• Lead the design and structuring of mortgage products and investor programs • Own investor-driven product development activities from concept through launch readiness • Produce authoritative, pre-launch product documentation • Partner with Product, Technology, and Operations to support product setup and validation • Independently manage multiple concurrent development initiatives using structured project plans • Act as a senior point of coordination between Secondary / Capital Markets and other departments during product development and launch

• Create new and manage existing relationships with banks, wires and agency advisors • Develop and implement business plans to maximize territorial sales • Conduct product and sales training through individual and group meetings • Strategically plan resource deployment to enhance sales performance • Utilize CRM systems and Jackson databases to manage sales activity • Participate in ongoing development and relationship management

• Develop and execute strategic direct mail programs • Grow professional networks and broaden business reach • Serve as the Client Lead or Client Support depending on relationship • Ensure strategic quality, timeliness, and adherence to standards • Maintain and grow relationships with high-level clients • Manage and mentor client services staff • Conduct regular feedback sessions and formal performance reviews • Lead and support internal initiatives

• Responsible for the hiring, training, performance management, coaching and development of ES staff • Responsible for onboarding and cultural integration of new ES associates • Accountable for overall business results within their territory • Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities • Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction • Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits • Manage all relationship and sales practice and Plan Sponsor escalations • Oversight for all audit related issues; institute processes to ensure compliance as required • Manage cross-company partnerships and alliances designed to acquire and drive business opportunities • Develop and maintain business partner relationships and participate in corporate leadership activities