Transition Support Partner - M&A

The Transition Support Partner serves as a subject matter expert to guide independent and institutional advisors through mergers, acquisitions, and practice transitions to LPL Financial. This role focuses on delivering specialized training on core technology, operational processes, and best practices to ensure seamless integration of the advisor's book of business. Candidates will facilitate in-depth workshops, assist with repapering support, and act as the primary point of contact for transitioning professionals.