• Build strong foundations with structured onboarding for new placements • Own your portfolio after onboarding, managing risk and prioritizing workload • Coach and support interns through professional and workplace challenges • Help improve the program by identifying trends and partnering with teams for enhancements

• Develop detailed commissioning plans, schedules, and execution strategies • Coordinate with project management, engineering, construction, and operations teams • Support the development of system turnover and start-up plans • Lead and supervise commissioning personnel, subcontractors, and field teams • Oversee the testing, inspection, and validation of plant systems • Identify, troubleshoot, and resolve technical or operational issues encountered during commissioning and start-up • Ensure systems are commissioned efficiently and are ready for safe and reliable operation • Ensure commissioning procedures, test records, punch lists, and turnover documentation are completed accurately and maintained properly • Prepare regular progress updates, reports, and technical findings • Maintain clear records of system status, deficiencies, and resolutions throughout the commissioning process • Promote a strong safety culture and ensure compliance with health, safety, and environmental requirements • Serve as a key point of contact between clients, contractors, partners, and regulatory representatives during commissioning activities

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. • Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness. • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. • An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions. • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. • This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans. • Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources. • Travel required to meet with clients face-to-face and build strong relationships.

• As a Surrogate Engagement Advisor, you’ll be the first connection a potential surrogate has with ConceiveAbilities • Create a warm, welcoming space where candidates feel supported, heard, and empowered • Guide introductory calls focusing on the surrogate applicant's story, motivations, and questions • Assess candidacy while inspiring confidence and offering encouragement • Build strong, trust-based relationships integral to ConceiveAbilities' mission • Manage a calendar to accommodate 12 introductory calls • Serve as the primary point of contact for surrogate applicants • Maintain accurate profiles for each surrogate candidate in the CRM system • Establish communication expectations and offer guidance • Communicate respectfully and empathetically with applicants when unable to move forward