• Serve as the primary commercial contracting lead for a PE backed healthcare IT company. • Own day to day commercial and vendor contracting while partnering closely with the EVP of Legal, Sales, Finance, IT, and other senior and executive business leaders. • Manage a high volume and wide variety of agreements in a regulated healthcare environment. • Report to the Executive Vice President, Legal and ensure effective contract processes, scale, and stakeholder management. • Travel as required to successfully evaluate & support projects and teams in the field. • Other duties or special projects as assigned.

• Contribute to the design and execution of strategic initiatives, ensuring clear alignment with business goals and measurable progress over time. • Combine quantitative and qualitative analysis to identify opportunities for growth, support business case development (including for cross-functional stakeholders), and prioritize initiatives to grow the D2C channel globally. • Design and maintain dashboards and reports to support deeper analysis, standardize reporting processes, and ensure data accuracy. • Monitor and report on key KPIs, highlighting performance trends, execution gaps, and actionable insights to guide decisions. • Work with Finance and Risk teams to create financial projections used to measure and actively manage the performance of the channel and determine budget allocations. • Conduct strategic research, competitive benchmarking, and uncover customer insights (including surveys, analysis of digital behavioral data, etc.) to inform decision-making and uncover growth opportunities. • Assist in the preparation of materials for internal business reviews, planning cycles, and leadership updates.

• Contatterai telefonicamente potenziali clienti dall’alto profilo patrimoniale i cui contatti sono forniti dalla società, e pianificherai appuntamenti di persona • Incontrerai potenziali clienti con l’obiettivo di avviare una collaborazione con loro e ottenere attivi da gestire • Lavorare da casa come libero professionista (Tied Agent) e focalizzarsi totalmente sull’acquisizione del cliente (non sono incluse attività amministrative o di after-service) • Focus sull’acquisizione di nuovi clienti con un patrimonio di almeno 350.000 € in asset liquidi • Ricevere supporto dai nostri team interni e ottenere un flusso costante di lead • Coltivare e comprendere la filosofia di mercato di Fisher Investments, con il supporto di sessioni di approfondimento che spaziano dai mercati finanziari alle tecniche di vendita • Riportare direttamente al Direttore Generale

• Own the overall health and performance of service desk operations across every Shield-owned MSP, ensuring each service board is clean, accurate, and well-managed by its local Service Desk Manager. • Establish and enforce a consistent definition of “clean and well-managed” covering ticket hygiene, queue management, SLA adherence, time entry discipline, status accuracy, and documentation quality. • Conduct regular service board audits across ShieldCos and partner with local managers on remediation plans, tracking progress to closure. • Identify systemic risks, capacity issues, or staffing gaps across the portfolio and escalate with clear recommendations to operations leadership. • Develop, document, and roll out service desk best practices across the portfolio — including triage workflows, escalation paths, ticket templates, board structure, dispatch standards, and customer communication norms. • Run a recurring cross-company forum for ShieldCo Service Desk Managers to surface what’s working, share playbooks, and align on shared standards without erasing what makes each MSP effective locally. • Partner with operations to drive change management when new standards are introduced, ensuring local buy-in rather than top-down mandates. • Maintain a living portfolio playbook that captures the canonical “Shield way” of running a service desk. • Partner with operations and the data/AI team to define standard KPI definitions, ensuring apples-to-apples comparisons across companies that may use different PSA tools or reporting conventions. • Deliver clear, narrative-driven monthly and quarterly portfolio reporting to executive leadership, highlighting trends, outliers, and recommended actions. • Coach local managers on using the same metrics to run their own desks, not just to report upward. • Act as the operational voice of the service desk in the design, piloting, and rollout of internal AI tools, including ticket triage, summarization, knowledge retrieval, and automation. • Identify high-value, repeatable workflows across the portfolio that are strong candidates for AI augmentation and prioritize them with the AI team based on impact and feasibility. • Coordinate pilots at selected ShieldCos, gather structured feedback from local managers and technicians, and own the rollout playbook for portfolio-wide adoption. • Ensure data quality on service boards is sufficient for AI tools to perform well, closing the loop between board hygiene and AI effectiveness. • Serve as a mentor, coach, and trusted partner to each ShieldCo’s Service Desk Manager by supporting them, removing obstacles, and helping them grow rather than managing them by directive. • Spend meaningful time on-site at each ShieldCo (approximately 50% travel), working alongside local teams to understand their reality before recommending changes. • Build trust at every level of the service desk from technicians to MSP leadership, so that improvements stick after the visit ends.