LPL Financial LLC in New York seeks a Transition Support Partner to lead advisor transitions across business lines, acting as SME for core technology and processes. You will tailor training to each advisor and ensure a seamless transfer from prior broker‑dealer to LPL.
The role requires 2+ years in financial services, travel up to 50–60%, and strong communication, problem‑solving, and coordination skills. You will support repapering and ongoing transition activities.
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