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Regional Transitions Partner

1 month ago

San Diego, California, United States LPL Financial Holdings, Inc. Full time
Transform and Thrive with LPL Financial

Are you a seasoned professional looking to make a meaningful impact in the financial services industry? Do you thrive in a fast-paced, advisor-focused organization? We're seeking a highly motivated and experienced Regional Transitions Partner to join our Business Transitions team at LPL Financial.

About the Role

The Regional Transitions Partner will work closely with our Business Development sales team to build strong relationships with prospective LPL Financial advisors and lead them through their transition and assimilation to our firm. This role requires a strong understanding of our tools and technology, as well as the ability to engage in strategic and operational discussions with advisors, their staff, and our executive team.

Key Responsibilities
  • Partner with Business Development recruiters to understand prospect needs and plan and execute transitions and assimilations
  • Provide hands-on support to advisors to help them transition clients and accounts quickly and seamlessly
  • Manage relationships and experiences of new financial advisors and firms during their transition and assimilation into LPL
  • Execute multiple client engagements simultaneously
  • Identify opportunities and create solutions to expedite and improve the transition and assimilation process
What We're Looking For

We want strong collaborators who can deliver a world-class client experience. If you thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement, we'd love to hear from you.

Requirements
  • Minimum of 10 years of experience in financial services, preferably in client service, relationship management, or sales
Preferred Qualifications
  • Proven experience managing projects and resources
  • Strong written and oral communications skills, as well as time management and organizational skills
  • Proficiency in Microsoft Office applications
  • Project management, Series 7 license, compliance, sales, and relationship management experience is a plus
Why LPL?

At LPL Financial, 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 a work environment that encourages 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.