• Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth. • Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements. • Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience. • Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements. • Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery. • Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams. • Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions. • Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements. • Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.

• Work with functional department teams to prepare forecasts including short-term projections, annual budgets, and long-range plans • Monitor Daily bookings and revenue against forecasts • Business partnering with sales, marketing and sales operations teams to drive company performance • Consolidating business results for corporate reporting • Commission calculations for sales team • Provide comparison of forecast results versus actual results along with analysis of deviations from forecast/budget • Prepare journal entries at month-end to ensure accurate financial results • Develop and manage KPI’s and metrics as determined by leadership • Gather and maintain relevant historical financial reports by compiling data from multiple sources and presenting it in the most useful way • Participate in the annual budget process at the direction of Finance leadership, including the CFO • Perform ad hoc analysis as requested by Finance/Accounting leadership, including the CFO

• Lead full cycle recruiting for Finance positions across all levels of positions, from interns to senior leadership. • Partner with hiring leaders to understand short- and long-term workforce needs and develop strategies to meet talent needs. • Develop tailored and creative sourcing strategies to ensure high visibility of roles and attract diverse and highly qualified Finance professionals. • Advocate for best-in-class candidate experience. • Generate leads by utilizing a variety of job boards, sourcing tools and channels, including LinkedIn Recruiter, ZoomInfo, Indeed, Handshake, networking, employee referrals, diversity partnerships and professional associations. • Leverage resources to recruit the highest caliber candidates through online social networking, community involvement, career and job fairs, professional networking, and local media sources. • Develop a network of candidates and nurture prospect pools and pipelines. • Advise hiring leaders of talent trends and best practices for evaluating Finance talent. • Assist with internal hiring efforts by assessing teammates for different or more senior positions. • Lead or contribute to recruiting projects and events. • Utilize the talent CRM to log all activity, notes, track and analyze recruiting metrics to drive continuous improvement and provide data-driven insights. • Leverage technology, apply AI and data-driven recruitment practices to improve talent identification, efficiency and candidate experience. • Apply company programs, practices and procedures related to the recruitment cycle in compliance with federal, state and local law. • Work closely with other Regional Team Resources teammates to facilitate a smooth onboarding process for new teammates.

• Responsible for financial claims expense invoicing, reporting, analysis and forecasting • Develop, analyze, interpret, report, and present historical and/or forecasted financial claims expense and stop loss coverage information • Prepare claims expense financials, estimated claim expense and financial forecasts • Prepare financial and business-related analysis and research • Coordinate and direct the preparation of stop loss coverage for employer groups or stop loss vendors