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. The ideal candidate lives in the Chicago area and is excited to meet with clients in person as needed. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do - 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 - Conduct comprehensive relationship management via phone, email, and virtual meetings - 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 - 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 retirement planning, income optimization, tax-advantaged savings strategies, and education planning - Effectively delegate, coach, train, and develop colleagues and resources - Travel to meet with clients face-to-face and build strong relationships What You Will Bring - Bachelor’s degree in business or related discipline or equivalent experience - 10+ years related work experience in financial services and client experience - Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor - Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills - Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients - Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning - Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention - FINRA Series 65 required - FINRA fingerprinting required What Will Set You Apart - CFP strongly preferred - Prior experience as a high performing Advisor & Planner in the Personal Strategy solution - Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems - Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships #pjpw ***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 $114,000.00 - $165,300.00 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: 03-23-2026 Want the latest money news and views shaping how we live, work and play? 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Job Description Summary #LI-Remote This is a field-based and remote opportunity supporting key accounts in an assigned geography. Novartis is unable to offer relocation support for this role. Please only apply if this location is accessible to you. Company will not sponsor visas for this position. As a Territory Account Specialist (TAS), you’ll lead with purpose – crafting personalized experiences that reflect the unique needs of each account and Health Care Provider (HCP). Acting as the primary point of contact, you’ll build meaningful connections, identify shared priorities, and navigate solutions that link customers to Novartis resources – all with the goal of improving patient outcomes. Success in this role comes from balancing demand generation with strategic account engagement. You’ll bring expertise in clinical and account-based selling, access navigation, collaborative problem-solving, team orchestration, and omni-channel engagement. Job Description Key Responsibilities: - Navigate and resolve challenges within accounts to ensure customer needs are met with effective, tailored solutions. - Build a strategic territory plan by aligning shared priorities and applying insights and tactics that drive product demand and support better patient outcomes. - Partner proactively with territory teammates, field teams, and home-office colleagues to address customer needs and deliver access support. - Apply deep knowledge of the market, competitive landscape, and cross-functional dynamics to anticipate opportunities and respond to challenges with agility. - Use territory data and market trends to uncover local insights, support pull-through efforts, and lead impactful customer engagements – virtually or in person. - Facilitate planning sessions with key stakeholders to solve complex challenges and collaborate across functions to meet customer needs with urgency. - Deliver real-time access support and work closely with Patient Specialty Services (PSS) to ensure seamless customer experience. - Harness digital tools and omni-channel strategies to personalize outreach and engage customers across both virtual and face-to-face settings. Essential Requirements: - Bachelor’s degree required from 4-year college or university. - Experience (see leveling guidelines below) in pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed sales teams within the last 5 years. We also welcome candidates from other complex sales environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, or B2B sectors, especially where strong field leadership and customer engagement are central to success. For Associate Level opportunities, applicants with limited prior sales experience are encouraged to apply. - Proven track-record of consistent high-performance, and well-versed in navigating and successfully selling to large accounts and key customers. - Self-starter with analytic abilities to seek out, prioritize, and apply relevant information to solve problems to meet the needs of key customers, while also demonstrating ethical leadership and ability to foster environment that promotes ethical behavior and compliance with company policies and laws. - Candidate must reside within territory, or within a reasonable daily commuting distance of 50 miles from the territory border. Ability to travel 60-80% over a broad geography is required, with the ability to drive and/or fly within the territory. Must have a valid driver’s license. Desirable Requirements: - Experience across therapeutic groups, disease states, account management strategy, and new product launches. - Broad understanding in patient services, market access, buy and bill, specialty pharmacy, reimbursement and/or medical calling on HCPs with respect to a sophisticated product or reimbursement pathway. Leveling Guidelines: The position will be filled at level commensurate with experience. - Associate Territory Account Specialist: Recently separated from the US Military with 4+ years of military service in a leadership capacity (Platoon Leader, Executive Officer, Company Commander, etc.), or applicants with limited prior sales experience. - Demonstrates strong ability to collaborate, work cross-functionally within a matrix environment, and communicate product information effectively. - Preferred experience in the 2-year Novartis Sales Internship Program; demonstrated proven leadership experience in student sports, fraternities, clubs, activities, and other extracurricular activities. - Territory Account Specialist: 2+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. - Senior Territory Account Specialist: 5+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. - Executive Territory Account Specialist: 10+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. Driving is an Essential Function of this Role: Meaning it is fundamental to the purpose of this job and cannot be eliminated. Because driving is an essential function of the role, you must have a fully valid and unrestricted driver’s license to be qualified for this role. The company provides reasonable accommodations for otherwise qualified individuals with medical restrictions if an accommodation can be provided without eliminating the essential function of driving. COVID-19 Vaccine Policy (customer-facing roles only): While Novartis does not require vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer-facing roles must adhere to and comply with customers’ (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Novartis will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions. Please send accommodation requests to Eh.occupationalhealth@novartis.com. For Field Roles with a Dedicated Training Period: The individual hired for this role will be required to successfully complete certain initial training, including home study in eight (8) or fewer hours per day and forty (40) or fewer hours per week. Novartis Compensation Summary: The salary for this position is expected to range between: - Associate Territory Account Specialist: $77,000 and $143,000 per year - Territory Account Specialist: $93,800 and $174,200 per year - Senior Territory Account Specialist: $119,700 and $222,300 per year - Executive Territory Account Specialist: $132,300 and $245,700 per year The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please send an e-mail to us.reasonableaccommodations@novartis.com or call +1(877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. Salary Range $119,700.00 - $222,300.00 Skills Desired Account Management, Commercial Excellence, Communication Skills, Compliance, Conflict Management, Cross-Functional Coordination, Customer Insights, Ethics, Healthcare Sector, Influencing Skills, Negotiation Skills, Selling Skills, Technical Skills

• Identify and pursue new business opportunities through market research, prospecting, and lead generation activities. • This includes nurturing VistaVu’s relationship with SAP which represents our largest “internal” customer. • Take ownership of the sales process from initial contact to contract negotiation and closure. • This includes leveraging other employees with the required skill sets to complete sales tasks. • Conduct thorough needs assessments and solution presentations to prospects, demonstrating the value and benefits of our S/4HANA Cloud Public & Private and BTP solutions. • This includes completing the Digital Discovery Assessment tool as required and registering leads in the SAP Partner Portal. • Collaborate with internal teams, including solution architects and implementation consultants, to develop customized client proposals and solutions that meet client requirements. • Build and maintain a robust pipeline of qualified opportunities, ensuring a steady flow of potential new customers. • Assess the viability of leads through initial conversations, understanding their needs, budget, and timeline. • Execute sales strategies and action plans to achieve or exceed sales targets. • Build and nurture strong relationships with prospects, ensuring a deep understanding of their business and fostering trust. • Engage with various stakeholders within the customer’s organization, including C-level executives, IT managers, and end-users. • Prepare and present detailed proposals and pricing options, ensuring alignment with the customer’s budget and value expectations. • Drive the sales process to a successful close, meeting or exceeding sales targets for new business.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role We are looking for an Enterprise Sales Account Executive to drive new business growth across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. Reporting to the Head of Business Development, you will own enterprise sales opportunities from prospecting through close, build relationships with senior stakeholders, and represent Addition Wealth across the market. This role is ideal for a high-performing individual contributor who thrives in complex sales cycles, is excited to spend significant time in the market, and can build momentum through conferences, events, and direct industry engagement. This is a high-impact role with the opportunity to help expand Addition Wealth’s presence across the financial services landscape. What You’ll Work On: - Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. - Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles. - Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships. - Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value. - Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments. - Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy. - Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process. What We're Looking For: - 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem - Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth - Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures - Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously - Willingness to travel up to 50% for conferences, industry events, and client meetings - Experience building relationships with C-level executives and senior stakeholders across large organizations - Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers - Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates. Perks & Benefits: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. $200,000 - $300,000 a year Salary ranges are determined by role, level, and location. The range displayed reflects the target cash compensation range, including base compensation and commissions, for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.