What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Internal Direct Business Consultant will play a key role in supporting initiatives to grow direct business assets and convert them to LPL custody. This position focuses on advisor engagement, operational coordination, marketing outreach, and program execution to ensure smooth and successful transitions. The ideal candidate is detail-oriented, collaborative, and passionate about delivering an exceptional advisor experience.

Responsibilities:

• Program Coordination & Execution

  • Assist in implementing conversion campaigns and initiatives.

  • Coordinate with internal teams to ensure timely and accurate execution of repapering processes.

  • Maintain documentation and track progress for assigned projects.

• Advisor Support

  • Serve as a resource for advisors during direct business transitions.

  • Provide guidance on tools, processes, and requirements for successful conversions.

  • Help organize educational sessions and prepare supporting materials.

• Marketing Outreach & Lead Generation

  • Execute targeted marketing outreach campaigns to generate leads for direct business conversions.

  • Collaborate with internal marketing teams to develop messaging and materials.

  • Track outreach effectiveness and provide feedback for continuous improvement.

• Data & Reporting

  • Monitor and report on conversion activities and advisor engagement.

  • Partner with analytics teams to compile insights and prepare summaries for leadership.

  • Identify process improvements based on feedback and data trends.

Requirements:

• 1–3 years of experience in financial services, preferably in advisor support, operations, or marketing

• Ability to manage multiple priorities and work collaboratively across teams

Core Competencies:

• Detail-oriented with strong execution skills

• Strong organizational and communication skills

• Excellent relationship-building and communication abilities

• Comfortable working in a fast-paced, evolving environment

• Proficient in Microsoft Office and basic data analysis tools

• Ability to drive marketing outreach initiatives and generate leads

Pay Range:

$65,700-$109,500/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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