• Develops and builds relationships with attorneys and law firms • Reaches out to attorneys and sets schedule of weekly meetings • Develops new relationships with attorneys and law firms, and fosters existing attorney relationships to grow the business • Engages in ongoing dialogue with attorneys to keep MoveDocs top-of-mind to encourage use of our technology • Responsible for all attorney contact including follow up, answering questions and training on MoveDocs technology • Assists and schedules plaintiffs for services as requested by attorney clients • Develop and strengthen relationships with attorneys, case managers, paralegals, and law firms across the assigned Region • Promote and grow usage of the MoveDocs platform for medical scheduling and case workflow solutions • Generate and expand pre-settlement funding opportunities through Oasis Financial • Schedule and conduct weekly in-person and virtual meetings with law firms • Maintain ongoing communication to keep Libra Solutions top-of-mind • Train firms on platform functionality, attorney portal tools, and funding solutions • Assist with attorney requests, service coordination, and follow-up needs • Maintain accurate activity notes, pipeline updates, and account plans in CRM systems • Collaborate internally with operations, underwriting, provider relations, and leadership teams

• Lead business development and relationship management with institutional investors, family offices, OCIO, and private wealth platforms within the Canadian market • Develop and execute a regional growth strategy targeting new LP relationships and deepening existing ones. • Serve as the primary interface with prospective clients, crafting and delivering presentations, proposals, and strategic insights. • Collaborate with internal stakeholders across research, investment, operations, and client advisory teams to deliver seamless and insightful client experiences. • Stay abreast of evolving market trends, fund strategies, and client needs to position Aksia’s offerings competitively and credibly.

• Lead business development and relationship management with superannuation plans, sovereign wealth funds, and local institutional investors within the Australian/Oceanic markets • Develop and execute a regional growth strategy targeting new LP relationships and deepening existing ones. • Serve as the primary interface with prospective clients, crafting and delivering presentations, proposals, and strategic insights. • Collaborate with internal stakeholders across research, investment, operations, and client advisory teams to deliver seamless and insightful client experiences. • Stay abreast of evolving market trends, fund strategies, and client needs to position Aksia’s offerings competitively and credibly.

• Generating profitable growth through the addition of new client partnerships. • Understanding client (i.e., dealership) needs, presenting the Assurant Dealer Services value proposition, determining strategic fit, and successfully positioning products and solutions to satisfy needs. • Establishes, cultivates, and maintains relationships with prospective dealers to grow new business opportunities by providing support, information, and guidance; researching and recommending new opportunities; assessing dealership performance/production and recommending product, process and service improvements. • Oversee the product launch strategy including conducting market research, competitor analysis, product demand and support the launch and installation of new clients to ensure a favorable experience for clients. • Partner with the field team to identify existing opportunities, collaborating on presentation development and lead generation by working in tandem on prospecting and sales opportunities to deliver results for the company and clients. • Partner with cross functional teams in Marketing, Product Development and Communications to design, implement, and measure marketing approaches. • Attend industry trade and client events along with networking opportunities and other relevant meetings/seminars. • Ensure timely and accurate sales reporting within the Sales Performance Management tool (i.e., Salesforce) is achieved. • Undertake domestic travel to industry partners, clients and for other business development opportunities as required.