaborates with executive leadership to drive innovation and ensure the organization remains competitive by leveraging cutting-edge technologies and data practices. • Champions proof-of-concept initiatives for new technologies and data solutions that align with the organization’s strategic vision. • Provides mentorship and leadership to data architects, engineers, and cross-functional teams, fostering talent and ensuring high-quality architecture solutions. • Leads and guides cross-functional teams in the design and delivery of data architecture solutions, ensuring timely execution and adherence to enterprise standards.