AVP, Regional Transitions Partner

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Collaborate with Business Development recruiters to comprehend the needs of prospects and strategize the transition and integration process.

• Offer direct support to advisors to facilitate a swift and seamless transition of their clients and accounts.

• Oversee the relationship and experience of new financial advisors and firms during their integration into LPL.

• Manage multiple client engagements concurrently.

• Recognize opportunities and devise solutions to enhance and expedite the transition and assimilation process.

• Stay informed about, and effectively utilize, our technology, industry best practices, financial markets, the regulatory landscape, and competitive environment.

⛳️ Requirements

• At least 10 years of experience in financial services, ideally in client service, relationship management, or sales.

• Willingness to travel up to 50% of the time.

• Proficient in Microsoft Office applications.

• Demonstrated experience in project and resource management.

• Excellent written and verbal communication skills, along with strong time management and organizational abilities.

🏝️ Benefits

• 401K matching.

• Health benefits.

• Employee stock options.

• Paid time off.

• Volunteer time off.