• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Product, Technology & Analytics organization. • Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven product investment decisions. • Use BI tools (Tableau, Power BI, or similar), SQL, and financial systems to design and deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers. • Develop insights and recommendations for product and engineering leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities across technology investments and vendor spend. • Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior technology and product leadership. • Drive cross-functional planning with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation decisions. • Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility. • Lead ad hoc financial analyses and special projects for the FP&A leadership, CFO, and product and technology leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

• Serve as Finance’s senior product leader for planning and decision support capabilities, acting as the primary intake point for Financial Planning & Analysis requirements related to budgeting, forecasting, workforce planning, allocations, and scenario analysis. • Partner closely with Financial Planning & Analysis leadership to understand business needs and priorities, while maintaining clear separation between planning enablement and ownership of forecasts, targets, and financial narratives. • Lead evaluation, rationalization, and optimization of Finance planning and analytics tools, including identifying opportunities to reduce duplication and better leverage existing vendor platforms. • Translate Financial Planning & Analysis and Finance leadership requirements into scalable system configurations, workflows, and product enhancements aligned with the Finance Systems roadmap. • Collaborate with the VP, Head of Finance Systems, to prioritize Finance product initiatives and ensure alignment with broader Finance technology and transformation strategies. • Coordinate Finance Systems with IT, data teams, and external vendors to deliver integrated, reliable, and well governed Finance solutions. • Establish and maintain governance, standards, and documentation for Finance planning capabilities to ensure consistency, transparency, and audit readiness. • Drive simplification and standardization of planning processes by improving system utilization and reducing manual or fragmented approaches. • Oversee and develop teams responsible for Finance product management, planning enablement, and related analytical capabilities. • Lead change management, training, and adoption efforts to ensure Finance systems and tools are effectively used by Financial Planning & Analysis and Finance stakeholders. • Monitor effectiveness of Finance planning solutions and recommend continuous improvements based on user feedback and business needs. • Perform other duties as assigned.

• Define and own the end-to-end lifecycle marketing strategy for workplace participants in their segment, including lifecycle frameworks, journey architecture, and engagement models. • Lead the design of state-based lifecycle journeys across key milestones (e.g., onboarding, enrollment, contribution optimization, job changes, retirement readiness), ensuring alignment to participant needs and business objectives. • Establish and evolve segmentation and personalization strategies, leveraging behavioral, demographic, and financial data to drive relevance at scale. • Partner with Product and Digital teams to embed lifecycle journeys into participant-facing platforms, influencing feature prioritization and experience design. • Drive multi-channel orchestration strategy across email, web, mobile, and advisor-supported channels to deliver cohesive participant experiences. • Influence lifecycle performance measurement frameworks, including KPIs tied to plan engagement, engagement with Empower tools/content/advice, and ultimately better financial outcomes. • Lead test-and-learn strategy, defining experimentation roadmaps and scaling successful approaches across the participant lifecycle. • Translate data insights into strategic recommendations and influence senior stakeholders on lifecycle optimization opportunities. • Act as a subject matter expert on lifecycle marketing within the organization, guiding best practices and elevating team capabilities. • Ensure all lifecycle programs meet legal, regulatory, and client compliance requirements in partnership with Legal, Compliance, and Risk teams. • Drive cross-functional alignment across Marketing, Product, Analytics, and Relationship Management to ensure consistent and effective execution of lifecycle initiatives. • Maintain and evolve lifecycle documentation, including journey maps, segmentation frameworks, and strategic playbooks.

• Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis. • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. • Researches and provides recommendations related to risk management concerns, including insurance. • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design. • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan. • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case. • Prepares files for meetings with existing and new clients. • Prepares, coordinates and follows through on any needed communication with new or existing clients. • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture. • Responds to client questions by telephone, email and occasional personal visits. • Educates client on the functions of various securities markets and the principal factors that affect them. • Provides guidance on estate planning options and techniques. • Responds to and directs education funding questions including 529 savings plans. • Assists with guidance on small business planning. • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate. • May participate in client presentations. • May open, transfer, and close customer accounts and maintain appropriate account records. • May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions. • Ensures firm and regulatory policies are followed within compliance standards. • Perform other duties and responsibilities as assigned.