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 tailored to each 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, focusing on opening new accounts, transferring assets, and maintaining accounts to support business growth. 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 additional account details such as check writing and notifications. Serve as the go‑to person for the advisor throughout the transition, navigating issues with critical thinking and problem‑solving skills and escalating to management when necessary. Discuss technology needs of the advisor and provide additional training on LPL proprietary premium products and third‑party tools as required. Support the execution of department projects and initiatives as necessary. Qualifications 2+ years of experience in financial services and/or client‑facing roles. Must be able to travel 50–60% of the time. Core Competencies Strong listening skills focused on understanding each advisor’s unique needs. Effective communication with colleagues, leadership, field recruiting professionals, and internal recruiters. Exceptional interpersonal skills and the 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, Outlook) and Salesforce. Preferences 1+ year of training, business consulting, or practice management expertise in the investment services space. Bachelor's degree in Finance, Business, Economics, or related field. Series 7 and 63, 65 or 66 credentials. Pay Range: $30.70–$51.15/hour. The actual base salary varies based on relevant skill, prior experience, education, and geographic location. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play, including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Principals only. EOE. #J-18808-Ljbffr LPL Financial LLC