• 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.

• Identify, cultivate, grow and develop mission partners who will give energy and resources to fundraising needs across the assigned territory, which could be divisional or multi-divisional. • Actively participate in team meetings and team initiatives, as a servant leader and team player. • Develop a plan to achieve fundraising goals, and review revenue/expenses regularly with leadership. • Take primary responsibility for managing and achieving an annual revenue goal, including all fundraising channels (e.g., camping, sponsorship, ministry expansion, legacy giving, major gifts, etc.). • Expand country sponsorship, staff sponsorship, and regional team(s) for long-term sustainability. • Model Jesus-led, Bible-based fundraising principles. • Care for donors – both practically and spiritually. • Visit and speak to local churches and international supporting churches. • Maintain a Christ-like presence as a spokesperson and ambassador for Young Life, representing all aspects of our ministry in a positive way to staff, visitors, volunteers, donors, and external groups. • Create a plan to originate new major gift relationships, and cultivate and solicit gifts at the major gift level.