Transition Support Partner

LPL Financial

Transition Support Partner leading business transitions across all lines at LPL Financial. Ensuring seamless transitions from prior broker-dealers to LPL while providing essential training and support.

Posted 5/28/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $31 - $51 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

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

financial servicesclient-facing experiencepresentation skillscritical thinkingproblem-solvingrepapering supporttraining strategybusiness transition strategyexpertise in wirehouseexpertise in RIA

Soft Skills

strong listening skillseffective communicationinterpersonal skillstrust buildingadaptabilityquick learningself-managementproactivityprofessional maturity