• Develop and strengthen commercial relationships with strategic technology partners (ISVs) across the region • Collaborate with Product and Product Marketing teams to build a deep understanding of the joint value proposition for each strategic technology partner • Enable Insider One’s regional sales and customer success teams on partner offerings and joint value propositions • Work closely with partners to ensure their sales and customer success teams gain a strong understanding of Insider One’s platform and the joint value proposition • Build and manage regional business plans to drive revenue *through* and *with* strategic technology partners • Partner with regional sales teams to support new acquisitions and expansions, leveraging strategic technology partners • Generate leads and manage pipeline created through and with technology partners • Collaborate with internal teams (Sales, Marketing, Onboarding, Customer Success) to grow and strengthen the Channels function • Leverage technology partners to elevate Insider One’s brand visibility and market presence in the region • Work with regional field marketing to involve technology partners in co-marketing initiatives, including Insider One vents and industry trade shows • Collaborate with Insider One’s global offices to enhance partnership practices, expand partner portfolios, create go-to-market plans, and drive joint expansion opportunities

• Lead and manage the project management office, including setting goals, developing strategies, and overseeing project delivery. • Develop and implement project management processes, procedures, and tools to ensure efficient and effective project execution. • Collaborate with clients to understand their project management needs and develop customized solutions to meet their requirements. • Hire, train, and manage a team of project managers and coordinators to ensure the successful delivery of projects. • Monitor project progress and provide regular updates to clients and senior management. • Identify and mitigate project risks, issues, and dependencies to ensure project success. • Develop and maintain relationships with key stakeholders, including clients, vendors, and team members. • Conduct project reviews and lessons learned sessions to continuously improve project management processes and practices.

• Own pipeline generation • Plan and execute multi-channel demand gen campaigns (paid search, paid social, content syndication, webinars, events, email) • Drive MQL → SQL → pipeline with clear hypotheses and targets • Own quarterly pipeline goals in partnership with Sales and RevOps • Design and run lead capture, nurture, and re-engagement programs • Improve lead quality through segmentation, scoring, and routing • Track and analyze funnel performance from first touch through opportunity • Optimize for CPL, conversion rates, and pipeline efficiency • Work closely with Sales on ICP definition, messaging, and feedback loops

• Drive sales and make a significant impact in the West region of the US • Promote and sell mutual funds, separately managed accounts, direct indexing, and more • Collaborate with sales management to provide feedback on industry trends • Achieve top-tier market share focusing on key RIAs • Keep financial advisors updated with investment strategies and business management ideas • Excel in specific asset classes and deliver proposals that exceed expectations • Strengthen existing partnerships and expand client access • Develop strategies to penetrate new markets and deepen existing relationships • Collaborate with investment strategy consultants to implement strategies