• Partner with WMAs and One Bank partners to acquire and retain key client relationships by delivering comprehensive wealth strategies, with a focus on business owners and transition opportunities. • Work directly with business owners to assess transition readiness, identify key risks and opportunities, and develop customized transition strategies spanning pre- and post-transaction phases. • Align business transition plans with personal wealth strategies, including estate planning, tax optimization, liquidity planning, and legacy goals. • Lead development of integrated wealth plans across estate, tax, investment, risk, insurance, and cash flow planning disciplines. • Identify planning opportunities and model financial and tax implications of business transition scenarios, including sale, transfer, or recapitalization strategies. • Coordinate preparation and review of client deliverables, including transition plans, financial models, and presentations. • Present recommendations and coordinate execution of transition and wealth planning strategies in partnership with internal and external advisors. • Lead a coordinated team approach across Wealth Management, Commercial, and Investment Banking partners to deliver a seamless client experience.

• Creates accountability for collection efforts and procedures for Executive Directors and Revenue Cycle Portfolio Leaders • Provides coverage for cash posters in the event of short-term or unexpected absences • Partners with cluster Executive Directors and/or Revenue Cycle Portfolio Leaders to provide training to Cash Posters • Establishes and maintains positive and collaborative working relationships with Portfolio Billers and Collectors • Maintains a comprehensive working knowledge of payor contracts • Maintains a comprehensive working knowledge of government billing regulations, including Medicare and Medicaid regulations • Partners with cluster Executive Directors and/or AR Market Leaders on payor projects in a timely manner • Attends Agency BAM meetings to identify and report on Collections received • Review, research, and post various types of funds daily • Prepare cash reports and reconcile daily • Resolve discrepancies by coordinating with internal teams • Research and clear all unidentified cash accounts monthly • Manage automated payment files and handle exceptions

• Promoting a full range of Wealth Management solutions to Advisors • Providing proactive sales and business building ideas • Aligning Advisors' needs with innovative technology, product and service solutions • Collaborating with an External Wholesaler and Territory Coordinator • Accountable for sales growth and relationship management within a defined region • Executing a repeatable and measurable sales process • Staying knowledgeable on the current industry landscape and competitors • Becoming an expert in Wealth Management solutions and strategies

• Performs pre-award job duties in response to basic or moderately complex proposal guidelines and terms and conditions • Works with faculty in proposal preparation and submission • Assists with budgeting, analysis, and justifications for proposals; gathers information for protocols and non-technical proposal components as needed • Serves as liaison between the Chair, Faculty, and Department Administrators (DAs) / Business Managers • Stays current on federal and university developments regarding research administration and complex regulations • May coordinate the submission, work with PI to prepare budget, and obtain pricing quotes from other departments • Compiles and ensures accurate regulatory compliance of necessary data collected from various sources • Monitors and works with PI to submit annual agency reports (e.g., Research Performance Progress Reports/RPPRs) • Acts as liaison to accounting departments to resolve accounting issues and manage year-end process • Performs other duties as assigned