• Lead organic growth efforts, including execution of a national account strategy to grow ACO provider participation • Maintain collaborative working relationships with Sound’s Long-Term Care Management Executive Team • Personally manage specific opportunities • Identify improvement opportunities to reach growth targets more efficiently and effectively • Development of lead generation tactics (e.g., meetings, telemarketing, networking) • Be responsible for the management of the sales processes and annual performance targets for Sound Long Term Care Management ACO • Build strong relationships and communication channels with potential ACO providers and post-acute facility participants • Support the efforts of the business development managers directly reporting to this position • Collaborate on refining Sound’s ACO messaging • Set achievable goals and tasks, delegate opportunities and provide resources for direct reports to meet their goals • Participate in the development of tools that generate leads and/or convey the value of Sound’s offerings

Role Description Are you a commercially driven Business Development Manager with a strong North West adviser network and a passion for investment solutions? AJ Bell is one of the UK’s leading investment platforms and a FTSE 250 success story. As we continue to strengthen our presence across the North West, we’re looking for an ambitious, relationship-led sales professional to take ownership of a high-potential region and accelerate growth. This is a visible, field-based distribution role focused on platform growth. You will represent a trusted, award-winning proposition to adviser firms across Scotland, building deep partnerships that drive long-term inflows and strategic alignment. You will have genuine autonomy to shape your regional plan, backed by a collaborative national sales team, strong brand recognition, competitive pricing and a broad investment offering. This is an opportunity to combine strategic territory planning with hands-on adviser engagement in a business that continues to gain market share. If you are motivated by winning new firms, influencing platform adoption and becoming a trusted partner to advisers, this role offers real scope to make your mark. - Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement. - Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach. - Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance. - Promote AJ Bell’s full range of investment solutions including MPS, passive funds, and our award-winning platform. - Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell’s proposition. - Oversee the onboarding of new firms, ensuring a smooth and positive experience. - Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance. - Maintain relationships with key investment partners and fund groups to maximise regional potential. - Ensure all activities align with Consumer Duty principles and regulatory expectations. Qualifications - Proven success in a field-based sales or business development role within the investment platform or financial services market. - Strong network of IFA and adviser firm relationships. - In-depth understanding of platform propositions, SIPP, and investment solutions. Requirements - Level 4 Diploma in Regulated Financial Planning (Desirable). - Familiarity with AJ Bell’s platform, investment solutions, and tools such as Bulk Dealing and Model Portfolios (Desirable). - Excellent planning, negotiation, and influencing skills (Desirable). Benefits - Competitive starting salary + sales bonus. - Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme. - A choice of pension schemes with matched contributions up to 8%. - Annual free share awards scheme. - Buy As You Earn (BAYE) Scheme. - Health Cash Plan – provided by SimplyHealth. - Discounted private healthcare scheme and dental plan. - Free gym. - Employee Assistance Programme. - Bike loan scheme. - Sick pay+ pledge. - Enhanced maternity, paternity, and shared parental leave. - Loans for travel season tickets. - Death in service scheme. - Paid time off for volunteer work. - Charitable giving opportunities through salary sacrifice. - Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more. - Ongoing technical training. - Professional qualification support. - Talent development programmes. - Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off. - Monthly leadership breakfasts and lunches. - Access to a range of benefits from our sponsorship deals.

• Proactively identify and pursue commercial construction projects through direct outreach, including in-person visits to jobsites, contractor offices • Build and maintain strong working relationships with specialty contractors, general contractors, developers, and project teams to secure bid opportunities and win awards • Aggressively increase the volume of bid invitations and awarded projects through disciplined follow-up, negotiation, and differentiation of Greco’s technical advantages • Compile and manage bidder lists, submit substitution requests, and ensure full bid-day coverage using platforms such as Dodge, Spec Success, and internal tools • Maintain a consistent field presence across the Ontario/GTA territory, prioritizing face-to-face engagement to uncover opportunities and influence project outcomes • Position Greco as the preferred railing partner by demonstrating product quality, execution capability, and reliability • Develop territory plans to systematically grow market share within assigned regions • Develop a working understanding of Greco railing systems and architectural metal applications to support technical discussions and competitive positioning • Collaborate with internal estimating, engineering, and operations teams to support pricing, scope alignment, and execution feasibility • Provide feedback from the field on competitive activity, pricing trends, and customer needs • Track and report on key performance metrics, including bid invitations secured, award rates, sales closures, and pipeline activity • Maintain accurate CRM records and forecasts to support sales planning and performance management.

• Drive outside sales activities to achieve regional sales goals • Expand market penetration by securing new customers and growing existing accounts • Serve as the primary point of contact for customers within the assigned territory • Build and maintain strong relationships with key accounts and stakeholders • Educate internal teams, contractors, and manufacturer representatives on Aspen product lines • Understand local market dynamics, including competition, purchasing trends, and customer needs • Demonstrate strong knowledge of HVAC distribution channels and regional customer base • Identify customer requirements and recommend appropriate Aspen product solutions • Provide product, pricing, and service information to customers • Participate in industry events, dealer meetings, and utility programs • Report weekly, monthly, quarterly, and annual regional sales performance • Collaborate with other Business Development and Regional Sales Managers to meet individual and team quotas