• 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

• Collaborating with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients. • Achieving top tier market share at the territory level, at Allspring’s focus firms, and in their focus products. • Providing updates on what the Financial Advisors own and discussing best investment strategies and business management ideas. • Leveraging third party speakers, portfolio managers and product specialists throughout the year. • Identifying and partnering with key local Centers of Influence, as well as key broker/ dealer personnel to expand the breadth and depth of existing relationships and increase client access to maximize sales opportunities. • Strategizing ways to penetrate new markets and deepen existing relationships to maximize competitiveness of products. • Partnering with home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels. • Partner with COIs to increase reach and deepen advisor relationships. • Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.