Title: Partner Development Executive (HR Executive Board) Location: USA-Remote Location: Washington, D.C. Number: 610047 Job Category: Sales Job Department: Commercial Job Family: Professional Sales Job Type: Full Time Level: Manager Job Description: About EAB At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. Seramount, (part of EAB) is a global talent services firm that helps HR leaders prepare for the workplace of tomorrow. We have over four decades of experience creating employee-centric strategies that align with business outcomes for our 600 partner organizations. By combining data-driven insights, expert research, advisory services, and innovative technology, we help unlock what's possible with a truly engaged workforce. At EAB and Seramount, we serve not only our partner institutions and organizations but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our Careers page. The Role in Brief: Partner Development Executive, HR Executive Board This consultative sales position will be responsible for new business development with employers (including emphasis on the Fortune 500), representing EAB's Talent Solutions to prospective corporate partners (i.e., clients) and closing engagements. The HR Executive Board is Seramount's newest offering for CHROs and heads of talent - designed to meet the moment with the strategic guidance, research rigor, and peer community you've been asking for. Partner Development Executives at EAB are responsible for establishing relationships with key decision makers. We hire persuasive leaders with a knack for teaching and explaining concepts - people who are comfortable listening to our partners and then mapping their problems to our services and solutions. As our ambassadors and connectors, Partner Development Executives are pivotal to the growth of our firm. As a Partner Development Executive, you will be responsible for generating leads and managing the sales process in order to convert new partners. We are seeking sales professionals who have a strong record of success achieving and exceeding sales goals within a team selling environment. When you work at EAB in Partner Development, you'll be making a difference. Our people care about doing their best, and our collaborative environment is energizing and rewarding. You'll be part of a work environment where your voice counts and even small ideas can lead to big opportunities. This position is listed as Partner Development Executive for posting purposes; the official title of this hire is expected to be Director or Senior Director of Partner Development (candidates are being considered across all levels) to align with EAB business norms. Partner Development Executives may be based in Washington, DC; Richmond, VA; or remotely within the continental United States. Remote candidates with willingness to travel are welcomed and encouraged to apply. Primary Responsibilities: - Prospect and build new business within an assigned territory of organizations; acquire new partners successfully - Build relationships by meeting with leaders to discuss their strategic challenges and opportunities, present best practice solutions and effectively sell the vision of EAB’s Corporate Talent Solutions capabilities - Conduct live presentations, including diagnostic evaluations, to understand prospective partner needs and educate key stakeholders on the value of EAB’s Corporate Talent products and services, and help shape engagement strategies within an evolving and expanding product area - Meet annual revenue goals through management of a sales pipeline with pursuits in various stages of the evaluation process - Work with other sales, marketing and delivery team members to drive increased revenue within an assigned portfolio of organizations - Maintain a strong understanding of market trends, competitor activity, and evolving HR leadership priorities - Provide insights from partner development visits to inform future initiatives and new product development inquiries across Forage, Seramount, and EAB’s product suite - Indirectly manage team members to goals, providing formal feedback and guidance on professional development Basic Qualifications: - Bachelor’s Degree from an accredited college/university - Proven track record of success exceeding personal revenue targets in business development roles - Experience representing complex products or services to external partners in a trusted, consultative capacity - Strong communication and persuasion skills - Willingness to travel domestically at least 25-50% - Valid driver’s license - Professional experience in at least three of the following: - Corporate sector - Delivering client presentations and facilitating discussions - Sales or Account Management - Breaking down complex or abstract ideas into simpler concepts - Experience managing complex executive stakeholder relationships Ideal Qualifications: - 6-10+ years of relevant full-time professional experience - Ability to engage corporate parties on Talent/HR challenges and opportunities to facilitate broader community impact - Experience working within or partnering with a Talent Management or Human Resources function - Entrepreneurial mindset with demonstrated creativity in lead generation and problem solving, along with comfort operating in evolving and ambiguous environments - Ability to articulate the current and future value proposition of a product or service in a consultative sales environment - Demonstrated executive presence and engaging presentation style, with the ability to quickly build credibility, diagnose challenges, and map solutions in real time with senior stakeholders - Ability to indirectly manage a Sales Associate to goal, coach and provide constructive formal and informal feedback - Receptive to feedback, coaching and constructive criticism; ability to learn from mistakes - Proven experience managing multiple priorities, strong prioritization and organizational skills - Excellent writing, critical thinking and negotiation skills, and familiarity with formal and informal RFP procedures - Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB’s mission, values, and aspiration. If you’ve reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other’s unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Cover letters are strongly encouraged; we’d love to learn where you see synergies with this opportunity and what would make you stand out in the role. Compensation: The compensation package for this role includes a starting salary (base) range of $74,500 - $136,500 per year plus eligibility for uncapped variable compensation. The anticipated total earnings are $149,500 - $236,500 at target levels of performance against commercial goals in a full and typical fiscal year, with lucrative uncapped earning potential to reward overperformance. Actual salary and on-target earnings vary due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting range for their role. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: - Medical, dental, and vision insurance plans; dependents and domestic partners eligible - 20+ days of PTO annually, in addition to paid firm and floating holidays - Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) - 401(k) retirement savings plan with annual discretionary company matching contribution - Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans - Employee assistance program with counseling services and resources available to all employees and immediate family - Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation - Fertility treatment coverage and adoption or surrogacy assistance - Paid parental leave with phase back to work program for birthing and non-birthing parents - Access to milk shipping service to support nursing employees during business travel - Discounted pet health insurance coverage for dog and cat family members - Company-provided life, AD&D, and disability insurance - Financial wellness resources and membership in a robust employee discount program - Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities

Title: Senior Client Service Associate Job Description: - Job Tracking ID : 513123-911569 - Job Location : Portland, OR - Job Level : Any - Job Type : Full-Time/Regular - Years of Experience : Any Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you’re interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. The Senior Client Service Associate Role The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team’s Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday). Specific responsibilities include: - Prepare and process documentation related to client onboarding and maintenance: - Open brokerage accounts, establish cashiering needs, set up online reporting access - Update cost basis, track required minimum distributions, reconcile account information - Send and receive documents to and from clients, their advisors, and investment custodians - Log all activities in the firm’s CRM in a timely and accurate manner. - Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests - Perform client and prospect data entry in the firm’s CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients. - May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials. - Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors. - May perform calendaring functions with both internal teams and external clients, prospects and COIs. Experience and Skills - 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management - Customer service experience and the desire to provide superior client service in a team-oriented environment - FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer) - Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint - Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus - Experience with alternative investments is highly preferred - Excellent communication skills, including writing business correspondence with proper grammar and punctuation - Strong organizational skills and the ability to follow established processes consistently - Strong prioritization skills and the ability to manage multiple tasks independently - A Bachelor’s degree is preferred Job Benefits As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members: - Pay: $70,000 - $80,000 (depending on qualifications) plus bonus potential - Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance - 401(k): 100% company match up to 4% of your annual pay - Stock: Opportunity to purchase equity and become an owner of the firm - Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work - Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program - Parking: Generous company contribution towards parking or transit pass - Wellness reimbursement - Paid Parental leave: 12 weeks paid for all new parents - Paid sabbaticals every 10 years and anniversary bonuses every 5 years Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Seattle, Mercer Island, Bellevue, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Role Description The Client Service Leader is responsible for steady-state, production cloud environments for our customers. Manages the client partnership to strategic and high growth potential AMS clients. The CSLII communicates and directs priority of work based on client business objectives internally and interfaces directly with key internal stakeholders including Operations, Senior Leaders, & Consultants (onshore and offshore). Serves as a conduit for issues within the Workday application and consults on new enhancements and functionality to meet customer business needs. This consists of acting as the primary contact for clients, providing high-touch, and direct customer service. Qualifications - Bachelor’s Degree or equivalent experience in technical, business, human resources, or financial discipline - Over 5 years’ experience in professional services, technical project management, or managing functional teams as part of an HR/Finance systems implementation is preferred - Experience in Customer retention strategies and activities will provide the right base for this critical mission - Experience with Workday or equivalent platform is preferred - Experience in the Customer Operations lifecycle from Customer acquisition through project management, deployment/provisioning and support (preferred) - Experience with a ticket management software is a plus - Requirements gathering methodology and experience with Agile processes (preferred) - Understanding of Application development and Release Management processes in the Cloud (preferred) - Proven experience working creatively and analytically in a dynamic environment - Self-starter; Takes initiative to build skills in other areas by leveraging available resources - Experience implementing complex, practical business solutions under multiple deadlines - Proven consultative skills to guide client and internal discussions to agreement of solutions in a timely manner - Superior team organizer and lead, with the ability to coordinate and motivate technical staff - Ability to travel up to 20% - Prior Workday experience or Workday certification is preferred Requirements - Manage the client change request process and coordination with Release Manager and/or other internal stakeholders - Manage delivery within the capacity allocated within the contracts; adhere to Strada Release Management best practices & policies; perform monthly variance analysis - Manage client delivery through coordination with aligned functional and technical SMEs, assessment and confirmation of work alignment to scope and engagement with internal and client teams to maintain task momentum and delivery timelines - Coordinate and lead internal and/or client facing meetings needed to prioritize work, deliver tasks, track/report status, address project risks and other actions as needed - Manage client expectations and resolve gaps through coordination with client stakeholders, Strada’s delivery teams, and leadership - Allocate the appropriate resources to tasks by working with the resource manager, domain lead, team lead or knowledge area lead Benefits - Health coverage - Wellbeing programs - Paid leave (vacation, sick, parental) - Retirement plans - Learning opportunities - And more

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support. • Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues. • Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition. • You will drive "process forward" innovations, particularly focusing on customer-driven innovation. • Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping. • You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.