Transition Support Partner

1 month ago

Remote, Oregon, United States LPL Financial Full time

Are you someone who thrives in a fast-paced, client-facing role? Are able to travel, and are excited to support and educate advisors transitioning to LPL? Are you interested in being part of a team that is working to transform and do things differently?

If so, the Transition Support Partner role could be for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

As the Transition Support Partner (TSP) in Business Transitions, you will Lead Advisor Network and Enterprise advisors as they move their business to LPL. 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. 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. If you want to learn and grow with us, this is the role for you. We have a robust career path where successful TSPs promote into Senior TSP roles or other roles within Business Transitions/ Business Development. The TSP role will give you exposure to LPLs processes, making you a competitive candidate for other internal opportunities.

Responsibilities:

  • Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor's practice over to LPL. The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process and maintaining accounts with the ultimate goal of growing the advisor's business.
  • Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Develop a trusting partnership with the advisor and leverage preset strategies for moving their entire book of business to LPL based on that advisor's goals. This includes mirroring the advisor's book of business to LPL through ClientWorks, collect and carefully review client data for account management accuracy, transfer assets and provide strategic arrangements.
    • Be the subject matter expert and go-to person for the advisor throughout their transition.
  • Forecast each advisor's unique needs through active listening and do due diligence to ensure needs are being addressed quickly.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements :

  • 2+ years of experience in financial services and/or client-facing role is required
  • Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
  • Must be able to travel up to 50% 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
  • Adaptable, quick learners who are ready to jump in with minimal training
  • Strong presentation skills and eager to learn how to host webinars
  • Proactive problem solver who is able to follow process with minimal supervision

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
  • Has experience with various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans preferred

Pay Range:

$24.92-$37.38/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at

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