LPL Financial Holdings Inc. in the United States is seeking a Senior Transition Partner for Capital Partners & Client Solutions to lead advisors through RIA conversion paths and coordinate related activities across structures such as Corporate RIA, Hybrid RIA, new RIA, and IFA.
The role emphasizes relationship building, proactive communication, and meticulous process management, including documenting notes in Salesforce, monitoring the conversion pipeline, and ensuring timely onboarding and
#J-18808-LjbffrSenior Transition Partner — Advisor Onboarding & M&A Lead in fort mill at Unknown Company
This position is listed as full time and hybrid.