• Lead and mentor a high performing, tenured team of Relationship Managers • Ensure that top talent is hired and retained • Direct, establish and implement priorities, performance goals and objectives to ensure departmental results • Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards • Provides strategic leadership and direction to continually improve the capability and results, including strategically developing, maintaining, and executing complex and robust client relationship management programs/plans ensuring internal/external clients' overall service needs are satisfied & achieve the business, retention and profitability objectives

Role Description The Executive Vice President, Corporate Development & Strategy is accountable for driving enterprise value creation through disciplined capital allocation, strategic M&A, and execution of high-impact growth initiatives. This role owns the full lifecycle of inorganic growth—from acquisition thesis through integration—and leads enterprise-level strategy with a bias toward execution, EBITDA impact, and long-term scalability. - Board / Sponsor Exposure: Regular interaction with Board of Directors and PE Sponsor - The EVP operates as a core member of the executive leadership team and a trusted partner to the CEO, CRO and Board, with responsibility for outcomes rather than advisory support. Qualifications - Proven experience in mergers and acquisitions. - Strong background in enterprise strategy and strategic initiatives. - Ability to lead cross-functional teams and manage complex projects. - Excellent communication and negotiation skills. Requirements - Own the company’s M&A strategy and acquisition thesis in alignment with enterprise priorities. - Build and manage a proactive acquisition pipeline across target markets, capabilities, and geographies. - Lead end-to-end transaction execution, including valuation, diligence, structuring, negotiation, and approval. - Serve as the primary management interface to the PE sponsor and Board on acquisition opportunities and recommendations. - Own post-acquisition integration planning and execution. - Lead cross-functional teams to deliver revenue synergies, cost efficiencies, and margin expansion. - Establish clear post-close KPIs and accountability against the investment case. - Define and execute enterprise-level strategies that drive sustainable growth, profitability, and competitive advantage. - Lead development of the company’s multi-year strategic roadmap in partnership with the CEO and executive team. - Evaluate and recommend growth initiatives, including organic investments, market entry, service expansion, and build-versus-buy decisions. - Own and lead a portfolio of high-impact strategic initiatives with clear financial and operational outcomes [Value Creation Plan]. - Translate strategy into executable plans with defined milestones, KPIs, and ownership. Measures of Success - Successful execution and integration of accretive acquisitions. - Achievement of revenue growth, EBITDA expansion, and synergy targets. - Demonstrated impact of strategic initiatives on enterprise performance. - Increased organizational readiness for scale and exit. - Readiness to assume broader general management or P&L responsibility over time.

• Be a member of the Executive Team of this organization, build our culture, and steer us toward achieving our mission to transform finance. • Set the vision, goals, and operating cadence for individual fundraising and volunteer engagement, aligned to strategy, revenue, and program outcomes. • Own the number — the pipeline, the forecast, and the path to it — steering fundraising and volunteer engagement efforts day to day across our organization. • Build and run the fundraising operating system (KPIs, dashboards, meeting rhythms, pipeline reviews) that gives leadership a clear view of performance and projections. • Manage budget and resourcing, anticipating seasonal shifts in donor activity and adjusting plans accordingly. • Take on and coach two direct reports, one fundraiser and one revenue operations manager, and strengthen their performance and output. • Build, coach, and develop a high-performing fundraising team that multiplies our collective velocity rather than carrying it alone. • Establish the systems, cadence, and accountability that enable individual giving and engagement to grow nonlinearly as the team expands. • Build a culture of trust, ownership, and continuous improvement among the people you lead — across both fundraisers and operations team members. • Work closely with Partnership, Events and Marketing team members to ensure a strong donor and volunteer experience, and establish clear unified forecasting. • Personally identify, cultivate, solicit, and steward a portfolio of HNW and UHNW donors, building authentic relationships that inspire significant, sustained support.

• Manage a team of external sales professionals in a defined geographic region. • Ensure productivity and sales goals are met; manage to a specific budget. • Recruit, hire and develop sales professionals for an assigned region. • Maintain insight into competition and industry at large; provide expert opinion to other groups within the organization. • Travel regularly with RVPs and provide coaching to better implement sales strategies to maximize regional sales. • Provide sales assistance to the team as needed. • Adhere to, and ensure adherence to, industry, regulatory authority, and other codes of conduct.