Transition Support Partner – M&A

LPL Financial

Transition Support Partner at LPL Financial providing technology training for independent and institutional advisors. Facilitating seamless transitions while enhancing advisor-client relationships.

Posted 6/10/2026full-timeFort Mill • California, South Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $31 - $51 per hourWebsite

About the role

Key responsibilities & impact

Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology
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
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

Requirements

What you’ll need

2+ years of experience in financial services and/or client-facing role
Proficient webinar host with outstanding presentation skills
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
Must be able to travel up to 15% of the time
Adaptable, quick learners who are ready to jump in with minimal training
Proactive, critical thinker with professional maturity who can self-manage
Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook, SmartSheet

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial services experiencepresentation skillswebinar hostingactive listeningclient-facing experiencecritical thinkingself-management

Soft Skills

interpersonal skillstrust buildingcommunication skillsadaptabilityprofessional maturity