Account Manager

• Serve as a trusted advisor and liaison between firm leadership, financial advisors, and clients
• Support the transition of business operations and ensure smooth acclimation to systems and resources
• Build and maintain strong relationships across internal teams and external stakeholders, including LPLE
• Partner with LPLE’s transition and onboarding teams to ensure alignment and a seamless advisor experience
• Support newly hired Regional Directors with the transition of their book of business, ensuring proper coordination and integration
• Communicate processes clearly and effectively to customers and associates
• Influence change through trust-building and strategic relationship management
• Collaborate with cross-functional teams to drive business outcomes
• Provide thoughtful solutions to complex challenges with a focus on simplicity and efficiency
• Work independently and as part of a team to meet organizational goals
• Adapt quickly to evolving business needs and industry changes

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