• Source, structure, and close small business loans (up to $350K), with emphasis on equipment financing, leasing transactions, and small business term loans. • Develop and execute a disciplined sales plan to achieve monthly, quarterly, and annual production targets. • Build and manage a qualified pipeline across multiple channels (direct, referral, vendor). • Lead end-to-end deal execution including pre-screening, structuring, pricing, and closing. • Identify, recruit, onboard, and activate vendor partners (equipment dealers, distributors, and manufacturers). • Create joint business plans with key partners to increase penetration and volume. • Ensure a high level of responsiveness, transparency, and service throughout the customer lifecycle. • Conduct initial credit analysis including cash flow, collateral, and risk assessment.

• Identify, evaluate, develop and close new customers and expand business at existing customers • Identify and assist in progressing biopharmaceutical business opportunities including new scientific and strategic partnerships, collaborations, licensing opportunities, joint ventures and alliances • Establish and implement appropriate development strategies to support business objectives • Negotiate and successfully close contracts for KBI services with Biopharmaceutical clients in the designated accounts/areas • Assist Vice President of Business Development with activities as directed • Identify new potential clients, qualify new sales leads, develop new client relationships, solicit RFPs, and manage the proposal process • Manage existing client relationships within accounts designated by VP of BD • Coordinate CDA and MSA review with client and KBI legal, KBI contracts team and all appropriate stakeholders • Facilitate client Quality Audits and Quality Agreements with KBI Quality • Regularly maintain and update CRM with opportunities status • Maintain high levels of engagement within the region through local events and meetings

• Take full ownership of your regional business plan to deliver new business targets and maximise adviser engagement • Build strong, long-term partnerships with financial advisers and firms across your region through a structured, data-led approach. • Collaborate with Business Development Consultants and Support teams to deliver consistent regional performance. • Promote AJ Bell’s full range of investment solutions including MPS, passive funds, and our award-winning platform. • Deliver engaging adviser presentations, seminars, and technical sessions to showcase AJ Bell’s proposition. • Oversee the onboarding of new firms, ensuring a smooth and positive experience. • Use tools such as Financial Express and Touchstone to identify new opportunities and monitor performance. • Maintain relationships with key investment partners and fund groups to maximise regional potential. • Ensure all activities align with Consumer Duty principles and regulatory expectations.

• Engage with Original Equipment Manufacturers (OEMs) to ensure Banner solutions are positioned for liquid cooling, safety, cabling, and condition monitoring solutions in data centers. • Build and maintain relationships with hyperscalers, consulting engineers, OEMs and others in the partner network that supply products, system or services for Datacenter builds. • Partner with engineering firms to promote Banner solutions. • Secure Banner product inclusion in Approved Vendor Lists (AVLs) and design specifications. • Partner with hyperscaler procurement teams on vendor qualification and contracting processes. • Navigate long-cycle sales between 12 and 24 months and manage a robust pipeline of hyperscale projects. • Ability to manage large complex projects that span multiple regions or areas of interest including contractors, subcontractors, consultants, distributors and end users. • Collaborate with distribution partners for fulfillment and project execution. • Coordinate with Banner’s Contractor / Integrator focused internal Business Development Manager to ensure downstream execution at panel shops and contractors that align with hyperscaler specifications. • Participate in industry trade shows, associations or other such strategic events in order to expand Banner presence in the market. • Meet or exceed annual sales targets and pipeline development goals. • Track and report on forecasted orders, ensuring visibility of outcomes. • Maintain accurate records and documentation related to all opportunities, including entering them and keeping them up to date in the CRM system. • Uphold compliance with organizational policies, procedures, and applicable regulations. • Other duties as assigned.