• Retirement Plan Design Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation, assist with preparation for point-of-sale client meetings. • Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources. • Fiduciary Programs: Manage the promotion of the 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors. • Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors. • Productively work together and collaborate with internal partners such as Cetera’s Retirement Plan Solution Consultant and Regional Growth Teams. • Assist advisors with issue resolution • Travel to conferences and advisor locations for site visits (up to 20%)

• Responsible for leading complex enterprise sales in North America • Work closely with technical and business stakeholders to help industrial and digital-first enterprises modernize their data infrastructure • Drive transformation in industries that power the global economy

• Prospect and generate new outbound opportunities with restaurants across the US • Own the sales process from first outreach through close • Run product demos and lead objection handling conversations • Operate in a short sales cycle environment, typically under 30 days • Manage post demo pipeline with urgency and discipline to drive decisions • Execute high volume outbound activity including cold calling, email, and other outreach channels, with expectations of 50+ plus dials and 30+ plus emails per day • Generate and run a high volume of meetings • Partner with Sales Operations and Restaurant Experience to ensure smooth handoff and partner success • Provide feedback to improve sales strategy, tooling, and process • Consistently meet or exceed daily, weekly, and monthly activity and revenue goals

• Aggressive Prospecting: Identify and sign large exporters and importers who require sophisticated FX and payment solutions. • Relationship Management: Build deep connections with "Real Companies"—businesses that interact daily with bank trading desks (Mesas de Dinero). • Expert Consulting: Navigate complex discussions regarding foreign exchange (divisas), international commerce regulations, and cross-border payment flows. • Field Sales: Actively schedule and attend face-to-face meetings to showcase our product and close high-stakes contracts.