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LPL Financial

Senior Transition Support Partner

LPL Financial

. Serve as the lead point of contact for transitioning financial advisors .

Posted 4/25/2026full-timeFort Mill • California, North Carolina • 🇺🇸 United StatesSenior💰 $72,100 - $120,098 per yearWebsite

About the role

Key responsibilities & impact
  • Serve as the lead point of contact for transitioning financial advisors
  • Develop and manage customized transition project plans
  • Provide training and support on LPL's proprietary technology platforms
  • Facilitate the transfer of client accounts and assets

Requirements

What you’ll need
  • Minimum of 5 years of experience in the financial services industry
  • Proven project management skills
  • Exceptional communication and client service skills
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite
  • High degree of professionalism and attention to detail

Benefits

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
project managementCRM softwareMicrosoft Office Suite
Soft Skills
communicationclient serviceattention to detailprofessionalism