Premium Service Manager - Lead Top Advisors (Hybrid)

LPL Financial; Charlotte (NC); Hybrid; USD 67,000 - 111,000; Full time

Job summary

LPL Financial in Charlotte, NC 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’ll coach for excellence, build authentic rapport, and elevate the client experience through performance conversations and data-informed insights.

This hybrid role focuses on developing talent, guiding service strategy, and driving advisor satisfaction across pods, with collaboration across Client

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.

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 (varies by premium model).
• 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

Relationship building

Analytical mindset

Agile

Strategic thinking

Communication

Education

Bachelor's degree or 6+ years of experience in financial services

Job description

LPL Financial in Charlotte, NC 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’ll coach for excellence, build authentic rapport, and elevate the client experience through performance conversations and data-informed insights.

This hybrid role focuses on developing talent, guiding service strategy, and driving advisor satisfaction across pods, with collaboration across Client