Transition Support Partner

Job Overview As the Transition Support Partner (TSP) in Business Transitions, you will lead transitions for all business lines and channels. 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/firm has a seamless transition from their prior broker dealer to LPL. Responsibilities Consult with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to effectively transition the book of business. Engage various departments throughout the firm as subject matter experts where needed. Leverage appropriate tools to facilitate in-depth training on all LPL technology, preparing the prospective advisor (and staff) to effectively operate our technology upon license transfer to LPL. Provide repapering support to aid new advisors in moving their book of business to LPL, including data entry, tracking account opening and funding, and setting up check writing and related notifications. Serve as the go‑to person for the advisor throughout the transition. Navigate issues using critical thinking and problem‑solving skills, and know when to engage management for additional support. Discuss technology needs of the advisor and provide additional training on LPL proprietary premium products and third‑party tools, as necessary. Support the execution of department projects and initiatives, as necessary. 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. Expertise in various lines of the business—wirehouse, regional, independent, RIA, institutions and retirement plans. Adaptable, quick learner who can jump in with limited training. Proficient webinar host with outstanding presentation skills. Proactive, critical thinker with professional maturity who can self‑manage. Experience with Microsoft products (Word, Excel, PowerPoint and Outlook), and Salesforce. Requirements 2+ years of experience in financial services and/or client‑facing role is required. Must be able to travel up to 50‑60% of the time. Series7 and 63, 65 or 66 preferred. Bachelor’s degree in Finance, Business, Economics or related field preferred. Preferences 1+ year of training, business consulting or practice management expertise in the investment services space preferred. Experience with Microsoft products (Word, Excel, PowerPoint, Outlook). Experience with Salesforce. Pay Range $33.77–$56.25/hour. Actual base salary varies based on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Benefits LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play—such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Equal Opportunity Employer EOE. #J-18808-Ljbffr LPL Financial LLC