LPL Financial logo
LPL Financial

We take care of our advisors, so they can take care of their clients.

AVP, Regional Transitions Partner

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Colorado + 3 moreAll locations: Colorado | Kansas | Louisiana | Texas

Posted

3 days ago

Salary

$113.4K - $189K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

AVP, Regional Transitions Partner

LPL Financial

• Partner with the Business Development recruiters to understand the prospect’s needs and plan and execute the transition and assimilation • Provide hands on support to the advisors in order to help them transition their clients and accounts quickly and seamlessly • Manage the relationship and experience of new financial advisors and firms during their transition and assimilation into LPL • Execute multiple client engagements simultaneously • Identify opportunities and create solutions to expedite and improve the transition and assimilation process • Understand, utilize, and stay current with our technology, industry best practices, financial markets, the regulatory environment, and the competitive landscape

Job Requirements

  • Minimum of 10 years of experience in financial services preferably in client service, relationship management, or sales
  • Must be able to travel up to 50% of the time
  • Must be proficient using Microsoft Office applications
  • Proven experience managing projects and resources
  • Strong written and oral communications skills as well as time management and organizational skills

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

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