Senior Transition Support Partner
North Carolina, United States of America
Full Time
2 hours ago
$72,100 - $120,098 USD
Visa Sponsor
Key skills
SalesforceCRMProject ManagementCommunication
About this role
Role Overview
- Serve as the lead point of contact for transitioning financial advisors
- Develop and manage customized transition project plans
- Provide training and support on LPL's proprietary technology platforms
- Facilitate the transfer of client accounts and assets
Requirements
- Minimum of 5 years of experience in the financial services industry
- Proven project management skills
- Exceptional communication and client service skills
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite
- High degree of professionalism and attention to detail
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off