Manager, Service Center

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.

As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team. In this position, you'll lead a talented group of around 15 service representatives, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing LPL’s mission by providing real‑time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence.

You will demonstrate critical thinking and problem‑solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole. Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client‑centric values.

By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.

• Directly lead and guide a team of about 15 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
• Coach individual team members in real‑time, including coaching sessions after pain points identified or client escalation to further develop your team’s call management skills.
• Support Service Professionals and clients through service escalations, as needed.
• Use performance reports, including individual frontline metrics and various team metrics, to better coach and develop your team, and manage performance as necessary.
• Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
• Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
• Execute administrative management responsibilities, including timecard approvals, reviewing time‑off requests, and monitoring attendance.
• Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.

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 progressive experience in related fields.
• Minimum of 2 years as a team lead or manager of a team.
• SIE Required.
• S7 required or obtained within 90 days of employment.

• Highly skilled at coaching, employee development, and managing and supporting employee performance.
• Strong ability to drive results within a team.
• Demonstrated proficiency in customer service.
• Excellent communication skills; both written and verbal.
• Problem‑solving skills and ability to analyze performance data trends.
• Agile mindset.

• Financial services or Fin Tech experience.
• Call center or service center high‑volume call and team management.
• Professional coaching certifications.
• Knowledge of project management tools and techniques.
• Experience managing hybrid employees (in‑office and remote).

The role is based in the office locations mentioned in the job description.…