Service Manager

LPL Financial Corp; Tempe (AZ); On-site; USD 67,000 - 111,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a Service Manager to lead a Client Success team in Tempe, guiding about 15 service professionals. You will coach, develop, and align performance with our client-centric standards to deliver outstanding investor and advisor service.

You will use data-driven coaching, escalate issues appropriately, and collaborate with HR and leadership to drive improvement and implement repeatable, scalable solutions that reflect our commitment to excellence.

Qualifications

• Bachelor’s Degree or 6+ years of progressive leadership experience.
• Strong coaching and development skills with a focus on performance.
• Proven ability to coach teams and manage call-center style operations.

Responsibilities

• Directly lead and guide a team of about 15 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 needed.
• Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary.
• Identify 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.
• Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.

Skills

Coaching

Team leadership

Customer service

Communication

Problem solving

Agile mindset

Education

Bachelor's Degree or 6+ years experience

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team. In this position, you'll lead a talented group of around 15 Service representatives, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing LPL’s mission by providing real-time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence. You will demonstrate critical thinking and problem‑solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole. Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client‑centric values. By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.

Responsibilities:

• Directly lead and guide a team of about 15 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 needed.
• Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary.
• Identify 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.
• Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.

What are we looking for?

We’re looking for strong collaborators and team players who 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:

• Bachelor’s Degree or 6+ years of progressive experience in related fields.
• Minimum of 2 years as a team lead or manager of a team.
• SIE Required.
• S7 required.

Core Competencies:

• Highly skilled at coaching, employee development, and managing and supporting employee performance
• Strong ability to drive results within a team
• Demonstrated proficiency in customer service
• Excellent communication skills; both written and verbal
• Problem‑solving skills and ability to analyze performance data trends
• Agile mindset

Preferences:

• Financial services or FinTech experience
• Call center or service center high volume call and team management
• Professional coaching certifications
• Knowledge of project management tools and techniques
• Experience managing hybrid employees (in‑office and remote)

Pay Range:

#LPL-H1 Pay Range: $66,744.00 - $111,240.00 Actual 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.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

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.

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 LPL Financial is the nation’s largest independent broker‑dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.

To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone.

LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities.

Each year, thousands of financial professionals successfully manage billions of dollars in assets.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

To learn more about our organization visit our About LPL page.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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