• Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams. • Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership. • Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events. • Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential. • Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets. • Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership. • Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders. • Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment. • Ability and willingness to travel between 30-50% of the time. May require air and overnight travel.