Manager, Client Compensation & Advisor Experience

LPL Financial LLC

Fort Mill, Charlotte (SC, NC)

On-site

USD 78,000 - 130,000

Full time

10 days ago
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Benefits offered by this job

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Job summary

LPL Financial invites you to apply for the Manager - Client Compensation, leading a 10–12 person team that supports advisors and staff through calls, emails, and file processing. You will shape programs and coach the team to deliver timely, accurate information to help clients achieve their financial goals.

Collaborate with Business Consulting, Product Managers, Compliance, and Finance to align initiatives, drive improvements, and elevate the advisor experience across the organization.

Qualifications

  • 5+ years of experience leading and developing others.
  • Series 99 license required or to be obtained within 90 days.
  • Strong leadership and motivational skills.
  • Ability to work with multiple partners and cross‑functional teams.

Responsibilities

  • Lead a 10–12 person team to support advisors and staff.
  • Drive department programs and coaching to improve accuracy and service.
  • Collaborate with business partners to address issues and align initiatives.
  • Oversee training plans and performance metrics across teams.

Skills

Leadership
People management
Coaching
Communication

Education

Bachelor's degree or equivalent

Tools

Excel
Salesforce
Oracle
Tableau

Job description

LPL Financial invites you to apply for the Manager - Client Compensation, leading a 10–12 person team that supports advisors and staff through calls, emails, and file processing. You will shape programs and coach the team to deliver timely, accurate information to help clients achieve their financial goals.

Collaborate with Business Consulting, Product Managers, Compliance, and Finance to align initiatives, drive improvements, and elevate the advisor experience across the organization.

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