Senior Conversion Consultant – BTP
LPL Financial
full-time
Posted on:
Location Type: Office
Location: San Diego • California • South Carolina • United States
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Salary
💰 $70,600 - $117,700 per year
Job Level
About the role
- Serve as LPL’s primary client facing representative to enterprises, institutions and advisors as part of LPL’s mergers and acquisitions and BD outsourcing growth strategy.
- Own the advisor experience for upwards of 120 advisors throughout their 9-12 month transition and acclimation period to LPL.
- Deliver consultative service to each advisor, tailoring your approach to each advisor’s unique needs.
- Participate in discovery to gain familiarity with the office, provide guidance and recommendation on best practices throughout conversion preparation.
- Support the advisors’ acclimation to LPL for up to 6 months following their conversion.
- Ensure key metrics are completed by post conversion deadline dates including account conversion requirements, block transfer, training and compliance setup.
Requirements
- 5+ years of experience in financial services and/or client-facing role is required
- 2+ years of experience in business consulting and/or relationship management expertise in the financial services space is required
- Bachelor’s degree in Finance, Business, Economics, or related field preferred
- Series 7 and 63, 65 or 66 preferred
- Intermediate level skills in MS Excel is required
- Must be able to travel up to 15% of the time
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive total rewards package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicesbusiness consultingrelationship managementMS Excel
Soft Skills
client-facingconsultative servicetailoring approachguidancerecommendationsupportacclimation
Certifications
Series 7Series 63Series 65Series 66