National Trust

• Support its Third-Party Risk Management program within a highly regulated banking environment. • Conduct initial and ongoing risk assessments for new and existing vendors, with emphasis on cybersecurity and data protection. • Evaluate vendor due diligence responses, including information security, security architecture, and cloud environments. • Identify control gaps and recommend risk mitigation strategies. • Assess vendors handling sensitive data, critical systems, or customer information. • Support vendor due diligence, concentration risk, fourth-party risk, and business continuity assessments. • Assist with preparation for regulatory examinations and internal audits. • Maintain documentation demonstrating regulatory compliance and risk-based decision making. • Support updates to TPRM policies, procedures, and standards. • Assess vendor security programs against recognized frameworks, including: NIST Cybersecurity Framework, ISO 27001, SOC 2 Type II. • Support monitoring of critical and high-risk vendors. • Track vendor performance, compliance, and remediation activities. • Prepare risk summaries and reporting materials for leadership. • Escalate significant risks in a timely manner. • Review vendor incident response and breach notification processes. • Evaluate business continuity and disaster recovery capabilities. • Prepare concise risk reports for senior leadership and risk committees. • Maintain accurate documentation within the TPRM system. • Partner with Information Security, Compliance, Legal, Procurement, and business units.

• Analyze and document system requirements and workflows • Collaborate with stakeholders to understand business needs and translate them into technical solutions • Design, implement, and maintain IT systems and infrastructure • Evaluate software and hardware options and recommend optimal solutions • Conduct system testing, debugging, and performance tuning • Prepare technical documentation, reports, and user manuals • Provide technical support and training to end-users • Monitor system performance and ensure uptime and reliability • Stay updated on emerging technologies and recommend improvements • Coordinate with vendors and service providers for system upgrades and maintenance

• Support sales activities within assigned institutional segments and product lines • Partner with the Chief Business & Strategy Officer, Sales Leadership, and cross-functional teams to support execution of business, marketing, and product objectives • Assist in cultivating relationships with prospective institutional clients and stakeholders within assigned segments • Contribute across the full sales lifecycle, including prospecting, outbound outreach, initial pitches, ongoing relationship management, and deal support through contract execution • Support the development of market, segment, and client analysis to identify asset potential and growth opportunities • Manage and support client documentation, CRM updates, reporting, calling campaigns, and sales pipeline hygiene • Collaborate cross-functionally with marketing, product, operations, engineering, risk, and compliance to support revenue and growth objectives • Actively participate in the adoption and reinforcement of company values and culture • Support the delivery of a high-touch, “white glove” experience for prospective and onboarded clients • Maintain an ongoing understanding of the digital asset ecosystem, including tokens, capital markets dynamics, pricing, competitive platforms, and regulatory considerations • Develop working knowledge of company, technical architecture, and client workflows related to crypto and digital asset adoption • Professionally communicate our company’s value proposition to clients, partners, and market participants • Contribute to the achievement and execution of defined sales, revenue, and growth targets • Gather and communicate market and client feedback internally across relevant teams • Support competitive analysis and contribute constructively to the firm’s evolving go-to-market strategy and product development

• Lead daily client support through the Client Coverage Desk, providing service, operational, and technical assistance • Manage and resolve client inquiries; including participation in evening and weekend coverages as needed • Service as the primary lead for digital asset custody transfers, trading, and lending activities • Act as the escalation point for complex client inquiries and issues. Coordinate resolution with senior internal support teams and resolve issues with clear escalation paths. • Oversee the execution of client activities including, but not limited to, client transactions and asset- related inquiries • Manage client requests through the bank’s communication and ticketing platforms Process and resolve client coverage activities via integrated client communication platform and ticket management system • Partner with Execution Desk to support client trading and lending activities • Collaborate with Operations and technical teams to support on-chain activities (e.g. stalking, forking, and voting) • Maintain expert knowledge of digital asset products including, but not limited to custody, trading, lending, and issuance • Leverage internal banking partners to deliver comprehensive client solutions • Communicate client strategic opportunities and trends to the extended team, and promote effective knowledge communication sharing within Client Coverage Desk • Partner with Account Management team to support client growth initiatives • Deliver prompt, thorough application support to employees remotely via Microsoft Teams, and other tools • Troubleshoot application, software, and identity access management issues; resolve or escalate problems while proactively managing the ticket lifecycle • Facilitate application needs for new employee onboardings, role transfers, and departures • Maintain accurate and up-to-date documentation of procedures and configurations • Participate in a weekly on-call rotation for after-hours support

• Serve as the primary point of contact for daily client support through the Client Coverage Desk providing service, operational support, and technical assistance and escalation • Manage and resolve client inquiries; including participating in evening and weekend coverage as required • Act as primary client lead for digital asset custody transfers, trading, and lending activities • Resolve and respond to escalated client requests from internal team members • Oversee the execution of client activities including client transactions and asset-related inquiries • Process and track client requests using the bank’s integrated communication and ticketing platform • Partner with the Execution Desk to support client trading and lending activities • Coordinate with Operations and other technical teams for client support on-chain activities, (e.g. stalking, forking, and voting) • Maintain a high-level understanding of digital products and services, including but not limited to, custody, trading, lending, and issuance • Leverage internal banking partners to ensure comprehensive high-quality client support Communicate client strategic opportunities and trends to the broader team, and promote effective information sharing • Collaborating with Account Management to support client growth and engagement initiatives • Deliver prompt, thorough application support to employees remotely via Microsoft Teams, and other tools • Troubleshoot application, software, and identity access management issues; resolve or escalate problems while proactively managing the ticket lifecycle • Facilitate application needs for new employee onboardings, role transfers, and departures • Maintain accurate and up-to-date documentation of procedures and configurations • Participate in a weekly on-call rotation for after-hours support

• Lead end to end client onboarding functions, to include, but not limited to account opening, document processing, client and asset qualification, KYC/AML reviews, client communication, client portal set-up and portal user training • Partner with Business Development team to support a seamless transition from prospect to active client • Manage and resolve client onboarding inquiries and issues, including evening and weekend engagement as needed • Coordinate with Operations, Compliance, Risk, Legal, and Technical teams to completed client set-up, permissions and on-chain regarding on-chain activities, (e.g. staking, voting, forking) • Maintain expert knowledge of digital asset product and services; to include, custody, trading, lending, and issuance • Collaborate with clients through integrated communication platform and the bank’s ticketing tool • Partner with Compliance to ensure completion of AML/KYC requirements • Establish client governance structures, including authorized signers and administrators. • Deliver client training on custody, transfers, trading, and lending services • Manage on-boarding handoff to Client Coverage Desk, Trust, and Relationship Management teams • Allocate, adjust, and prioritize resources to align with priorities to minimize inefficiencies and prevent bottlenecks • Foster a client focused team culture while maintaining strong regulatory compliance

• Lead business development and partnership activities for the company, spanning all business lines and product offerings. • Partner with the Chief Business Officer, Managing Director of Sales & Business Development, and the broader team to define and execute business, marketing, and product objectives across client segments. • Build and deepen relationships with prospective clients and key stakeholders within assigned market segments. • Own the full sales lifecycle, including prospecting, outreach, initial pitches, sustained engagement, contract negotiation, and deal closure. • Develop and execute market, segment, and client growth strategies to identify asset potential and position us for disproportionate growth relative to competitors. • Champion and actively promote the company’s corporate values and culture. • Collaborate cross-functionally to deliver ongoing white-glove service to clients post-onboarding. • Maintain a deep and current understanding of the digital asset ecosystem, including coins and tokens, capital markets, pricing dynamics, competitive platforms, and regulatory and compliance considerations. • Develop expert-level knowledge of our products, including technical architecture and client workflows for digital asset adoption. • Communicate our value proposition with professionalism, credibility, and gravitas to clients, partners, and market participants. • Contribute to the definition of firm-wide targets and lead execution to consistently exceed sales, product, revenue, and growth objectives. • Synthesize and communicate market intelligence and client feedback internally across marketing, product, engineering, operations, risk, and compliance teams. • Assess our competitive positioning and support the development of new strategies and product offerings.

• Serve as a senior ambassador for the company, building and deepening relationships across the financial services ecosystem • Drive sales execution, revenue growth, and market leadership within the Institutional segment • Lead sales activities across business lines and the full product portfolio • Partner closely with the Chief Business & Strategy Officer, Sales, and Business Development leadership to define and execute business, marketing, and product objectives across client segments • Cultivate and manage senior-level relationships with prospective institutional clients and key stakeholders across their organizations • Own and manage the full sales lifecycle, including prospecting, outbound outreach, initial engagement, sustained relationship development, contract negotiation, and deal execution • Develop and execute detailed market, segment, and client growth strategies to identify asset potential and position the company for disproportionate growth relative to competitors • Actively champion and reinforce the company’s values and culture, both internally and externally • Collaborate cross-functionally to deliver a high-touch, “white glove” experience for clients throughout onboarding and beyond • Maintain a deep and current understanding of the digital asset ecosystem, including token landscapes, capital markets dynamics, pricing models, and evolving regulatory and compliance considerations • Build expert-level knowledge of the company’s products, including technical architecture and client workflows related to crypto and digital asset adoption • Communicate the company’s value proposition with clarity, credibility, and executive presence to clients, partners, and broader market participants

• Define and execute the operational strategy for digital asset custody services • Collaborate with product, compliance technology, and client teams to align custody operations with broader institutional banking goals • Manage day-to-day operations of digital custody, including wallet management, transaction processing, reconciliation, and reporting • Utilize dashboards and manage staff to monitor team performance, client activity, and progress on bank initiatives • Partner with Sales team to resolve client inquiries • Develop key metrics to measure progress and efficiency the custody team performance • Oversee all training and communications to team members

• Analyze market trends, customer needs, and competitive activity to inform marketing and communications strategies • Help define and evolve brand positioning, messaging, and go-to-market strategy • Develop, execute, and optimize integrated marketing campaigns across owned, earned, and paid channels • Plan and deliver high-impact initiatives including events, sponsorships, partnerships, and CSR programs • Own and manage the marketing calendar, including campaigns, content, and thought leadership • Oversee creation of compelling content including digital campaigns, blogs, case studies, presentations, and newsletters • Ensure all content is brand-aligned, SEO-optimized, and designed to drive engagement and client acquisition • Elevate executive presence and company voice through thought leadership and strategic communications • Manage and grow social media presence (LinkedIn, X/Twitter, and other platforms), driving engagement and brand visibility • Partner with internal stakeholders to ensure consistent, high-quality messaging across channels • Work cross-functionally with Product, Sales, and Business Development to create marketing materials that support revenue growth • Support sales enablement with tailored content and campaigns • Define KPIs and measure campaign performance, ROI, and impact • Use data and insights to continuously optimize marketing programs and inform future strategy • Manage marketing budget and external agencies, ensuring efficient and effective spend