Hybrid AVP, Client Experience Manager

Posted 3 days ago

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About the role

  • Act as the primary point of contact between Field Management, LPL service and operations; advocate for advisor and client needs
  • Assist with support staff training opportunities
  • Collaborate with Program Manager to create Standard Operating Procedures (SOP’s)
  • Leverage data to understand current business outcomes
  • Help Field Management team identify regular areas of escalation/support
  • Partner with the Field Management team to establish a framework to assess evolving advisor needs
  • Maintain and coordinate distribution of surveys to Field Management team
  • Prepare regular status updates to key stakeholders
  • Support dotted line team members career development and goals by providing meaningful real-time feedback.

Requirements

  • Series 7 (required within 90 days of hire)
  • Minimum 5 years of experience in the finance industry with a strong background in service, operations, or compliance
  • Minimum of three years leadership experience
  • Experience working in, or leading, service teams within a broker-dealer or custodian
  • An entrepreneurial mindset that supports continuous improvement and innovation.
  • Demonstrated ability to maintain effective communication and partnerships with various business leaders
  • Proven organizational skills to manage multiple projects in a fast-paced environment delivering a high-quality client experience
  • Demonstrated client focus with strong analytical and strategic planning skills
  • Strong understanding in financial services with background across both W2 and 1099 advisor models.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

AVP, Client Experience Manager

Job type

Experience level

Lead

Salary

$94,688 - $157,813 per year

Degree requirement

Bachelor's Degree

Location requirements

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