• Manage and grow a portfolio of major donors and high-potential prospects across Canada • Identify, qualify, cultivate, solicit and steward donors through strategic relationship management • Build and advance a healthy donor pipeline focused on long-term philanthropic growth • Develop customized engagement and solicitation activities aligned with donor interests and organizational priorities • Personally lead face-to-face donor meetings, presentations and gift conversations • Secure significant and multi-year philanthropic commitments, including six-figure gifts • Proactively identify and pursue new major gift opportunities through research, networking, referrals and relationship-building • Build meaningful relationships with individuals, families, community leaders and select corporate partners • Confidently move prospects through all stages of the donor cycle, from discovery through stewardship • Maintain disciplined pipeline management and revenue forecasting using CRM tools and reporting systems • Deliver high-touch donor stewardship that strengthens long-term engagement and philanthropic investment • Ensure donors feel informed, connected and valued through meaningful communication and impact reporting • Support donor engagement opportunities tied to mission, research and community impact initiatives • Partner cross-functionally with colleagues across fundraising, mission and leadership teams to align donor opportunities with organizational priorities • Engage volunteer leaders and advocates to support donor cultivation and relationship-building efforts • Contribute to a collaborative and high-performing national fundraising team

• Lead the development, implementation, facilitation, and maintenance of a comprehensive MRD training program for all provider facing sales teams in alignment with company objectives, organizational goals, and sales team needs • Partner with senior sales leadership and the Director of L&D to 1) translate primary initiatives into preparatory training and 2) assess training gaps then provide ongoing training to level up the sales team’s skills and impact • Direct appropriate content creation and maintenance in collaboration with the marketing, medical affairs, legal and L&D partners • Work with the New Hire Training Program Manager to deliver training for new hires • Collaborate with internal stakeholders to provide effective launch training for new and enhanced products and processes as it relates to the MRD portfolio • Coordinate scheduling and delivery of training across multiple modalities based on the ongoing needs of the team • Build and maintain learning plan content on our learning management systems • Provide learner feedback to Sales Leadership with recommendations for follow-up coaching • Spearhead the planning and execution of content at the annual national sales meeting and any other area, regional or team meetings requiring L&D support

• Answer inbound inquiries and prospect calls from web chat and call centers • Aggressive follow up on “after-hours” or missed calls • Utilize multiple methods of contact (text messaging, e-mails, phone calls) to reach prospective sellers • Set appointments for Real Estate Consultants to continue the sales process • Audit leads to ensure they’re followed up on appropriately • Assign leads that aren’t auto assigned to Real Estate Consultants • Follow up on aged leads • Provide general sales support

• Curate a deliberate and strategic curriculum for WM: contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis. • Control what is communicated to ensure deliberate and impactful outcomes. • Deliver training to new hires and new to firm employees. • Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities. • Track and trend Advisor Team requests and identify training gaps/ opportunities. • Collaborate with M&A leadership to drive integration process improvement. • Maintain regular communication with business stakeholders to refine and evolve the training program. • Review and understand workflow process and technology enhancements.