Repapering Specialist

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 advisor’s 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.

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:

• At least one year of experience with Outlook, Word, and Excel required

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

• Exceptional active listening skills and the ability to synthesize information from verbal communication to understand underlying needs and priorities

• Ability to quickly learn and adapt to new technologies and software, with a focus on supporting others in their technology adoption

Preferences:

• New hires will be trained in all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations

• 1-2 years of experience in Business Transitions New Accounts or Operations

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

• Travel is highly encouraged for career development and provides valuable opportunities to support onsite needs and engage with advisors. While optional, these experiences are integral to advancement within the department

• Experience with Box and Smartsheet

 

Pay Range:

$17.63-$29.36/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 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.

EAC 5.19.26