Transition Support Partner

3 weeks ago


San Diego, California, United States LPL Financial LLC Full time

Job Overview:
As a Transition Support Partner at LPL Financial LLC, you will play a critical role in ensuring a seamless transition for financial advisors moving their business to our company. As a subject matter expert on our core technology, operational processes, and best practices, you will provide training and education to advisors, focusing on mirroring their book of business, understanding asset transfer processes, and maintaining client accounts. Your top priority will be to ensure advisors have a smooth transition from their previous broker-dealer to LPL.

Responsibilities:
• Facilitate in-depth training to independent and institutional advisors on LPL core technology, with a focus on three key elements: mirroring their book of business, understanding asset transfer processes, and maintaining client accounts.
• Provide repapering support to aid new advisors in moving their book of business to LPL Financial, developing a trusting partnership and leveraging preset strategies for transferring their entire book of business based on their goals.
• Forecast each advisor's unique needs through active listening and due diligence to ensure their needs are being addressed quickly.

Requirements:
• 2+ years of experience in financial services and/or client-facing roles is required.
• Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, and MS Outlook is necessary.
• Ability to travel up to 50% of the time is required.

What We're Looking For:
We want strong collaborators who can deliver a world-class client experience. We're looking for people who thrive in fast-paced environments, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.



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