• Configure and ingest metadata from respective systems into the Collibra data catalog. • Migrate technical metadata enrichment, lineage, and mappings from one system to another within Collibra. • Build reusable test cases to validate the migration of metadata, lineage, enrichment, and mappings for various use cases. • Validate the migration results, including cataloging, lineage, and enrichment, and share the outcomes with the business function team. • Propose automation solutions to improve migration efficiency. • Support the business function team in validating migrated metadata and ensuring accuracy and integrity.

• Preparing and teaching online math classes for students on a weekly basis (10-20 classes = approximately 10-20 hours/week) • Class assignments and teaching hours depend on your lesson preparation readiness and student satisfaction • Participating in paid teaching assistant work by attending classes and learning from experience lead teachers' teaching methods • Conducting trial lesson with new students to help them enroll in the correct classes (5-10 hours/week) • Grading homework and communicating with parents weekly to update them on students' learning progress and areas for improvement (3-5 hours/week) • Other work assigned by teaching management team

• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy • Create holistic investment strategy for each client, monitor risk tolerance over time as needed • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. • Mastery of technology stack offered, including CRM system and custodian websites • Resource and collaboration with other Associate Wealth Advisors (AWAs) • Ability to independently lead client communications and interactions • Diligent recording of client communication and information within client relationship management platform • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service • Complete client billing reviews and ensure compliance for the advisory team • Engage in advisory team business planning efforts and actively support the firm’s strategic priorities • The ability to meet with clients in person. Some travel may be required

• Perform thorough model validation of credit decisioning and related consumer lending models • Rigorously evaluate predictive accuracy of model assumptions against actual performance and requirements • Document results in a concisely written report • Clearly present work to the project lead