Mgr, Service Center • Masters PODs

Position Summary

Lead with Purpose, Unlock Your Team’s Passion  a Service Manager at LPL Financial, you will step into a pivotal role at the heart of our Client Success team. You will 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 provide real‑time coaching and development of your team, build your team’s capability, and ensure clients receive service and experience that reflects our commitment to excellence.

• Directly lead and guide a team of about 13 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 escalations, to further develop 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 time‑card 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, are driven to help our clients succeed, embrace creativity and continuous improvement, and contribute to a culture where we win together.

• Bachelor’s Degree preferred or 6+ years progressive experience in related fields.
• Minimum of 2 years as a team lead or manager of a team.
• SIE and Series 7 required within 90 days of employment.
• Preferred training in multiple skills:
  Move Money, Transfers, New Accounts, and Direct Business.

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

• Skilled at coaching, employee development, and managing employee performance.
• Ability to drive results within a team.
• Proficiency in customer service.
• Strong written and verbal communication skills.
• Problem‑solving skills and ability to analyze performance data trends.
• Agile mindset.

Pay Range: $66,744.00 – $. Actual base salary varies based on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

LPL Total Rewards package is highly competitive and designed to support your success at work, at home, and efits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EOE.