Transition Success Partner — Financial Services Onboarding & Training

Commonwealth Financial Network; Waltham (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Commonwealth Financial Network is seeking a Transition Support Partner (TSP) in Business Transitions. You will support transitions for all business lines, acting as a subject matter expert on LPL technology and processes, and deliver training tailored to advisor needs.

You will engage with multiple departments, provide repapering and data-entry support, and ensure a seamless transfer of books of business to LPL while maintaining ongoing advisor relationships.

Qualifications

• 2+ years of experience in financial services and/or client-facing role
• 1+ year of training, business consulting, or practice management in the investment services space preferred
• Bachelor's degree in finance, business, economics, or related field preferred
• Series 7 and 63, 65 or 66 preferred
• Strong listening skills with a focus on understanding advisor needs
• Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
• Exceptional interpersonal skills with a strong ability to build trust quickly in a client-facing role
• Expertise across wirehouse, regional, independent, RIA, institutions and retirement plans
• Must be able to travel up to 50-60% of the time
• Proactive, critical thinker who can self-manage
• Experience with Microsoft products and Salesforce

Responsibilities

• Consulting with prospective advisors to understand the unique structure of the business transitioning to LPL and devise a strategy to transition the book of business
• Leverage tools to train on LPL technology and prepare staff to operate upon license transfer
• Provide repapering support for new advisors moving their book of business to LPL
• Navigate issues as the go-to person for the advisor during the transition
• Discuss technology needs and provide training on LPL premium products and third-party tools as necessary
• Support execution of department projects and initiatives

Skills

Client-facing

Training & consulting

Communication skills

Adaptability

Travel up to 60%

Education

Bachelor's degree in finance or related field

Series 7 & 63/65/66 preferred

Tools

Salesforce

Microsoft Office

Job description

Commonwealth Financial Network is seeking a Transition Support Partner (TSP) in Business Transitions. You will support transitions for all business lines, acting as a subject matter expert on LPL technology and processes, and deliver training tailored to advisor needs.

You will engage with multiple departments, provide repapering and data-entry support, and ensure a seamless transfer of books of business to LPL while maintaining ongoing advisor relationships.