Hybrid Premium Service Manager — Lead and Develop FSPs

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking a Premium Service Manager to lead a 10–15 FSP team delivering proactive, personalized, relationship-driven service to premium advisors. You will coach your team to build authentic rapport, anticipate advisor needs, and provide value beyond the immediate inquiry.

This role supports multiple premium service models—Summit, Masters, IAN, and others—fostering deep advisor relationships, leveraging business knowledge, and delivering proactive communication that reflects our

Qualifications

• Bachelor’s Degree or 6+ years of financial services experience.
• 2+ years experience as a team lead or manager.
• SIE license obtained and active.
• Series 7 license obtained and active.

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, business awareness, and authentic advisor engagement.
• Provide real-time coaching focused on proactive service behaviors, including anticipating advisor needs, offering strategic next steps, and referencing prior interactions.
• Partner with premium offices and Client Experience leadership teams to understand service trends, identify opportunities for improvement, 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, with a focus on resolution and relationship preservation.
• Share best practices across pods and advocate for resources that enhance the premium experience.
• Manage administrative responsibilities including timecard approvals, attendance, and performance documentation.
• Participate in hiring and onboarding of new team members, ensuring alignment with premium service expectations.

Skills

Coaching & employee development

Relationship-building

Analytical mindset

Agile / Hybrid work

Strategic thinking

Education

Bachelor’s Degree or 6+ years in financial services

Tools

SIE Exam

Series 7

Job description

LPL Financial is seeking a Premium Service Manager to lead a 10–15 FSP team delivering proactive, personalized, relationship-driven service to premium advisors. You will coach your team to build authentic rapport, anticipate advisor needs, and provide value beyond the immediate inquiry.

This role supports multiple premium service models—Summit, Masters, IAN, and others—fostering deep advisor relationships, leveraging business knowledge, and delivering proactive communication that reflects our