• Own the PR programs. Own PR end-to-end — media-director relationships, free-media outlets, pitching, source interviews, and reach/list-access growth; build and tend press, podcast, and media relationships by phone and in person; pitch stories and secure placements and guest spots in interviews, articles, and podcasts; field inbound press inquiries; monitor brand mentions and reputation. • Run the book and credibility programs. Coordinate book publishing end-to-end — edits, endorsements, press kit, print, distribution; assemble and coordinate written and video book reviews; lead production of testimonial, interview, and review video, pulling the video pod. • Build partnerships, advisors, and community. Build and maintain advisor relationships and the program components around them — workshops, e-course, advisor-CRM stewardship, workshops, workbooks, book shipments, Thrive Groups, meet-and-greets, advisor conferences; build referral and strategic partnerships; grow the meetup and community presence; maintain the map of key external relationships and their owners. • Own your part of conferences, sponsorships, and speaking. Recommend which conferences and sponsorships are worth attending (the EVP decides with you); attend and represent the brand on the ground; extract maximum value from each sponsorship — logo, booth, attendee list, inclusions; secure and prepare speaking slots and panels; own how leads are captured and followed up from each event or program, think about final results and work backward from there. • Run the radio and podcast programs. Develop the radio and podcast program content with help from others including the Fund 17 and Thriving Families stakeholders and manage earned-media campaigns into relationships that benefit us. • Source pod talent. Source and vet additional pod talent (e.g., a videographer, an assistant, an influencer, a writer) when needed; the EVP approves spend.

• Own the MBR/QBR process and related business infrastructure read-outs — gathering inputs, synthesizing findings, and presenting clear, decision-ready updates to the Executive team • Build concise, high-quality presentations that communicate key insights, trends, and updates with precision and clarity • Partner closely with senior leaders to shape messaging, structure communication, and maintain a consistent operating cadence • Prepare materials for executive forums, ensuring content is tightly constructed, well-supported, and aligned to key priorities • Identify key themes, risks, and opportunities across the business by connecting signals across multiple inputs, and educating cross functional teams as needed • Drive follow-through on key actions and decisions, ensuring alignment and accountability across stakeholders • Continuously improve how information is gathered, structured, and communicated across the organization • Operate as a trusted, detail-oriented partner who can independently manage critical workstreams from start to finish

• Own end-to-end program management across core privacy programs such as data subject requests (DSRs), PIAs and DPIAs, records of processing activities (ROPA), transfer impact assessments (TIAs), and cookie compliance, making day-to-day operational decisions, enforcing processes to ensure regulatory readiness, and measuring compliance at scale • Identify and implement process improvements, including leveraging AI tooling to automate routine tasks, developing structured workflows to sustain quality standards, and maintaining accurate, auditable program records including playbooks and process documentation • Create and maintain clear, auditable privacy documentation, including privacy assessments, program playbooks, and customer response libraries, to provide scalable, consistent privacy operational support • Work with Privacy Legal and Privacy Engineering to fulfill user requests, build and deepen expertise on global privacy and data-protection requirements, and escalate novel or complex requests with appropriate context and documentation • Rotate through the team's weekly runner model as the primary point of contact for incoming privacy requests, routing across intake channels and managing Jira run tickets

• Design, maintain, and improve repeatable, lightweight execution mechanisms that track program status, communicate progress, surface execution risks on a regular cadence, and escalate blockers to the appropriate stakeholders. • Partner closely with your immediate Ops team and one or two cross-functional leads across Tax Operations, Product, and Engineering to improve cross-functional planning, alignment, and execution of strategic initiatives • Identify execution friction, process gaps, and process breakdowns, and recommend scalable improvements that strengthen operational effectiveness • Establish meaningful metrics and reporting that provide visibility into execution health and support data-informed decision making • Facilitate cross-functional reviews, planning sessions, and execution forums that help teams align, resolve blockers, and deliver measurable outcomes • Monitor initiatives through rollout, evaluate outcomes, and drive follow-up improvements or remediation where needed