Consultant helping clients adopt Microsoft 365 solutions in a hybrid role at Absys Cyborg. Engage in pre - sales, project deployment, and client training for Modern Workplace.
About the role
- Internal Direct Business Consultant supporting financial services initiatives at LPL Financial. Focused on advisor engagement, operational coordination, and marketing outreach for successful transitions.
Responsibilities
- Assist in implementing conversion campaigns and initiatives
- Coordinate with internal teams to ensure timely and accurate execution of repapering processes
- Serve as a resource for advisors during direct business transitions
- Execute targeted marketing outreach campaigns to generate leads for direct business conversions
- Monitor and report on conversion activities and advisor engagement
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
- Proficient in Microsoft Office and basic data analysis tools
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Job title
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