• Communicate investment philosophy and available investment strategies clearly and effectively. • Provide status updates on portfolio implementations proactively and timely. • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Lead presentations on various investment topics to Wealth Advisor teams. • Support new Portfolio Consultants with developing core competencies within investment platform. • Demonstrate a comprehensive understanding of capital markets and portfolio design & management. • Ability to effectively match Advisor implementation goals with available investment strategies. • Expertise in complex investment vehicles, models, and platform, including public and private markets. • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams. • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. • Collaborate with key central teams to coordinate process improvement. • Responsible for managing standardized workflows and investment processes • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements • Audit implementations to ensure outcome is consistent with target portfolio objectives • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

• Serves as a business consultant to assigned franchise owners (franchisees), or candidates applying to become franchisees • Maintains an ongoing liaison between the company and franchisees or candidates requesting consideration to become a franchisee • Provides tools, counsel, and advises either directly or through functional experts, to franchisees in all aspects of their business and store operations • Oversees and reports on any changes to the market conditions of assigned region • Analyzes and interprets financial data to identify areas of improvement or development and assess effectiveness of operations development • Provides effective training and communications to franchisees and their staff • Guides and enables franchisees on consistently meeting or exceeding all company quality standards

Role Description Please note: This role involves significant travel during peak travel season (February–October). We are seeking a Technical Consultant to support a dedicated client. This role may be based in any major hub city (e.g., Chicago, Dallas, Phoenix, Denver) and partner closely with the client’s Global Health & Safety team to assess and continuously improve safety standards, processes, and practices to reduce risk. The ideal candidate brings strong relationship management, service delivery expertise, customer focus, and technical proficiency. The position is fully remote and requires approximately 75% travel to customer locations to complete safety assessments during the travel season. - Account Service: Partner with Health & Safety, Operations, and Engineering to evaluate the global safety management system, recommend improvements, and develop action plans to reduce risk. - Leadership: Collaborate, influence, and inspire others to achieve shared goals through mentoring, coaching, and continuous personal and professional growth. - Continuous Improvement: Apply a growth mindset to continually enhance work quality and service delivery through collaboration and innovation. - Relationship Building: Build and maintain trusted relationships across customer organizations to influence outcomes and support business objectives. Qualifications - Bachelor’s degree with coursework in math, engineering or related areas (or equivalent) and at least 5 years of directly related consulting experience in loss prevention or progressive safety/health field. - Candidates are typically working towards (or obtained) an advanced degree and/or professional certification in one or more of the following areas: CSP, ARM, CRM, CPCU, CIH, or CPE. - Advanced knowledge, skills and experience in a specialized field, service planning and delivery, risk assessment, risk analysis, solutions management and progress measurement. - Fully effective interpersonal, writing and other communication skills required to develop and maintain relationships with customers, peers, and industry contacts. - Demonstrated ability to retrieve and enter information using various proprietary software applications and create/modify documents and complex spreadsheets using Microsoft Office suite. - Position requires regular travel. Benefits - Comprehensive benefits that support your life and well-being. - Workplace flexibility and professional development opportunities. - Opportunities provided through Employee Resource Groups. Company Description At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through: - Comprehensive benefits. - Workplace flexibility. - Professional development opportunities. - A host of opportunities provided through our Employee Resource Groups. Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

• Execute pre-sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive the discovery process, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs • Demonstrate expertise across all of Workiva’s domain areas - Financial Reporting, GRC, and Sustainability Reporting - developing working knowledge of industries, departments, and use cases where Workiva can have an impact • Assist sales in developing account plans in support of Workiva strategies and objectives • Conduct process assessments with customers, build Proof of Concepts to validate requirements, build and present partner specific business cases • Ensure customer success by working with implementation partners and Workiva Client Services team for smooth on-boarding and long term success • Assist in developing new use-cases or by using existing templates providing proof of our solution's impact and value proposition • May begin to deliver cross-domain coaching, training, or mentoring peers • Work with Sales, Product Marketing, Client Services, Scoping, and Customer Success to achieve team and company goals