VP, Premium Service

LPL Financial Corp; Tempe (AZ); Sur place; USD 109 000 - 182 000; Plein temps

Avantages offerts par ce poste

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

And more

Résumé du poste

LPL Financial, a leading wealth management firm, seeks a VP of Premium Service to lead the Premium Service strategy and a 150-strong operations team. The role drives advisor loyalty and growth, with accountability for talent development, service delivery, and continuous improvement.

The position requires onsite leadership with three days in the office weekly, a Series 7 license, and 5+ years of leadership in financial services. Competitive compensation and benefits accompany the role.

Qualifications

• 5+ years of leadership experience in financial services or service organizations.
• Demonstrated success leading large service teams.
• Experience developing talent while managing organizations of significant size and complexity.
• Series 7 license.
• Strong client-facing experience, including relationship management and complex issue resolution.
• Experience leading teams through organizational change and transformation.

Responsabilités

• Execute the Premium Service strategy and translate priorities into operational plans and measurable outcomes.
• Attract, develop, and retain a high-performing organization focused on delivering exceptional service experiences for Premium advisors.
• Drive strategic problem solving using data, advisor insights, and business knowledge to improve outcomes.
• Partner with leaders across LPL to deliver a seamless advisor experience and advance enterprise priorities.
• Build strong relationships with advisors and firms as an escalation point for complex service issues.
• Leverage feedback and service metrics to identify opportunities for service enhancement and advisor growth.
• Lead operating routines, including performance management and workforce planning.
• Champion innovation and continuous improvement to enhance advisor experience and efficiency.
• Lead organizational change initiatives and ensure adoption of new strategies and models.

Connaissances

Leadership

Client focus

Cross-functional collaboration

Change leadership

Talent development

Strategic execution

Communication and influence

Data-driven

Formation

Series 7 license

Description du poste

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.

The Vice President (VP), Premium Service is responsible for leading the execution of the Premium Service strategy for a defined portfolio of LPL Financial’s Premium model advisors, ensuring a differentiated experience that drives advisor satisfaction, loyalty, and growth. Reporting to the SVP, Premium Service, you will lead the day‑to‑day operations of a contact center organization of approximately 150 employees and be accountable for advisor outcomes, operational excellence, talent development, and continuous improvement. Leading a team of leaders and service professionals, you will drive proactive advisor support, build trusted relationships, and ensure service delivery consistently enhances advisor loyalty, retention, and growth. In partnership with Service leadership peers, this role serves as a strategic thought partner to the SVP, helping shape organizational priorities, solve complex business challenges, and identify opportunities to strengthen the advisor experience. This leader translates strategy into actionable plans and measurable results while driving cross‑functional collaboration, operational effectiveness, and scalable solutions that position the organization to meet evolving advisor and firm needs. This role requires onsite leadership and in‑office attendance a minimum of three days per week.

Responsibilities

• Execute the Premium Service strategy, established by the SVP, translating strategic priorities into operational plans, organizational goals, and measurable outcomes.
• Attract, develop, and retain a high‑performing organization focused on delivering exceptional service experiences for Premium advisors.
• Drive strategic problem solving across the Premium Service organization, leveraging data, advisor insights, and business knowledge to improve outcomes and reduce friction.
• Partner closely with leaders across LPL to deliver a seamless advisor experience and advance enterprise priorities.
• Build strong relationships with advisors and firms, serving as an escalation point for highly complex service situations and business issues.
• Leverage advisor feedback, service metrics, and industry trends to identify opportunities for service enhancement and advisor growth.
• Lead and optimize operating routines, including performance management processes, workforce planning, and service delivery practices.
• Champion innovation, continuous improvement, and process simplification to improve advisor experience and organizational efficiency.
• Lead organizational change initiatives and ensure successful adoption of new business strategies, technologies, and operating models.

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

• 5+ years of leadership experience in financial services, contact centers, relationship management, or service organizations
• Demonstrated success leading large service teams.
• Experience developing talent while managing organizations of significant size and complexity.
• Track recordof driving operational improvements and delivering measurable client and business outcomes.
• Experience leading cross‑functional initiatives and influencing outcomes across large organizations.
• Strong client‑facing experience, including relationship management and complex issue resolution.
• Experience leading teams through organizational change and transformation.
• Series 7 license.

Core Competencies

• Strategic Execution: You effectively translate vision into action, balance short- and long-term priorities, and deliver results aligned to organizationalobjectives.
• Advisor focus: You understand the needs of financial advisors and advocate for experiences that drive satisfaction, loyalty, and business growth.
• Operational excellence: Youleveragedisciplined execution, data‑driven decision‑making, and strong operating routines to achieve measurable business outcomes.
• Strategic Problem Solving: Youidentifyroot causes, assess trade‑offs, and develop practical solutions to complex organizational and advisor challenges.
• Relationship leadership: You build credibility and trust with advisors, leaders, and cross‑functional partners while influencing outcomes across the organization.
• Change leadership: You successfully lead teams through transformation, growth, and evolving business priorities.
• Talent development: You have a demonstrated ability to develop leaders, strengthen organizational capability, and build diverse, high‑performing teams.
• Communication and influence: You communicate effectively with all levels of the organization and excel in environments where results are achieved through influence and collaboration.
• Sound judgment: You make thoughtful decisions, effectively prioritize competing demands, and appropriately balance risk and business outcomes.
• Culture leadership: You foster an environment of accountability, trust, teamwork, continuous improvement, and inclusion.

#LPL-H1 Pay Range: $109,283.00 - $182,207.00

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.

EOE.

Additional Information

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.