Transition Support Partner - M&A

Responsibilities

• Select delivery modalities that best serve audience segments and program objectives.
• Demonstrate effective communication, presentation and questioning skills applicable to various learning styles.
• Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition.
• Forecast each advisor's unique needs through active listening and conduct due diligence to ensure needs are addressed quickly.