Senior Transition Partner — Advisor Onboarding & M&A Lead
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-09-09
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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