• Lead portfolio monitoring and risk management processes for CPC’s sustainability portfolio • Regularly interact with all parties to the transactions including but not limited to: originators/underwriters, program staff, program engineers, grantees/borrowers, contractors/installers, governmental partners, internal legal counsel, and other external partners • Review/approve grant/loan packages submitted by originators, including the Basis of Design, Plans, Budget, Schedule and Contracts ensuring scope and all related construction documents comply with program requirements • Review project advance requests, including review of engineer submitted Site Observation and Commissioning reports, ensuring compliance with requirements of funding source, CPC policies and procedures, as well as construction risk best practices • Track and provide reporting on project budgets and the availability of funds during construction as it relates to the construction timeline and anticipated construction draws, ensuring that projects remain in balance. Review and approve, if applicable, paperwork required for ongoing project advances. • Collect and coordinate all documentation on recently completed projects to facilitate return (“reassignment”) back to State or conversion to permanent financing. • Attend project site visits as needed per program requirements • Provide training seminars to internal and external clients on sustainability construction risk guidelines, procedures and policies • Work to develop best practices and equipment type recommendations for various building type sustainability retrofits. • Provide policy and technical expertise in support of current local and State sustainability guidelines and requirements, as well as to support the design of future decarbonization and energy efficiency programs.

• Working effectively with other team members throughout the organization, you will be responsible for driving new revenue growth by selling Clearspeed’s products and solutions to prospects and clients within Financial Services, Insurance. • Identify and engage new business prospects. • Develop business within assigned accounts using direct prospecting, relationships, referrals, as well as leads developed through our marketing efforts. • Identify, develop, and cultivate key relationships to ensure the success of Clearspeed within the market. • Effectively work with prospects to understand their business requirements and clearly articulate Clearspeed’s value propositions. • Build relationships with key decision-makers across all accounts and serve as a trusted advisor to prospects and clients to achieve desired business outcomes. • Passionately support our commitment to creating an outstanding experience for our prospects and clients. • Lead all aspects of the sales process including new business development, client research, objection handling, sales pitch, pricing, closing, and follow-up. • Create proposals and negotiate contract terms while maintaining all necessary contract documentation. • Master our value proposition today and as the competitive landscape evolves. • Remain knowledgeable of Clearspeed’s products and services to support prospect and client needs. • Maintain awareness of Clearspeed's sales engagement strategy and ensure efforts are well coordinated and synchronized with strategy. • Meet quarterly and annual quotas. • Drive event attendance for webinars, trade shows, conferences, executive dinners and other events. • Record all communication with each lead, contact, opportunity, and account in Salesforce.com. • Perform additional related duties as required.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and 403(b) plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work with plan participants in the Harrisburg, PA area and must be based in this territory and be available to travel regionally as required. What you will do - Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes - Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans - Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner - Manage meeting schedule, including travel booking - Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants - Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance - Achieve plan level and individual goals to help achieve service level agreements and business results - Participate in client meetings, sales finals, or other external meetings as needed - Work collaboratively across internal service and management teams to improve effectiveness What you will bring - Bachelor's degree or equivalent work experience in lieu of a degree - 3 – 5 years relevant financial services experience - Strong presentation skills required - Proficiency in MS Word, Excel, PowerPoint, and Teams required - Strategic thinker who can work independently required - Strong relationship building and territory management skills required - FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred - FINRA fingerprinting required upon hire What will set you apart - Working knowledge of Salesforce preferred - Working knowledge of building blocks for successful retirement planning preferred - Basic understanding of defined contribution plans preferred - Practical experience providing high-level, consultative client interactions preferred #PJRPA ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $72,200.00 - $101,975.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be. But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself. Branch has a preference for candidates in Ohio, but is open to candidates located in AZ, FL, GA, IL, IN, IA, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, and WI. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time. Branch is remote first, with most Branchers choosing to work from home. Our headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers. About the role The Business Insights Senior Finance Specialist uses data and analytics to drive profitable policy and premium growth at Branch. Partnering closely with the Distribution, Marketing, Underwriting, and Product teams, this role uncovers trends, evaluates performance, identifies growth opportunities, and supports strategic initiatives. The ideal candidate combines strong analytical skills with business acumen and clear communication to turn complex data into actionable recommendations. Key Responsibilities - Analyze sales and policy performance across key dimensions including distribution channels, agent performance, and customer segments - Perform deep-dive analysis to evaluate the impact of strategic initiatives, distribution changes, and market conditions - Develop and maintain forecasting and performance models to support planning and strategic initiatives - Develop scalable reports and dashboards to monitor key performance indicators (KPIs) - Translate complex data into clear recommendations that influence strategy and drive results - Stay informed on emerging analytics techniques, tools, and industry best practices Skills, Knowledge, and Expertise [Please reference career phasing portal for skills, knowledge, and expertise. If changes are needed please consult with your HRBP to adjust framework skills.] - Bachelor’s degree in Finance, Economics, Statistics, Data Science, or another quantitative field. Master's degree or professional certification (e.g., CFA, CPA) preferred - 5+ years of experience in business analytics, financial analysis, or business intelligence, preferably within insurance or financial services - Strong analytical and quantitative skills with experience working with large datasets, identifying key business drivers, and translating analysis into actionable insights and recommendations - Proficiency in SQL, advanced Excel, and Google Sheets for data analysis - Experience using business intelligence and visualization tools (e.g., Sigma, Tableau, Power BI) to build scalable reports and dashboards for stakeholders - Experience developing forecasting models, performing trend and performance analysis, and supporting business planning or strategic initiatives through data-driven analysis - Excellent communication and collaboration skills, with the ability to present complex findings clearly, influence cross-functional stakeholders, and manage multiple priorities - Strong problem-solving skills and attention to detail, with a commitment to delivering high-quality work in a fast-paced environment - Ability to work both independently and collaboratively in a cross-functional team setting Why join us at Branch? We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest. - Above-market salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark. - Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs. - Remote-first (with perks) - Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters if you’d like to join us in an office. - Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation. - Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow. - Medical, vision, dental - Get all the coverage you need for a healthy, happy life. - 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month. What to expect In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us): - Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify. - If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process. - The process will include a number of interviews, which will all happen either over the phone or on video calls. - We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information. Equal Employment Opportunity Employer At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.