Transition Support Partner, LET

LPL Financial LLC; Fort Mill (SC); On-site; USD 43,000 - 70,000; Full time

Benefits offered by this job

401k matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is hiring a Transition Support Partner to train advisors and staff during mergers and large institution transitions.

You will become the subject matter expert on LPL technology, processes, and best practices to ensure smooth advisor onboarding and acclimation to the LPL environment. The role emphasizes active listening, strong presentation skills, and client-facing collaboration.

Qualifications

• 2+ years of experience in financial services or client-facing role.
• Travel up to 15% of the time.
• Experience with advisory platforms and technology a plus.

Responsibilities

• Deliver in-depth training to advisors and staff on LPL core technology and processes.
• Tailor training to advisor needs during transitions and asset transfers.
• Develop delivery plans and choose modalities for different audiences.
• Prepare and present large-scale training sessions.

Skills

Webinar hosting

Active listening

Interpersonal skills

Communication

Client-facing

Industry knowledge (financial services

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

MS Word

MS Excel

MS PowerPoint

Salesforce

MS Outlook

SmartSheet

Job description

Where Ambition Meets Innovation Build 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 smooth transition from their prior broker dealer to LPL and acclimates well to their new environment.

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.
• Prepare and present large-scale training.

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 work. 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 can 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 LPL’s processes quickly making you a competitive candidate for other internal opportunities.

Requirements

• 2+ years of experience in financial services and/or client-facing role is required
• Must be able to travel up to 15% of the time

Core Competencies

• Proficient webinar host with outstanding presentation skills
• Strong listening skills with a focus on understanding each advisor’s unique needs
• Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
• Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
• Well-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans preferred
• Adaptable, quick learners who are ready to jump in with minimal training
• Proactive, critical thinker with professional maturity who can self-manage
• Proficient in MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook, SmartSheet

Preferences

• 1+ years of training, business consulting, or practice management expertise in the investment services space preferred
• Bachelor’s degree in Finance, Business, Economics, or related field preferred

Pay Range

$30.70-$51.15/hour Actual 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.

Benefits

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.

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.

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.

EOE

EOE.

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We're committed to a welcoming culture that helps everyone be their best and most valuable. Explore Our Locations: With offices nationwide, we've got job opportunities in the Carolinas, California, and everywhere in between. Make a Difference: We believe in empowering employees to support their communities. Shape the Future of Financial Advice: Contribute to the development of industry-leading technology, advanced tools, and innovative platforms that can shape the future of wealth management.