Role Description We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client relationships, and provide strategic planning solutions that help clients reach their financial goals. This position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support, and leadership opportunities. Key Responsibilities - Build and manage a portfolio of clients through relationship-based planning - Conduct comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies - Prepare customized financial plans using firm-approved planning software - Provide ongoing advice, portfolio reviews, and strategic recommendations - Keep current with market trends, planning strategies, and regulatory requirements - Collaborate with team members to deliver high-quality client experiences Qualifications - Entrepreneurial mindset with the ability to work independently - Individuals looking to break away from the 9-5 grind and have a strong work ethic - Solid Sales Mentality and Networking - Strong communication skills and a genuine desire to help people - High integrity and commitment to fiduciary-level guidance Benefits - Medical, Dental, Vision - 401k match up to 10% - Lucrative Transition Package for established Advisors and Wealth Managers - Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning - Cutting-edge digital tools and client resources to modernize your service delivery - A collegial environment that promotes both collaboration and independence—ideal for building a sustainable, high-growth practice - You always own your book of business and choose how you want to do business - Autonomy and supported independence

• Manage and be accountable for the performance and results of multiple agile teams. • Lead and supervise teams, assuming people management responsibilities including the management of direct reports and subordinate team members. • Set performance objectives and conduct annual performance reviews. • Develop staff members through coaching and fostering a positive work environment. • Mentor and grow team leaders, ensuring they have the support and guidance needed to succeed. • Build and lead a culture of accountability to meet business objectives and goals. • Manage planning, staffing, budgeting, and expense priorities. • Recommend and implement changes to methods and processes. • Drive teams to adhere to existing processes and define new/improved processes. • Establish operational objectives and plans, delegating assignments to staff members. • Provide end-to-end governance and manage stakeholder relationships across the business group. • Perform risk and dependency management across the engineering organization. • Oversee resource planning activities and drive process improvement across the suite. • Lead and manage the technical activities of multiple complex software development projects. • Ensure the team delivers software within the accepted quality standards by facilitating a working “definition of done” (DoD) for Agile stories within each team. • Motivate teams to solve problems and deliver high-quality results. • Play an active lead role within the skill organization.

Role Description The Account Manager, Member Relations – North & Southeast Asia strives for and supports the successful execution of member account development and engagement. This role drives member performance as it relates to member revenues, advisor performance, agency engagement, and Virtuoso program optimization. Account Managers will work with the General Manager, assisting in providing input for the design and implementation of the market regional business plan, as it relates to account management of Members to maximize Virtuoso’s performance in market. This position will provide similar support as needed for members as directed by the GM. Essential duties and responsibilities include the following: - Providing input into the regional business plan and budget. - Supports delivery and execution of the business plan. - Ensuring compliance with the Virtuoso “playbook”. - Delivery of the key performance metrics as outlined in the Business Plan. - Accountability for the member account plans (maps), aligning member’s growth & profitability plans with Virtuoso sales, professional development, and marketing programs. - Maintenance and execution of the company CRM platform. - Input into the Virtuoso Owner/Manager Regional Communication and Professional Development programs under the direction of the General Manager. - Proactive interdepartmental engagement. - Engagement in regional market events and Global Virtuoso events. - Provide support to General Manager in identifying and developing new business opportunities and monitoring of competitive context. - Execute new member onboarding as directed by regional General Manager. - High profile attendance in member conferences, meetings, and education programs. - Competitor analysis and reporting. - Management of critical member matters. - Oversight of production reporting. - Other duties as required. Qualifications - Tertiary qualification in Business, Travel & Tourism or Marketing. - 2-4 years of related work experience including industry experience, understanding of the luxury market, prior account management experience, and experience contributing to team performance. - Proficient in Microsoft Office Suite. - Leadership capabilities. - Project management. - Excellent presentation skills. - Interpersonal skills. - Results oriented with a focus on commercial delivery. - Strong quality service attitude and approach. - Self-motivated and energetic. - Champion of company goals and objectives. - Innovation – Forward thinking, curious and creative. - Commercial acumen – negotiation and strategy. - CRM – proficiency in using company platform. - Marketplace Awareness – Current business trend knowledge. - Analytical Skills (intermediate) – Ability to collect and analyze information, problem solve, and make decisions. - Collaboration – Strong skills in inspiring the win-win-win. Requirements - Travel is required, approximately 35%+ of time visiting members, attending events, conferences, and team meetings. - Travel will be primarily domestic but may include some international. Type/Nature of Contacts - Internal: Key job contacts are primarily with other Account Managers and Account Directors, the Marketing Manager, the Account Director Partner Relations, and Market General Manager. - External: Majority of time spent in market with owners & managers.

• Develop a strategy for assigned territory and execute against the plan to exceed annual sales objectives and quota targets. • Create account plans and strategies to win new business within assigned territory from new key end-user accounts who are not currently doing business with March Networks. Responsible for meeting sales quota for new key end-user accounts by identifying new sales opportunities through contacting prospective customers by cold calling, premise visits, networking, lead generation, proposal submission and customer appointments. • Partner and engage with appropriate channel partners when needed for new end-user opportunities and identify and follow through on significant end-user sales opportunities identified by the Channel Partners. • Partner with Sales Engineers to bring technical pre-sales expertise to target customers and their IT, Security, Cyber, and Operations organizations. • Learn and continuously develop knowledge of existing and new products/solutions which includes enhancing expertise in company’s software application technologies. Partners closely with product management and marketing to provide constructive feedback reflecting customer and market needs/issues. • Utilize Salesforce.com CRM system to manage opportunities, quotes, funnel, leads, and relevant account details.