Affiliate Manager

• Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology
• Select delivery modalities that best serve audience segments and program objectives
• Demonstrate effective communication, presentation and questioning skills applicable to various learning styles
• Provide repapering support to aid new advisors in moving their book of business to LPL Financial
• Develop a trusting partnership with the advisor and create a strategy for settling their entire book of business
• Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition
• Forecast each advisor’s unique needs through active listening and conduct due diligence to ensure needs are addressed quickly

Transition Support Partner – M&A

• 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 and grow the talent network
• Proactively identify, research, and reach out to 100+ qualified passive candidates per week
• Cultivate genuine relationships with at least 250 professionals per year
• Schedule and conduct regular touchpoints with at least 100 members of your network per year
• Build the base beyond you — facilitate introductions and knowledge shares with leadership
• Develop and execute personalized outreach campaigns via LinkedIn, email, and other channels
• Run full cycle recruiting for open roles: from sourcing through onboarding coordination
• Conduct 25+ phone assessments per week
• Manage a bench of offer ready candidates for evergreen roles
• Drive offer management, negotiation, and onboarding coordination

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Transition Support Partner – M&A

Channel Partner Specialist

Senior Talent Partner