• Consultant dashboard creation and maintenance. • Initiate and manage consultant contracts, including renewals and updates • Prospectively assign/propose work tasks that are in alignment with Business Unit’s Needs Assessments and strategic direction • Yearly reporting on key performance indicators and key initiatives to the SAB • Effectively align US and OUS consultant work product to more effectively utilize consultant expertise while more effectively utilize consultant time. • Ensure that we are fully leveraging the expertise of our consultants on a global scale. • Produce and oversee opportunities to disseminate consultant work product to multiple communication and educational avenues • Audiences to include: surgeons, field sales organization, healthcare systems, corporate marketing and clinical affairs. • Be an ambassador for Advita – both with current customers and newly identified customers. • Cultivate newly identified relationships with health care providers • Intense focus on customer retention and conversion • Spearhead communication efforts to address customer issues in an urgent manner ensuring resolution and customer satisfaction • Oversee a regular cadence of customer communication for multiple tiers/segments of customers • Perform analytic assessments of the rate of return associated with our most significant medical education events. • Manage consultant contract renewals. • Collaboratively work with E&D and S&M team members to resolve customer relationship challenges • Knowing and applying Advita’s Quality Management System and any appropriate federal and international standards. • Assisting and supporting other employees, teams, and sales personnel as necessary.

• Serve as the primary point of contact for key partners • Build and maintain trust-based relationships with key stakeholders • Identify and recruit priority partners, establishing repeatable processes for onboarding • Equip partner sales and account teams with knowledge of Dataminr’s products • Track and manage joint leads with internal sales teams • Coordinate annual and quarterly priorities • Establish KPIs and reporting cadences for partner productivity

• Lead the creation, delivery, and performance management for National Chain Customers • Shape a high-impact team within PRUSA • Define and execute strategy for National Chains • Build and maintain relationships with key national chain customers and distributor executives • Manage region spending budgets and forecasts • Lead and inspire a large, multi-functional team

• Lead sales effort with financial intermediaries in defined territory • Responsible for building and maintaining relationships with financial intermediaries to generate assets • Help educate financial advisors on the benefits of Guggenheim products and services for their clients, through individual or group meeting presentations, including conference calls, branch visits, seminars, conferences, or training sessions • Develop and implement territory business plans to deliver on assigned sales goal • Maintain activity and profile data in the CRM • Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education, and firm-mandated training (license requirements FINRA 7, 63) • Responsible for keeping current on company’s products, initiatives, and marketing campaigns • Manage expense account and allotted budget and file expense reports in a timely manner • Work closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, digital ad campaigns and cold calls