Role Description We are looking for a sharp, execution-minded Business Operations Analyst, AI Enablement to join our growing BizOps team. This is not a traditional Business Analyst role. In this role, you’ll help Passport rethink how we work at a pivotal stage in our growth—as a company that is scaling quickly, maturing operationally, and leaning heavily into AI. You’ll help design and implement better ways of working across the business, whether that means: - Streamlining a manual process - Introducing a new internal tool - Training an agent to manage part of a workflow This is a great fit for someone early in their career who brings strong judgment, follows through, and finds energy in solving sometimes unglamorous but important problems. You’ll have real ownership over your work—but you won’t be doing it alone. You’ll be part of a collaborative, cross-functional team that values learning, supports each other, and shares a deep curiosity about how we can work smarter. If the idea of playing a meaningful role in helping a company go AI-first excites you, we’d love to talk. Qualifications - A bachelor's degree in Business or equivalent experience. - Thoughtful communicator who shares ideas clearly and collaboratively. - Strong judgment, with the ability to zoom in and out between details and strategy. - Curious and resourceful—always asking, “How might we do this better?” - Interest in experimenting with AI tools to build smarter processes. - Organized and reliable—you see things through. - Belief that improving how we work internally improves how we serve customers. Requirements - 1–2 years in business operations, or a similar execution-focused role. - Exposure to automation, process improvement, or workflow design. - Some experience with low-code/no-code tools (like Parabola or n8n), and a desire to learn more. - Light experience with SQL, scripting, or dashboards. Benefits - We’d still love to hear from you. We’re looking for someone who’s excited about the role and brings a strong sense of ownership, not someone who checks every box.

• Own ongoing trend monitoring and investigative analysis for an assigned claims domain, becoming the team's go-to expert on the data, the operations, and the questions that matter to your stakeholders. • Investigate the drivers behind what the data shows, going beyond the what to the why, and present findings as clear options and recommendations rather than open-ended observations. • Build and maintain strong working relationships with operational leaders, peers in IT and the broader analytics organization, and other stakeholders in your domain. • Prepare regular briefing decks and ad-hoc analyses that are accurate, well-designed, and tailored to the audience, whether that is a working session with a manager or a readout to senior leadership. • Develop SQL on Snowflake to assemble the data needed for your analyses, and partner with the reporting team to operationalize any recurring reports that emerge from your work. • Build Tableau dashboards and visualizations where they are the right tool for the job, with a clear bias toward simple, useful, and well-designed over complex or ornamental. • Anticipate risk in your own work by routinely asking how does this fail, validating assumptions, and surfacing issues early with options for how to address them. • Communicate proactively on progress, blockers, and timelines, and set clear expectations with stakeholders on what you will deliver and when. • Contribute to the team's exploration of advanced analytical capabilities, including AI-enabled tools and techniques, and apply them where they add real value. • Manage multiple projects and ad-hoc requests in parallel, prioritizing well and aligning your work to organizational priorities.

Role Description The Business Transformation Lead is a hands-on execution leader responsible for supporting and delivering cross-functional transformation initiatives within Wealth Operations and adjacent operational functions. This role focuses on disciplined execution, stakeholder coordination, and delivering measurable outcomes across a portfolio of initiatives. - Support end-to-end execution of transformation initiatives from intake through implementation, stabilization, and optimization. - Apply established execution and change methods to promote consistency, progress tracking, and disciplined delivery. - Coordinate cross-functional stakeholders across Operations, Compliance, Legal, Technology, and external partners to drive alignment and execution. - Identify execution risks, dependencies, and constraints, and escalate issues with clear options and recommendations. - Ensure initiatives are implemented with appropriate attention to operational stability, controls, and evolving business priorities. - Partner with business, operations, and platform teams to assess service model impacts, operational readiness needs, and workflow changes tied to transformation efforts. - Support transition planning and execution activities related to operating model redesign, platform modernization, and process improvement initiatives. Qualifications - 8–12+ years of experience supporting or leading transformation, change, or execution initiatives in complex organizations. - Experience at a clearing or custody firm (for example Pershing, Fidelity Clearing, Apex, or Schwab), or in a broker-dealer role with direct ownership of the clearing relationship, operating platform, and related advisor and client service model, is preferred. - Experience leading or supporting a clearing conversion, custodian transition, or service model redesign in a regulated wealth or brokerage environment is preferred. - Demonstrated experience delivering components of large-scale initiatives or managing multiple workstreams end to end. - Proven ability to manage competing priorities and interdependencies across multiple stakeholders. - Working knowledge of clearing and custody platforms, including NetX360+, Apex, and Wealthscape, and the servicing workflows they support — including account opening, ACATs, money movement, corporate actions, and advisor/client servicing — is preferred. - Strong communication and collaboration skills, with the ability to influence across functions without direct authority. - Experience working in environments with regulatory, risk, or control considerations is preferred. - Ability to rapidly learn new business domains and translate direction into clear execution plans and outcomes. - Prior experience with project management tools such as Asana, Jira, or similar platforms is preferred. - Knowledge and experience using AI tools to support requirements development, project outputs, and related deliverables is preferred. Requirements - Strong execution skills. - Ability to learn new domains quickly. - Capability to partner effectively with subject matter experts in regulated and risk-aware environments. Benefits - Health, dental, vision and life insurance plans. - 401(k) Savings plan – with generous company matching contributions (up to 6%). - Voya Retirement Plan – employer paid cash balance retirement plan (4%). - Tuition reimbursement up to $5,250/year. - Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. - Paid volunteer time — 40 hours per calendar year. Compensation Pay Disclosure Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. $171,300 - $214,120 USD Critical Skills - Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. - Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. - Team Mentality: Partnering effectively to drive our culture and execute on our common goals. - Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. - Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.

• Identifies and assists with the implementation plan of Information Technology Service Management (ITSM). • Reviewing management information and trends to ensure services meet agreed upon service levels. • Conducts maturity assessments against the current process activities to demonstrate areas of improvement or concern. • Provides insight into the ITSM lifecycle and roadmap to define next steps of process maturity. • Accountable for complying with all laws and regulations associated with assigned duties and responsibilities.