Transition Success Partner — Advisor Onboarding & Enablement

LPL Financial; Utah; On-site; USD 87,968,000 - 146,566,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions in Utah to lead advisor transitions. You will become the subject matter expert on LPL technology, processes and best practices, training advisors and staff for a seamless move from prior broker-dealer to LPL.

The role emphasizes collaboration, advisory-focused support, and cross-functional coordination across departments. Strong communication and critical thinking are essential for success in this client-facing,

Qualifications

• 2+ years of experience in financial services or a client-facing role.
• Willingness to travel up to 50–60%.

Responsibilities

• Consult with prospective advisors to understand the transitioning business and design a transition strategy.
• Deliver training on LPL technology and processes to prep advisors and staff.
• Perform repapering support including account setup and funding tracking.
• Serve as go-to person during the transition, escalating to management when needed.
• Discuss advisor technology needs and train on premium products and third‑party tools.
• Support department projects and initiatives as required.

Skills

Client-facing

Training

Presentation

Team collaboration

Salesforce

Microsoft Office

Education

Bachelor's degree (Finance/Business/Economics)

Tools

Salesforce

Microsoft Office

Job description

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions in Utah to lead advisor transitions. You will become the subject matter expert on LPL technology, processes and best practices, training advisors and staff for a seamless move from prior broker-dealer to LPL.

The role emphasizes collaboration, advisory-focused support, and cross-functional coordination across departments. Strong communication and critical thinking are essential for success in this client-facing,