LPL Financial

Manager - Service Center

LPL Financial$66K — $111K *
Tempe, AZ 85281In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or 6+ years of relevant experience.
  • 2+ years in a team lead or managerial role.
  • SIE required; Series 7 must be obtained within 90 days of employment.
  • Proven communication skills in storytelling and translating vision into actionable steps.
  • Strong emotional intelligence with the ability to build trust.

Responsibilities

  • Translate organizational strategy into actionable plans for the team.
  • Coach team members with a focus on personalized growth and skill development.
  • Empower the team by making independent operational decisions.
  • Manage performance through structured feedback and improvement plans.
  • Create an inclusive environment that encourages risk-taking and authentic expression.
  • Analyze data to drive coaching and identify improvement opportunities.
  • Lead efforts in organizational change management and team collaboration.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Service Manager, IAN Pod

As a Service Manager at LPL Financial, you will play a pivotal role in bridging executive vision with frontline execution. You'll lead a team of approximately 15 Service Representatives, ensuring exceptional service delivery while fostering a culture of trust, engagement, and continuous development. This role goes beyond supervision; it positions you as a strategic leader who empowers your team to thrive in a dynamic environment.

Responsibilities
  • Translate Strategy into Action: Bridge organizational goals and team-level execution by setting clear priorities and aligning daily activities with LPL's vision.
  • Development-Focused Coaching: Move beyond metrics reviews to proactive skill-building, career conversations, and personalized growth plans for each team member.
  • Empowered Decision-Making: Exercise autonomy in operational decisions within defined parameters to drive agility and responsiveness.
  • Performance Management: Own accountability for structured feedback, corrective action, and performance improvement processes where needed.
  • Foster Psychological Safety & Engagement: Build an inclusive environment where team members feel safe to share ideas, take risks, and bring their authentic selves to work.
  • Data-Driven Leadership: Go beyond dashboard reviews-interpret trends and insights to inform coaching, identify opportunities, and influence behaviors.
  • Change Leadership: Support organizational change initiatives and foster collaboration to ensure alignment and adaptability.

What are we looking for?

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.

Requirements
  • Bachelor's Degree or 6+ years of experience in related fields.
  • 2+ years as a team lead or manager.
  • SIE required; Series 7 required or obtained within 90 days of employment.


Core Competencies
  • Communication skills: clarity, storytelling, and translating vision into actionable steps.
  • Emotional intelligence and ability to build trust and psychological safety.
  • Data literacy: ability to interpret dashboards and leverage insights for decision-making.
  • Independent decision-making with risk awareness.
  • Prioritization and organizational skills to manage administrative load effectively.
  • Change management and adaptability in dynamic environments.


Preferences
  • Financial services or FinTech experience.
  • High-volume call center or service center leadership experience.
  • Professional coaching certifications.
  • Experience managing hybrid teams (in-office and remote).
  • Knowledge of project management tools and techniques.


Location

Onsite presence required for training. Post-training, onsite at least three days per week based on business needs.

Pay Range:
$66,744.00 - $111,240.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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