The executive identifies priority prospects, develops senior-level relationships, leads early-stage discovery and qualification, and works with Wealth Sales Executives, Solution Architects, Consultant Relations, and business leaders to develop and execute differentiated pursuit strategies. The executive owns prospecting, opportunity creation, early-stage qualification, CRM discipline, activity tracking, pipeline progression, and forecast accuracy, while partnering with Wealth Sales Executives and solution leaders to advance qualified opportunities through proposal development, negotiation, and closure.