• Develop and maintain a strong understanding of Lincoln Financial Group (LFG) products, services and operational structure to enhance ability to identify and target sales growth opportunities • Develop business on behalf of the LFG in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations • Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets, or objectives • Collaborate with internal stakeholders to propose placement of additional Lincoln products in existing client book of business • Proactive outreach to potential customers from internal leads or generated by marketing activity • Serve as a resource to internal and external parties while developing and maintaining collaborative relationships to achieve sales objectives • Capture and maintain sales call data in appropriate systems and/or completes sales reports • Develop a multifaceted understanding of the advisor firms you cover and alignment with Lincoln’s value proposition to achieve sales and retention goals • Support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to grow Lincoln’s scope of business with the firms you cover • Ensure any potential conflicts regarding Lincoln's products/services are resolved • Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions

• Lead LATAM’s VIP Growth Strategy — Own the commercial roadmap to grow trading volume, revenue, and user engagement among high-value clients. • Acquire and Manage VIP Users — Build trusted relationships with top traders, delivering tailored solutions and direct support to ensure their long-term loyalty and satisfaction. • Act as a Client Advocate — Translate user needs into actionable improvements by collaborating with Product, Trading, Compliance, and Global VIP teams. • Identify Growth Opportunities — Use market intel to design and execute initiatives that increase VIP trading activity and wallet share. • Lead a High-Performance BD Team — Manage, mentor, and expand the VIP BD function in LATAM with clear OKRs, strong performance discipline, and accountability. • Represent OKX Externally — Cultivate a strong presence within LATAM’s crypto trading community through events, partnerships, and relationship-building outreach. • Analyze Client Behavior — Leverage data insights to segment VIP audiences, predict needs, and optimize engagement strategies.

• Provide strategic leadership and governance for all delivery operations across the UK, EMEA, and APAC regions, ensuring consistent methodologies, quality standards, resource utilization, and successful customer outcomes. • Lead and develop a global delivery organization, including Directors, Managers, Project Managers, and Consultants, with responsibility for performance management, workforce planning, succession planning, employee development, and overall team effectiveness. • Establish and maintain delivery governance frameworks, monitoring project health, risks, escalations, financial performance, delivery metrics, and operational effectiveness to drive continuous improvement and customer satisfaction. • Partner closely with Sales and Customer Success teams to support pre-sales activities, delivery scoping, implementation planning, customer adoption, renewals, and expansion opportunities. • Serve as the senior escalation point for complex, high-risk, or strategic customer engagements, ensuring timely resolution and successful delivery outcomes. • Collaborate cross-functionally with Product, Technology, Customer Support, and Customer Success teams to enhance the customer experience, influence product direction, and ensure seamless delivery, go-live, and post-implementation support. • Drive strategic initiatives that improve customer satisfaction, operational efficiency, delivery scalability, time-to-value, and adoption of new tools, processes, and methodologies. • Act as a key member of both the Global Delivery Services Leadership Team and UK Leadership Team, contributing to organizational strategy, regional execution, culture, employee engagement, and business growth. • Build and maintain strong relationships with internal and external stakeholders, including executive leadership, customers, and strategic partners, ensuring alignment on business objectives and delivery priorities. • Perform other duties as assigned to support departmental and company objectives.

• Lead the development and implementation of global pricing strategies that support our business goals. • Work closely with Product, Sales, and Finance teams to create effective pricing models for both new and existing products. • Define and refine monetization strategies to drive revenue growth, aligned with our PLG vision and usage-based pricing approaches. • Partner with external pricing consultants to evaluate and improve our pricing structure. • Lead business case creation for new initiatives across multiple product categories, ensuring profitability and growth.