LPL Financial
Core Service Manager
The Service Center is the first point of contact for LPL Financial Advisors who have inquiries related to service and operational needs. The Core Service Manager is responsible for leading and developing a team specialized in all Core Service subject matters (New Accounts, Direct Business, Advisory, Move Money, Account Transfers). The manager instills a great customer service mindset in their direct reports and is accountable for real time resolutions. The manager has the opportunity to lead initiatives to drive business efficiency and continuity. Responsibilities: Drive individual and team performance Take a solution oriented approach to escalated items in real time Develop your agent's talent and support their career goals Identify potential areas of opportunity for staff and provide ongoing coaching Lead various meetings to recognize and share new information with the team Foster a culture where team members can bond and trust each other Maintain focus while maneuvering multiple tasks What Are We Looking For? We're looking for strong collaborators who deliver exceptional client experiences and 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: 3+ years of Financial Service's experience Series 7 or must complete within 90 days of employment Core Competencies: Must be flexible to work varying schedules and hours as needed Strong oral and written communication skills and the ability to work independently Preferences: Experience managing remotely Other FINRA licenses, or professional credentials Pay Range: $64,800-$108,000/year. 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. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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.
The Service Center is the first point of contact for LPL Financial Advisors who have inquiries related to service and operational needs. The Core Service Manager is responsible for leading and developing a team specialized in all Core Service subject matters (New Accounts, Direct Business, Advisory, Move Money, Account Transfers). The manager instills a great customer service mindset in their direct reports and is accountable for real time resolutions. The manager has the opportunity to lead initiatives to drive business efficiency and continuity. Responsibilities: Drive individual and team performance Take a solution oriented approach to escalated items in real time Develop your agent's talent and support their career goals Identify potential areas of opportunity for staff and provide ongoing coaching Lead various meetings to recognize and share new information with the team Foster a culture where team members can bond and trust each other Maintain focus while maneuvering multiple tasks What Are We Looking For? We're looking for strong collaborators who deliver exceptional client experiences and 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: 3+ years of Financial Service's experience Series 7 or must complete within 90 days of employment Core Competencies: Must be flexible to work varying schedules and hours as needed Strong oral and written communication skills and the ability to work independently Preferences: Experience managing remotely Other FINRA licenses, or professional credentials Pay Range: $64,800-$108,000/year. 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. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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.