Transition Support Partner

🕒 6 days ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $30 - $51 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🪙 Affiliate Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Finance • Fintech

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Lead transitions for all business lines and channels • Consult with prospective advisors to understand the unique structure of the business transitioning to LPL • Devise a strategy to effectively transition the book of business • Engage various departments throughout the firm as subject matter experts where needed • Leverage appropriate tools to facilitate in-depth training on all LPL technology • Provide repapering support to aid new advisors in moving their book of business to LPL • Navigate issues by leveraging critical thinking and problem-solving skills

🎯 Requirements

• 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 • Previous travel experience preferred • 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

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off