• Act as a trusted advisor and strategic coach to Independent advisors • Design, build, and oversee comprehensive advisor coaching and development programs • Provide individual and group coaching to advisors • Facilitate interactive training using workshops, role plays, peer coaching, simulations, and case-study-based methodologies • Develop scalable frameworks, growth paths, onboarding programs, and professional development initiatives • Cultivate internal advisor talent by identifying development needs and mentoring emerging advisors • Collaborate closely with Mariner Independent leadership to determine advisor development needs • Create effective training guides, playbooks, conversation frameworks, and learning resources • Support advisors in leveraging all available Mariner Independent technology • Assist advisors in clearly articulating their value proposition • Establish and monitor metrics, feedback loops, and performance benchmarks • Foster a culture of continuous learning, collaboration, accountability, and excellence

• Drive the development and implementation of sophisticated wealth strategies and advanced planning solutions • Collaborate closely with advisors and executive leadership to enhance Mariner’s holistic wealth management platform • Serve as the subject matter expert in advanced wealth planning • Partner with advisors to design, implement, and monitor customized advanced planning strategies • Develop and oversee scalable training and professional development programs focused on advanced planning • Provide actionable recommendations and support for best practices

• Provide therapeutic area/product expertise across a broad range of external medical stakeholders • Plan and execute independent Medical strategy and engagement • Maintain required level of knowledge of relevant TA/disease states and Pfizer medicines • Serve as a conduit and resource for Medical Information • Educate external medical stakeholders based on patient care gaps • Deliver approved medical content about Pfizer medicines • Identify and seek medical scientific engagement from priority external medical stakeholder segments • Cultivate research and therapeutic area expertise • Represent Pfizer Medical Affairs leadership • Mentor other mentors and teams

Role Description We are currently seeking an Account Director to join our Financial Services sales team. This role offers the opportunity to join a rapidly growing company delivering industry-leading solutions to customers in the world’s most dynamic and fastest-growing sector. - Establish and enhance prospective relationships through targeted campaigns, executive briefings, partner relationship building, and value creation. - Consultative Selling Style to research and deliver a relevant Point of View to every interaction. - Experience in aligning value at the C-Suite level. - Professional Selling Acumen along with thorough opportunity qualification. - Accurately align Enverus solutions to an organizations’ overarching board directives. - Display a consistent record of success in achieving or exceeding assigned revenue objectives while maintaining high levels of customer satisfaction and integrity. - Experience selling, aligning and prioritizing multiple product offerings in a fast-paced environment. - Effective leadership of Enverus personnel through the entire lifecycle of a sales pursuit as well as develop tailored presentations and business case justifications. - Consistently enter and maintain relevant sales data and prospective client correspondence into the appropriate database and systems, including pipeline management, company database and requested reports. - Experienced, focused approach to pipeline generation to cover 3.5X quota. - Additional duties may be assigned, as required. Qualifications - 8-10+ years of selling software solutions. - Bachelor's Degree desired, not required. - Recent experience selling enterprise SaaS based solutions highly preferred. - Account management (retention) and upsell (growth) experience. - Experience in the energy space desired; experience with owner relations software and services and supporting customers in creating efficiencies around JIB and Revenue processes a strong plus. - Proven networking, negotiation, qualification and closing skills. - Possess an executive presence, be polite, professional and appropriate demeanor with all current and potential clients. - Superior communication skills, both verbal and written, with the ability to effectively communicate complex information to executives, including business case development and ROI justification. - Strong time management and follow-up skills. - Self-motivated and a natural drive to succeed. - Strong analytical and interpersonal skills. - Open to constructive coaching and feedback. - Strategic Selling Training experience desired - Ex: Miller Heiman, Sandler, Challenger Method. - Proficient in Microsoft Office applications, including Word, Excel, PowerPoint, Access and Outlook. Salesforce experience a plus. Benefits - Medical - Dental - Vision - Income Protection (disability, life/AD&D, critical illness, accident) - Employee Assistance Program (EAP) - Healthcare Spending Account (HSA), Commuter - Lifestyle & Wellbeing