• Manage large-scale engagements by coordinating multiple internal and external resources, managing resources and budgets, and ensuring alignment across workstreams while maintaining accountability for deliverables and deadlines. • Engage clients effectively through structured meetings and presentations, providing intentional leadership and delivering insights that drive action across all stakeholder levels/groups. • Translate client needs and priorities from and/or into defined scopes, approaches, and deliverables that drive alignment between client expectations and company success. • Conduct tasks and projects for external clients, including program reviews, fundraising strategy development and implementation, board development, campaign counsel, and other services as needed. • Plays a key role in project management as well as risk management, proactively identifying challenges and implementing mitigation strategies to ensure smooth project execution and client satisfaction. • Responsible for business development efforts, including identifying new opportunities, cultivating long-term and new client relationships, drives company provided leads as seller or subject matter expert and supports overall business development processes. • Model and reinforce the company’s ethos high-performance, growth-mindset and serving and championing brand and market presence. • Meet annual productivity goals by delivering high-quality client work efficiently and identifying and extending client work. • Collaborate regularly with internal team members and clients to ensure delivery of cohesive and quality work products on deadline. • As opportunities are provided, create written content, and engage in speaking opportunities to promote expertise in philanthropy through firm and industry publications, conferences, or events. • Participate in ongoing internal activities as a productive and active member of the company. These may include orientation and ongoing training, firm-wide client review meetings, and other skill-building activities. • Other duties as assigned.

• Under moderate supervision, responsible for generating Treasury Management revenue for assigned solution sets within assigned territories in the Healthcare vertical • Working closely with RMs and TMOs, identify solutions to support the needs of clients and prospects • Responsible for involvement in sales planning, marketing initiatives, and product development/enhancement deployment • Develops detailed understanding about a client’s financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

• Deliver presentations to employee groups on-site or virtually, supporting client ESOP education initiatives. • Assist with the creation and delivery of custom learning activities, employee ownership workshops, and webinars. • Develop custom communication tools, including presentations, handouts, learning games, and digital assets tailored to client needs. • Collaborate closely with the ESOP Communication Services team to execute communication plans and meet departmental goals. • Partner with marketing, IT, and other internal teams as needed to ensure consistent messaging and high-quality deliverables. • Represent the firm by promoting ESOP communication services at conferences, in articles, webinars, and discussions with prospective clients. • Contribute to developing and improving department processes that strengthen accuracy, client service, efficiency, and documentation standards. • Support clients with Employee Ownership Month celebrations, annual meetings, and employee engagement activities. • Work with client employee committees to strengthen in-house communication capabilities. • Perform additional duties as assigned.

• Utilizes clinical skills to coordinate, document and communicate all aspects of the utilization/benefit management program • Applies critical thinking and is knowledgeable in clinically appropriate treatment, evidence based care and clinical practice guidelines for Behavioral Health and/or medical conditions based upon program focus • Utilizes clinical experience and skills in a collaborative process to assess appropriateness of treatment plans across levels of care • Apply evidence based standards and practice guidelines to treatment where appropriate • Coordinate, monitor and evaluate options to facilitate appropriate healthcare services/benefits for members • Provides triage and crisis support • Gathers clinical information and applies the appropriate clinical criteria/guideline, policy, procedure and clinical judgment to render coverage determination/recommendation along the continuum of care facilitating effective discharge planning • Coordinates with providers and other parties to facilitate optimal care/treatment • Identifies members at risk for poor outcomes and facilitates referral opportunities to integrate with other products, services and/or programs • Identifies opportunities to promote quality effectiveness of healthcare services and benefit utilization • Consults and lends expertise to other internal and external constituents in the coordination and administration of the utilization/benefit management function