AVP, Service Center

lplfinancial; Tempe (AZ); Vor Ort; USD 85.000 - 142.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Zusammenfassung

LPL Financial is seeking an AVP of Service based in Tempe to lead multiple service teams delivering transactional support for financial advisors and their offices. The role requires strong people leadership, client focus, and cross-functional collaboration to ensure exceptional service and operational excellence.

Responsibilities include performance management, relationship building with institutional clients, and driving data-driven improvements in call center efficiency.

Qualifikationen

• Bachelor's degree required.
• 5+ years in finance with service mindset and people management.
• 3+ years leadership in a customer contact center.

Aufgaben

• Lead Managers and Financial Service Professionals to achieve role standards and build a strong team culture.
• Build and maintain relationships with institutional clients and ensure expectations are met.
• Identify and resolve operational issues impacting client satisfaction for smooth processes.
• Address complex client issues with tactical and strategic solutions for long-term satisfaction.
• Partner with Client Success Management and Client Solutions teams for enterprise-wide collaboration.
• Track client satisfaction and call center metrics to drive performance improvements for senior leadership.
• Advise on resource capacity and budgeting to deliver excellent client service at optimal cost.

Kenntnisse

People leadership

Client focus

Operational excellence

Problem solving

Performance monitoring

Budget management

Team collaboration

Ausbildung

Bachelor's degree

Jobbeschreibung

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The AVP of Service is a full-time position located in Tempe. This position has day-to-day leadership level responsibility for multiple service teams delivering transactional support (e.g., money movement, new accounts, account transfers) to industry personnel – mainly Financial Advisors and their office staff – working inside financial institutions. This role is pivotal in ensuring We provide exceptional service and support.

Responsibilities:

• People Leadership and Performance Management: Lead a team of Managers and Financial Service Professionals (FSPs) including to ability to performance manage to role standards, engage employees across levels, and create a strong team culture.
• Relationship Building and Client-Focus: Foster strong relationships with key institutional clients, understanding their needs and ensuring expectations are met.
• Operational Excellence: Identify and resolve operational issues that impact client satisfaction, ensuring smooth and efficient processes.
• Problem-Solving and Critical-Thinking: Address and resolve complex client issues, providing tactical, and sometimes strategic, solutions and ensuring long-term satisfaction.
• Strong Internal Partnership: Partner closely with Client Success Management and Client Solutions teams to ensure enterprise-wide collaboration on solutions for the client, influencing key decision making.
• Performance Monitoring: Track and analyze client satisfaction and call center efficiency metrics, using data to drive improvements and report on performance to senior leadership. Leverage a strong management routine to drive optimal performance and continuous improvement.
• Budget Management: Recommend appropriate resource capacity and competency for delivering excellent client service, at the smartest cost possible.

What are we looking for?

We’re looking for strong collaborators and team players who thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Qualifications:

• Bachelor's degree
• 5+ years of experience in the finance industry with an emphasis on service mindset and people management.
• 3+ years of leadership experience in a customer contact center environment

Preferred Qualifications:

• Series 7
• Series 24

Pay Range:

$85,181.00 - $141,934.00Actual 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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from [e-mail] 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.

EAC 5.19.26