Transition Support Partner

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Oversee transitions for all business lines and channels from previous broker-dealers to LPL.

• Collaborate with prospective advisors to comprehend their business structures and formulate transition strategies.

• Engage with various departments across the firm as subject matter experts.

• Provide training and education on LPL technology, operational procedures, and best practices.

• Educate advisors and staff on account openings, asset transfers, account maintenance, and business growth.

• Offer repapering assistance, which includes account data entry, monitoring account openings and funding, configuring account details, and managing notifications.

• Act as the primary contact for advisors during the transition process.

• Address issues through critical thinking and problem-solving, escalating to management when necessary.

• Discuss the technology needs of advisors and deliver training on LPL proprietary premium products and third-party tools.

• Assist with departmental projects and initiatives as required.

⛳️ Requirements

• A minimum of 2 years of experience in financial services and/or a client-facing position is required.

• Willingness to travel up to 50–60% of the time.

• Strong listening abilities focused on understanding the needs of advisors.

• Effective communication skills with colleagues, leadership, field recruiting professionals, and internal recruiters.

• Exceptional interpersonal skills with the ability to quickly establish trust in client-facing roles.

• Proficiency in wirehouse, regional, independent, RIA, institutional, and retirement-plan business lines.

• Prior travel experience is preferred.

• Adaptable and quick learner capable of working with minimal training.

• Skilled webinar host with excellent presentation capabilities.

• Proactive critical thinker with professional maturity and self-management skills.

• Experience using Microsoft Word, Excel, PowerPoint, and Outlook.

• Familiarity with Salesforce.

• At least 1 year of training, business consulting, or practice management experience in investment services is preferred.

• A Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

• Series 7 and 63, 65, or 66 licenses are preferred.

🏝️ Benefits

• 401K matching

• Health benefits

• Employee stock options

• Paid time off

• Volunteer time off

• LPL Total Rewards package

• Collaborative environment

• Opportunity to make an impact

• Professional development and training opportunities