• Serve as a subject matter expert in HMDA data management and compliance • Provide advanced support in analysis, testing, and regulatory reporting • Contribute to process development and lead compliance reviews • Act as mentor and resource to junior team members • Conduct root cause analysis and remediate emerging risks impacting HMDA compliance • Participate in Compliance change management processes • Lead execution of HMDA compliance testing programs • Oversee review and resolution of complex HMDA edits • Monitor integrity of HMDA data throughout the loan lifecycle • Collaborate cross-functionally to resolve systemic data quality issues • Prepare and present comprehensive reporting to Compliance leadership • Maintain and improve HMDA-related Standard Monitoring Procedures • Train and support junior compliance staff on HMDA processes • Engage in regulatory research and ensure proactive compliance • Represent Compliance in audit and regulatory examination meetings • Drive enhancements in automation, reporting, and data governance practices

• Uses in-depth information and analysis to provide management with advice and counsel on a variety of business issues • Define and translate user requirements for complex systems, educating customers on functionality and limitations while driving optimal application utilization • Collaborate with internal and external teams to support and develop business solutions • Demonstrate service excellence and relationship-building, fostering trust and collaboration with patients, families, employees, managers, medical staff, volunteers, and community partners to maximize productivity and engagement • Apply technical standards and advanced methodologies to solve highly complex problems • Design and refine workflows in partnership with stakeholders • Lead high-performing project teams, driving initiatives from concept to completion with precision and accountability • Analyze and synthesize data to evaluate multiple solutions • Collaborate with peers to create and maintain team-specific documentation • Proactively identify and mitigate risks, troubleshoot issues, and guide root cause analysis for application failures • Translate business needs into system design, configuration, and workflow validations • Develop and execute complex test plans • Serve as a trusted resource during testing and upgrades • Align individual goals with organizational priorities • Plan and manage system downtime, change management, maintenance, and upgrades • Perform capacity planning and vendor management • Flexibility to travel up to 10% and participate in rotational on-call responsibilities to support critical operations

• Job responsibilities include those listed in competencies document. • Maintains a professional image and exhibits excellent customer relations to patients, visitors, physicians, and co-workers in accordance with our Service Excellence Standards and Core Values. • Analyzes, designs, and modifies software applications, including encoding, testing, debugging and installing to support implementation of one or more software modules. system preference modifications, documentation, training or sharing of system functions as appropriate. • Provides more advanced technical expertise than that of an Epic Applications Analyst I. • Serves as a liaison between the IT Department, vendors and clients for multiple systems/applications. • Gathers and works with departments to prioritize development initiatives and activities. • Provides analysis of workflow and implements solutions to meet department needs. • Provides technical/application assistance to clients and IT staff as appropriate. • Assists with coordination of system upgrades and large projects and provides support as required. • Completes tasks on time and meets assignment dates. • Ensures system changes follow change management procedures and protocols. • Creates and maintains all documentation for all assigned applications, and develop, plan and execute testing for supported applications. • Participates in an on-call rotation schedule, to include daily, after hours, weekends, providing 24x7 client support as necessary. • Participates in support for systems both daily and during implementations. • Works collaboratively with IT Educators to ensure system feature and function modifications are shared with educators so training plans and documentation can be updated appropriately. • Serves as a mentor to Epic Applications Analyst I. • Occasional travel to other offices to accommodate user needs. • Occasional travel for training classes, implementations and conferences.

• Conduct sourcing and due diligence on assigned asset classes and categories • Contribute to the production of the quarterly manager monitor for the EIPC meetings • Develop and maintain a focus list of recommended investment strategies within assigned asset classes and categories in support of Mariner’s institutional and wealth client base • Collaborate with Mariner advisors to create search books for new manager allocations and replacement activity • Develop primers and education presentations for assigned asset classes and categories • Present updates, recommendations, and new ideas to the EIPC each month or as needed • Conduct Annual Asset Class Reviews to provide updates to the EIPC Investment on assigned categories • Identify short-to-intermediate term tactical investment opportunities suitable for client investment in areas outside the scope of traditional asset allocation. • Attend client meetings to assist advisors with asset class education, manager interviews, and strategy placements • Provide peer reviews for team members within The Research Group • Prepare and collaborate on strategy recommendations within The Research Group • Assist with asset allocation modeling and model portfolio development processes • Assist with new client onboarding through portfolio and investment strategy review and roadmap development • Keep Mariner service teams informed of any pertinent information regarding our clients’ investment managers • Lead the open investment RFP process for larger relationships within assigned asset classes. • Attend and speak at conferences as needed • Special projects as needed • Assist in new business presentations as needed • Mentor research associates within the group