Unknown Company

Advisor Transition Strategist

az • Posted 1 weeks ago
Onsite Full Time Management & Leadership

LPL Financial is seeking a Transition Support Partner (TSP) in Business Transitions. You will lead transitions for all business lines, acting as the subject matter expert on LPL’s core technology and processes, delivering training tailored to advisor needs and ensuring a seamless transfer from prior broker-dealer to LPL.

The role requires strong collaboration across departments, the ability to train staff, and proactive problem-solving to support advisors through repapering and system set-ups.

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Advisor Transition Strategist in az at Unknown Company

This position is listed as full time and onsite.

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