SVP, Premium Service & Advisor Experience

LPL Financial LLC; Fort Mill (SC); On-site; USD 188,000 - 313,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking an SVP, Premium Service in Fort Mill to lead a high-performing service organization. You will shape strategy, oversee talent, and drive a differentiated advisor experience across the Premium service model.

You will build scalable processes and partner across the firm to deepen advisor loyalty, fuel growth, and deliver meaningful business outcomes with a workforce of 350+ full-time employees. This is a highly visible leadership role.

Qualifications

• 10+ years of leadership experience in a contact center, preferably in financial services.
• Demonstrated success leading large-scale service organizations serving high-value clients, advisors, or relationship-driven customer segments.
• Experience designing and evolving differentiated service models that improve client satisfaction, retention, and business growth.
• Strong understanding of the wealth management industry and the needs of financial advisors.
• FINRA Series 7 and 24 licenses, or the ability to obtain them upon hire.

Responsibilities

• Define and deliver a differentiated service experience for Premium advisors across strategy and operations.
• Manage an organization of 350+ full-time employees, attracting, developing, and retaining top service leaders.
• Balance personalization, scale, and operational excellence to improve advisor loyalty and growth.
• Partner with leaders across LPL to execute a premium service strategy and drive meaningful advisor outcomes.
• Serve as an executive sponsor for advisor relationships and complex issues.

Skills

Strategic leadership

Advisor obsession

Operational excellence

Relationship leadership

Change leadership

Talent development

Executive communication

Culture leadership

Job description

LPL Financial is seeking an SVP, Premium Service in Fort Mill to lead a high-performing service organization. You will shape strategy, oversee talent, and drive a differentiated advisor experience across the Premium service model.

You will build scalable processes and partner across the firm to deepen advisor loyalty, fuel growth, and deliver meaningful business outcomes with a workforce of 350+ full-time employees. This is a highly visible leadership role.