NFP

• Provide strategic oversight of the general liability claims portfolio • Serve as a subject matter expert providing strategic oversight of complex construction-related general liability claims • Implement and oversee comprehensive claims management protocols • Communicate proactively with producers and management regarding significant claim developments • Confirm coverage applicability through detailed review and analysis of insurance policies • Support and guide insureds in timely reporting of general liability claims • Coordinate rapid response and post-incident investigation efforts • Drive proactive risk transfer by ensuring proper contractual risk allocation • Lead coverage and claims advocacy in instances of carrier denial • Prepare claim summaries, coverage analyses, and management reports

• Lead Full-Cycle Recruiting • Own end-to-end recruiting across a range of roles, including financial advisors, planners, operations, and corporate functions. • Develop and execute creative sourcing strategies to attract high-quality talent in competitive markets. • Conduct competency-based interviews and guide hiring managers through structured selection processes. • Drive proactive pipeline development and workforce planning discussions with leadership. • Ensure an exceptional, high-touch candidate experience from initial outreach through onboarding. • Oversee workforce planning and recruiting strategy for the firm’s internship program, including university partnerships, campus outreach strategy, selection processes and intern conversion planning. • Serve as Player-Coach & Recruiting Strategist • Provide guidance, coaching, and best-practice direction to recruiting team members. • Elevate sourcing strategy, candidate assessment rigor, and stakeholder partnership standards. • Standardize recruiting processes, interview frameworks, and selection criteria. • Support requisition prioritization and capacity planning. • Monitor recruiting metrics and provide insights to leadership on pipeline health, hiring velocity, and market trends. • Support Recruiting Systems & Analytics • Partner with HRIS and Corporate IT to support the implementation and optimization of the Workday Recruiting module. • Help define recruiting workflows, interview stages, and reporting dashboards within Workday. • Leverage recruiting analytics to inform hiring strategy and workforce planning. • Identify opportunities to improve efficiency, compliance, and candidate experience through system enhancements. • Build Industry Talent Networks • Cultivate and maintain strong external networks within wealth management, financial planning, and RIA communities. • Leverage industry associations, referral channels, and targeted sourcing campaigns to strengthen pipelines. • Partner with leadership to map competitor landscapes and proactively engage passive talent. • Develop and maintain relationships with universities, finance programs, and student organizations to build a strong, recurring pipeline of intern talent. • Strengthen Employer Brand & Diversity Efforts • Partner with marketing and leadership to position the organization as an employer of choice within the wealth management industry. • Develop outreach strategies to build diverse candidate pipelines. • Continuously refine messaging and candidate engagement strategies.

• Interacts with clients on a day-to-day basis while developing and maintaining relationships • Prepares applications, specifications and marketing strategy for new business and renewals • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers • Works with the Claims Department on relevant claims • Maintains a diary to ensure policies, endorsements and other information is received • Supervises or directs the daily job activities of the Coordinators and Account Managers • Builds and maintains strong relationships with carriers, and clients through regular contact

• Manage deployment plan and plan resources (i.e. project management) – including when to engage with cross-program work streams to complete tasks • Actively engage with the Integration and Operations Lead and provide status reporting as required • Work with business to identify, connect with, and manage local end-user key stakeholders and address their needs, concerns and questions • Manage steering committee meetings and conversion communications with key corporate and end-user stakeholders • Own the end-to-end implementation lifecycle. This includes building detailed project schedules, tracking milestones, managing risks, and ensuring the project launches on time. • Liaise with corporate governance entities for operational and procedural review and decisions • Escalate risks and issues through defined governance processes and manage to resolution • Integrate with other platform system teams to ensure that end-users in their deployment are ready for conversion • Travel required

• Create and execute marketing campaigns using HubSpot including emails, workflows, landing pages, and reporting. • Manage LTCI Partners social media presence and channels • Support advisor-facing initiatives, webinars, and educational campaigns. • Create and manage sales enablement materials such as presentations, one-pagers, and PPT/email templates. • Maintain and report marketing data, segmentation, and campaign tracking. • Identify opportunities to use AI tools and automation to improve efficiency. • Coordinate across sales, compliance, and product teams.

• Supports and services COBRA & Direct Billing participants • Provides COBRA Administration in accordance with federal COBRA regulations • Answers incoming calls and e-mails to provide support to clients, brokers, and participants • Assists clients, brokers, and participants with navigating the COBRA & Direct Billing Portal • Keeps organized notes of calls requiring follow-up • Remains familiar with reporting functionality and assists clients in running and interpreting reports • Tactfully addresses sensitive participant matters • Assumes other duties as assigned by Manager • Ensure privacy by following all security and HIPAA guidelines

Role Description The Manager, Payroll Tax is responsible for the oversight and execution of payroll tax compliance and reporting activities across multiple jurisdictions. This role ensures accurate filings, supports audits, monitors regulatory changes, and partners cross-functionally with Payroll, HR, Accounting, and external vendors to maintain compliance and operational integrity. This position plays a critical role in managing payroll tax processes end-to-end, including: - Monthly, quarterly and year-end reporting - Agency correspondence - Reconciliations - System integrations The ideal candidate will have strong payroll tax expertise and hands-on experience with ADP Smart Compliance. Experience with Workday is preferred. Qualifications - 5+ years of payroll experience, including payroll tax management and compliance. - Experience managing multi-state payroll operations. - Strong knowledge of federal, state, and local payroll tax laws and regulations. - Knowledge of payroll reporting, reconciliations, and tax filings. - Hands-on experience with ADP Smart Compliance. - Experience with Workday preferred. - Bachelor's degree in Accounting, Finance, Human Resources, Business Administration, or a related field, or equivalent experience. - Proficiency in Microsoft Excel and payroll systems. - Strong analytical, problem-solving, and organizational skills. - Excellent communication and stakeholder management abilities. Requirements - Ensure compliance with federal, state, and local payroll tax regulations across multi-state operations. - Manage and review quarterly and annual tax filings, including Forms 941, 940, W-2s, and applicable state/local returns. - Serve as the subject matter expert for payroll tax matters and provide guidance on regulatory changes and payroll impacts. - Prepare and review payroll tax reconciliations, including quarterly and annual filings. - Partner with Accounting to support payroll tax accruals and general ledger reconciliation. - Maintain accurate payroll records and documentation to support audits and compliance. - Manage payroll tax audits, agency notices, and correspondence with federal, state, and local tax authorities. - Lead resolution of tax discrepancies and inquiries from agencies. - Support internal controls, documentation, and compliance testing requirements (including SOX-style controls). - Utilize ADP Smart Compliance to manage payroll tax operations and filings. - Support integration and data flow between payroll, HRIS, and tax systems to ensure accuracy and compliance. - Partner with HRIS/IT on system enhancements, implementations, and testing. - Monitor changes in payroll tax laws and assess impact to payroll operations. - Identify opportunities for automation, efficiency, and process improvement across payroll tax workflows. Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Performance-based incentives The base salary range for this position is $85,000.00 – $115,000.00, determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Company Description NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

• Respond to benefits questions concerning health and welfare plan compliance in areas such as ERISA, HIPAA, COBRA, ACA, MHPAEA, FMLA, CAA 2021, Transparency in Coverage rules, Section 125 plans, tax-advantaged arrangements, state PFML laws, and state employee health and welfare benefit laws. • Develop and maintain internal and external employee benefits compliance tools and resources • Draft benefits compliance whitepapers and other important communications in a concise, easy-to-understand manner • Conduct employee benefit compliance seminars and webinars • Stay abreast of the changing legislative and regulatory landscape • Perform client compliance checklist reviews in conjunction with account management teams • Own or co-own compliance initiatives in conjunction with regional sales and account management leaders • Mentor or manage junior team members of the Benefits Compliance team, as needed

• Serve as a liaison between Hamilton Insurance Agency and clients • Retain existing clients by building and solidifying relationships • Answer product and service questions in a timely manner • Respond to telephone and email inquiries from clients • Follow up on pending issues • Act as liaison between client and carrier on escalated service issues • Assist Sales Executives with research and preparation for client presentations • Prepare client spreadsheets and presentations • Coordinate renewals with Producer and/or management and BA • Maintain accurate records and handle confidential information • Manage overall case management and service coordination

• Promote Wealthspire’s Executive Benefits services to internal Wealthspire advisors • Create and maintain referral relationships with intermediaries and joint partnerships • Sell the complete offering of company services • Acquire new customers • Lead all aspects of the sales process • Ensure a seamless transition of customer responsibility to account management team • Achieve assigned sales quota • Meet assigned expectations for profitability