• Align the product roadmaps of the OTC, Market Making, and DeFi desks to ensure a unified "One-Firm" experience for institutional clients. • Partner with Risk and Quant teams to define the product logic for cross-asset margining. • Manage the "IT Demand" process, ensuring product and engineering resources are focused on initiatives with the highest firm-wide ROI rather than individual desk "noise." • Partner closely with the Commercial teams to decode market trends and client pain points. You will translate these insights into a multi-year strategic roadmap, moving the firm from reactive feature-building to a proactive market-leading position. • Translate global crypto regulations (MiCA, SEC, etc.) into scalable product features, ensuring compliance, security, and best practice for digital operations are embedded in the trading workflow, not an afterthought.

• Develop, oversee, and manage comprehensive product competitive intelligence, including in-depth analysis of peer products, features, benefits, pricing, and positioning. • Utilize industry data and market insights to inform product design, rate setting, and product enhancement strategies. • Monitor market trends and competitive shifts to proactively identify opportunities and risks. • Oversee preliminary product design activities for new products and updates to existing products. • Guide strategic product recommendations to ensure alignment with business objectives and customer needs. • Identify opportunities for product refinement, repositioning, or retirement as needed. • Identify and direct illustration modifications and enhancements for Life and Retirement products. • Serve as the subject matter expert for illustration platform updates and changes, ensuring alignment between product strategy and system capabilities. • Partner with technology and actuarial teams to ensure illustration accuracy, compliance, and competitive differentiation.

• Define, communicate, and execute Heritage Bank’s enterprise technology roadmap • Lead modernization initiatives across core banking platforms, digital banking, enterprise applications, infrastructure, security, and cloud services • Serve as the primary authority for cybersecurity governance, information security policy, and technology risk management • Evaluate emerging technologies and operational improvements to enhance efficiency, security, and scalability • Provide executive level guidance to support growth, innovation, customer experience, and regulatory compliance • Establish governance frameworks for automation, data, and advanced technologies • Oversee the performance, roadmap, and governance of core banking systems, digital banking platforms, CRM, and other critical banking applications • Partner with business leaders to improve processes, strengthen data quality, and drive system adoption across all lines of business • Govern enterprise integrations, API strategy, automation solutions, and data exchange frameworks • Ensure application lifecycle management including upgrades, security, compliance, and vendor management • Set enterprise architecture standards supporting availability, scalability, and regulatory compliance • Define performance benchmarks, uptime targets, and service levels • Manage strategic vendor relationships and negotiations • Lead, mentor, and develop IT staff across various departments • Manage IT operating and capital budgets and align with strategic priorities • Support audits and remediation of risks, data issues, or system gaps • Partner with business units to align technology and data initiatives with operational needs and customer demands

• Conduct regular coaching sessions, including pipeline reviews and opportunity development. • Build individualized growth plans tailored to each seller’s capabilities and goals. • Provide hands-on support for stalled opportunities, account challenges, and skill gaps. • Drive adoption of HALO’s Seller Platform tools, services, and operating model. • Lead structured enablement paths focused on product knowledge, selling fundamentals, and execution readiness. • Reinforce platform value through measurable business outcomes and seller success stories. • Define, communicate, and manage clear graduation criteria into the $500K–$2M cohort. • Identify high-potential sellers and accelerate their development through targeted coaching and support. • Monitor performance trends, capability progression, and overall breakout probability. • Partner with recruiting to support the onboarding of new independent sellers into the Emerging Sellers cohort. • Ensure early platform adoption, revenue traction, and foundational skill building.