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.
Ultimately, the go-to person for the advisor throughout the transition. You will be expected to navigate issues by leveraging critical thinking and problem-solving skills and know when to engage management for additional support when needed.
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.
What are we looking for?
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
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
Previous travel experience preferred
Adaptable, quick learners 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), Salesforce
Preferences:
1+ year 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
Health insurance401(k)Equity / stock options
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) 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.
Lplfinancial · Remote