Remote Summit Support Lead – Financial Services

LPL Financial; Fort Mill (SC); Remoto; USD 67.000 - 111.000; Tempo pieno

Vantaggi offerti da questo lavoro

401K matching

Health benefits

Employee stock options

Paid time off

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Team leadership

Coaching

Performance management

Stakeholder collaboration

Financial services knowledge

Regulatory / compliance awareness

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

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.