• Collaborate closely with M&A, Operations and other central functions to develop detailed integration plans with a focus on Accounting, Billing and Financial Reporting • Lead and oversee the integration of finance systems, ensuring system compatibility and a smooth transition • Further develop and standardize integration policies, tools and playbooks to continuously professionalize our approach • Monitor integration progress and report on relevant workstreams and milestones • Build and optimize reporting processes to provide transparent and timely visibility into post-integration financial performance • Design and implement change-management measures to minimize operational friction and losses • Act as a sparring partner for management teams of acquired companies on all finance-related matters

• Lead the comprehensive annual budgeting, forecasting, and long-range strategic financial planning processes • Develop and maintain complex financial models (e.g., driver-based models, scenario planning, project profitability) • Develop, track, and report KPI’s tied to revenue growth, margin expansion and operating efficiency • Serve as strategic finance partner to functional and department leaders in Sales, Operations, Product and Technology • Partner with Accounting to forecast cash, working capital, and liquidity • Collaborate with Accounting functions to ensure accurate and timely financial statements • Lead financial due diligence for acquisitions and divestitures; build and validate deal models • Prepare board decks, lender packages, and private equity sponsor reporting.

• The Senior Investment Consultant (SIC) position has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. • The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. • Increase sales and enhance relationships with financial advisors within this region. • Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. • This position will be supported by an Advisor Solutions Consultant. • The inside sales desk is located in Santa Fe, NM. • Regional Responsibility requires the appropriate individual to be based in the Southeast Florida Region.

• Consult with LPL Institutional Program Leaders to provide curated solutions that support the implementation and growth of financial planning across groups of LPL Financial Advisors. • Advise LPL Financial Advisors on all aspects of financial planning to increase adoption, improve efficiencies, and drive growth and plan penetration. • Create and deliver educational presentations to large groups of advisors on timely topics that influence financial planning activities and outcomes across the firm. • Execute a disciplined outreach strategy using a sales funnel approach with actionable next steps to increase financial planning awareness and adoption. • Clearly articulate the value proposition of comprehensive financial planning and the pillars of support provided by LPL’s Financial Planning Group. • Collaborate and influence key business partners across the wealth management organization to drive alignment and success. • Provide onboarding support for Advisors and Institutional partners, ensuring professionalism during home office visits and timely follow-up on advisor and internal business partner requests.