EPS Team Lead & Coach: Elevate Client Service

LPL Financial; Town of Charlotte (NY); Hybrid; USD 67,000 - 111,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Manager of the Employer Plan Services (EPS) team in the United States. You will oversee a ~20-person service group, coaching and developing staff while driving client-centric service for investors and advisors.

The role emphasizes performance coaching, resource advocacy, and cross-functional collaboration to sustain excellence. The position requires a Bachelor's Degree or 6+ years of related experience, plus at least 2 years of leadership.

Qualifications

• Bachelor's Degree or 6+ years progressive experience in related fields.
• Minimum of 2 years as a team lead or manager of a team.
• SIE Required.
• FINRA Series 7 or willingness to obtain within 90 days.

Responsibilities

• Directly lead and guide a team of about 20 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
• Coach team members in real-time, inclusive of coaching sessions after pain points are identified to further develop your team's call management skills.
• Support your team, advisors, and end clients through service escalations, as needed
• Use performance reports, including individual frontline and team metrics to better coach, develop, and manage your team to performance.
• Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
• Interview, hire exceptional team members, ensuring thorough evaluation and strategic selection.
• Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
• Partner with HR colleagues and advise senior leadership on progressive counseling needs for team members, actively participating in the creation and presentation of action plans to enhance performance.

Skills

Coaching & development

People management

Customer service

Communication

Analytical thinking

Education

Bachelor's Degree or 6+ years experience

Job description

LPL Financial is seeking a Manager of the Employer Plan Services (EPS) team in the United States. You will oversee a ~20-person service group, coaching and developing staff while driving client-centric service for investors and advisors.

The role emphasizes performance coaching, resource advocacy, and cross-functional collaboration to sustain excellence. The position requires a Bachelor's Degree or 6+ years of related experience, plus at least 2 years of leadership.