• Conduct in-depth protection reviews (Life, CIC, Income Protection) for customers at the most critical moment of their lives. • Deliver elite, advised recommendations from a large, competitive panel of providers. • Maintain our 4.8/5 Trustpilot reputation by putting the customer’s best interests first, every time. • Work a 39-hour week on a flexible shift pattern (No Saturdays!) designed for performance, not burnout.

• Facilitate life-changing transactions by introducing sell-side opportunities and strategic buyers. • Connect family businesses and entrepreneurs looking to exit, typically ranging from US$50M to US$2B in enterprise value. • Help identify strategic buyers for global mandates, leveraging your network to facilitate meaningful business exits.

• Act as the business lead on initiatives related to productivity optimization, pay structure design, and workforce management. • Collaborate with data teams to scope, guide, and interpret quantitative analyses. • Partner with HR and operational leaders to collect and synthesize qualitative data to complement analytical findings and help drive decision-making. • Develop and present recommendations on incentive structures and workforce strategies that align with business goals. • Develop comprehensive strategic plans and execute them with a minimum-viable-product mentality. • Analyze current operations and workflows, identifying areas for improvement, and establish solutions to enhance efficiency and effectiveness. • Drive stakeholder alignment and lead communication efforts for any proposed changes. • Collaborate with senior stakeholders and lead cross-functional teams to define opportunities. • Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards. • Scope, guide, and support the build of tools and dashboards that enable ongoing performance tracking and decision-making. • Lead or support the ongoing use and refinement of newly developed tools and processes.

• Partner with key customers to understand and help achieve their cybersecurity objectives, initiatives, and desired outcomes with increased resiliency. • Establish strategies and initiatives to raise cyber resilience through a programmatic approach using our methodology and a range of CRT offerings and deliverables. • Engage cybersecurity stakeholders throughout the customer organizations at all levels, including C-level, technical cybersecurity professionals, and major supporting lines of business. • Leverage your cybersecurity operational and technical knowledge to recommend and deliver appropriate improvements to current or new programs. • Drive adoption of Immersive's software to maximize the value. • Immerse yourself into the cybersecurity community to remain informed of evolving threats, trends, and new technologies. • Collaborate with internal Immersive teams as the voice of the customer and representative of the CRT to support product innovation and content development. • Support customers in sustainably operationalizing and incorporating the Immersive Platform into their cybersecurity programs. • Use in-depth statistical analysis with platform metrics to deliver intelligence and insights on customer capabilities, cyber preparedness, and responsiveness. • Develop custom reports and insights with narratives and recommendations to raise awareness of the value created and enhance capability and resiliency across the customer organization. • With the Customer Success Manager (CSM), assist in delivering Executive Business Reviews (EBRs) to customers, providing executive-level reports and insights that help drive long-term account health and expansion opportunities.