Transition Specialist: Advisor Onboarding & RIA Conversions

lplfinancial; Fort Mill (SC); On-site; USD 42,000 - 70,000; Full time

Job summary

LPL Financial is seeking a Transition Partner to lead advisors through RIA conversion paths, coordinating activities and structures including Corporate RIA, Hybrid RIA, and IFA transitions. The role focuses on relationship management, process adherence, and timely execution across internal departments.

The ideal candidate has experience in financial services, customer service or consulting, and strong communication skills to guide clients through complex transitions and maintain high

Qualifications

• 2+ years of financial services experience
• 1+ years of customer service or consulting experience
• Strong communication and relationship-building skills

Responsibilities

• Build strong relationships with Financial Advisors and internal partners
• Guide transitioning advisors through conversion processes and timelines
• Maintain notes and monitor the conversion pipeline in Salesforce
• Serve as primary point of contact for inquiries and ensure timely closes
• Participate in ongoing training and adapt to evolving policies

Skills

Customer service

Communication

Relationship building

Organizational skills

Education

Associates degree

Bachelors degree

Job description

LPL Financial is seeking a Transition Partner to lead advisors through RIA conversion paths, coordinating activities and structures including Corporate RIA, Hybrid RIA, and IFA transitions. The role focuses on relationship management, process adherence, and timely execution across internal departments.

The ideal candidate has experience in financial services, customer service or consulting, and strong communication skills to guide clients through complex transitions and maintain high