Transition Support Partner M&A
LPL Financial
About this role
As the Transition Support Partner at LPL Financial, you will work with independent and institutional advisors transitioning their practices to LPL. You'll serve as the subject matter expert on LPL's technology and processes, providing training and support to ensure advisors have a seamless transition and acclimate effectively to their new environment.
Skills
Qualifications
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$69k – $116k
per year