Role Description - Maintain and expand an active referral source network consisting of lenders, bankers, private equity firms, investment bankers, brokers and other sources. - Generate qualified prospect referrals from contacts, referral sources and network relationships by maintaining frequent contact with your network. - Interact with prospective borrowers (by phone and face-to-face visits) to introduce MidFirst Business Credit, and to gather all credit data necessary to qualify the prospective borrower. - Prescreen prospective borrowers by reviewing financial, collateral and industry data and comparing against MidFirst Business Credit's loan policy and sales process guidelines. - Evaluate and understand financial condition and deal quality and make recommendations to MidFirst Business Credit's management. - Prepare a detailed and complete deal package on prospective borrowers and deliver to MidFirst Business Credit's deal team for review. - Submit and negotiate financing proposals to qualified prospective borrowers. - Attend local and regional networking events. - Be active in industry associations such as ACG, TMA and CFA. - Input sales activities and maintain prospect data in Salesforce.com. - Maintain timely and accurate records of all sales calling efforts. Qualifications - Bachelors Degree preferred. - 5-10 years of relevant business development experience in lending, with a preference for asset-based lending experience. - Must have an established and effective network of referral sources. - Generate a minimum of 50-75 leads each year, resulting in a minimum of 10 term sheets issued and 4-5 deal closings. - Must have an entrepreneurial attitude, and when working remotely, must be able to wisely manage time and expenses. - Must conduct self in a professional manner at all times, and in all business situations reflecting a courteous, conscientious, and sophisticated and businesslike manner in all dealings. Requirements - Travel is a significant requirement for this position. Expectation is that the BDO will travel about 50% of the time.

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. • Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. • Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. • Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. • Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives. • Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. • Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. • Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans. • Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. • Assist with portfolio reviews, investment analysis, and implementation recommendations. • Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors. • Build financial scenarios and planning analyses to support client decision-making. • Coordinate investment account setup, money movement, subscription documentation, and custodial requests. • Monitor client portfolios and planning action items to ensure timely execution. • Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. • Maintain accurate CRM workflows, task management systems, and client documentation. • Review operational workflows and identify opportunities to improve efficiency and scalability. • Support client reporting updates, billing coordination, custodial communications, and operational oversight. • Assist with compliance-related processes, approvals, and documentation requirements. • Participate in internal client strategy sessions and investment discussions. • Provide support across operational, administrative, and strategic firm initiatives as needed. • Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. • Support marketing efforts, client communications, and presentation development. • Help strengthen internal infrastructure and operational best practices as the firm continues to scale. • Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

Role Description Being a Retail Client Service Vice President is more than servicing clients. We are client obsessed, liquid thinkers who move at a fast pace. Change is constant. We are bold with a point of view, we value being part of a successful business, and never complacent. We make a difference every day. The Client Service VP is a multifaceted leadership role responsible for service excellence, delivery execution, and maintaining a deep understanding of customer needs and technical requirements. This role demonstrates a strong commitment to client success by: - Ensuring delivery of all client commitments - Removing internal barriers to execution - Monitoring client satisfaction and operational KPIs - Providing clear and proactive communication - Consulting on new technical installations This is a client-facing role responsible for amplifying the voice of the customer and ensuring exceptional service delivery across Circana’s largest national grocery retailers. The leader builds trusted relationships with senior client stakeholders, engages deeply in client business priorities, and ensures flawless execution of both ad hoc and ongoing deliverables. As a leader, the Client Service Vice President models ideal team behaviors by: - Championing change - Leading difficult conversations toward constructive outcomes - Encouraging idea sharing - Effectively resolving conflict The role leads a global team of Client Service and Operations professionals, establishes clear goals and KPIs, and drives disciplined execution through consistent use of Circana’s Daily Management System (DMS) and Leader Standard Work as part of the Complete Excellence framework. Qualifications - BA/BS Degree - Strong leadership skills; must be able to effectively lead teams, be approachable, and inspire trust - Outstanding verbal and written communication skills and professional etiquette - Ability to work in a fast-paced environment, be flexible and welcoming to change - Prompt decision maker and creative thinker, with excellent problem-solving skills - Demonstrate strong work ethic with calmness and composure in times of uncertainty - Keen operational skills; ability to recognize the opportunity for process improvement/standardization - Proven technical abilities, experience using Excel, and data management tools; Unify experience preferred - Ability to work across cultures and time zones with a strategic mindset - Demonstrated understanding of AI fundamentals, experience with Co-Pilot and automation tools preferred - Manages to budget, understands account financial dynamics, suggests ways to be more efficient - Flexibility of work schedule to cover night and weekend work when needed Requirements - Provide senior-level leadership for complex client relationships, translating client needs and business opportunities into effective solutions - Build and sustain long-term client partnerships through deep strategic insight and strong executional leadership - Collaborate cross-functionally to ensure seamless delivery and alignment with client goals - Lead global teams to deliver solutions accurately and on time, while driving ongoing improvements in data quality - Own operational performance metrics and support Complete Excellence initiatives through disciplined use of Daily Management System (DMS) routines - Lead continuous improvement and structured problem-solving efforts to improve quality, efficiency, and delivery outcomes for the portfolio of grocery clients and for Global Operations - Identify opportunities to enhance client satisfaction through improved database reporting, executive-level analysis, and technology-driven efficiencies - Capture and translate project requirements into clear specifications to enable successful execution - Drive efficiencies across teams to improve delivery excellence, productivity, cost effectiveness, and elimination of waste through partnerships on core tech projects and driving micro-automations - Act as a liaison with global teams and third-party partners to ensure consistent, high-quality client delivery Benefits - Comprehensive package of benefits including paid time off, medical/dental/vision insurance, and 401(k) - Bonus pay eligibility Company Description Circana is a leading provider of technology, AI, and data solutions for consumer packaged goods companies, manufacturers, and retailers. Our predictive analytics and Liquid Data® platform help clients measure market share, uncover consumer behavior, and drive growth—powered by six decades of expertise and an expansive, high-quality data set. We have a global commitment to diversity, equity, and inclusion as we believe in the undeniable strength that diversity brings to our business, employees, clients, and communities. Circana is proud to be Certified™ by Great Place To Work®.

Title: VP, Market Access Location: Remote Full time Job Description: The job details are as follows: Who We Are We are the first publicly-traded biotech or pharmaceutical company to take the form of a public benefit corporation. Our public benefit purpose is to provide a brighter future for patients through the development of novel pharmaceutical therapies; and technologies that expand the availability of transplantable organs. United Therapeutics (Nasdaq: UTHR) seeks to travel down the corridors of indifference to develop treatments for rare, deadly diseases. We were founded in 1996 by a family seeking a cure for their daughter’s pulmonary arterial hypertension (PAH). Today, we have six FDA-approved therapies that treat PAH, pulmonary hypertension associated with interstitial lung disease (PH-ILD) and neuroblastoma, a rare pediatric cancer. Our near-term pipeline seeks to develop additional therapies for PAH and pulmonary fibrosis (PF). The cure for end-stage life-threatening diseases like PAH, PH-ILD, PF, and many others is an organ transplant, but only a small percentage of donated organs are available to address the vast need. For this reason, we are working to create manufactured organs to address the shortage of kidneys, hearts, lungs, and livers available for transplant. We believe an unlimited supply of tolerable, transplantable organs will eliminate the transplant waiting list and cure end-stage organ diseases for which transplant is not currently an option. Who You Are The VP, Market Access provides enterprise-level leadership for United Therapeutics' Managed Markets & Reimbursement function, with a dual focus on the company's robust small molecule commercial business and pipeline, as well as its pioneering organ manufacturing (biologic) programs. This role sets the strategic vision for market access and pricing, developing and executing innovative, compliant strategies that ensure optimal patient access, coverage, and reimbursement across all U.S. payer channels (commercial, Medicare/Medicaid, VA/DoD, and emerging value-based care models). The VP is accountable for aligning UT's growth objectives and long-term business goals with evolving market realities, including the Inflation Reduction Act, PBM dynamics, and the rise of specialty and rare disease therapies. The role also supports the launch and commercialization of next-generation organ manufacturing solutions, including xenotransplantation and bioengineered organs, positioning UT as a leader in both pharmaceuticals and regenerative medicine. Strategic Leadership & Vision: - Define and lead the overall market access strategy for UT’s small molecule and organ manufacturing portfolios, ensuring optimal coverage, reimbursement, and affordability in alignment with corporate growth objectives and the company’s public benefit mission - Anticipate and respond to evolving payer and policy landscapes, including the impact of the Inflation Reduction Act, 340B program expansion, and the increasing role of PBMs in formulary management and rebate negotiations - Develop and execute pre-launch and launch market access strategies for new small molecule and biologic products, including organ manufacturing innovations, leveraging real-world evidence, value-based contracting, and patient-centric approaches Market Access Execution: - Establish frameworks for pricing, contracting, and payer engagement that maximize access and net revenue performance, with a focus on gross-to-net optimization and mitigation of GTN erosion - Oversee government pricing compliance and contracting strategies to mitigate risk and maintain regulatory integrity, especially as new biologic and organ manufacturing therapies enter the market - Ensure governance and compliance across all market access activities, including adherence to evolving fair market value standards for enhanced pharmacy and patient support services Cross-Functional & External Collaboration: - Partner with Commercial, Finance, Health Economics & Outcomes Research, Policy, and R&D teams to integrate market access considerations into brand planning, lifecycle management, and pipeline prioritization - Provide strategic guidance on payer messaging, value propositions, and evidence generation to support negotiations, formulary positioning, and innovative access models (e.g., direct-to-patient, digital health integration) - Engage externally with industry associations, policy forums, and payer organizations to influence market access trends, advocate for patient access, and shape the regulatory environment for both small molecules and organ manufacturing solutions Market Intelligence & Performance Management: - Monitor market trends, policy changes, and competitive dynamics—including biosimilar and generic competition, patent cliffs, and the rise of specialty pharmacy—to identify opportunities and risks impacting access and pricing - Maintain executive-level communication on market access performance, emerging opportunities, and strategic priorities, ensuring leadership is informed of significant developments and implications - Manage departmental budget and resource allocation to ensure operational efficiency and strategic impact Team Leadership: - Direct and manage direct reports, including responsibilities for training, goal setting, performance management, coaching, mentoring, and career development, supporting recruitment and retention of top market access talent Minimum Requirements - Bachelor’s Degree - 15+ years in pharmaceutical, biotechnology, or related healthcare sectors with a focus on market access, managed markets, and/or reimbursement - 8+ years in managed care sales, national accounts, or managed care marketing - 8+ years of progressive leadership experience - Extensive experience in managed care strategy, including sales, national accounts, contracting, and payer marketing - Proven track record in developing and executing managed care business plans and integrating strategies with marketing and field sales - Demonstrated success in contract strategy, negotiation, and analysis, as well as executive-level engagement with payer organizations - Leadership experience managing managed care or national accounts teams and influencing cross-functional stakeholders - Deep understanding of payer systems, reimbursement policy, and pricing dynamics, including the unique challenges and opportunities for small molecules and biologics Preferred Qualifications - Master’s Degree or additional scientific/clinical credentials - Advanced data and financial modeling, forecasting, and analysis Location United Therapeutics has the flexibility to hire this role remotely within the United States with a preference to candidates in RTP, NC. At United Therapeutics, our mission and vision are one. We use our enthusiasm, creativity, and persistence to innovate for the unmet medical needs of our patients and to benefit our other stakeholders. We are bold and unconventional. We have fun, we do good. Eligible employees may participate in the Company’s comprehensive benefits suite of programs, including medical / dental / vision / prescription coverage, employee wellness resources, savings plans (401k and ESPP), paid time off & paid parental leave benefits, disability benefits, and more.