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Transition Support Partner at LPL Financial - ApplyBlast

Transition Support Partner

LPL Financial

4 months ago

3.5 on Glassdoor

Wisconsin

Hybrid

Full Time

Junior

0 applicants

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About this role

The Transition Support Partner at LPL Financial leads business transitions for all lines, acting as a subject matter expert on core technologies and operational processes. The role involves training advisors on proprietary tools, supporting the repapering of business books, and ensuring seamless transfers from prior broker dealers. This position also includes consulting with prospective advisors to devise transition strategies and navigating technical issues during the onboarding process.

Responsibilities

Consult with prospective advisors to devise effective business transition strategies
Provide comprehensive training on LPL core technology and operational processes
Support the repapering and data entry for moving books of business
Navigate transition issues by leveraging critical thinking and problem-solving skills
Discuss technology needs and provide training on proprietary and third-party tools

Skills

Qualifications

Series 7Series 63Series 65Series 66Bachelor's Degree

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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A 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.