Role Description Herring Bank is seeking an entrepreneurial, revenue-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform. This is a production-focused role designed for a high-performing professional who thrives in a growth environment. The BDO will drive new fee revenue across investment management, trust services, liquidity solutions, retirement plans, and related bank products through both self-sourced relationships and internal partnerships. This is an opportunity to build something meaningful within a growing community bank while playing a direct role in shaping the future of our wealth platform. What You’ll Do - Develop and execute a strategic sales plan focused on revenue growth. - Generate new client relationships across investment management, trust, and institutional solutions. - Identify and pursue opportunities with high-net-worth individuals, business owners, institutions, and specialty pools. - Build and maintain relationships with centers of influence (CPAs, attorneys, consultants). - Partner with commercial and retail banking teams to strengthen referral pipelines. - Collaborate with Trust, Investment, Capital Markets, and Operations teams to structure client solutions. - Contribute to the expansion of liquidity, retirement, and enhanced cash product offerings. - Manage and grow an existing or transferable portfolio, where applicable. - Support the continued growth and scalability of the Bank’s wealth platform. Qualifications - 5+ years of experience in wealth management, trust services, investment advisory, or institutional sales. - Demonstrated success sourcing and closing new revenue-producing relationships. - Strong professional network and market presence. - Experience working across multiple financial product lines is preferred. - Securities licensing required or ability to obtain. - CFP®, CTFA, or similar credentials preferred. - Entrepreneurial mindset with a strong drive for performance and measurable results. Benefits - 401(k) - 401(k) matching - Bonus based on performance - Dental insurance - Health insurance - Paid time off - Vision insurance Company Description

• Drive sales funnel by sourcing and qualifying customer opportunities • Work with Marketing and Sales to identify industry-specific lists of potential customers to pursue. • Present, promote, and sell TELUS Consumer Goods services to prospective customers. • Build relationships with potential customers and quickly establish trust and rapport. • Report on relevant sales data including calls, emails, etc. • Leverage tools like phone, email, virtual meetings, etc to connect with potential customers. • Make use of LinkedIn Sales Navigator to build prospective leads lists. • Meet KPIs for the Inside Sales role. • Keep all customer and activity information live and up-to-date in Salesforce.

Role Description We are seeking a strategic, high-energy leader to oversee BILL’s Business Development organization across all product areas, with a primary strategic goal of driving the team upmarket. This role is ideal for a proven sales development leader who is passionate about BDR strategy, pipeline creation, and scaling systems. - Lead, coach, and develop a team of 7 front-line BDR managers and 50+ reps, building a high-performance culture rooted in accountability, development, and results. - Drive the outbound strategy, focusing on creating Account-Based Marketing (ABM) motions. - Champion the adoption of artificial intelligence and emerging sales tech. - Partner closely with Account Executive (AE) leaders to drive conversions and leverage data and tools. - Set and execute the overall strategy for the organization, ensuring consistent pipeline contribution and KPI attainment. - Develop senior-level leadership capabilities within your management team through regular coaching and performance management. - Drive organizational effectiveness by evaluating team structure, workflows, and lead handoff practices. - Build scalable onboarding, training, and manager enablement programs. Qualifications - Mandatory second-line leadership experience, with at least two years at this level. - Proven experience leading at scale, ideally managing a team of approximately 50 people. - Experience with Multi-Product Adoption, developing strategies for selling multiple products and services. - Mandatory experience launching and leveraging AI tools for inbound and outbound motions. - Strong expertise in driving outbound strategy and ABM motions. - Experience in larger, established organizations. - Exceptional coaching skills with the ability to develop managers and improve execution at scale. - Strong analytical and operational mindset, partnering with Ops to drive continuous improvement. - Executive presence and strong communication skills to influence senior stakeholders. Requirements - Experience in leading sales development teams. - Ability to coach and develop talent effectively. - Strong understanding of sales metrics and performance management. - Proficiency in leveraging technology and data for sales strategies. Benefits - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP). - HSA & FSA accounts. - Life Insurance, Long & Short-term disability coverage. - Employee Assistance Program (EAP). - 11+ Observed holidays and wellness days and flexible time off. - Employee Stock Purchase Program with employee discounts. - Wellness & Fitness initiatives. - Employee recognition and referral programs. - And much more.

• Dynamic Pipeline Acquisition: Proactively scout, qualify, and secure new business partnerships with enterprise organizations, fintech entities, and large-scale e-commerce platforms that stand to benefit from our payment infrastructure. • Complete Sales Ownership: Manage every stage of the sales funnel, from initiating outbound contact and conducting discovery sessions to navigating intricate commercial terms and finalizing contracts. • High-Impact Presentations: Craft and deliver bespoke proposals and technical demonstrations that highlight ROI and strategic value for C-suite leaders and primary decision-makers. • Proactive Market Hunting: Monitor industry shifts and competitor landscapes to identify new high-growth verticals and untapped opportunities, ensuring a consistently robust sales pipeline. • Internal Synergy: Work in lockstep with Product, Marketing, Legal, and Operations to facilitate a frictionless client onboarding experience and a professional transition to long-term account support. • Global Presence: Act as a senior face of the organization at major trade shows, global summits, and executive networking events to drive brand awareness and lead generation.