Affiliate Manager

• Develop a deep understanding of the franchisees' businesses within the assigned territory, including their goals, challenges, and growth opportunities.
• Build and maintain strong relationships with franchisees, acting as their primary point of contact and trusted advisor for all business-related matters.
• Collaborate with the VP of Operations to implement strategies and initiatives that align with franchisees' business goals and overall company objectives.
• Provide personalized coaching and support to franchisees, offering insights and recommendations to optimize their business operations, enhance customer experiences, and drive growth.
• Conduct regular check-ins with franchisees to review performance metrics, identify areas for improvement, and develop action plans for sustained success.
• Collaborate cross-functionally with internal departments to coordinate resources, training, and support that align with franchisees' needs.
• Analyze franchise performance data to identify trends, challenges, and opportunities, and use this information to inform strategic decisions and tailored support.
• Ensure effective communication between franchisees and corporate headquarters, addressing concerns, sharing best practices, and facilitating issue resolution.
• Assist in the development and delivery of training programs, workshops, and resources that empower franchisees to excel in their business operations.
• Participate in territory-specific meetings and events to foster a sense of community among franchisees and gather valuable feedback for continuous improvement.
• Collaborate with the VP of Operations to continuously evaluate and enhance the franchise partnership program based on feedback and data-driven insights.

Franchise Business Partner – Midwest

• Provide oversight of the Information Technology portfolio aligned to Technical Data and Publications
• Guide and manage projects for workflow and provisioning to support the fighter and weapon teams
• Serve as a liaison between the business or function and IT",

Mid-Level Information Technology 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

• Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business.
• Engage various departments throughout the firm as subject matter experts where needed.
• Leverage appropriate tools to facilitate in-depth training on all LPL technology with the goal of preparing the prospective advisor (and staff) to effectively operate our technology upon license transfer to LPL.
• Provide repapering support to aid new advisors in moving their book of business to LPL.
• Navigate issues by leveraging critical thinking and problem-solving skills and know when to engage management for additional support when needed.
• Discuss technology needs of the advisor and provide additional training on LPL proprietary premium products and third-party tools, as necessary.
• Support the execution of department projects and initiatives, as necessary.

Transition Support Partner

• Collaborate with senior leadership to identify learning needs aligned with business goals in IT, Digital, Security, and AI domains.
• Design and implement comprehensive learning strategies that enhance employee skills and knowledge.
• Build strong relationships with key stakeholders across various departments to understand their learning requirements and challenges.
• Act as a trusted advisor to business leaders on learning and development initiatives.
• Lead the development and execution of innovative learning programs, workshops, and training sessions tailored to the needs of the organization.
• Utilize modern learning methodologies, including e-learning, blended learning, and experiential learning.
• Establish metrics to evaluate the effectiveness of learning programs and initiatives.
• Analyze feedback and performance data to continuously improve learning offerings.
• Leverage technology and digital tools to enhance learning experiences and accessibility.
• Support organizational change initiatives by providing learning solutions that facilitate smooth transitions and adoption of new technologies or processes.
• Identify high-potential employees and create tailored development plans to prepare them for future leadership roles.
• Foster a culture of continuous learning and professional growth within the organization.
• Partner with external vendors and educational institutions to enhance learning offerings and bring in best practices.

Senior Learning Business Partner

• Have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM.
• Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies.
• Achieve sales, revenue and practice excellence goals.
• Focus on honing the technical aspects of a given product specialty area and developing superior client facing skills needed to become an Advisor.

Private Wealth Advisor

• 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

• Supports the management and success of contracted and third-party sales partners
• Acts as a key liaison between internal teams and external organizations
• Focuses on partner communication, reporting, and operational support
• Includes commission coordination, performance tracking, and campaign updates
• Works closely with the Partner Relations Manager
• Helps ensure alignment between partner activities and company objectives
• Maintains strong day-to-day relationships

Partner Relations Specialist

• Serve as the primary relationship holder and trusted point of contact for clients, family, and caregivers.
• Conduct thorough intake assessments to identify individual needs, goals, and barriers to care and services.
• Develop individualized service plans that reflect the goals of the client, family, and caregiver and leverage both internal programs and community-based resources.
• Personalized coordination in the delivery of services and access to a network of relationships
• Upload and manage accurate data in the client portal while maintaining updated documentation.
• Communicate and collaborate cross-functionally with internal business lines and service teams to ensure seamless delivery.
• Use motivational interviewing, trauma-informed care, and culturally responsive approaches to build trust and empower decision-making.
• Conduct ongoing follow-up with clients to ensure continuity of care, address emerging challenges, and adjust plans accordingly.
• Actively participate in team meetings, case reviews, and initiatives aimed at improving the client's experience.

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