Job Description – Premium Support Summit Service Manager

As a Premium Support Summit Manager you will lead a team of Financial Service Professionals that will support LPL Financials top tiered advisors (Summit Qualifying) via multiple communication structures such as phone, email and chat. The advisor inquiries will range from something as simple as an account balance to the complexity of helping resolve unique financial transactions. You will be responsible for inspiring and engaging your team members in a manner consistent with LPL Financials values. No matter what the situation, your team’s duty remains the same:

Providing our clients with timely, correct, and relevant information, when and where they need it so that in turn, they can help their clients achieve their own financial dreams.  With a shared understanding of the advisors business practice, you will work closely in a POD structure with Relationship Management, Supervision and Marketing Regulatory Review teams to elevate and deliver greater value.  You will participate in monthly or quarterly calls with the advisors to share operational NIGO key learnings while partnering with the PAR team and the Client Experience Manager in modifying or creating advisor facing performance metrics. 

If you have an entrepreneurial spirt, work great in a team environment and a passion for coaching, facilitation, and addressing challenging interpersonal dynamics, this would be a rewarding career for you.

The Expertise Were Looking For

• Bachelors preferred or equivalent work experience
• Series 7 required within 90 days
• 3+ years leading and developing others
• Proven ability to lead, develop and coach professionals while possessing strong mentoring and employee development skills.
• Demonstrated high degree of professional maturity and leadership

The Skills You Need

• Ability to inspire, motivate, and challenge your team to tackle the opportunities for improvement
• Discover and craft a development plan filled with tasks and deliverables that are personalized to the employees growth strategy
• Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented and dynamic environment
• Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them
• Foster a culture of engagement, diversity and inclusion
• A positive can-do attitude; willing to "get in the weeds" with employees
• Utilize the principles of continuous improvement and advisor feedback to streamline and enhance processes and procedures
• Resourceful in navigating across the organization to get work completed and issues resolved
• Constantly working on developing team members for succession planning.
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
• Lead from the front and embody the firm’s mission and values – and understand how to educate and reinforce

The Talents You Deliver

• BE BALANCED- Juggle multiple tasks, while maintaining focus
• BE PROACTIVE- Take a solution oriented approach to escalated items
• BE CURIOUS- innovate, identify and take action on process improvements
• BE COURAGEOUS- identify potential areas of opportunity for staff and provide ongoing coaching
• BE ENTREPRENEURIAL- understand your role as a business owner and strive to elevate the status quo
• BE A MOTIVATOR- Conduct meetings to recognize and share new information with your staff

The Empowerment of Your Role

LPL is transforming our culture and our commitment to the ease of doing business. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this we are all empowered to make things simpler and do what is best for advisors and their investors.

The Quality You Deliver

At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.

You’re Life

LPL Financial has a “we” philosophy rather than a “me” philosophy. Our benefit packages are built to support our colleagues and their families by providing programs that foster health, peace of mind, work/life balance, as well as support for your financial and social goals and commitments. Sound too good to be true? See for yourself and learn more about our benefit offerings.

Location: The role is based in the office locations mentioned in the job description. Initially, you can expect to spend your training time in the office five days per week to take full advantage of in-person learning and coaching. After training, the expectation is that you will be onsite at least three days per week. Your schedule will depend on the business needs and requirements of your assigned team.

 

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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

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.

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.

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