LPL Financial
As a Transition Support Partner at LPL Financial, you will lead business transitions for advisors moving from other broker-dealers to LPL. You will serve as a subject matter expert on core technology and operational processes, providing training and support to ensure a seamless transition of the advisor's book of business. This role involves consulting with prospective advisors, facilitating technology training, and managing the repapering and data entry processes required for account establishment.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for LPL Financial.
19% below the average for this role
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Dec 10, 2025