• You’re the primary contact for a book of retirement plan clients and their financial advisors. • Own the relationship for your assigned clients and advisors — their first call is to you. • Lead consultation calls with clients, auditors, and advisors on complex plan matters. • Provide technical and compliance guidance with confidence and clarity. • Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner. • Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business. • Prepare census requests, contribution summaries, and refund forms. • Identify and communicate late deposits and minimum distribution obligations. • Oversee annual projects — force-outs, annual notices, recordkeeper disclosures. • Handle distributions, corrections, and complex plan transitions. • Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions. • Serve as a go-to resource, coach, and trainer for Relationship Manager I team members. • Step in for the team lead when needed, keeping operations moving and decisions sound. • Actively participate in cross-functional meetings and firm-wide initiatives. • Maintain accurate, up-to-date client records in PensionPro. • Update internal workflow systems to reflect client activity. • Coordinate with Finance on billing and receivables. • Support onboarding, conversions, and full-cycle plan terminations.

• Establish and maintain fruitful, professional relationships with strategic personnel in territory partner accounts. • Coordinate the involvement of field sales, support, services, and management resources, in order to meet partner performance objectives and partners’ expectations. • Proactively assess, clarify, and validate partner needs on an ongoing basis. • Source and Sell through partner organization to end users in coordination with partner sales resources, developing a qualified sales pipeline through the partner existing client base. • Maintain a sales forecast across partners having deal visibility of all opportunities. • Manage potential channel conflict with other sales channels through strict adherence to channel rules of engagement. • Ensure partners within the territory reach and maintain the appropriate certification required in the partner program, managing and reporting on partner success • Drive adoption of company programs among partners in territory. • Tracks registered opportunities through partners. • Closely coordinate company executive involvement with partner and end-user customer management as necessary. • Engage partners through business planning ensuring all relevant people are involved and executing on all the aspects, including marketing and event organization in coordination with One Identity sales and marketing team and creating joint campaigns and demand creation initiatives. • Be able to articulate on One Identity messaging across the entire product portfolio also presenting in seminars or public speaking situations and to train partners sales team on key sales messages.

• executing strategies to maximize sales performance within the assigned geography • successfully launch new products, service offerings and generate new equipment leads • build effective relationships with and service all targeted hospitals / personnel • develop and execute a Territory Business Plan / Resource Allocation • meet field activity expectations including sales call activity and investment in medical education programs

• Meet overall sales objectives (quota) both overall and for key growth products via demand generation within targeted geography • Successfully launch new products and service offerings • Build effective relationships with and service all targeted hospitals / personnel • Develop and execute a Territory Business Plan / Resource Allocation