As a Premium Support Summit Manager you will lead a team of Financial Service Professionals that will support LPL Financials top tiered advisors (Summit Qualifying) via multiple communication structures such as phone, email and chat. The advisor inquiries will range from something as simple as an account balance to the complexity of helping resolve unique financial transactions.
With a shared understanding of the advisors business practice, you will work closely in a POD structure with Relationship Management, Supervision and Marketing Regulatory Review teams to elevate and deliver greater value. You will participate in monthly or quarterly calls with the advisors to share operational NIGO key learnings while partnering with the PAR team and the Client Experience Manager in modifying or creating advisor facing performance metrics.
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.
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:- SIE and Series 7 are required OR obtained within 90 days
- Minimum of 2+ years as a team lead or manager of a team
Core Competencies:- 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.
Preferences:- Bachelors preferred or equivalent work experience
- Financial services or FinTech experience
This role is designated as Office Independent, meaning it does not require regular in-office presence. While initial onboarding and training may include some in-person sessions, the role is primarily remote. Occasional office visits may be expected for key meetings, team events, or business needs. Your schedule will be guided by the requirements of your team and the nature of your responsibilities. 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!
