• Lead the midlevel giving strategy and program performance • Provide direction and oversight for a comprehensive Midlevel Giving strategy that delivers a personalized donor experience across a large portfolio • Establish clear priorities, segmentation, and consistent processes to drive strong retention, revenue growth, and a robust pipeline to Major Gifts • Manage and develop the Midlevel Giving team • Set clear goals and expectations, provide guidance and performance management, and reinforce consistent portfolio and moves-management practices across the team • Identify opportunities to leverage team strengths and advance continual improvement • Manage a personal portfolio of donors • Serve as a frontline fundraiser for a portfolio of approximately 100 midlevel donors, with accountability for retention, upgrades, and qualification • Execute disciplined donor engagement and moves management • Develop and implement individualized donor strategies, ensure timely follow-up and stewardship, and track actions and outcomes to move donors forward with intention and consistency • Plan and align donor touchpoints and solicitations • Develop and manage an annual, segmented calendar of cultivation, stewardship, and solicitation touchpoints for midlevel donors • Coordinate timing and messaging with Development, Marketing/Communications, Events, and Major Gifts to ensure alignment and effectiveness • Qualify and transition donors to Major Gifts • Identify donors with readiness and capacity, partner closely with Major Gifts to facilitate smooth transitions, and document donor context to support continuity and long-term relationship management • Strengthen cross-functional collaboration and operational rigor • Partner with internal teams to align messaging, cultivation opportunities, reporting, and data quality • Maintain accurate documentation in CRM to support shared visibility, institutional knowledge, and data-informed decision-making.

• support early-phase clinical development by translating scientific and clinical strategy into actionable execution across clinical trials • Provide hands-on oversight of protocol execution, medical data review, and clinical data quality to enable high-quality, decision-ready data • work collaboratively within cross-functional teams to ensure clinical trials are executed in alignment with protocol intent, regulatory expectations, and Amgen quality standards • Serve as a clinical and scientific subject-matter expert for the assigned therapeutic area and disease indication, with a strong focus on protocol execution and data integrity • Contribute to medical monitoring activities and support ongoing assessment of subject-level clinical data to identify trends, risks, and emerging issues • Present information internally and externally, anticipating and actively managing problems across a broad spectrum of cross-functional teams • Provide guidance and assistance in the identification and management of collaborators, consultants, and/or Clinical Research Organizations (CROs) in completion of key projects • Work cross functionally to ensure clinical strategy is translated into the development of the study concept document, study protocol, and related documents • Ensure integrity of protocols and/or components of clinical plans and for the delivery of final protocol and its governance approval • Provide clinical input into & implementation of clinical trial(s), delivery, clinical data review, and interpretation of results • Review and analyze clinical trial data to ensure accuracy, completeness, and adherence to protocol and regulatory requirements • Conduct thorough data quality assessments in the context of a data monitoring plan to maintain high standards of data accuracy and integrity throughout the trial lifecycle

• Own the end-to-end customer experience across the Clinical Applications organization, including clinical applications, training, digital support, implementation, validation, troubleshooting, workflow optimization, and ongoing customer enablement • Ensure consistent delivery of high-quality customer implementations, validations, training programs, technical support, and workflow improvement initiatives • Personally engage in high-impact customer escalations, VIP account support, strategic partnerships, and complex customer-facing situations requiring senior leadership involvement • Drive a customer-first culture where every action, decision, and process is designed to improve customer confidence, satisfaction, retention, and long-term success • Lead, develop, and inspire a high-performing, multi-level team across Applications, Training, and Digital functions • Build an environment where regional escalations align with a clear national escalation framework • Define and enforce structured escalation triggers, ownership expectations, communication standards, resolution timelines, and closure requirements • Collaborate with all applicable teams to continuously evolve validation templates, SOPs, technical training programs, and customer-facing tools • Create a continuous improvement operating rhythm that connects field insights, escalation trends, customer feedback, product opportunities, training needs, and process improvements.

• Develop sales and recruiting strategies; research, source, and engage with prospects • Identify new prospective advisors within the target segment by making initial sales calls, as well as respond to inquiries • Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL working in close partnership with Regional Directors and Division Managers • Meet with prospective advisors to effectively demonstrate LPL’s unique value proposition and address any questions or concerns • Expertly navigate long sales cycles, often with multiple buying influences • Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL • Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors, as well as coaching the team on the competitive landscape and what hurdles we need to overcome in order to win the business • Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source women advisors • Understand and articulate LPL’s business model, LPL’s policies, the financial services industry, and the benefits of joining one of LPL’s affiliation options • Partner with the BD leadership team on the continued evolution of LPL’s offering and capabilities to establish ourselves as the leading solution in the market • Identify external organizations, local events, and conferences that create new sourcing channels, and attend events on behalf of LPL and the Business Development group • Serve as a subject matter expert who can empower LPL’s business development team through consultation and partnership, and by providing them with resources to attract premium segment candidates in their territories • Design, experiment, and test new approaches to attract diverse candidates • Effectively leverage data to track key program performance indicators, identify trends, and ensure projects and programs align to company priorities