Internal Direct Business Consultant jobs in United States
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LPL Financial · 3 weeks ago

Internal Direct Business Consultant

positionFort Mill, SC
timeFull-time
remoteHybrid
seniorityEntry Level
money$66K/yr - $110K/yr
date1+ years exp

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.

FinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Financial services experienceMarketing outreachData analysis toolsProject coordinationCommunication skillsOrganizational skillsRelationship-buildingDetail-orientedCollaboration

Required

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

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Chief Executive Officer
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

EIN Presswire
Commissioner Brown Secures Over $160,000 in Restitution for Harmed Montana Investors Subject to Unreasonable Brokerage Commissions
2026-01-03
MarketScreener
LPL Financial Reports Monthly Activity for November 2025
2025-12-16
Zawya.com
Powell bets big on productivity boost rescuing boxed-in Fed: McGeever
2025-12-12
Company data provided by crunchbase