• Proactively seek out new business opportunities by identifying potential clients, developing leads, and engaging in sales activities to grow the company's client base. • Develop tailored pitches, proposals, and presentations to win new business. • Conduct prospecting activities, including cold calling, networking, and attending industry events. • Monitor client satisfaction and work to address any concerns or issues that may arise. • Work closely with other internal teams (HR consultants, recruiters, and support staff) to ensure the smooth delivery of services.

• Drive Workday's growth and reputation with the Government of Canada and provincial governments • Develop and carry out growth-oriented strategies through direct engagement • Lead policy advocacy campaigns • Partner closely with sales, marketing, and solution leaders • Actively engage in trade associations • Monitor and interpret the Canadian policy landscape • Manage external consultants to optimize resources

• The Business Development Manager will work with the Head of Distribution and Underwriting team to develop regional business plans that drive growth, optimize our products and programs, generate new opportunities, and retain renewals. • The Business Development Manager will conduct planned brokerage visits within an assigned territory to develop new accounts, service existing accounts, review broker performance and improve the broker relationship with Converge. • The Business Development Manager supports the Head of Distribution and Underwriting team by reinforcing Converge’s product appetite, coverage options, pricing, claims handling, and security service capabilities. • Responsible for brokers’ satisfaction with Converge products/capabilities and connecting brokerage contacts to the appropriate Converge resources including underwriting, claims, and security services. • The Business Development Manager will monitor performance and identify trends, partner alignment, and provide guidance to brokers as part of their periodic reviews. • The Business Development Manager supports the Head of Distribution and Director of Cyber Risk Solutions on the success of the partnered insurance program initiatives, from lead generation to Go-to-Market strategy. • Up to 25% of travel required (depending on location)

Role Description Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut. Qualifications - Proven sales or fundraising track record - Interest/exposure to philanthropy, charitable fundraising and planned giving a plus - 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus - B.A. or B.S. degree required, CFP and/or CAP preferred - Strong interpersonal, communication, and networking skills - Public speaking experience and skills - Solid time, territory management, and organizational skills to improve efficiency and productivity within region - Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus - Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues Requirements The base salary range for this position is $110,000-225,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. Benefits - Comprehensive health care coverage and emotional well-being support - Market-leading retirement - Generous paid time off and parental leave - Charitable giving employee match program - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career