Associate Transition Support Partner

LPL Financial LLC; Fort Mill (SC); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health benefits

401K matching

Employee stock options

Paid time off

Volunteer time off

Job summary

The Transition Support Partner (TSP) at LPL Financial focuses on delivering expert training to independent and institutional advisors transitioning to LPL, aligning assets transfers and book of business with our platform. You will be the go-to SME for core technology and processes, ensuring a seamless merger transition for clients and staff.

Seeking energetic, quick learners who excel in a fast-paced, client-facing environment, with up to 50% travel.

Qualifications

• 2+ years of experience in financial services or client-facing role.
• Experience hosting webinars or presenting to large audiences.
• Must be able to travel up to 50% of the time.

Responsibilities

• Facilitate in-depth training to independent and institutional advisors and staff on all LPL core technology to transition books of business to LPL.
• Select delivery modalities that best serve audience segments and program objectives.
• Demonstrate effective communication, presentation and questioning skills for various learning styles.
• Provide repapering support to aid new advisors in moving their book of business to LPL.

Skills

Client-facing

Public speaking

Travel up to 50%

Team collaboration

Education

Bachelor’s degree in finance, economics, business, communications, or marketing

Series 7/63/65/66 preferred

Job description

Where Ambition Meets InnovationBuild 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), you will work directly with independent and institutional advisors that are transitioning their practice to LPL Financial through a merger and acquisition or large institution transaction. 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 and acclimates well to their new environment.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 have the opportunity to promote into other roles within Business Development. The TSP role will give you exposure to LPLs processes quickly 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.Select delivery modalities that best serve audience segments and program objectives.Demonstrate effective communication, presentation and questioning skills applicable to various learning styles.Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Develop a trusting partnership with the advisor and create a strategy for settling their entire book of business on LPL’s platform based on that advisor’s unique goals. This may include tactical execution support of account requirements.Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition.Forecast each advisor’s unique needs through active listening and conduct due diligence to ensure needs are addressed quickly.What are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our workRequirements:2+ years of experience in financial services and/or client-facing roleExperience with hosting webinars or presenting to large audiencesMust be able to travel up to 50% of the timeCore Competencies:Strong listening skills with a focus on understanding each advisor’s unique needsExceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing roleAbility to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruitersWell-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans preferredAdaptable, quick learners who are ready to jump in with minimal trainingPreferences:Bachelor’s degree in finance, economics, business, communications, or marketing1+ years of training, business consulting, or practice management expertise in the investment services space preferredSeries 7 and 63, 65 or 66 preferredPay Range:$25.65-$42.78/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!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit www.lpl.com.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 [phone].EAC 5.19.26