Affiliate Manager

• Responsible for managing and strengthening relationships with financial professionals
• Collaborating closely with Osaic leadership, the Advisor Engagement team, and Relationship Leaders
• Supporting both legacy and current advisor populations by enhancing engagement, driving retention, and supporting growth initiatives
• Shaping the future of advisor service by modernizing the client experience and delivering an elevated, consistent standard of care
• Partner with internal teams and advisors to strengthen retention and demonstrate strategic value
• Identify retention risks and proactively build trust and credibility with financial professionals
• Escalate high-risk issues and trends through appropriate channels
• Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs
• Act as an advocate for financial professionals to ensure timely issue resolution
• Enhance the overall advisor experience by delivering tailored support, insights, and resources
• Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities

Relationship Management Partner

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform
• Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing
• Assist with client engagement set up and support activities, such as new client acceptance, client relationship management data entry, completion of vendor/due diligence forms, and electronic file coordination
• Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts
• Deadline management to include updating and monitoring tax due date reporting
• Create and/or format PowerPoint presentations using firm branded templates
• Provide CPE support through the completion of NASBA-required CPE paperwork for team learning
• Leverage internal network and teams to effectively manage workflow
• Participate with onboarding of new GEMS team members and continuous team training
• Other duties and special projects as assigned

Senior Administrative Business Partner

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform
• Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing
• Assist with client engagement set up and support activities
• Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts
• Deadline management to include updating and monitoring tax due date reporting
• Create and/or format PowerPoint presentations using firm branded templates
• Provide CPE support through the completion of NASBA-required CPE paperwork for team learning
• Leverage internal network and teams to effectively manage workflow
• Participate with onboarding of new team members and continuous team training

• Lead investigations into allegations involving unauthorized access, data misuse, and insider threat signals
• Conduct interviews of complainants, subjects, and witnesses
• Draft clear investigative reports with defensible findings and conclusions
• Partner with internal Security teams to interpret system logs, access patterns, and digital evidence
• Translate technical findings into clear investigative narratives
• Assess employee intent, credibility, and level of risk
• Support decision-making in legal, regulatory, or reputational exposure
• Prepare, maintain, and track all case-related documents
• Develop effective relationships with cross-functional partners
• Utilize investigation data to provide strategic insights
• Consult with in-house attorneys for compliance
• Drive continuous improvement of Workplace Investigations

Senior Workplace Investigations Business Partner

• Manage day-to-day relationships with affiliate and CPA network partners
• Track campaign performance metrics — clicks, conversions, EPC, and ROI
• Onboard new affiliates and ensure they have the creative assets and links they need
• Identify top-performing offers and flag underperformers for review
• Coordinate with content and social teams to align affiliate promotions with campaigns
• Maintain accurate records of affiliate agreements, payouts, and performance benchmarks
• Research new affiliate opportunities and emerging CPA networks

Affiliate Marketing Coordinator

• Partner Coordinator builds and maintains strong relationships with key partners and vendors to maximize the value of their programs
• This role supports revenue growth by coordinating partner engagement
• Ensuring program requirements and agreements are current
• Driving efficient MDF planning, execution, and claims to deliver measurable ROI

Partner Coordinator

• Reviews and approves marketing materials against work papers to ensure quality and adherence to Pathward, Network, and Regulatory guidelines.
• Participates on the Partner relationship team. Establishes and maintains strong relationships with Partners through regular communication via phone, email, and meetings.
• Collaborates with internal teams, including legal, compliance, and network operations, to address client needs and deliver solutions.
• Facilitates, drives, and completes department specific program implementation tasks.
• Completes submissions of programs to payment networks for their review and approval.
• Trains Partners on and monitors their use of the marketing submission portal.
• Manages the self approval process for assigned Partners by training them on the process, encouraging utilization, and ensuring Partners are meeting and maintaining qualification levels.
• Maintains a thorough understanding of assigned Partners and their programs.
• Builds relationships with internal and external stakeholders.
• Conducts periodic reviews of Partners compliance to guidelines and rules and completes reports of the findings.
• Remediates applicable Compliance Review findings.
• Meets and maintains all Service Level Agreements as defined by department criteria.
• Meets and maintains acceptable Quality Review scores as defined by department criteria.
• Participates in enterprise projects relating to existing Partner assignments.
• Other duties as assigned

Partner Quality Specialist I

• Serve as a primary point of contact for channel partners regarding order status, billing questions, commissions inquiries, and general program support.
• Support onboarding of new partners, including documentation, portal access, training coordination, and internal setup tasks.
• Maintain positive working relationships with partners to promote engagement and satisfaction.
• Assist with partner communications related to promotions, updates, and program initiatives.
• Track partner-submitted opportunities from order submission through installation and billing.
• Coordinate with internal teams including provisioning, service delivery, engineering, billing, and finance to support timely order completion.
• Provide proactive updates to partners regarding milestones, delays, and completion timelines.
• Maintain accurate opportunity, customer, contract, and partner records in Salesforce and related systems.
• Create and maintain standard reports and dashboards for leadership and sales teams.
• Support user access, data cleanup, and system accuracy.
• Generate recurring reports related to bookings, pipeline activity, partner performance, and sales results.
• Support sales teams with lead-to-quote coordination and internal follow-up.
• Monitor activity trends that may impact customer service or sales productivity.
• Track partner commissions and assist in validating payout accuracy.
• Coordinate with finance teams regarding payment status and commission inquiries.
• Maintain organized records of agreements, commission schedules, and supporting documentation.
• Assist with planning and logistics for partner events, webinars, trade shows, and sponsorship activities.
• Help track leads and follow-up actions resulting from events.
• Support updates to partner-facing materials and internal documentation.

Channel Partner Specialist

• Build strong partnerships with HRBPs and business line leaders
• Leverage Excel skills to build models and create reporting
• Review and approve compensation exceptions with a thoughtful, business-minded approach
• Design or redesign incentive plans that drive performance and align with business goals
• Conduct job evaluations and maintain salary grade guideline models
• Create tools, resources, and compensation guidance to help leaders make informed decisions
• Provide expert advice on compensation policies, job design, reorganizations, and market pricing
• Guide leaders through employment considerations including FLSA and wage/hour topics
• Develop and deliver compensation training as needed

Compensation Partner

• Lead end-to-end Total Rewards activities across M&A transactions, including due diligence, deal modeling, close execution, and post close integration
• Evaluate target company compensation structures, incentive plans, equity programs, and benefits positioning to identify risks, gaps, and integration considerations
• Partner with Finance and Corporate Development to support cost modeling, synergy assumptions, and people related deal risks
• Conduct job and level mapping using Autodesk job architecture and market data
• Analyze internal and external market positioning to inform pay alignment, equity conversion, and retention recommendations
• Assess target company benefits, identify gaps vs. company programs, and execute compliant, cost-effective transition and harmonization plans
• Support the design of transition, retention, and harmonization approaches consistent with Autodesk Total Rewards principles
• Prepare clear, decision ready materials for leadership that summarize options, risks, and financial impact for leadership review
• Lead execution of approved Total Rewards actions in Workday and downstream systems
• Coordinate closely with HR Operations, Payroll, and related teams to ensure accurate and timely implementation
• Contribute to continuous improvement of M&A Total Rewards playbooks, tools, and templates based on deal learnings

Total Rewards Partner – M&A

• Design, implement, and administer base pay, incentive, and equity programs across global regions.
• Conduct market benchmarking and participate in compensation surveys to maintain competitive positioning.
• Advise HR Business Partners and department leaders on compensation decisions, policies, and practices.
• Participate in annual compensation cycles including merit, bonus, and equity planning.
• Ensure compliance with local and international compensation regulations and pay transparency laws.
• Support compensation education global initiatives
• Support and/or administer Long-term and Short-term incentive programs and initiatives
• Audits jobs for content and prepares job descriptions reflecting job responsibilities, activities, duties and requirements
• Prepares special compensation studies and makes recommendations on compensation subjects
• Audits the compensation function for process improvement opportunities and conducts research and internal/external benchmarking studies of best practices.
• Lead compensation-related projects such as job architecture redesign, pay equity audits, and system implementations.
• Develop project plans, timelines, and stakeholder communication strategies for compensation initiatives.
• Coordinate cross-functional teams including HR, Finance, Legal, and IT to deliver program outcomes.
• Monitor and report on project performance, risks, and milestones to leadership.
• Support change management efforts and training for new compensation tools and processes.

Senior Compensation Partner, Global Compensation Programs

• Support end-to-end Total Rewards activities across M&A transactions
• Conduct job and level mapping
• Partner with PBPs, Legal, and business leaders
• Coordinate closely with HR Operations, Payroll, and related teams

See all jobs on JobTailor

Relationship Management Partner

Senior Administrative Business Partner

Senior Administrative Business Partner

Senior Workplace Investigations Business Partner

Affiliate Marketing Coordinator

Partner Coordinator

Partner Quality Specialist I

Channel Partner Specialist

Compensation Partner

Total Rewards Partner – M&A

Senior Compensation Partner, Global Compensation Programs

Compensation Partner, M&A