Advisor Experience Manager

LPL Financial; Tempe (AZ); On-site; USD 39,000 - 65,000; Full time

Job summary

LPL Financial is seeking a Client Experience Manager (CEM) in the Client Compensation team in Tempe, AZ. You will own escalated matters to resolution, coordinate with related business units, and partner with technical teams to present advisor-friendly solutions.

You’ll provide white-glove service to Commonwealth Advisors, analyze compensation data in Excel, and drive process improvements across the compensation function to enhance the Advisor experience.

Qualifications

• 5+ years of experience in Financial Services industry or comparable experience.
• 3+ years of proficiency in Microsoft Excel (e.g. pivot tables, advanced functions).
• Bachelor's degree or higher; certifications such as Six Sigma Yellow Belt are a plus.

Responsibilities

• Coordinating workflow and resources on the Commonwealth Compensation team.
• Consulting and providing “white glove” tailored service to Commonwealth Advisors.
• Processing and correcting compensation issues for the employee model.
• Sharing trends and pain points with leadership and business partners to find solutions.
• Providing subject matter support for other business units including coordinating resolution of escalated issues.
• Assisting with service recovery efforts through coordination of resources to resolve aged requests and escalated issues.
• Assisting with conversions to Commonwealth throughout the year as the model grows.
• Supporting and, at times, leading initiatives to improve the Advisor experience while positively impacting the broader LPL organization.
• Assisting the broader Client Compensation Service team with overflow calls and cases when needed.

Skills

Customer service

Communication

De-escalation

Problem solving

Team collaboration

Education

Bachelor's degree

Six Sigma Yellow Belt

Tools

Excel

Oracle

Microsoft Office

Job description

LPL Financial is seeking a Client Experience Manager (CEM) in the Client Compensation team in Tempe, AZ. You will own escalated matters to resolution, coordinate with related business units, and partner with technical teams to present advisor-friendly solutions.

You’ll provide white-glove service to Commonwealth Advisors, analyze compensation data in Excel, and drive process improvements across the compensation function to enhance the Advisor experience.