• Own and define the vision for how Rx brands show up across complex, highly regulated audience ecosystems • Define how ideas live in the world for HCPs, patients, caregivers, and advocates • Shape omnichannel strategies that balance cultural relevance, scientific rigor, and regulatory responsibility • Oversee a defined portfolio of pharmaceutical business, guiding senior teams across social, influencer, and digital engagement • Establish the frameworks, teams, and partnerships that allow clients to operate confidently and creatively • Partner closely with Creative, Strategy, Engagement, and Medical and Regulatory stakeholders to ensure work is sound in execution • Anticipate regulatory, platform, and cultural shifts before they materially impact clients • Drive sustainable growth by translating trust, expertise, and results into long-term partnerships

• Serve as senior client partner for pharma and biotech brands • Lead go-to-market strategy for Rx product launches • Provide high-level counsel on patient and advocacy engagement • Lead agencies through regulatory approval processes • Shape and oversee PESO communications programming • Build, manage, and inspire high-performing teams

• Define a global channel strategy aligned with Acumatica’s growth objectives and cloud ERP leadership vision • Strengthen and expand Acumatica’s channel ecosystem across VARs, ISVs, OEM partners, and services partners • Create a best-in-class partner engagement model designed to optimize partner time to productivity and long-term value • Drive revenue growth exclusively through the partner ecosystem • Partner with regional sales leaders to balance short-term pipeline acceleration with long-term channel sustainability • Lead the evolution of Acumatica’s award-winning Partner Program • Ensure that new partners graduate to full productivity faster, with measurable progress across revenue, pipeline velocity, and customer success • Work with product leadership to ensure product strategy aligns with partner needs, industry specialization, and competitive trends • Design and execute world-class education and training offerings for Acumatica and customers.

• Be a key member of the firm’s portfolio management team, taking an active role in managing portfolios and acting as liaison with clients. • Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership. • Perform day-to-day portfolio reconciliation. • Work with trading team on the preparation or execution of trades, rebalances, ETF baskets, etc. • Prepare quarterly portfolio reconciliation and reports to assist in portfolio oversight, compliance reporting, board meetings and regulatory filing updates. • Understand firm’s policies and procedures for overall compliance and portfolio management, identifying improvements, as applicable.