Transition Support Partner
$63,856–$106,392 year
RemoteUnited States
Job Summary
Consult with prospective advisors to understand their business structure and devise a strategy for a seamless transition from their prior broker dealer to LPL. Engage various departments as subject matter experts to facilitate in-depth training on LPL technology, covering basic operational needs, asset transfers, and account maintenance. Provide repapering support including data entry for account establishment, tracking funding, and managing notifications related to the advisor's book of business. Discuss technology needs and deliver additional training on LPL proprietary premium products and third-party tools as necessary. You will navigate issues by leveraging critical thinking and problem-solving skills, knowing when to engage management for additional support. This role requires 2+ years of financial services experience, up to 50-60% travel, and proficiency with Microsoft products and Salesforce.
Required Qualifications
- 2+ years of experience in financial services and/or client-facing role
- Must be able to travel up to 50-60% of the time
- Strong listening skills with a focus on understanding each advisor's unique needs
- Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
- Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
- Expertise in various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans
- Adaptable, quick learners who can jump in with limited training
- Proficient webinar host with outstanding presentation skills
- Proactive, critical thinker with professional maturity who can self-manage
- Experience with Microsoft products (Word, Excel, PowerPoint and Outlook), Salesforce
Desired Qualifications
- Previous travel experience
- 1+ year of training, business consulting, or practice management expertise in the investment services space
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and 63, 65 or 66
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