VP, Service Center
LPL Financial - Tempe, AZ
Hiring: VP, Service Center Company: LPL Financial Location: Tempe, AZ Job Posted Time: 2026-09-10 12:37:14 Target Skills & Keywords : Series 7, Wealth Management About the job Experience: •10+ years of experience in a contact center, preferably in the financial services industry. •5 years of people leadership experience, including experience leading leaders and developing high-performing teams. •Minimum 5 years of people leadership experience, including experience leading leaders and developing high-performing teams. Required Skills: •Lead the overall execution of Core Service, establishing clear priorities, operating expectations, and measurable outcomes that support an exceptional advisor experience. •Lead and develop AVPs, Managers, and more than 100 Financial Service Professionals, building a strong leadership pipeline and a culture of accountability, engagement, inclusion, and high performance. •Own day-to-day service performance across transactional support functions such as money movement, new accounts, account transfers, and related advisor service needs. •Use service-level, call-center, quality, productivity, client experience, and other operational data to identify trends, remove barriers, and continuously improve performance. •Build strong relationships with Financial Advisors, office staff, institutional partners, and internal stakeholders, ensuring service expectations are understood and consistently met. •Serve as a visible leadership point for complex client and operational issues, applying sound judgment to determine when tactical resolution, escalation, or broader strategic action is required. •Partner closely with Client Success Management, Client Solutions, Workforce Management, Product, Technology, Learning and Development, and other enterprise teams to solve issues and improve the end-to-end advisor experience. •Leading change and transformation efforts that improve service delivery, including process redesign, technology enablement, workforce capabilities, and adoption of new operating practices. Qualifications: •Demonstrated success leading, high-volume service organizations, preferably supporting Financial Advisors, wealth management professionals, or other sophisticated client segments. •Demonstrated ability to use data, operating routines, and continuous improvement practices to drive measurable service and business outcomes. •Executive communication, relationship-building, and problem-solving skills. •Bachelor's degree preferred •Translate business priorities into a clear service strategy, operating plan, and measurable outcomes. •Understand our advisor’s needs and use client insights to improve service experience, loyalty, and business outcomes. •Drive performance through disciplined management routines, data-driven decision making, and continuous improvement. Compensation: •$109,283 - $182,207 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!