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Technology Adoption Consultant (TAC)

Job ID: R-012706 Date posted: 03/18/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill

Are you interested in joining a team that assists financial advisors with growing and scaling their practice through the adoption of Technology and Resources?

If so, the Technology Adoption Consultant role might be for you.

Job Overview:

The primary purpose of the Technology Adoption Consultant (TAC) role is to drive Advisor growth and profitability as well as gaining a competitive advantage through the Adoption of Technology and Resources available to them. This is achieved by providing accurate details regarding various technologies and taking part in consultative conversations about its features and benefits.

The TAC is viewed as a subject matter expert by LPL and our advisors for the technology available within Wealth Management and beyond. The successful TAC must also demonstrate a high level of professionalism and knowledge to be a trusted consultant for financial advisors. The split between Proactive and Reactive is estimated at 80/20.

What Will You Do?

  • Proactively engage with Advisors to drive adoption of technology.
  • Receive referrals across the Wealth Management Organization and beyond as a Subject Matter expert for a menu of Technology options available.
  • Be at the forefront as new technology becomes available to drive awareness and adoption.
  • Build strong relationships with Advisors and help them along in their paths towards growing, protecting, and building their business.

What Does Success Look Like After 90 Days?

You will have an understanding of LPL’s Technology offerings and how adoption leads to growth and efficiencies in an Advisor’s Practice. You will also have the knowledge to be able to articulate the features and benefits of this technology.

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement. An entrepreneurial spirit will be vital as this is a brand new role to the firm.

What Skills, Experiences, and education are required?

  • Minimum Education Required: Bachelor’s Degree or HS Diploma/GED with additional equivalent experience
  • Experience in the Financial Services Industry Preferred
  • A Drive for Professional Growth and Development
  • Demonstrated ability to use independent judgment to make decisions and solve problems
  • FINRA Series 7 and 65/66 Preferred but not required

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 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 (800) 877-7210.

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