LPL Financial
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
AVP - Regional Transitions Partner
March 4
🌵 Arizona – Remote
🏄 California – Remote
+1 more states
💵 $124.7k - $207.9k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
LPL Financial
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
📋 Description
• Work closely with the Business Development sales team to build relationships with prospective LPL Financial advisors. • Lead the advisor through their transition and assimilation to LPL Financial. • Design and execute the new advisor’s transition and assimilation plan for client satisfaction. • Manage client experience and engage in discussions with advisors and team. • Oversee new advisor transition and collaborate with multiple departments for quality experience. • Provide hands-on support to advisors during client transitions. • Execute multiple client engagements simultaneously. • Manage third-party vendor relationships. • Participate actively in the sales process.
🎯 Requirements
• Minimum 5-7 years of experience in financial services preferably in client service, relationship management, or sales • Strong written and oral communication skills as well as time management and organizational skills • Must be proficient with Microsoft Office applications. • Ability to travel up to 50%
🏖️ Benefits
• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off
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