• Manage end-to-end equity administration including grant issuance, vesting, exercises, cancellations, and adjustments • Serve as the primary administrator of E*TRADE / Morgan Stanley Shareworks • Maintain accurate equity data across Shareworks, HRIS, payroll, and financial systems • Partner with Finance on close activities, reconciliations, expense reporting, and dilution modeling • Ensure compliance with tax and securities regulations including Section 16, Form 144, Rule 701, and required board approvals • Support internal controls, audit documentation, and SOX readiness • Coordinate with Legal on board and committee approvals for equity grants and plan changes • Prepare documentation to support external audits and internal compliance processes • Act as the primary equity subject-matter expert for employees and leaders on grants, vesting, exercises, tax considerations, and platform access • Support onboarding by explaining equity packages and platform setup to new hires • Partner with People and Total Rewards to ensure accuracy and consistency of offer letters and equity-related communications • Collaborate with Finance, Legal, and Payroll to improve processes and strengthen controls • Identify automation and workflow improvements as Figure scales • Represent equity operations with external advisors, vendors, and auditors

• Serve as the primary architect and owner of HubSpot configuration, day-to-day administration activities, campaign management and long-term roadmap. • Govern data organization, lifecycle stages, lead scoring framework, custom objects, workflows, sequences and 3rd party integrations. • Create and own a system for issue management, and troubleshoot and resolve any Hubspot-related issues or bugs, ensuring system stability. • Work closely with the marketing team to develop and execute marketing campaigns using Hubspot. • Establish CRM best practices, standards, and operational cadence for the company. • Architect advanced automation across Marketing, Sales, Service, and Operations. • Build robust and highly automated workflows that efficiently route/organize leads, accounts, revenue attribution, and lifecycle motion. • Lead integrations between HubSpot and all key systems including data warehouse, ERP/financial platforms, BI tools, third-party partners, and internal tools. • Ensure data integrity, security, performance, and real-time sync across systems. • Generate and interpret dashboards and reports to track marketing and sales performance, providing insights to stakeholders. • Synthesize CRM intelligence to drive strategic decision-making and cross-functional alignment. • Maintain and optimize Hubspot workflows, ensuring efficient and effective processes. • Lead ongoing audits, data hygiene, and operational resilience to support our CRM ecosystem. Relentlessly map out and execute on opportunities to reduce manual steps in all processes conducted within Hubspot. • Stay updated with the latest Hubspot features and industry trends, implementing improvements as needed. • Educate, enable, and mentor stakeholders across teams on CRM strategy, analytics, and tooling. • Support the sales team by providing Hubspot-related assistance and ensuring smooth sales processes. • Provide training and guidance to internal teams on Hubspot best practices and usage. • Onboard new HubSpot users and off-board users without interrupting client or internal stakeholder operations.

• Design, implement, and test data governance and compliance policies, including data classification, labeling, and DLP policies. Monitor and optimize these policies to align with regulatory requirements. • Deploy and configure Microsoft Purview and integrated Microsoft 365 services. Administer and manage role groups, custom roles, and permissions within the Purview portal. • Mitigate risks by protecting sensitive data from internal and external threats. Implement information protection and insider risk management solutions. Respond to data protection incidents and participate in security investigations. • Manage and support eDiscovery workflows, which includes data collection, search, and export for legal and compliance teams. • Collaborate with data architects, analysts, IT, security teams, and business application owners to implement solutions and enforce governance best practices. Provide training and support to users on data protection tools and policies.

• Design, implement, and test data governance and compliance policies, including data classification, labeling, and DLP policies. Monitor and optimize these policies to align with regulatory requirements. • Deploy and configure Microsoft Purview and integrated Microsoft 365 services. Administer and manage role groups, custom roles, and permissions within the Purview portal. • Mitigate risks by protecting sensitive data from internal and external threats. Implement information protection and insider risk management solutions. Respond to data protection incidents and participate in security investigations. • Manage and support eDiscovery workflows, which includes data collection, search, and export for legal and compliance teams. • Collaborate with data architects, analysts, IT, security teams, and business application owners to implement solutions and enforce governance best practices. Provide training and support to users on data protection tools and policies.