Transition Support Partner, Enterprise Transitions

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.
• What are we looking for?

Requirements

• 2+ years of experience in financial services and/or client-facing role is required
• Core Competencies:
• Proficient webinar host with outstanding presentation skills
• Strong listening skills with a focus on understanding each advisor's unique needs
• Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
• Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
• Well-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans preferred
• Must be able to travel up to 15% of the time
• Adaptable, quick learners who are ready to jump in with minimal training
• Proactive, critical thinker with professional maturity who can self- manage
• Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook, SmartSheet
• Preferences:
• 1+ years of training, business consulting, or practice management expertise in the investment services space preferred
• Bachelor's degree in Finance, Business, Economics, or related field preferred
• Series 7 and 63, 65 or 66 preferred
• Pay Range:
• $30.70-$51.15/hour
• Company Overview:

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: As the Transition Support Partner (TSP), you will work directly with independent and institutional advisors that are transitioning their practice to LPL Financial through a merger and acquisition or large institution transaction. 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 has a seamless transition from their prior broker dealer to LPL and acclimates well to their new environment . We want high-energy, quick learners who can deliver a world-class, transition experience. We are looking for people who thrive in a fast-paced, client-facing environment, and are able to execute in a way that encourages strong collaboration and continuous improvement.

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