Service Manager - IAN; Independent Advisor Network) Pod

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

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.

• 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

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.

• Bachelor’s Degree or 6+ years of experience in financial services
• 2+ years experience as a team lead or manager
• SIE obtained and active
• Series 7 obtained and active
• Core Competencies:
  • Coaching and employee development skills
  • Relationship-building and interpersonal communication skills
  • 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

• Experience in premium or relationship-based service models
• Financial services or Fin Tech background
• Professiona…