• Lead and oversee the GO-Title Quality Governance organization. • Establish enterprise quality standards and governance practices. • Develop operational quality strategies aligned with business goals. • Oversee enterprise quality performance and corrective action effectiveness. • Monitor operational quality metrics and reporting. • Drive enterprise-level continuous improvement initiatives. • Ensure effective utilization of the Quality Management System (QMS). • Establish strategic partnerships with stakeholders and operational leadership. • Serve as an escalation point for significant quality concerns. • Lead executive-level quality reviews and operational alignment discussions. • Lead, mentor, and develop Quality Leads and Senior Quality Leads. • Oversee enterprise quality reporting, dashboards, and executive summaries. • Lead enterprise quality transformation initiatives.

• Map current‑state workflows across advisory, operations, and compliance functions, including variations by office and advisor practice model • Identify friction, redundancy, and automation opportunities prior to solution or platform decisions • Design future‑state processes that are realistic, scalable, and appropriate for a distributed advisor organization • Maintain a living process library that serves as a foundation for automation and applied intelligence initiatives • Translate business needs into clear, executable functional specifications for internal teams and external build partners • Define acceptance criteria, edge cases, and data validation rules for all deliverables • Own the requirements backlog in coordination with project management and delivery teams • Support early‑stage intake by shaping loosely defined ideas into decision‑ready problem statements before they enter delivery backlogs • Serve as the internal process and functional voice on active builds, escalating only architectural or strategic decisions • Design and execute structured user acceptance testing for all platform and workflow deliverables • Clearly document defects and manage resolution cycles with build partners • Sign off on deliverables prior to leadership review and production release • Develop process documentation, training materials, and reference guides for new workflows and tools • Partner with system administrators and platform owners on rollout sequencing and adoption planning • Communicate process and workflow changes clearly to non‑technical, advisor‑facing audiences • Partner with Advisor Enablement, L&D and Enterprise Transformation teams to ensure alignment with strategic initiative timing • Ensure approved future‑state processes are accurately translated into platform designs, automation logic, and system behavior • Identify and flag misalignments between intended process outcomes and technical implementations early in delivery • Evaluate processes for automation and applied intelligence readiness, identifying candidates for decision support, workflow automation, or assistive technologies • Partner with platform, data, and AI teams to ensure process design supports responsible and scalable intelligent solutions • Design business outcome reporting requirements that define how success will be measured after implementation, including operational metrics, adoption indicators, and process performance measures • Establish and maintain standards for process maps, functional specifications, and acceptance documentation used across platform initiatives • Ensure documentation quality supports consistent execution and institutional reuse • Work closely with platform strategy, data and engineering, operations, compliance, and advisor leadership teams • Support firm‑wide initiatives spanning process standardization, data governance, platform modernization, and applied AI • Preserve process intent from discovery through delivery and adoption.

• Lead complex technical programs across enterprise business systems, with a focus on finance, procurement, HR, planning, lease accounting, expense management, and related operational applications • Serve as Scrum Master for delivery teams, facilitating sprint planning, daily standups, backlog refinement, retrospectives, and other Agile ceremonies • Collaborate with cross-functional teams to define project scope, objectives, deliverables, dependencies, timelines, and delivery plans • Develop, own, and maintain team roadmaps that align technology work with business priorities and strategic objectives • Manage stakeholder relationships across business, technology, product, finance, procurement, HR, data, operations, and executive teams • Provide transparent communication throughout the program lifecycle, including status reporting, risk updates, decision tracking, dependency management, and escalation support • Coordinate delivery across multiple teams, systems, vendors, SaaS platforms, and integration workstreams • Proactively identify, track, and mitigate risks, blockers, dependencies, and delivery issues • Help teams make tradeoff decisions by balancing customer needs, business value, technical feasibility, system architecture, data impacts, and delivery constraints • Lead technical and delivery discussions while ensuring business stakeholders have clear visibility into progress, decisions, impacts, and upcoming priorities • Support project execution from kickoff through delivery, deployment, stabilization, and continuous improvement • Partner with product owners and business stakeholders to refine priorities, backlog items, acceptance criteria, and release plans • Ensure teams remain focused, organized, and accountable for delivery commitments • Support continuous improvement of delivery processes, tools, Agile practices, reporting methods, and team operating models • Represent multiple stakeholder perspectives and help identify issues or opportunities before they become delivery problems • Maintain a high bar for quality, architecture, documentation, communication, and customer impact • Help enterprise business systems teams maintain, integrate, and improve platforms that support critical financial, procurement, HR, planning, and operational processes

• Serve as the primary administrator and point of contact for NetSuite administration, configuration, support, and operational issue resolution • Manage NetSuite user roles, permissions, access settings, custom fields, forms, workflows, saved searches, bundles, and financial reporting configurations • Troubleshoot NetSuite system errors, workflow issues, reporting problems, data discrepancies, bundle updates, and user access concerns • Monitor NetSuite system performance and help ensure data integrity across core finance, AP, AR, fixed assets, and related modules • Administer and maintain secondary financial systems, including Stripe, Concur, Visual Lease, SimpleLegal, the Compass Platform, and related tools • Monitor, troubleshoot, and optimize integrations between NetSuite and auxiliary financial systems • Ensure automated data syncs run smoothly and resolve data mapping, transfer, API, or integration failures promptly • Use SQL to query back-end databases, perform data validation, investigate issues, support reporting needs, and assist with data migration or cleanup efforts • Develop and maintain custom saved searches, reports, extracts, and data views to support Finance and Accounting team requests • Provide timely support to internal users experiencing technical issues across NetSuite and the broader financial systems ecosystem • Partner with Finance, Accounting, Business Systems Engineering, and technology stakeholders to clarify requirements, troubleshoot issues, and support ongoing initiatives • Support operational continuity by resolving urgent production issues and maintaining reliable financial system processes during the contract period • Document system configurations, integration mappings, data flows, reporting logic, support processes, and standard operating procedures • Identify opportunities to improve system reliability, data quality, integration stability, reporting efficiency, and user support processes • Assist with ongoing projects, enhancements, migrations, data cleanup, and process improvements across the financial technology stack