• Designs, develops, and maintains a comprehensive commercial training infrastructure that supports Commercial growth teams, including sales and account executives, and implementation leaders • Establishes a structured, repeatable growth training approach that can be leveraged by others across the organization • Develops and curates training content focused on company offerings, new capabilities, and core selling skills as well as market dynamics, messaging and positioning • Facilitates and supports onboarding and ongoing learning forums for growth team members • Identifies areas for training improvement and partners with business leaders and subject matter experts to ensure enablement content remains accurate, relevant, and current • Defines success metrics and evaluates the effectiveness of training programs, connecting enablement efforts to sales performance, growth outcomes, and client satisfaction • Owns the strategy, planning, and execution of industry events and conferences as a core growth and market presence lever • Defines event objectives, target audiences, key messages, and success measures aligned with organizational growth goals • Leads event content development, such as speaker presentations and event materials, aligned to key organization market messages and brand positioning • Advances structured processes to prepare event attendees to maximize engagement, prospecting, and relationship-building opportunities • Establishes post-event follow-up processes to capture insights, measure outcomes, and drive actions tied to sales growth, client satisfaction, and retention • Supports marketing initiatives, acting as an extension and close working partner of the Marketing team • Serves as a trusted partner to Growth, Marketing, Product, and Implementation leaders, translating business priorities into actionable enablement and event strategies • Builds strong, collaborative relationships across matrixed teams to ensure alignment and execution • Applies data, feedback, and market insight to continuously improve training programs, event strategy, and overall commercial effectiveness • Drives disciplined planning, clear communication, and consistent execution across all enablement and event initiatives

• As a critical member of the DTD leadership team and in the capacity of a program/product/strategy lead, this Senior Vice President will expand the prior ‘chief of staff’ function provided by this role. • Further, the broad mandate it maintains includes responsibility for creating and managing the planning and management framework for staffing and non-labor spend (full-time and contract staff); • supporting the annual DTD budget process; • and defining and executing against annual and multi-year strategic initiatives in support of all business priorities. • In addition, this leader will lead and own projects/programs from the planning to the delivery elements – utilizing resources across DTD, along with aligning strategic partnerships with stakeholders and business leaders across CardWorks.

• 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.