Transition Support Partner
Not Disclosed•Full-TimeOn-site
location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
Where Ambition Meets Innovation
Build a career that matches your initiative with an impressive dose of innovation. At LPL Financial, you will find the ingredients you need to shape your success while helping clients pursue their financial goals. We foster a collaborative environment with cutting-edge resources and the freedom to make a real impact.
About the Team
LPL Financial Holdings Inc. is among the fastest-growing wealth management firms in the U.S. As the nation's leading independent broker-dealer, we support over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. We service and custody approximately $2.3 trillion in brokerage and advisory assets on behalf of 8 million Americans. Our mission is unified: we take care of our advisors and institutions so they can take care of their clients.
About the Role
As a Transition Support Partner (TSP) in Business Transitions, you will serve as the subject matter expert on LPL's core technology, operational processes, and best practices. Your primary mission is to ensure a seamless transition for advisors and firms moving from their prior broker-dealer to LPL.
You will be the go-to person for advisors throughout this journey, acting as a strong collaborator who delivers exceptional client experiences. In this fast-paced, team-oriented environment, you will devise strategies to effectively transition books of business, provide tailored training on LPL technology, and navigate complex issues with critical thinking. You will thrive by embracing creativity, continuous improvement, and contributing to a culture where we win together and create joy in our work.
Hiring Process & Application
LPL Financial is committed to a secure and professional hiring process. We will only communicate with job applicants directly from an @lplfinancial.com email address. We will never conduct interviews in chatroom forums or request payments and sensitive banking information during the interview process.
To apply, please log in or create an account on our careers portal. Principals only. If you have questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
Equal Opportunity & Culture
We support workplace equality and embrace diverse perspectives and backgrounds. At LPL, independence means advisors and institution leaders have the freedom to choose the business models and technology resources that allow them to run thriving businesses. We believe everyone deserves objective financial guidance, and we are dedicated to turning life's aspirations into financial realities.
Work location
On-site
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Powerpoint, Salesforce, Series 7, Series 63, Series 65, Series 66.
Education: Bachelor's degree in Finance, Business, Economics, or related field preferred.
Frequently asked questions about Transition Support Partner at LPL Financial
What does a Transition Support Partner at LPL Financial do?expand_more
Day-to-day, the Transition Support Partner at LPL Financial will discuss technology needs and provide additional training on proprietary products and third-party tools; support the execution of department projects and initiatives as necessary; serve as the primary point of contact for advisors to navigate issues during the transition process; and facilitate in-depth training on lpl technology for advisors and staff to ensure operational readiness.
What are the requirements for this Transition Support Partner role?expand_more
To qualify for the Transition Support Partner at LPL Financial position, applicants should have: 2+ years of experience in financial services and/or client-facing role; Must be able to travel up to 50-60% of the time; Proficient in Microsoft products (Word, Excel, PowerPoint, Outlook); and Proficient in Salesforce.
Where is the Transition Support Partner role at LPL Financial located?expand_more
Transition Support Partner at LPL Financial is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a on-site role.