• Own and lead the Mid-Large Market retirement franchise across the Midwest • Develop and execute a territory strategy aligned to new sales growth • Deliver a consultative sales experience by understanding advisor needs • Build and maintain an Elite Advisor Segmentation strategy • Lead sales preparation and execution for RFPs and presentations • Partner closely with internal and external centers of influence • Leverage Salesforce and tools to manage pipeline and track outcomes

• responsible for analytical support of business and organizational priorities for TJX & JCPenney. • lead a team of analysts to deliver analytical projects that will drive profitable growth such as portfolio diagnostics, campaign and digital measurement, customer behavioral analysis, value prop measurement, segmentation, reporting, and special projects as required. • work closely with US Analytics counterparts and Marketing, Finance, and Sales stakeholders in solving business problems with solutions that are powered by data and analytics. • proactively discover, lead, and solve business problems through basic to advanced analytics/data science tools and techniques, as applicable • deliver hands-on, end-to-end projects by ensuring adherence to timely delivery, accuracy and documentation in line with Audit Procedures • act as a SME and business consultant, offer analytical and strategic thinking, understand business needs and requirements, be able to translate needs and requirements into data, data architecture, analytical insights and recommendations • partner cross-functionally with various stakeholder in a highly matrixed organization, working closely with Marketing, Sales, IT, Credit, and Finance, and multiple COE’s • Provide guidance, support, and supervise offshore team members • Utilize tools such as Adobe Analytics for digital measurement; Tableau for data visualization • Utilize SAS/SQL to manipulate and analyze large datasets

• Manage a team of sales professionals who sell directly to end users • Leverage support from influential channel partners to sell IGA Solution Suite • Analyze the current status of reporting structure, processes, and team dynamics • Develop new hiring plans and coordinate meetings with leadership • Create 12-month and 3-year business plans for growth and milestone tracking

• Develop and execute a comprehensive strategy for the Cisco alliance, aligning with organizational goals of C1, while maximizing growth opportunities. • Treat the Cisco alliance as a business, owning the vision, goals, and performance metrics while ensuring collaboration alignment across all teams. • Foster and maintain strong executive relationships with Cisco’s VP leadership, ensuring alignment on mutual priorities and initiatives align with C1 and vice versa. • Lead and empower cross-functional teams to execute alliance strategies, leveraging C1 internal resources and managing competing priorities effectively. • Oversee Cisco's EA (Enterprise Agreements) and LCM (Lifecycle Management) initiatives, ensuring robust execution and measurable results with the C1 LCM teams accordingly. • Identify and capitalize on joint opportunities to expand market presence, drive revenue, and increase the value of the partnership by collaborating with C1 capabilities, marketing and sales teams. • Establish scalable processes, reporting frameworks, and operational best practices to manage the alliance efficiently.