The Senior Business Development Manager, Tax Channel serves as the Tax & Wealth Partners Program owner responsible for recruiting, activating, and managing strategic advisor partnerships within the Tax Channel. This role builds and scales a structured advisor‑to‑advisor partnership model by connecting Planning Advisors with Referral Advisors through both internal and external sourcing efforts. This role oversees the full partnership lifecycle from initial alignment through activation and ongoing optimization, working with internal stakeholders to ensure consistent execution and a strong advisor experience. What you will do: - Own the Tax & Wealth Partners Program strategy, execution, and ongoing optimization. - Recruit and activate strategic advisor partnerships by facilitating effective advisor‑to‑advisor matches through internal and external sourcing channels. - Own partnership discussions from initial outreach through signed affiliation and handoff to the internal onboarding team. - Consult Financial Professionals on how and when to engage potential tax professionals and coach advisors on leveraging the Tax Intelligent Analyzer and approved marketing resources. - Serve as the central point of coordination for advisor relationships, working with internal stakeholders to support onboarding, activation, and ongoing partnership success. - Facilitate advisor alignment by ensuring clarity around revenue splits, expectations, and long‑term partnership goals. - Monitor partnership health and performance indicators, proactively addressing issues impacting activation, productivity, or sustainability. - Maintain accurate pipeline forecasting, activity tracking, and reporting within Salesforce, and analyze program‑level trends to inform leadership decisions. - Educate internal teams on program objectives, referral processes, and Salesforce lead management. - Prepare program updates, insights, and executive‑level materials related to partnership outcomes and strategic initiatives. - Represent the program in advisor meetings, recruiting discussions, industry events, and internal forums. What you will need to have: - Bachelor’s degree in Finance, Business, or a related field (or equivalent experience). - Minimum of 7+ years of experience in financial services, advisor recruiting, business development, or program management. - Strong experience in program ownership, partnership development, or business development within financial services. - Deep understanding of advisor business models, including revenue sharing, referral structures, and client servicing roles. - Proven skill in aligning multiple stakeholders around shared outcomes. - Strategic mindset with the ability to translate vision into scalable processes. - Excellent relationship‑building, communication, and facilitation skills. - Experience working directly with financial advisors, wealth management programs, or advisor partnerships strongly preferred. Travel Requirements: Up to 50% Compensation: The base annual salary range for this role is $110,000 plus a competitive incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: - Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. - Easy access to mental health benefits to meet our team members and their families where they are. - 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. - 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. - Paid parental leave to support all team members with birth, adoption, and foster. - Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. - Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

• Develop and execute a strategic plan and manage a healthy pipeline to achieve/surpass sales targets and expand TerraCycle’s offerings • Conduct prospect research and identify key decision-makers across target industries. • Perform high-volume outreach via email, phone, and conferences to engage potential clients. • Maintain and update lead databases, ensuring accurate tracking of outreach efforts. • Qualify inbound and outbound leads to determine potential business opportunities. • Manage both company and client expectations • Research and evaluate potential new partners • Work with new partners on pricing & finalization of contracts • Assess industry business and market trends to capitalize on emerging opportunities for business growth and understand the competitive landscape and how to differentiate TerraCycle business. • Work collaboratively with team to pitch in to help where needed

• Business Development: identify, prospect, and secure new business opportunities and develop the partners network within the designated territory • Key Account Management: nurture and expand relationships with an existing portfolio of key accounts and partners • Channel Partner Management: develop and manage the network of partners across the ASEAN region • Sales Strategy: Develop and execute a sales strategy and action plan to achieve sales targets • Negotiation & Closing: lead contract negotiations, prepare proposals, and close sales deals, ensuring profitability and legal compliance • Market Intelligence: Serve as the regional expert, monitor market trends, and customer needs to inform product and sales strategies • Reporting: maintain accurate and up-to-date sales pipeline information, activities, and forecasts in the CRM system

Company at a Glance OpenX is focused on unleashing the full economic potential of digital media companies. We do this by making digital advertising markets and technologies that are designed to deliver optimal value to publishers and advertisers on every ad served across all screens. At OpenX, we have built a team that is uniquely experienced in designing and operating high-scale ad marketplaces, and we are constantly on the lookout for thoughtful, creative executors who are as fascinated as we are about finding new ways to apply a blend of market design, technical innovation, operational excellence, and empathetic partner service to the frontiers of digital advertising. Internship Opportunity at OpenX – Learn, Innovate, and Grow in Digital Advertising Are you eager to gain hands-on experience in a fast-paced, innovative industry? At OpenX, we offer a unique opportunity for interns to dive into the world of digital advertising, learning from experts who are shaping the future of programmatic marketplaces. As an intern at OpenX, you'll have the chance to explore cutting-edge ad technologies, contribute to impactful projects, and develop skills that will set you apart in the industry. Whether you're interested in market design, technical innovation, or operational excellence, this internship is designed to provide real-world experience and mentorship in a collaborative environment. Join us for a summer internship and be part of a team that is redefining digital media monetization—one ad at a time! OpenX is seeking a motivated and detail-oriented intern to support the Publisher Development team. This internship offers a unique opportunity to learn about the ad tech ecosystem while gaining hands-on experience supporting operational workflows and small internal projects that help drive publisher success. This role will focus on the operational side of the business, assisting the team with data preparation, internal organization, and project coordination related to OpenX’s publisher partnerships. The intern will work closely with account managers and cross-functional teams to support day-to-day initiatives that improve team efficiency and publisher support. What you'll do - Support the Publisher Development team with operational and organizational tasks - Help prepare and organize reports using Excel or Google Sheets - Assist with maintaining and organizing publisher-related information in internal systems such as Salesforce and other team tools - Help prepare internal presentations, documents, and meeting materials - Assist with coordinating and completing small internal projects - Support account managers with administrative and operational tasks as needed What You’ll Bring - Currently pursuing a Bachelor’s degree in Business, Marketing, Communications, Economics, or a related field - Basic to intermediate skills in Excel or Google Sheets - Strong organizational skills and attention to detail - Clear written and verbal communication skills - Ability to manage tasks and small projects in a fast-paced environment - Interest in digital advertising, media, or the ad tech industry Pursuant to any state, local ordinance, or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation. OpenX is committed to fair and equitable compensation practices. For all applicants, the base salary range is noted above, per hour. A candidate’s salary is determined by various factors including, but not limited to, relevant work experience, skills, and certifications. OpenX VALUES Our five company values form a solid bedrock serving to define us as a group and guide the company. Our values remind us that how we do things often matters as much as what we do. WE ARE ONE We are one team. There are no exceptions. We are a group of strong and diverse individuals unified by a shared mission. We embrace challenges and win together as a team. We respect and care about our colleagues and cultivate an inclusive culture WE ARE CUSTOMER CENTRIC We innovate on behalf of our customers. We understand, respect, and listen carefully to our customers. We build great products to solve our customers’ problems. We manage our customers’ expectations clearly and honestly. We are a trusted partner to all of our customers - we act with integrity at all times. We care. OPENX IS OURS We are all owners of OpenX We all have a voice to improve OpenX We stake our personal and professional reputations on the excellence of our work We are not interested in just "doing our jobs"; we take ownership to drive results WE ARE AN OPEN BOOK We understand and respect what each of us does. We are eager to teach and share what we know with others, both internally and externally. We are eager to learn from others and we ask questions internally and externally. WE EVOLVE FAST We take responsible risks and own and learn from our mistakes. We recognize and repeat success. We actively seek out and provide constructive feedback. We adapt quickly and embrace change. We tackle growth and learning with real urgency. We are endlessly curious. OpenX TRAITS Our three traits capture what makes a great team member at OpenX. HUMBLE Ideal team players are humble and demonstrate integrity. They put the team's success above their own, share credit generously, and value collective achievements. They are self-assured, open to coaching, and committed to continuous learning. DRIVEN Ideal team players are results-driven and motivated. They are curious, always seeking more to do, learn, and take on. As proactive problem-solvers, they take initiative without needing external motivation. They continuously think about the next steps and opportunities for improvement. SMART Ideal team players are smart and possess the intellectual acumen to understand the complexities of our organization and industry. They are interpersonally intelligent, good communicators, and exemplify sound judgment in their interactions across the company to foster a collaborative environment. OpenX is committed to equal employment opportunities. It is a fundamental principle at OpenX not to discriminate against employees or applicants for employment on any legally-recognized basis including, but not limited to: age, race, creed, color, religion, national origin, sexual orientation, sex, disability, predisposing genetic characteristics, genetic information, military or veteran status, marital status, gender identity/transgender status, pregnancy, childbirth or related medical condition, and other protected characteristic as established by law. OpenX Applicant Privacy Policy Applicants can review our Applicant Privacy Policy at any time by visiting the following link: https://www.openx.com/privacy-center/applicant-privacy-policy/. Effective Date: November 21, 2024