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The Sales Development Manager Senior drives sales outcomes through a coordinated strategy, aligns resources with dealer firms, and works with Wealth Management Consultants to enhance business results.

Lead global strategy and delivery for Market Data Services, managing category strategy, vendor relationships, sourcing, negotiations, licensing/risk, budgets, and service delivery. Partner with senior leaders to optimize spend and data usage, build high-performing teams, and implement scalable supplier governance and sourcing processes.

Provide front-line enterprise end-user support for hardware, software, mobile, and connectivity issues. Manage incidents and service requests in ITSM, document fixes, update knowledge articles, support meeting room/AV setups, assist remotely and in-person, escalate complex issues, and collaborate with teams to improve support processes and asset management.

Support Private Wealth Advisors by producing customized wealth planning analyses (WSAs, tax, retirement, estate, Roth conversions, equity comp), meeting with advisors and clients, reviewing assumptions and results, and delivering clear recommendations. Collaborate with teams, iterate analyses, and develop expertise in complex wealth planning for high-net-worth clients.

Lead regional implementation and support of global safety and security programs. Manage security contractors, incident response, investigations, travel and event security, risk assessments, and vendor partnerships. Deliver briefings, maintain security systems and documentation, and provide 24/7 on-call emergency support to protect people, assets, and operations.

Support and deliver executive protection and global safety strategy for senior leaders. Manage security contractors and vendors, lead incident response and internal investigations, provide travel risk assessments and briefings, assess event security and provide on-site support, coordinate with regional security teams and business stakeholders, and help mature the Global Security Operations Center and physical security programs.

Lead design and operationalization of an enterprise Source-to-Pay operating model. Drive procure-to-pay, contract and vendor management, third-party analytics, intake/orchestration, and procurement technology selection. Own transformation roadmap, governance, capability building, and global organizational design. Partner with Finance, Legal, InfoSec, Risk, and Global Technology to scale procurement, improve resilience, and drive adoption across the enterprise while leading leaders and external outsourcing partners.

Manage and optimize Capital Group's global corporate travel program as primary liaison to internal stakeholders and external suppliers. Oversee booking platforms (Concur), vendor performance, travel risk and duty-of-care, data analysis, automation/AI-enabled improvements, training and communications, dashboards/reporting, and continuous process enhancements to improve compliance, traveler experience and cost efficiency.

Lead design, delivery, and lifecycle management of scalable global finance data products and standardized reporting. Translate complex finance requirements into reusable data solutions, coordinate cross-functional pods, drive adoption, ensure data governance and performance, mentor junior analysts, and partner with finance stakeholders to deliver insights that improve decision-making and operational efficiency.

Lead third-party distribution and wholesaling efforts in the Houston territory. Build and manage firm and rep relationships, coordinate cross-functional specialists, deliver persuasive presentations, drive sales results, and oversee a territory team. Use portfolio construction expertise and analytical tools to create custom client analyses and support long-term business growth.