LPL Financial
What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview As a
Premium Service Manager
at LPL Financial, you’ll lead a high‑performing team of
10–15 Financial Service Professionals (FSPs)
dedicated to delivering proactive, personalized, and relationship‑driven service to our premium advisors. You’ll play a key role in elevating the client experience by coaching your team to build authentic rapport, anticipate advisor needs, and provide value beyond the immediate inquiry.
This role supports one of several premium service models — including Summit, Masters, IAN, and others — each designed to offer differentiated service experiences. You’ll guide your team in developing deep advisor relationships, leveraging business knowledge, and delivering proactive communication that reflects our commitment to excellence. Your leadership will be instrumental in driving advisor satisfaction, team engagement, and continuous improvement in service performance.
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)
Share best practices across pods and advocate for resources that enhance the premium experience
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
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
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
Core Competencies
Exceptional coaching and employee development skills
Strong relationship‑building and interpersonal communication
Ability to drive proactive service behaviors and personalized experiences
Analytical mindset with ability to interpret performance data
Agile and adaptable in a hybrid work environment
Strategic Thinking: Demonstrates situational awareness and the ability to connect team‑level performance trends to broader service goals. While not responsible for enterprise‑wide strategy, Premium Service Managers contribute to tactical improvements, identify service gaps, and collaborate with leadership to enhance the advisor experience within their assigned pod
Preferences
Experience in premium or relationship‑based service models
Financial services or FinTech background
Professional coaching certifications
Experience managing hybrid teams (remote and in‑office)
Familiarity with call center metrics and performance tools
Location & Work Model This role supports premium service pods with varying in‑office expectations:
Masters Pods : This role follows a
hybrid model , with an expected in‑office presence of
2 days per week , depending on business needs. Training will be conducted in‑office to maximize learning and coaching opportunities. Post‑training, your schedule will align with the needs of your assigned premium pod
#LPL‑PA
Pay Range $66,744‑$111,240/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, 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.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575‑6947.
EAC12.9.25
#J-18808-Ljbffr
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview As a
Premium Service Manager
at LPL Financial, you’ll lead a high‑performing team of
10–15 Financial Service Professionals (FSPs)
dedicated to delivering proactive, personalized, and relationship‑driven service to our premium advisors. You’ll play a key role in elevating the client experience by coaching your team to build authentic rapport, anticipate advisor needs, and provide value beyond the immediate inquiry.
This role supports one of several premium service models — including Summit, Masters, IAN, and others — each designed to offer differentiated service experiences. You’ll guide your team in developing deep advisor relationships, leveraging business knowledge, and delivering proactive communication that reflects our commitment to excellence. Your leadership will be instrumental in driving advisor satisfaction, team engagement, and continuous improvement in service performance.
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)
Share best practices across pods and advocate for resources that enhance the premium experience
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
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
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
Core Competencies
Exceptional coaching and employee development skills
Strong relationship‑building and interpersonal communication
Ability to drive proactive service behaviors and personalized experiences
Analytical mindset with ability to interpret performance data
Agile and adaptable in a hybrid work environment
Strategic Thinking: Demonstrates situational awareness and the ability to connect team‑level performance trends to broader service goals. While not responsible for enterprise‑wide strategy, Premium Service Managers contribute to tactical improvements, identify service gaps, and collaborate with leadership to enhance the advisor experience within their assigned pod
Preferences
Experience in premium or relationship‑based service models
Financial services or FinTech background
Professional coaching certifications
Experience managing hybrid teams (remote and in‑office)
Familiarity with call center metrics and performance tools
Location & Work Model This role supports premium service pods with varying in‑office expectations:
Masters Pods : This role follows a
hybrid model , with an expected in‑office presence of
2 days per week , depending on business needs. Training will be conducted in‑office to maximize learning and coaching opportunities. Post‑training, your schedule will align with the needs of your assigned premium pod
#LPL‑PA
Pay Range $66,744‑$111,240/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, 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.
Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
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. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575‑6947.
EAC12.9.25
#J-18808-Ljbffr