Job Overview
Location
Remote USA
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 24, 2026
Full Job Description
đź“‹ Description
- • Lead the administrative transition experience for financial advisors and their teams as they join LPL Financial, ensuring seamless, well‑orchestrated onboarding that builds trust and confidence during a critical career moment.
- • Manage end‑to‑end transition logistics including timelines, dependencies, and risks; serve as the primary administrative point of contact for advisors, staff, Business Transitions, Field Management, and internal stakeholders.
- • Build trusted relationships with advisors and their office teams, providing hands‑on guidance on systems, workflows, and procedures while advocating for their experience and resolving obstacles across teams.
- • Partner with Regional Branch Managers and People Business Partners to assess practice readiness, staffing needs, and onboarding plans; ensure smooth handoffs to Business-as-Usual Administrative Managers for post‑transition stability.
- • Use data, feedback, and transition outcomes to drive continuous improvement in processes, reinforce best practices, and enhance long‑term advisor success and satisfaction.
- • Contribute to a culture of ownership, clarity, and proactive leadership that transforms complex transitions into confident, efficient, and personalized experiences for advisors and their teams.
- • About the team or company: LPL Financial is a leading independent broker‑dealer supporting over 32,000 financial advisors and 1,100 financial institutions, with approximately $2.3 trillion in advisory and brokerage assets. The firm empowers advisors to run their businesses their way through flexible affiliation models, technology, and practice management services, all while prioritizing advisor success and client outcomes.
- • What the person can learn or achieve in this role: Develop deep expertise in financial services transitions, strengthen stakeholder management and change leadership skills, drive process innovation in a high‑impact area, and advance toward senior leadership in wealth management operations or advisory services.
🎯 Requirements
- • FINRA Series 7 and 66 licensure, or equivalent.
- • 3+ years of proven experience leading or coordinating advisor onboarding or transition experiences within financial services.
- • 5+ years of experience working in a wealth management and brokerage environment, including advisor business models and administrative support structures.
- • 5+ years of experience partnering effectively with financial advisors, branch teams, and home‑office stakeholders.
- • Exceptional organizational skills with ability to manage multiple priorities, complex timelines, and attention to detail.
- • Advanced communication and interpersonal skills, with ability to build trust and influence across diverse stakeholders.
🏖️ Benefits
- • Competitive base salary range of $99,073–$165,122 per year, with actual base salary based on skills, experience, education, internal equity, performance, and location.
- • Access to LPL’s Total Rewards package, including 401(k) matching, comprehensive health benefits, employee stock options, paid time off, volunteer time off, and additional resources supporting success at work, home, and in the community.
- • Opportunity to work in a mission‑driven, innovative environment focused on taking care of advisors so they can take care of their clients, with commitment to equality, community impact, and career growth potential.
Skills & Technologies
About LPL Financial LLC
LPL Financial is a leading independent broker-dealer and registered investment advisor in the United States. The company provides a comprehensive platform of technology, research, investment products, and practice management services to financial advisors. LPL Financial enables advisors to manage their clients' investments and financial plans, offering support for retirement planning, wealth management, and insurance solutions. Their business model focuses on empowering independent financial professionals to serve their clients effectively, fostering long-term relationships and financial well-being. They operate within the financial services and wealth management industry, serving a broad network of advisors and their clients across the nation.
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