Senior New Technology Introduction Leader evaluating AI solutions across Gas Power Supply Chain. Collaborating with leadership to drive digital ecosystem advancements.
About the role
- Premium Service Manager leading a team of Financial Service Professionals at LPL Financial. Elevating client experience with proactive coaching and strategic support.
Responsibilities
- Directly lead and coach a team of ~ 10–15 FSPs , setting clear performance and career development goals
- Foster a culture of personalized service , emphasizing rapport-building, business awareness, and authentic advisor engagement.
- Provide real-time coaching focused on proactive service behaviors, including anticipating advisor needs, offering strategic next steps, and referencing prior interactions
- Partner with premium offices and Client Experience leadership teams to understand service trends, identify opportunities for improvement, and communicate performance insights
- Use performance data and call quality metrics to identify coaching opportunities and drive continuous improvement
- Collaborate with Case Management and Client Experience teams to support service escalations, with a focus on resolution and relationship preservation (varies by premium model)
- Manage administrative responsibilities including timecard approvals, attendance, and performance documentation
- Participate in hiring and onboarding of new team members, ensuring alignment with premium service expectations
Requirements
- Bachelor’s Degree or 6+ years of experience in financial services
- 2 years experience as a team lead or manager
- SIE required
- Series 7 required
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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