Internal Direct Business Consultant

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.

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:

• 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