Repapering Partner

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:
The Repapering Partner in Business Transitions works with Regional Transition Partners and Transition Support Partners on projects that support recruits who are transitioning their practice to LPL Financial. The Repapering Partner’s core responsibilities will be to create the New Account, Transfer (ACAT), and Move Money paperwork required to move the advisors business from their old broker dealer to LPL.

The Repapering Partner will display a thorough understanding of how all paperwork is completed and their dependency on one another to move an entire book of business. The Repapering Partner is a subject matter expert on the art of repapering and must demonstrate a high level of LPL technical 
knowledge, attention to detail, and exceptional communication skills. We want high-energy, quick learners who have a bias for action. We are looking for people who thrive in a fast-paced environment and are able to execute in a way that encourages strong collaboration and continuous  improvement.

Responsibilities:

• Repapering Support – Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork.
• SmartSheet Tracking – Leverage this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Experience with Outlook, Word, Excel

Core Competencies:

• Strong attention to detail
• Proactive, critical thinker who can work with little direction once given a project
• Multi-tasker in a fast paced environment
• Ability to work as part of a team and completely independent

Preferences:

• Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
• Experience with SmartSheet and BOX a plus
   

 

Pay Range:

$17.62-$29.37/hour
 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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