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Senior Conversion Consultant – BTP
LPL Financial. Serve as LPL’s primary client facing representative to enterprises, institutions and advisors .
Posted 4/25/2026full-timeFort Mill • Arizona, California, South Carolina • 🇺🇸 United StatesSenior💰 $64,169 - $107,017 per yearWebsite
About the role
Key responsibilities & impact- Serve as LPL’s primary client facing representative to enterprises, institutions and advisors
- Own the advisor experience for upwards of 120 advisors throughout their 9-12 month transition
- Deliver consultative service to each advisor, tailoring your approach to each advisor’s unique needs
- Support the advisors’ acclimation to LPL for up to 6 months following their conversion
- Ensure key metrics are completed by post conversion deadline dates
Requirements
What you’ll need- 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
- Experience with MS Excel is required
- Bachelor's degree in Finance, Business, Economics, or related field preferred
- Series 7 and 63, 65 or 66 preferred
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
ATS Keywords
✓ Tailor your resumeApplicant 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 approachsupportacclimation
Certifications
Series 7Series 63Series 65Series 66