Internal Direct Business Consultant

LPL Financial is a leading independent broker-dealer empowering professionals to shape their success. The Internal Direct Business Consultant will support initiatives to grow direct business assets, focusing on advisor engagement, operational coordination, marketing outreach, and program execution.

Responsibilities

• 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
• 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
• 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
• 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

Skills

• 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
• 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

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• And more

Company Overview

Company H1B Sponsorship