We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. This role independently owns recurring and project-based data-management processes for the client, contact, prospect, account, consultant, relationship, hierarchy, ownership, and coverage data mastered in CRM, ensuring that Institutional data is trusted, governed, and ready for use across business operations, reporting, and analytics.