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:The Transition Support Partner (TSP) works directly with independent and institutional recruits that are transitioning their practice to LPL Financial. The Transition Support Partner’s core responsibilities will be to provide training and education on LPL’s core technology and operational processes and to consult on best practices to transfer the advisors business from their old broker dealer to LPL.Responsibilities:Training and Education - Provide a combination of virtual and onsite training support to independent and institutional recruits and their staff in an effort to educate them on LPL’s technology and operational processes in order to prepare them to transition their business to LPL and increase their ramp in the first 6 months of transition. Training may be conducted virtually and onsite in an advisor’s office. Training will focus primarily on LPL’s core technology to include: BranchNet/ClientWorks, Resource Center, E-Signature, and Account View.Repapering Support – Provide repapering support as needed to aid new advisors in moving their book of business to LPL Financial. Repapering support may be provided both virtually and onsite in an advisor’s office.The TSP should display a full understanding of the unique advisor needs and possess an entrepreneurial spirit to provide support of LPL’s core technology offerings, features and benefits. The TSP is the subject matter expert and must demonstrate a high level of LPL technical knowledge, professionalism, and excellent communication skills.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 requiredExperience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS OutlookMust be able to travel up to 50% of the timeCore 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 recruitersExceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing roleAdaptable, quick learners who are ready to jump in with minimal trainingStrong presentation skills and eager to learn how to host webinarsProactive problem solver who is able to follow process with minimal supervisionPreferences:1+ years of training, business consulting, or practice management expertise in the investment services space preferredBachelor's degree in Finance, Business, Economics, or related field preferred • Series 7 and 63, 65 or 66 preferredHas experience with various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans preferredPay Range: $22.33-$33.49/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 offer!Why 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? !We take social responsibility seriously.Want to see info on our benefits?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 @lplfinancial.com 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 (855) 575-6947.
