Do you thrive on helping businesses unlock the power of digital solutions? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: As a Digital Adoption Sales Consultant, you'll be a champion for our digital tools, empowering customer support teams to transition from human-centric to a more efficient digital-human blended approach. You'll partner with clients currently reliant on human support, showcasing the value proposition of our digital tools and guiding them on successful adoption. This results-oriented role thrives on driving measurable change and requires a blend of sales expertise, customer empathy, and a passion for technology. Responsibilities: Develop and maintain relationships with advisors, clients, and staff. Identify and qualify client needs and pain points related to customer support efficiency. Collaborate with clients to develop and execute digital adoption plans that ensure successful user onboarding and ongoing utilization. Partner with client teams (advisors, staff, and clients) to deliver engaging training sessions on our digital tools and functionalities. Monitor and track key metrics related to digital adoption, including channel mix and user engagement. Develop strategies to address client concerns and ensure users feel comfortable transitioning to digital support channels. Gather client feedback and user insights on our digital tools and identify areas for improvement. Translate client pain points and user experience (UX) challenges into actionable recommendations for our technical and product teams. Advocate for product enhancements and feature updates based on client data and user feedback (Voice of Customer - VOC). 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 are able to execute in a way that encourages creativity and continuous improvement. Requirements: 3-5 years of experience in sales or a related field, preferably within the B2B technology sector. 3-5 years of experience in consistently surpassing sales targets and establishing robust client relationships. Core Competencies: Strong understanding of customer support best practices and the evolving landscape of digital self-service. Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences. Passion for technology and a strong belief in the power of digital solutions. Data-driven approach with the ability to analyze client feedback and user data. Problem-solving skills and the ability to identify creative solutions to client challenges. Excellent time management and organizational skills, with the ability to juggle multiple priorities. A self-motivated and results-oriented team player with a hunger for success. Preferences: Experience with training and development methodologies preferred. Pay Range: $32.96-$49.44/hour 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! 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 @lplfinancial.com 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 (855) 575-6947. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility