• build and nurture strong relationships with senior customer executives to drive alignment on digital transformation initiatives and deliver ROI • lead the creation of strategic marketing transformation roadmaps • assess clients’ marketing technologies and content workflows to develop strategic roadmaps that automate and optimize marketing efforts • craft compelling, data-driven proposals that clearly articulate the value of marketing transformation initiatives to customers and partners • provide oversight to the engagement team to ensure the successful execution of marketing transformation initiatives • work closely with internal teams and external partners to ensure seamless delivery of solutions across multiple platforms • establish measurable KPIs for each transformation initiative and track progress to ensure goals are met • identify potential risks to program delivery and implement mitigation strategies • stay ahead of industry trends in digital transformation, MarTech, GenAI, and content supply chain solutions

• Partner with executive leadership to translate strategic priorities into structured transformation roadmaps. • Lead cross-functional initiatives spanning operations, technology, product, finance, and go-to-market teams. • Design and implement scalable operating models, governance frameworks, and execution rhythms. • Assess organizational readiness and drive structured change management plans to support adoption. • Identify risks, dependencies, and execution gaps; implement mitigation strategies. • Facilitate leadership workshops, alignment sessions, and decision-making forums. • Support system implementations, process redesigns, and modernization initiatives. • Develop KPI frameworks and executive-level reporting to track transformation progress. • Align stakeholders across functions to ensure accountability and momentum. • Operate as a trusted advisor and problem solver during periods of growth, integration, or organizational change.

• Manage end‑to‑end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks. • Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions. • Utilize Aladdin Front Office tools—including OMS, pre‑trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real‑time positions. • Leverage Aladdin post‑trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues. • Identify and escalate operational risks early, communicating effectively with Trading, Post‑Trade Operations, and external counterparties.

• Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs. • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments. • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity. • Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes. • Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution.