Premium Support Summit - Service Manager

LPL Financial; Fort Mill (SC); Remote; 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 Support Summit Manager to lead a team of about 10 service professionals supporting Summit qualifying advisors via phone, email, and chat. You will coach, monitor performance, and drive client experiences through collaboration with Relationship Management, Supervision, and Marketing Regulatory Review teams.

You will participate in calls sharing key learnings and partner with the PAR team and Client Experience Manager to refine advisor-facing metrics.

Qualifications

• SIE and Series 7 required or obtained within 90 days.
• Minimum of 2+ years as a team lead or manager.
• Bachelor's degree preferred or equivalent work experience.

Responsibilities

• Directly lead and guide a team of about 10 service professionals.
• Coach individual team members in real-time, incl. post-escalation coaching.
• Support service escalations, as needed by clients.
• Use performance reports to coach and manage frontline metrics.
• Identify performance trends and advocate for resources when needed.
• Identify, interview, and hire exceptional team members.
• Execute administrative management: timecards, time-off requests, attendance.

Skills

Team leadership

Coaching

Performance management

Stakeholder collaboration

Financial services knowledge

Regulatory / compliance awareness

Education

Bachelor's degree or equivalent

Job description

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.As a Premium Support Summit Manager you will lead a team of Financial Service Professionals that will support LPL Financials top tiered advisors (Summit Qualifying) via multiple communication structures such as phone, email and chat. The advisor inquiries will range from something as simple as an account balance to the complexity of helping resolve unique financial transactions.With a shared understanding of the advisors business practice, you will work closely in a POD structure with Relationship Management, Supervision and Marketing Regulatory Review teams to elevate and deliver greater value. You will participate in monthly or quarterly calls with the advisors to share operational NIGO key learnings while partnering with the PAR team and the Client Experience Manager in modifying or creating advisor facing performance metrics.Responsibilities:Directly lead and guide a team of about 10 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.Coach individual team members in real-time, inclusive of coaching sessions after pain points identified or client escalation to further develop your team’s call management skills.Support Service Professionals and clients through service escalations, as neededUse performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessaryIdentify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.What are we looking for?We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements:SIE and Series 7 are required OR obtained within 90 daysMinimum of 2+ years as a team lead or manager of a teamCore Competencies:Discover and craft a development plan filled with tasks and deliverables that are personalized to the employees growth strategyComfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented and dynamic environmentLead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes themFoster a culture of engagement, diversity and inclusionConstantly working on developing team members for succession planning.Preferences:Bachelors preferred or equivalent work experienceFinancial services or FinTech experienceThis role is designated as Office Independent, meaning it does not require regular in-office presence. While initial onboarding and training may include some in-person sessions, the role is primarily remote. Occasional office visits may be expected for key meetings, team events, or business needs. Your schedule will be guided by the requirements of your team and the nature of your responsibilities.Pay Range:$66,744.00 - $111,240.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit www.lpl.com.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].EAC 5.19.26