• Lead critical enterprise programs that span multiple workstreams, ensuring alignment to business strategy and successful delivery • Act as a strategic partner within the Business Transformation Office, shaping governance, best practices, and execution standards • Define and drive strategy for large-scale, cross-functional initiatives rather than solely managing tasks or timelines • Manage all phases of initiatives using established project and software development lifecycle methodologies • Partner closely with stakeholders across Sales, Product, Technology, Professional Services, Marketing, Support, and other business functions • Leverage data, dashboards, and reporting (e.g., Power BI) to track progress, drive transparency, and support decision-making • Develop and maintain strong working relationships with internal stakeholders and, when applicable, external customers • Lead change management and cultural adoption efforts to embed program outcomes into the broader organization • Create and present executive-level materials, including steering committee updates, status reports, financials, risks, and issues • Oversee project budgets, monitor financial performance, analyze variances, and implement corrective actions as needed • Coordinate testing, customer UAT, and validation activities in partnership with analytics and technology teams • Serve as a liaison between workstreams to ensure holistic delivery and alignment across initiatives

• Partner with home office leadership at large independent broker-dealers and RIAs. • Execute on strategic goals that align to corporate initiatives including the creation of firm-wide programs and best practice content collaboration. • Assist in defining overall practice management and levels of engagement. • Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc). • Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first. • Act as the voice of the home office to our Product team, identifying additional critical enterprise features. • Collaborate with the home office on designing scalable programs for their users including best practice content and webinars. • Own the creation of high-level thought leadership and practice management assets.

• Understand, develop, and drive SDS strategic direction in an assigned platform • Support the SDS organization by leading and contributing to new product and services projects • Collaborate with numerous cross-functional stakeholders to drive readiness through planning, scheduling, and execution of all deliverables • Lead multiple new product and sustaining release projects simultaneously using project management methodologies • Develop and execute comprehensive readiness plans that meet MMS business objectives and support customer expectations • Coordinate/facilitate/support all aspects of project management in regards to key organizational, process and technology change levers • Lead and develop a high-performing extended team • Create and deliver presentations that provide succinct recommendations to management team • Partner with stakeholders on plans to manage the impact of a project • Mentor colleagues on best practices for project management and process design.

• Designing and implementing research studies, rapid assessments, and surveys • Developing study protocols, sampling strategies, and data collection tools • Conducting systematic literature reviews and evidence syntheses • Supporting implementation research related to vaccine delivery, equity, and zero-dose populations • Tracking emerging research and evidence relevant to Gavi-supported programmes • Managing or coordinating multi-country research activities and partners • Synthesizing findings into technical reports, policy briefs, and knowledge products • Supporting dissemination of evidence through presentations, technical papers, and peer-reviewed publications • Extracting and structuring data from grant documents, program reports, and datasets • Developing and maintaining multi-country datasets for program analysis • Conducting quantitative and qualitative data analysis to assess program performance • Performing thematic analyses and cross-country desk reviews • Producing synthesis reports, evidence briefs, and analytical products • Supporting development of dashboards, data visualizations, and reporting tools • Contributing to knowledge management and learning products to inform programmatic decision-making.