• Execute strategic coverage plans to attain and retain buy ratings for all the firm’s institutional strategies including public markets strategies and private markets strategies • Partner closely with business development, institutional sales, and relationship management teams for impactful coverage of key field consultants • Enhance standing with field consultants, monetize buy ratings and help retain current clients • Understand First Eagle’s distinctive investment strategies and effectively articulate them with consultants, clients, and internal partners • Share insights gleaned from conversations in the market with Institutional team members during weekly team meetings • Attend conferences and training to further build knowledge and skills • Partner with institutional distribution colleagues to implement long and short-term strategic initiatives for the consultant market • Develop business plans for focus consulting firms in assigned territory • Provide mentorship to the analysts/associates on the Consultant Relations team

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

• Serve as a key point of contact for clients, building strong and trusted partnerships • Manage and coordinate the delivery of HCP/MedComms projects, ensuring quality and timely completion • Support strategic input into account planning, identifying opportunities to expand services and support client goals • Oversee project delivery, budgets, and timelines within accounts • Build effective internal networks and collaborate across teams to deliver an integrated solution • Generate internal project estimates and collaborate with PM/PC to develop timelines • Translate client needs and expectations to internal agency team through project brief development and internal meetings and communications with the cross-functional agency team • Monitor project estimate vs. actual time and cost accruals • Review monthly account billing for accuracy and completeness in accordance with client PO(s) • Assist in tactical planning and brand strategy

• Own and shape the long‑term strategy for a portfolio of key hotel group customers, acting as their senior point of contact • Build strong, trusted relationships with senior stakeholders and help them get the most value from our software • Lead commercial conversations such as renewals and growth opportunities, taking a consultative and solutions‑led approach • Work closely with teams like Product, Customer Success and Support to make sure customer needs are clearly understood and delivered against