• Be responsible for sales and revenue generation and/or client relationship management for large, highly complex accounts with our top Broker Dealer clients • Create, monitor, and revise lead generation plans for the development of new revenue pipelines • Initiate and uncover local, regional and national opportunities • Maintain extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment • Oversee the most complex or large/key client relationships with high visibility across the Centers of Influence (COI) within the organization • Serve as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth • Responsible for the achievement of substantial sales targets in critical markets by partnering with TRP Field sales associates on localized opportunities • Lead COI engagement within assigned territory, assisted by a Senior Client Engagement Manager (CEM) and Associate Client Engagement Manager • Develop new leads with large, complex clients and pitches new opportunities • Presenting TRP’s Practice Management Programs to varying audience sizes • Travel required within territory. Estimated percentage of travel is 75% of time.

• Refine and execute an outbound sales strategy to reach cannabis dispensary decision makers • Set qualified appointments for the sales closing team on a daily basis • Educate potential clients on payment processing solutions, including debit and credit card acceptance • Build and maintain strong relationships with prospective clients throughout the sales process • Manage the full outreach cycle from lead generation to appointment handoff • Collaborate with internal teams to ensure smooth onboarding and client satisfaction

Emerging Investor, Financial Planner (Nationwide) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans. The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio. The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology. As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. If you are a looking to help clients reach their financial dreams, this may be an opportunity for you! Responsibilities: - Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs - Demonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competition - Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed - Accurately and efficiently open client accounts and establish fund transfer/management - Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up. - Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Coordinate effectively with EFE account support staff to ensure timely and accurate administration. Requirements: - 5 years financial services experience. - Strong emotional intelligence: ability to show empathy, care, and concern - Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed - Series 65 or 66 license required; CFP or CRPC preferred - 4-year college degree required; financial and/or business background preferred - Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs) Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $73,600-$84,800. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  2 Edelman Financial Engines data, as of September 30, 2025. #LI-REMOTE

Who we are With its A.I.-powered robotic technology platform, Symbotic is changing the way consumer goods move through the supply chain. Intelligent software orchestrates advanced robots in a high-density, end-to-end system – reinventing warehouse automation for increased efficiency, speed and flexibility. What we need The Inside Sales Development Representative at Exol is responsible for generating new business opportunities by identifying and engaging prospective clients for our fulfillment services. You will execute strategic outbound prospecting campaigns, qualify inbound leads, and secure initial meetings for our senior sales executives. As a Sales Development Representative, you won't just be booking meetings; you'll be the tip of the spear for our commercial strategy. You are the first conversation many prospects will have with Exol, and you will be critical in building our sales pipeline by identifying and engaging enterprise clients who need to more efficiently move goods in cases and pallets across sectors like wholesale and retail. This is a unique opportunity to get in on the ground floor of a well-funded, high-growth venture and forge a clear path to an Account Executive role. Exol* is pioneering fulfillment-as-a-service, offering outsourced warehousing operations and specializing in automated warehousing solutions. Our focus is on the efficient movement of goods in cases and pallets across all sectors, such as CPG, food and beverage, wholesale, and retail. *Exol is an independently managed joint venture between Symbotic and Softbank. What we do The Sales team at Exol is part of the Commercial organization, which is responsible for developing, negotiating, and executing contracts with customers. What you’ll do - Strategically map and penetrate target enterprise accounts through personalized, multi-channel outbound campaigns (call, email, social). - Become an expert at uncovering customer pain points, qualifying high-potential inbound and outbound leads against our ideal customer profile. - Master the Exol value proposition, articulating how our automated warehousing solutions solve critical business challenges for prospective clients. - Secure qualified discovery meetings for our Enterprise sales team, creating a robust pipeline of new business opportunities. - Collaborate directly with sales and marketing leadership to continuously refine our outreach strategies and messaging. - Consistently meet and exceed monthly quotas for pipeline generation and qualified meetings. - Meticulously track prospect interactions and data in our CRM to provide key intelligence to the entire commercial organization. What you’ll need - Bachelor’s degree or equivalent experience preferred. - Minimum 2 years of proven success in a high-velocity SDR or BDR role, preferably within a B2B SaaS or technology Proven success in sales, lead generation, or business development roles is a plus. - Exceptional written and verbal communication skills, with the ability to craft compelling messaging and build rapport quickly. Ability to work independently and as part of a team. - Goal-oriented with a proactive approach to prospecting. - Familiarity with CRM platforms and prospecting tools, including HubSpot Our environment - Up to 10% of travel may be required. Employees must have a valid driver’s license and the ability to drive and/or fly to client and other customer locations.  - The employee is responsible for owning a credit card and managing expenses personally to be reimbursed on a bi-weekly basis. #LI-NN1 #LI-TN1 #LI-Remote About Symbotic Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, AI-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world’s largest retail, wholesale, and food & beverage companies. Applying next-gen technology, high-density storage and machine learning to solve today's complex distribution challenges, Symbotic enables companies to move goods with unmatched speed, agility, accuracy and efficiency. As the backbone of commerce the Symbotic platform transforms the flow of goods and the economics of supply chain for its customers. For more information, visit www.symbotic.com. We are a community of innovators, collaborators and pioneers who embrace our differences, because we know unique perspectives make us stronger and smarter. Every perspective matters. We depend on the collective voices of our employees, customers and community to help guide us as we build a better place to work – for you and the world. That’s why we’re proud to be an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, or genetic information. The base range for this position in the posted location is $71,000.00 - $97,900.00 however, base pay offered may vary depending on job-related knowledge, skills, and experience. The compensation package includes medical, dental, vision, disability, 401K, PTO and/or other benefits.