• Discretionary Portfolio Management • Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives • Construct and maintain model portfolios with explicit factor exposures, benchmark targets, and risk budgets approved by the client principal • Execute investment decisions including security selection, position sizing, rebalancing, and tactical allocation shifts within the agreed investment policy statement (IPS) • Generate time-weighted and money-weighted return reporting on directly managed sleeves, held to the same S&P 500 benchmark standard applied to all outside managers • Produce written investment rationale for every material position change — no undocumented trades • Coordinate with client tax advisors on tax-lot management, wash sale rules, and the interaction between active trading and the client's broader tax posture • Investment Oversight & Multi-Manager Coordination • Maintain and continuously improve performance measurement frameworks for each client's full advisor roster, benchmarked against the S&P 500 and appropriate secondary indices • Produce quarterly manager scorecards covering rolling 1-, 3-, and 5-year returns (gross and net of fees), with plain-English summaries written for principals, not advisors • Build and maintain pairwise correlation matrices and factor-decomposed diversification analyses across all active managers, including directly managed sleeves • Perform look-through concentration analysis to surface true single-name, sector, geography, and thematic exposures across the entire portfolio — including positions you hold directly • Portfolio Analytics & Risk • Decompose each manager's results by asset class, sector, and factor exposure (value, growth, size, momentum); apply the same attribution framework to your own directly managed sleeves • Develop and maintain liquidity waterfall models under defined stress scenarios, incorporating LP lockups, directly held positions, real estate assumptions, and credit line availability • Monitor concentration risk in real time across all sleeves — both managed externally and managed directly — and escalate when aggregate exposures exceed agreed thresholds • Partner with the FSM operations team on cross-entity insurance and risk audits, contributing investment-side risk context • Investment Policy & Client Governance • Draft and maintain a written Investment Policy Statement (IPS) for each client, covering return objectives, risk tolerance, liquidity requirements, constraints, and benchmark selection • Lead quarterly investment review meetings with family principals; present performance of directly managed sleeves alongside outside manager scorecards in a unified format • Participate in asset allocation reviews with the client's strategic advisor; provide quantitative support for allocation shift recommendations • Translate institutional-grade analytics into direct, no-jargon deliverables that respect client sophistication without burying them in unnecessary complexity • Advisor Coordination & Governance • Serve as FSM's primary point of contact for each client's wealth management roster, operating as an objective oversight layer above individual outside managers • Facilitate quarterly advisor review sessions; provide written scorecard summaries to the client principal in advance of each meeting • Coordinate on capital call timing, distribution reinvestment, and cash management across all sleeves

Role Description As a Technical Enablement Manager, you'll drive adoption and proficiency across our revenue technology ecosystem. You'll build training for new platforms, deliver ongoing upskilling as tools evolve, partner with RevOps on evaluations and rollouts, and use adoption data to identify and close gaps. When a tool isn't delivering the impact it should, you'll figure out why and help solve it. You'll work closely with RevOps, IT, and the broader Enablement team to help our revenue organization get the most value from the tools that power it. What you'll do - Design and deliver training programs for all tools in the Sales and CS stack, including WorkRamp, Highspot, Gong, Salesforce, Claude, OpenAI, and any new platforms as they are added. - Build and maintain structured onboarding paths for each major platform so new hires reach baseline proficiency before using tools in live situations. - Create ongoing upskilling content for feature releases, workflow changes, and identified adoption gaps on a continuous cadence. - Design and run proficiency assessments for critical tools where low utilization has measurable revenue impact. - Lead the enablement workstream in tool evaluation and RFP processes, assessing training quality, onboarding support, documentation, and change management implications. - Build internal scorecards for evaluating tools against adoption feasibility, not just feature lists. - Define and track utilization benchmarks for each tool by role, reporting trends and early warning signals to Sales and CS leadership. - Partner with RevOps to connect tool utilization data to pipeline and revenue outcomes. - Maintain active collaboration with RevOps, IT, and People teams on tool access, configuration, and lifecycle management. - Represent field needs in tool governance conversations and surface emerging tools or AI-assisted workflows to the Enablement team. What success looks like - Act as the enablement lead for major technology evaluations, ensuring adoption, onboarding, and training considerations shape vendor decisions. - Establish utilization reporting across key platforms, giving leaders clear visibility into adoption trends and opportunities for improvement. - Build trusted partnerships with RevOps, IT, and technology vendors, becoming a go-to resource on revenue tool adoption. - Identify high-impact AI opportunities and help define how AI workflows are introduced and scaled across the revenue organization. - Turn utilization data into actionable insights that improve adoption, productivity, and business outcomes. Qualifications - 3+ years in Sales Enablement, Revenue Operations, or technical training supporting go-to-market teams. - Experience in programmatic advertising, AdTech, or digital media, with understanding of tool workflows in planning, selling, and measurement. - Proficiency with sales and CS tech stacks, including WorkRamp, Highspot, Gong, and Salesforce. - Demonstrated ability to drive tool adoption through measurement, gap identification, and iterative improvement. - Comfort analyzing usage data from multiple platforms to build a consolidated picture of adoption health. - Experience as a Sales IC, SDR, or CSM in AdTech or programmatic environments is strongly preferred. - Familiarity with CTV-specific tools or measurement platforms is strongly preferred. - Experience in tool evaluations or vendor RFPs as an enablement stakeholder is strongly preferred. - Background in AI-assisted workflow tools, particularly for discovery or prospecting, is strongly preferred. Benefits - 100% remote within the US. - Flexible vacation policy. - Annual vacation allowance for travel related expenses. - Three-day weekend every month of the year. - Competitive compensation. - 100% healthcare coverage. - 401k plan. - Flexible Spending Account (FSA) for dependent, medical, and dental care. - Access to coaching, therapy, and professional development.

Role Description You’re a detail-driven problem solver who thrives on turning data into insights. You love working in an environment where accuracy matters and every project moves the needle. You’re proactive, organized, and passionate about supporting research that shapes the future of residential new home construction. You take pride in maintaining data integrity and enjoy juggling multiple priorities with confidence and clarity. - Ensure the maintenance of proprietary datasets to guarantee the delivery of high-quality data. - Assist in defining market-level goals, priorities, and deadlines. - Effectively communicate the Manager’s goals and priorities to the team and provide guidance and mentorship where needed. - Implement and oversee processes and workflows with clear communication. - Supervise daily research operations and monitor progress to ensure timely goal achievement. - Contribute insights on employee performance reviews. - Collaborate with the Manager to monitor and improve efficiency and quality metrics. Qualifications - Proficient in data management - Firm understanding of research methodologies - Experience in research management or a related field - Ability to work independently and collaboratively in a remote environment - Have a dedicated workspace free from distractions - Strong communication and leadership skills Benefits - Comprehensive benefits package (Medical, Dental, Vision) - 100% Company paid Life Insurance, Long Term Disability, and Short-Term Disability coverage - 401k with company match - Paid vacation and general holidays - Employee Assistance Program (EAP) - Summer Fridays - Paid Volunteer Day during Volunteer Week - Live Meditation Sessions - Employee Recognition Platform - Virtual Wellness Program - 100% Hybrid Work Environment – and always will be!

• Own and manage the lifecycle of reference standards and critical reagents, including primary, working, interim, in-house, compendial, and assay control/standards from receipt and qualification through issuance, requalification, and retirement. • Review and assess analytical data associated with reference standard qualification, stability monitoring, trending, and assay performance. • Author, review, and approve GMP documentation including SOPs, qualification/requalification protocols and reports, CoAs/CoCs, deviations, CAPAs, change controls, and technical reports. • Establish and maintain strategies for qualification, characterization, bridging, and requalification of reference standards and critical reagents to support analytical testing and product release. • Ensure uninterrupted supply, inventory control, storage, labeling, distribution, and tracking of qualified reference standards and critical reagents for GMP operations. • Define and oversee appropriate storage, handling, shipping, and environmental monitoring requirements, including management of temperature excursions and investigations. • Collaborate with Analytical Development, QC, and external laboratories to support method qualification, validation, comparability assessments, and commercial specification setting activities. • Maintain accurate and inspection-ready records within electronic systems. • Support investigations related to deviations, OOS/OOT results, atypical trends, and risk assessments associated with reference standards and critical reagents. • Partner with Regulatory Affairs to support regulatory filings, responses to health authority questions, and preparation of analytical sections related to reference standards and assay controls. • Support internal audits, external inspections, and health authority inspections by ensuring inspection readiness of documentation and systems. • Manage activities at CDMOs and contract testing laboratories related to reference standard qualification, inventory management, and analytical support. • Drive continuous improvement initiatives to enhance operational efficiency, compliance, scalability, and business continuity for reference standard and reagent management processes.