• Assign new sales direct to implementation specialists for smooth delivery. • Ensure follow-up and responsive outreach to customers throughout. • Be willing to meet with customers to explain our onboarding process, clarify their scope, timeline, and next steps, ensuring a clear understanding of expectations. • Maintain clear and timely communication with customers, addressing any concerns or questions and providing necessary resources and support. • Consistent updates to Salesforce cases on customer outreach, notes from calls, etc. • Facilitate a seamless transition of customers to their assigned implementation specialist. • Manage 5-10 employees, conducting recurring 1:1 check-ins, managing their workload and helping improve their skillsets, where needed. • Work with other Services leaders to implement new processes and workflows to the delivery team. • Monitor implementation KPIs (such as time-to-live, customer satisfaction, onboarding health score, etc.) and continuously improve processes. • Document implementation processes and contribute to playbooks and internal knowledge base. • Work closely with Sales during pre-sales and transition to align on customer needs and expectations. • Provide feedback to Product, Sales, and Engineering based on onboarding trends and needs. • Train new hires for the Implementation team. • Assist team members with escalated matters and be the first (or second) point of escalation.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Consultant Supervision Specialist within Empower Personal Wealth, you will provide day-to-day oversight and guidance to the Supervision team while ensuring compliance with regulatory standards. You will support operational priorities, conduct training, and contribute to process improvements that strengthen efficiency and risk management. This role requires strong regulatory knowledge, leadership presence, and the ability to influence outcomes in a fast-paced environment. What you will do - Provide daily guidance on supervision processes and support resolution of escalated or complex items - Coordinate procedure updates and support implementation of process improvements - Facilitate and support training initiatives related to product, regulatory, and organizational changes - Ensure completion of recurring audits, reporting, and applicable ad-hoc projects - Assist with daily operational activities to ensure appropriate coverage and manage workload spikes What you will bring - Bachelor’s degree in business or finance, or equivalent experience in wealth management or financial services - FINRA Series 7, 24, and 66 registrations required - FINRA Series 51 registration required within corporate established timelines - Experience in regulatory compliance and/or supervisory functions - Strong written and verbal communication skills with ability to escalate appropriately - Ability to work independently while influencing peers and internal partners What will set you apart - Experience coaching or mentoring team members in a supervisory environment - Strong analytical skills with ability to identify trends and present findings effectively - Ability to build strong cross-functional relationships and drive alignment - Demonstrated sound judgment and decision-making in high-pressure situations - Intermediate proficiency in Microsoft Office applications including Excel, PowerPoint, Teams, and SharePoint #LI-Remote #PJPW2 ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-18-2026 Want the latest money news and views shaping how we live, work and play? 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Implementation Specialist The Implementation Specialist extracts applicable data from client documentation for configuration into Suvoda systems to enable accurate payments to intended recipients. The Implementation Specialist drives system configuration and supports a successful project delivery to best meet the needs of the client, sites, and patients. Responsibilities - Review and interpret global client documentation of payable activities (contracts, budgets, amendments, ICFs, and/or Greenphire-driven templates) - Identify areas of quality risk and/or need in pursuit of a best-in-class client, site, and patient experience - Apply best practices to extract and configure client data into payable activities from source document(s) - Collaborate and communicate with business partners to verify interpretation of payable activities - Adhere to auditing and monitoring checklists and procedures - Adhere to both internal KPIs and client-driven SLAs - Participate in internal and external calls regarding study implementation and complex configuration issues/needs; consult with clients and Client Delivery colleagues to achieve resolution and adhere to best practice - Contribute to internal process documents to ensure study configurations are consistent and following best practices - Partner with Product & IT teams to identify areas of enhancement across platforms - Support Client Delivery in establishing and maintaining positive client relationships - Perform other duties, assignments, and/or special projects as time or circumstances necessitate Qualifications - Previous experience in the pharmaceutical or CRO industry with contract management-related experience preferred - Ability to dissect the key elements of clinical trial financial documents and identify payable activities - Ability to handle high volume in a fast-paced environment - Excellent writing skills - A mindset of quality and risk mitigation in pursuit of the best client, site, and patient experience - Excellent analytical, organizational, communication, and interpersonal skills - Exceptional time management skills to support shifting priorities and key client deliverables - Strong attention to detail - Experience with Microsoft Word and Excel #LI-AC1 We are aware that an individual(s) are fraudulently representing themselves as Suvoda recruiters and/or hiring managers. Suvoda will never request personal information such as your bank account number, credit card number, drivers license or social security number — or request payment from you — during the job application or interview process. Any emails from the Suvoda recruiting team will come from a @suvoda.com email address. You can learn more about these types of fraud by referring to this FTC consumer alert. As set forth in Suvoda’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you are based in California, we encourage you to read this important information for California residents linked here.

• Own the full onboarding lifecycle — from requirements gathering to post-launch review — ensuring timelines, milestones, and deliverables are met. • Partner with customers to identify use cases, workflows, and success criteria that guide system configuration and setup. • Manage data imports, integrations, and configurations to ensure systems align with customer needs. • Collaborate with internal product, engineering, and support teams to troubleshoot issues and optimize implementation processes. • Identify recurring onboarding challenges and propose scalable, repeatable solutions to improve efficiency and quality. • Track and report implementation metrics, customer satisfaction, and launch readiness across projects. • Be a voice of the customer in internal discussions, influencing roadmap priorities and process improvements. • Support customers through adoption and process alignment, providing practical guidance to help teams transition to new workflows and fully leverage the system as designed. • Monitor and manage implementation scope to ensure projects stay aligned with agreed requirements, timelines, and outcomes. • Proactively identify implementation risks and dependencies, escalating early and developing mitigation plans to protect timelines and outcomes.