• Develop and articulate strategies for development, membership, sponsorship and grants • Create and implement annual fundraising strategies • Oversee and implement stewardship activities that increase donor retention • Cultivate, solicit, and steward donors who give $1,000+ annually • Develop strategies to secure major gifts • Manage and grow portfolio of major donors • Serve as a contact for current and prospective members • Facilitate regular strategy meetings • Plan and execute cultivation events

• Assist in managing multiple research projects simultaneously • Oversee data collection • Partake in data analysis • Proof, review and edit questionnaires • Check programmed questionnaires for accuracy • Manage fielding of projects • Assist with preparing tab plans and checking tabulations • Proof and post numbers for toplines and reports • Assist in creating reports and proposals

• Lead qualitative, quantitative, cultural, and secondary research initiatives • Design and manage full-cycle research programs (surveys, focus groups, interviews, online communities, stakeholder research) • Moderate qualitative engagements across diverse audiences and stakeholders • Translate research findings into clear, actionable strategic insights • Partner with strategy, creative, digital, and account teams to inform campaigns and brand narratives • Develop measurement frameworks, KPIs, dashboards, and performance reporting • Analyze communications effectiveness and provide optimization guidance • Leverage AI-enabled tools to accelerate insight development and analytics workflows • Support new business efforts with research-backed narratives and opportunity framing • Help build scalable tools, processes, and insights capabilities across the agency

• Develop positive relationships with Equity Compensation clients • Build internal working relationships with Fidelity personnel in support of service delivery • Supervise client satisfaction and facilitate the timely resolution of client issues • Lead client profitability through evaluations of key revenue and expense metrics • Negotiate contract renewals and collaborate with business partners • Develop programs to increase households and conversions • Provide formal plan reviews to clients • Support client needs for corporate actions