Lyonel Jean-Felix

Sr Conversion Consultant - Btp @LPL Financial

Tampa, FL, US

Serve as LPL’s primary client facing representative to enterprises, institutions and advisors as part of LPL’s mergers and acquisitions and BD outsourcing growth strategy.Own the advisor experience for upwards of 120 advisors throughout their 9-12 month transition and acclimation period to LPL. You will be the advisors’ main point of contact and will be responsible for managing the completion of all POD activities to ensure the advisor is ‘transition ready’. PODs are made up of recruiters, a conversion consultant and a transition partner.Deliver consultative service to each advisor, tailoring your approach to each advisor’s unique needs. Participate in discovery to gain familiarity with the office, provide guidance and recommendation on best practices throughout conversion preparation, ensure all key milestones and deliverables are complete prior to transition and facilitate the implementation of accommodations.Support the advisors’ acclimation to LPL for up to 6 months following their conversion. The Conversion Consultant is accountable for the advisors’ transition experience and will serve as their centralized escalation point by owning transition related issues that arise and working them to resolution, independently and with limited guidance.Ensure key metrics are completed by post conversion deadline dates including account conversion requirements, block transfer, training and compliance setup.Provide oversight and leadership, proactively communicate strategy updates to POD Manager and other key stakeholders to ensure alignment. Report key milestone status and completions as well as transition readiness on an ongoing basis.Own the advisor relationship, identify unique needs, provide coaching and facilitate access to subject matter experts across the firm as needed.

University of South Florida

Bachelor of Science - BS, Finance, General

Saint Petersburg College

Bachelor of Arts: Field of Study Business AdministrationBachelor of Arts, Finance and Management

University of South Florida

Bachelor of Science (B.S.), Business Administration and Management, General

University of Miami

Master of Business Administration - MBA, Business Administration and Management, General