AVP, Client Experience & Advisor Services

LPL Financial LLC; Fort Mill (SC); On-site; USD 98,000 - 163,000; Full time

Job summary

LPL Financial is seeking an AVP – Client Experience to lead the Independent Advisor Network (IAN) Service model, driving service excellence and operational efficiency for Financial Advisors and their staff. You will influence cross-functional teams, partner with leaders, and shape programs that elevate the advisor and client experience across the organization.

The role requires leadership, deep experience in branch operations/service, and a proven ability to collaborate with multiple business

Qualifications

• Series 7 required within 90 days of hire.
• Minimum 5 years of experience in finance with a focus on service, operations, or compliance.
• Strong leadership experience in a broker-dealer or custodian environment.

Responsibilities

• Lead and support Service Delivery Consultants and Field Management to resolve high-priority issues and guide escalation as needed.
• Collaborate to develop advisor support talent and professional development programs.
• Develop, document, and maintain SOPs with the Program Manager for scalable processes.
• Use data to assess outcomes and provide strategic recommendations to partners and advisors.
• Coordinate Field Management surveys, analyze results, and share actionable insights.

Skills

Leadership

Strategic thinking

Cross-functional collaboration

Financial services

Job description

LPL Financial is seeking an AVP – Client Experience to lead the Independent Advisor Network (IAN) Service model, driving service excellence and operational efficiency for Financial Advisors and their staff. You will influence cross-functional teams, partner with leaders, and shape programs that elevate the advisor and client experience across the organization.

The role requires leadership, deep experience in branch operations/service, and a proven ability to collaborate with multiple business