Transition Support Partner M&A

LPL Financial•San Diego, CA

6d•$33 - $55

About The Position

As the Transition Support Partner (TSP), you will work directly with independent and institutional advisors that are transitioning their practice to LPL Financial through a merger and acquisition or large institution transaction. As the subject matter expert on LPL’s core technology, operational processes and best practices, you will provide training and education specific to the advisor’s unique needs. Your top priority will be to ensure the advisor has a seamless transition from their prior broker dealer to LPL and acclimates well to their new environment.

Requirements

Bachelor's degree or relevant experience
2+ years' experience in financial services and/or client-facing role
2+ years' experience with hosting webinars or presenting to large audiences
Must be able to travel up to 15% of the time
Strong listening skills with a focus on understanding each advisor’s unique needs
Exceptional interpersonal skills with a strong ability to build trust and respect quickly in a client-facing role
Ability to communicate effectively with colleagues, leadership, field recruiting professionals and internal recruiters
Well-versed in various lines of the business, wirehouse, regional, independent, RIA, institutions and retirement plans preferred
Adaptable, quick learners who are ready to jump in with minimal training

Nice To Haves

Bachelor’s degree in finance, economics, business, communications, or marketing
1+ years of training, business consulting, or practice management expertise in the investment services space preferred
Series 7 and 63, 65 or 66 preferred

Responsibilities

Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor’s practice over to LPL. The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process and maintaining accounts with the ultimate goal of growing the advisor’s business.
Select delivery modalities that best serve audience segments and program objectives.
Demonstrate effective communication, presentation and questioning skills applicable to various learning styles.
Provide repapering support to aid new advisors in moving their book of business to LPL Financial.
Develop a trusting partnership with the advisor and create a strategy for settling their entire book of business on LPL’s platform based on that advisor’s unique goals. This may include tactical execution support of account requirements.
Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition.
Forecast each advisor’s unique needs through active listening and conduct due diligence to ensure needs are addressed quickly.