Hybrid Premium Service Manager - Lead a High-Impact FSP Team

LPL Financial LLC; Fort Mill (SC); Hybrid; USD 67,000 - 111,000; Full time

Job summary

LPL Financial is seeking a Premium Service Manager to lead a team of 10–15 Financial Service Professionals, delivering proactive, relationship-driven service to premium advisors. You will coach for personalized experiences, anticipate advisor needs, and help drive continuous improvement in service performance.

Join a role that blends leadership with strategic thinking, data insights, and collaboration across premium offices to elevate the advisor experience while supporting hybrid work

Qualifications

• Bachelor’s degree or 6+ years of experience in financial services.
• 2+ years experience as a team lead or manager.
• SIE obtained and active.
• Series 7 obtained and active.
• Coaching and employee development skills.
• Relationship-building and interpersonal communication skills.
• Ability to drive proactive service behaviors and personalized experiences.
• Analytical mindset with ability to interpret performance data.
• Agile and adaptable in a hybrid work environment.
• Strategic thinking with ability to connect team performance to service goals.

Responsibilities

• Directly lead and coach a team of 10–15 FSPs, setting clear performance and career development goals.
• Foster a culture of personalized service, emphasizing rapport-building and business awareness.
• Provide real-time coaching focused on proactive service behaviors and anticipating advisor needs.
• Partner with premium offices and Client Experience leadership teams to understand service trends and communicate performance insights.
• Use performance data and call quality metrics to identify coaching opportunities and drive continuous improvement.
• Collaborate with Case Management and Client Experience teams to support service escalations and preserve relationships.
• Share best practices across pods and advocate for resources to enhance the premium experience.
• Manage administrative responsibilities including timecard approvals, attendance, and performance documentation.
• Participate in hiring and onboarding of new team members.

Skills

Coaching

Team leadership

Relationship-building

Performance data

Agile

Hybrid work

Strategic thinking

Education

Bachelor's degree

Job description

LPL Financial is seeking a Premium Service Manager to lead a team of 10–15 Financial Service Professionals, delivering proactive, relationship-driven service to premium advisors. You will coach for personalized experiences, anticipate advisor needs, and help drive continuous improvement in service performance.

Join a role that blends leadership with strategic thinking, data insights, and collaboration across premium offices to elevate the advisor experience while supporting hybrid work