• 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

• Responsible for performing Epic application system analysis and design to include requirements, specifications, configuration, documentation, testing, and implementation of systems • Will also be involved in providing Epic application support, troubleshooting, training and reporting activities • May also be involved in providing non-Epic application support and troubleshooting for integrated third-party applications • Serves as a liaison between TSG groups, clients and vendors • Conducts advanced analysis of Epic application design including but not limited to planning implementations and maximizing application benefits • Mentors teammates in resolution of issues, tracking issues and providing updates to peers, leadership and clients • Manages assigned projects and meets deadlines • Conducts highly complex work unsupervised and with extensive latitude for independent judgement • Adheres to departmental policies and procedures • Plans and conducts requirements gathering for Epic projects and requests • Coordinates, plans and conducts detailed design sessions through knowledge of client/business needs and application functionality • Coordinates, plans, and conducts analysis of client business needs • Develops reference materials (status reports, documentation, knowledge transfer, etc.) for supported applications (Epic and non-Epic) and related technologies • Serve as a liaison between Epic modules • Serve as a professional and technical mentor to teammates • Recognized as a subject matter expert and advanced individual contributor • Serve as advocate for department initiatives and processes • Facilitates a positive and collaborative work environment • Adheres to the application change management process to include timely reporting of all pertinent change information, effective discussion of the changes, internal and external communications, contingency planning, support of the change event and post-change reporting, as appropriate.

• Provide thought leadership and innovative technical solutions for new initiatives • Manage and configure feature requests within Workday • Support team members with technical issues • Improve workflow processes for efficiency and compliance • Adhere to global data privacy legislation, compliance practices • Stay up to date on Workday releases and assist in release management • Ensure detailed and accurate documentation accompanies all Workday configuration and processes • Identify functional gaps in existing processes • Support critical system maintenance and operational tasks within Workday • Provide demos and trainings to internal team members and stakeholders • Build reports, perform data modeling, data analysis, and reporting

• Create innovative research offering actionable advice for clients in multiple formats • Deliver individualized advice to CHROs and senior HR leaders • Track vendors, market trends, and practices in AI-driven Org Design • Develop new insights and ideas through thought leadership • Research market trends and shifts to provide actionable insights