• Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million • Consult and develop financial plans and wealth management strategies based on client's financial and investment goals • Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios • Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) • Meet with clients on an ongoing basis to review changes to their financial and personal situation • Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website • Work alongside the marketing team to have articles published • Effectively source business prospects and employ member acquisition techniques • Assist in data gathering in anticipation of upcoming planning meetings • Monitor and update client Financial Plans as needed • Other duties as assigned

• Works with the trial team, including expert witnesses, to develop plans for trial or hearings using a courtroom presentation system • Prepares exhibit images for particular uses (e.g. zooming in on or highlighting a particular paragraph, or setting up two exhibits side by side on the screen) • Develops simple graphic images/exhibits using standard off-the-shelf software packages • Advises attorneys on the effectiveness of certain exhibits or sequences of exhibits • Is responsible for the smooth operation of the presentation system in the courtroom • Digitizes audio and video clips • Synchronizes clips with written transcripts

• Own and Manage Account Delivery: Take full end-to-end ownership of an established hyperscale customer account • Lead and Develop the Delivery Team: Directly manage and support the delivery team responsible for the account • Drive Delivery Excellence and Mitigate Risk: Take full ownership of day-to-day account execution • Optimise and Standardise Delivery Processes: Identify opportunities to optimise existing delivery processes

• Prepare high-quality survey deliverables, including: Topographic surveys, ALTA/NSPS Land Title Surveys, Exhibits, plats, and supplemental drawings • Generate accurate surfaces, contours, and terrain models using AutoCAD Civil 3D • Produce CAD drawings that meet company drafting standards and industry requirements • Create 3D models and surfaces from point cloud data, lidar, or photogrammetric sources • Perform field-to-office data reduction, data cleanup, and precise plotting of survey points • Review own work for accuracy, completeness, and compliance with applicable standards • Review and interpret Title reports, CC&Rs, Agreements, dedications, vacations, Easement documents • Calculate and plot boundary lines, easements, right-of-way features, and property dimensions • Assist in resolving boundary elements using accepted surveying principles and legal frameworks • Research property information, including deeds, Records of Survey, tract maps, parcel maps, and as-built documentation • Process GPS and conventional field data using Trimble Business Center and other survey software • Adjust and verify control networks; perform coordinate transformations under supervision • Ensure correct application of coding conventions, attribute data, and quality checks • Conduct limited field checks or site visits to verify critical information • Other duties as assigned.