Advisor Experience Manager - White-Glove Support

LPL Employee Services; Tempe (AZ); Hybrid; USD 80,030,000 - 133,385,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Client Experience Manager (CEM) in Client Compensation to own escalated matters to completion and partner with related units. You will work with technical analysts to present issues in advisor-friendly formats and manage corrections across teams.

The role emphasizes collaboration, accuracy, and proactive problem solving, with opportunities to influence advisor experience and drive process improvements across the broader LPL organization.

Qualifications

• 5+ years in Financial Services or comparable experience.
• 3+ years of proficiency in Microsoft Excel (pivot tables, advanced functions).

Responsibilities

• Coordinating workflow and resources for the Commonwealth Compensation team.
• Consulting and providing high-touch service to Commonwealth Advisors.
• Processing and correcting compensation issues for the employee model promptly.
• Sharing trends with leadership to identify process improvements.
• Providing support for other business units and coordinating escalated issues.

Skills

Excel proficiency

Financial services experience

Education

Bachelor’s degree

Tools

Oracle

Job description

LPL Financial Holdings Inc. is seeking a Client Experience Manager (CEM) in Client Compensation to own escalated matters to completion and partner with related units. You will work with technical analysts to present issues in advisor-friendly formats and manage corrections across teams.

The role emphasizes collaboration, accuracy, and proactive problem solving, with opportunities to influence advisor experience and drive process improvements across the broader LPL organization.