Hybrid Premium Support Summit – Service Manager

Posted 3 weeks ago

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About the role

  • Lead a team of Financial Service Professionals supporting top tiered advisors at LPL Financial. Manage performance, coach staff, and enhance client experiences in a dynamic environment.

Responsibilities

  • Directly lead and guide a team of about 10 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, inclusive of 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 manager 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.

Requirements

  • SIE and Series 7 required within 90 days
  • Minimum of 3 years as a team lead or manager of a team
  • 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
  • Constantly working on developing team members for succession planning.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
  • competitive total rewards package

Job title

Premium Support Summit – Service Manager

Job type

Experience level

Mid levelSenior

Salary

$71,300 - $118,800 per year

Degree requirement

Bachelor's Degree

Location requirements

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