• Own and manage complex, overlapping ETF launch timelines. • Develop, maintain, and refine detailed project plans, milestones, and documentation. • Coordinate seamlessly with internal teams and external partners. • Serve as the primary client-facing leader in coordination with the Client Success Manager. • Build and maintain relationships with strategic partners and third-party service providers.

• Build and manage a pipeline of research participants aligned to our user personas • Keep a research panel engaged and informed by regularly closing the loop • Streamline and manage the systems, workflows, and logistics to allow researchers to focus on execution • Maintain a searchable, organized repository that helps teams find and reuse past insights quickly • Help ensure research is seen, understood, and acted on

• Act as the operating backbone of the team — keeping people aligned, unblocked, and executing through tight meetings, clean tools, and ruthless follow-through. • Design and run execution systems that compound speed: calendar orchestration, AI-driven meeting prep, internal comms, and decision tracking that actually closes loops. • Build and deploy AI-powered workflows and automations that eliminate friction, compress cycles, and scale your impact far past manual effort. • Turn ambiguity into infrastructure — translating messy inputs into clear workflows, durable documentation, and dependable vendor and partner systems. • Own project momentum across the team — setting plans, sequencing work, tracking commitments, and ensuring nothing important stalls, drifts, or gets dropped. • Partner with leads as an execution builder — converting strategy into concrete actions and turning next steps into shipped outcomes.

• Set up new orders for time-sensitive commodities • Provide proactive updates on order status • Handle all inbound and outbound communications regarding orders