Senior Transition Partner — Advisor Onboarding & M&A Lead

LPL Financial LLC; Fort Mill (SC); On-site; USD 72,000 - 120,000; Full time

Job summary

LPL Financial Holdings Inc. in the United States is seeking a Senior Transition Partner for Capital Partners & Client Solutions to lead advisors through RIA conversion paths and coordinate related activities across structures such as Corporate RIA, Hybrid RIA, new RIA, and IFA.

The role emphasizes relationship building, proactive communication, and meticulous process management, including documenting notes in Salesforce, monitoring the conversion pipeline, and ensuring timely onboarding and

Qualifications

• Associates degree or equivalent years’ experience.
• 2+ years of financial services experience.
• 3+ years of customer service or consulting experience.
• Strong relationship management and customer service track record.
• FINRA licenses preferred; bachelor’s degree preferred.

Responsibilities

• Build strong relationships with clients and internal partners.
• Consult transitioning advisors through conversion processes and timelines.
• Research complex topics and drive activities to completion.
• Communicate effectively and transfer knowledge across teams.
• Serve as primary point of contact and ensure timely conversion closeout.
• Follow conversion procedures and maintain flexibility as needed.
• Maintain notes in Salesforce and monitor the conversion pipeline daily.
• Participate in organizational training and policy updates.
• Maintain high customer satisfaction aligned with corporate values.

Skills

Strong customer focus

Excellent communication skills

Relationship building

Organizational skills

Team collaboration

Education

Associates degree or equivalent years’ experience

Bachelor’s degree

FINRA licenses

Tools

Salesforce

Job description

LPL Financial Holdings Inc. in the United States is seeking a Senior Transition Partner for Capital Partners & Client Solutions to lead advisors through RIA conversion paths and coordinate related activities across structures such as Corporate RIA, Hybrid RIA, new RIA, and IFA.

The role emphasizes relationship building, proactive communication, and meticulous process management, including documenting notes in Salesforce, monitoring the conversion pipeline, and ensuring timely onboarding and