• Support the Incentive Program Manager in gaining and maintaining proficiency in State and Utility-based Residential Solar Incentive Programs. • Assist with new residential solar incentive program onboarding, including helping create detailed program guidelines and operational requirement checklists. • Help design and document sustainable processes for effectively managing the Residential Solar Incentives Program. • Support cross-functional collaboration in sustaining the existing Residential Solar Incentive Program, including tracking issues and assisting with process improvements. • Monitor Residential Solar Incentive Program changes, including but not limited to step-down and program closure, and help assess impact on operations and financials. • Assist with communication and coordination with Rebate Authorities and Rebate Program Administration. • Support timely completion of Program Compliance requirements to help maintain good standing with Rebate and Program Administrators. • Compile and analyze results data and assist internal teams with improving forecasting accuracy. • Help maintain Residential Solar Incentive policies and process maps, ensuring that documentation is up to date. • Other duties assigned to support the Program Manager and team objectives.

• Support the Incentive Program Manager in gaining and maintaining proficiency in State and Utility-based Solar Incentive Programs. • Assist with new solar incentive program onboarding, including helping create detailed program guidelines and operational requirement checklists. • Help design and document sustainable processes for effectively managing the Solar Incentives Program. • Support cross-functional collaboration in sustaining the existing Incentive Program, including tracking issues and assisting with process improvements. • Monitor Incentive Program changes, including but not limited to step-down and program closure, and help assess impact on operations and financials. • Review Power Purchase Agreements (PPAs) and related commercial contracts to assess impact on incentive program structuring, compliance, and financial modeling. • Assist with communication and coordination with Rebate Authorities and Rebate Program Administration. • Support timely completion of Program Compliance requirements to help maintain good standing with Rebate and Program Administrators. • Compile and analyze results data and assist internal teams with improving forecasting accuracy. • Help maintain Incentive policies and process maps, ensuring that documentation is up to date. • Other duties assigned to support the Program Manager and team objectives.

• Independently review, draft, negotiate, and execute a broad portfolio of research-related agreements that support the University's research enterprise. • Lead contract negotiations with academic institutions, industry sponsors, government agencies, nonprofit organizations, and other external partners to facilitate research while protecting the University's legal, financial, regulatory, and intellectual property interests. • Analyze proposed agreement terms to identify legal, operational, financial, and compliance risks, and negotiate practical solutions that align sponsor expectations with University policies and research objectives. • Partner closely with principal investigators, research faculty, and research administrators to understand the scope, objectives, and unique requirements of research projects in order to develop, negotiate, and execute agreements that appropriately support the research.

• Design and launch a sustainable, advisor-enabled WIA Wealth Marketing Program — one built for scalability from day one, with resources advisors can activate themselves. • Serve as the primary administrator and strategic operator of the WIA MarTech stack, including: Seismic, HubSpot, Yext, Asana, FMG Suite. • Build a comprehensive content asset database — a master tracking system covering all WIA marketing materials across audiences. • Support the VP in managing the WIA MarCom department budget — own the tracking layer, including line-item monitoring, recurring vendor charges, and budget-vs.-actual reporting. • Own the department’s project management infrastructure: build, maintain, and optimize team workflows, project templates, and intake processes. • Partner closely with the Product Marketer on campaign workflow management and metrics tracking for department metrics.