Senior Service Center Leader

LPL Financial LLC; Tempe (AZ); On-site; USD 85,000 - 142,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial Holdings Inc. in Tempe is seeking an AVP of Service to lead multiple service teams delivering transactional support to Financial Advisors and their office staff.

This full-time leadership role emphasizes people management, client focus, and operational excellence, with collaboration across Client Success Management and Client Solutions to ensure enterprise-wide, high‑quality service and continuous improvement.

Qualifications

• Bachelor's degree
• 5+ years of experience in the finance industry with an emphasis on service mindset and people management.
• 3+ years of leadership experience in a customer contact center environment.

Responsibilities

• People Leadership and Performance Management: Lead a team of Managers and Financial Service Professionals (FSPs) including to ability to performance manage to role standards, engage employees across levels, and create a strong team culture.
• Relationship Building and Client-Focus: Foster strong relationships with key institutional clients, understanding their needs and ensuring expectations are met.
• Operational Excellence: Identify and resolve operational issues that impact client satisfaction, ensuring smooth and efficient processes.
• Problem-Solving and Critical-Thinking: Address and resolve complex client issues, providing tactical, and sometimes strategic, solutions and ensuring long-term satisfaction.
• Strong Internal Partnership: Partner closely with Client Success Management and Client Solutions teams to ensure enterprise-wide collaboration on solutions for the client, influencing key decision making.
• Performance Monitoring: Track and analyze client satisfaction and call center efficiency metrics, using data to drive improvements and report on performance to senior leadership. Leverage a strong management routine to drive optimal performance and continuous improvement.
• Budget Management: Recommend appropriate resource capacity and competency for delivering excellent client service, at the smartest cost possible.

Skills

People leadership

Client focus

Operational excellence

Problem solving

Internal partnership

Performance monitoring

Budget management

Education

Bachelor's degree

Job description

LPL Financial Holdings Inc. in Tempe is seeking an AVP of Service to lead multiple service teams delivering transactional support to Financial Advisors and their office staff.

This full-time leadership role emphasizes people management, client focus, and operational excellence, with collaboration across Client Success Management and Client Solutions to ensure enterprise-wide, high‑quality service and continuous improvement.