• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. • Analyze client financial needs and recommend appropriate products via phone and web-based delivery. • Deliver an engaging client experience to effectively take care of our client's financial and service needs. • Is proactive with consistent partner communication. • Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals. • Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes. • Consistently communicates with clients to provide ongoing financial advice and guidance. • Leads assigned branch teams on activities to achieve specific branch investment targets. • Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback • Consistently meets service level agreements on referral contact and follow-up. • Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team. • Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements • Completes all assigned firm and regulatory training and continuing education by required deadlines. • Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients • Performs other duties as assigned

• Supports the Finance & Compliance Manager in maintaining accurate financial records. • Monitors project budgets and ensures timely financial reporting across the organisation. • Assists project teams in ensuring financial information is accurate and up to date. • Provides support with financial compliance, project documentation, and donor reporting requirements. • Assists with proposal budgeting and other finance-related activities.

• Own end to end development of projects implementing functional and technical change to our banking solution. • Proven ability to manage change in projects • Manage mixed skill team of associates, become part of the leadership group of the Development Centre. • Build and maintain strong relationships with client stakeholders, including senior business and IT leaders • Ensure delivery against SLAs, KPIs, and contractual obligations, proactively managing risks and escalations • Drive a culture of continuous improvement, identifying efficiencies, automation opportunities, and service enhancements • Manage incident, problem, and change management processes in line with define processes and best practices • Oversee third-party/vendor performance where applicable • Support commercial governance, including budgeting, forecasting, and cost control

• Perform moderately complex financial management and compliance activities for donor-funded awards • Prepare donor-compliant financial reports • Conduct financial analyses to identify variances and potential risks • Monitor and address financial discrepancies or compliance issues • Collaborate with partners to ensure accuracy and timeliness of financial processes