Territory Planning & Execution : Partner with the Regional Consultant to develop and execute territory business plans to expand market share, uncover new business opportunities, and grow the distribution of SSIM's investment solutions including ETFs, model portfolios, direct indexing, cash strategies and DC solutions. Client Engagement & Outreach : Deliver an exceptional client experience through proactive outreach and quality outbound client engagement activity across multiple channels, including phone, email, video conferencing, and virtual meetings.