• Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization. • Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial’s services and solutions. • Design and execute business strategies in conjunction with LPL conference engagements throughout the year. • Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals. • Host advisors at our headquarters, deepening relationships and enhancing strategic alignment. • Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding. • Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies. • Navigate change and competing priorities with agility, driving informed decisions across multiple functions. • Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors. • Model exemplary engagement and peer leadership within the Client Success team. • Lead comprehensive annual Business Assessments and detailed advisor reviews. • Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness. • Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk. • Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence. • Plan and execute travel rotations to maximize advisor engagement and support.