Transition Support Partner

Are you someone who thrives in a fast-paced, client-facing role? Are you able to travel, and are excited to support and educate advisors transitioning to LPL? Are you interested in being part of a team that is working to transform and do things differently?If so, the Transition Support Partner role could be for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. Simply put, we take care of our advisors, so they can take care of their clients.Job Overview:As the Transition Support Partner (TSP) in Business Transitions, you will lead Advisor Network and Enterprise advisors as they move their business to LPL. As the subject matter expert on LPL’s core technology, operational processes and best practices, you will provide training and education specific to the advisor’s unique needs. Your top priority will be to ensure the advisor has a seamless transition from their prior broker dealer to LPL. We want high-energy, quick learners who can deliver a world-class transition experience. We have a robust career path where successful TSPs promote into Senior TSP roles or other roles within Business Transitions/ Business Development.Responsibilities:Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor’s practice over to LPL. The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process, and maintaining accounts with the ultimate goal of growing the advisor’s business.Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Develop a trusting partnership with the advisor and leverage preset strategies for moving their entire book of business to LPL based on that advisor’s goals.Forecast each advisor’s unique needs through active listening and due diligence to ensure needs are being addressed quickly.What are we looking for?We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.Requirements:2+ years of experience in financial services and/or client-facing role is required.Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook.Must be able to travel up to 50% of the time.Core Competencies:Strong listening skills with a focus on understanding each advisor’s unique needs.Ability to communicate effectively with colleagues, leadership, field recruiting professionals, and internal recruiters.Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role.Adaptable, quick learners who are ready to jump in with minimal training.Strong presentation skills and eager to learn how to host webinars.Proactive problem solver who is able to follow process with minimal supervision.Preferences:1+ years of training, business consulting, or practice management expertise in the investment services space preferred.Bachelor's degree in Finance, Business, Economics, or related field preferred.Series 7 and 63, 65 or 66 preferred.Experience with various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans preferred.Pay Range:$29.80-$49.67/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.Why LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth.

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