VP, Core Service - Lead High-Impact Advisor Experience

LPL Financial; Tempe (AZ); On-site; USD 109,000 - 182,000; Full time

Job summary

LPL Financial in Tempe, Arizona seeks a VP, Core Service to lead a high‑performing organization serving Financial Advisors and office staff. You will direct day‑to‑day performance for multiple Core Service teams and mentor 100+ Financial Service Professionals to deliver an exceptional advisor experience in a fast‑paced environment.

Reporting to the Senior Vice President of Service Execution and Strategic Enablement, you will use data, routines, and cross‑functional partnership to drive

Qualifications

• 10+ years in a contact center, preferably in the financial services.
• 5+ years of people leadership, including leading leaders.
• FINRA Series 7 and 24 required.
• Demonstrated ability to use data, operating routines, and continuous improvement practices to drive measurable service and business outcomes.
• Executive communication, relationship-building, and problem-solving skills.
• Bachelor's degree preferred.

Responsibilities

• Lead the overall execution of Core Service, establishing clear priorities, operating expectations, and measurable outcomes that support an exceptional advisor experience.
• Lead and develop AVPs, Managers, and more than 100 Financial Service Professionals, building a strong leadership pipeline and a culture of accountability, engagement, inclusion, and high performance.
• Own day-to-day service performance across transactional support functions such as money movement, new accounts, account transfers, and related advisor service needs.
• Use service-level, call-center, quality, productivity, client experience, and other operational data to identify trends, remove barriers, and continuously improve performance.
• Build strong relationships with Financial Advisors, office staff, institutional partners, and internal stakeholders, ensuring service expectations are understood and consistently met.
• Serve as a visible leadership point for complex client and operational issues, applying sound judgment to determine when tactical resolution, escalation, or broader strategic action is required.
• Partner closely with Client Success Management, Client Solutions, Workforce Management, Product, Technology, Learning and Development, and other enterprise teams to solve issues and improve the end-to-end advisor experience.
• Leading change and transformation efforts that improve service delivery, including process redesign, technology enablement, workforce capabilities, and adoption of new operating practices.
• Establish strong management routines that create visibility to performance, reinforce accountability, recognize success, and drive consistent execution across teams and leaders.
• Assess resource capacity, organizational structure, and talent needs to ensure the business has the right capabilities and coverage to deliver service excellence at the smartest cost possible.
• Use advisor feedback, employee insights, business trends, and competitive practices to identify opportunities to improve service quality, efficiency, loyalty, and business outcomes.
• Communicate effectively with senior leadership, providing clear perspectives on performance, risks, capacity, client issues, and recommended actions.

Skills

Executive communication

Relationship building

Data-driven decision making

People leadership

Strategic leadership

Change leadership

Operational excellence

Education

Bachelor's degree

Job description

LPL Financial in Tempe, Arizona seeks a VP, Core Service to lead a high‑performing organization serving Financial Advisors and office staff. You will direct day‑to‑day performance for multiple Core Service teams and mentor 100+ Financial Service Professionals to deliver an exceptional advisor experience in a fast‑paced environment.

Reporting to the Senior Vice President of Service Execution and Strategic Enablement, you will use data, routines, and cross‑functional partnership to drive