LET Team
The Large Event Transitions Team, specializes in the transition of advisor business through Mergers and Acquisitions and what other type of agreement?
Strategic Partnerships
This type of team within BTP, works with independent advisors that will be transitioning to LPL. The transitions of these teams is based on location.
Core Territories/Core Team
This role, provides in-depth training opportunities to educate on LPL's technology and assists with transfers and new account opening workflow.
Transition Support Partner
LPL's home office SharePoint site, for LPL employees to use to access needed systems and programs.
LPL@Work
This role on the LET Team, hosts Bi-Weekly calls and interacts with the advisor group before the TSPs. They assist with onboarding training, processes and requirements.
Conversion Consultants
This team in BTP, will work with advisors that when they come onboard to LPL, will become an employee of LPL Financial.
Linsco
This will support onboarding efforts for advisors in LET, and host biweekly calls prior to and during the transition. They interact with the advisor population before the TSP group, as they work to complete onboarding training, processes and requirements.
Conversion Consultant
The site that we use to create fake accounts, utilize tools and grab screenshots for demos that we will facilitate as TSPs.
ClientWorks Testing Environment
True or False: Atria is a future Large Event Transition that will be facilitated in 2025.
True
This team works with banks, credit unions, complex institutions and advisor network groups. They act like the LET team, but at a smaller scale.
Institutional/Enterprise Team
This role are responsible for overseeing Institutional and Large Enterprise Conversions, ensuring all onboarding milestones and training deliverables are achieved while coordinating with Internal Partners providing SME resources to the program to ensure a smooth and seamless transition.
VP Project Manager
This CRM software, will be used to setup Time Trade and help use look up information regarding our transitioning advisors.
Salesforce
This team within LET, will help research complex situations/scenarios and relay results to the advisor facing team, since they are not advisor facing.
Solution Center
Which of the following is not a region in the Core Territories (West, Midwest, South East, North East, South Central, Pacific North West)
Pacific North West
This role consults on products, platforms and mapping
current book of business on the Core side.
Investment Transition Partner
This online service that is used much like an excel spreadsheet. Allows for real time updates online, as well as a form generation tool.
SmartSheet
LET is a part of the Business Transitions Team. Business Transitions is a part of what overall Organization at LPL?
Business Strategy & Growth
True or False: There needs to be a minimum of 5 RTPS assisting an office at a time.
False
This role manages the overall transition process and coordinates your tailored transition plan for Core transitions. Often travels to offices to help facilitate transition efforts via onsite interaction.
Regional Transition Partner
Software that we use to submit expenses, and book travel for onsite and other travel needs.
Concur