Help shape the future of advisor service at one of the nation's leading independent wealth management firm. As
SVP, Premium Service, you will lead a high-performing organization focused on delivering a differentiated experience for some of our most sophisticated advisors, driving loyalty, growth, and long-term partnership. This is a highly visible leadership opportunity to influence enterprise strategy, lead meaningful transformation, and develop exceptional teams while working across the firm to elevate the advisor experience. If you're passionate about service excellence, talent development, and creating business impact at scale, we invite you to join us.
The
SVP, Premium Service is responsible for defining and delivering a differentiated service experience for LPL's Premium advisors. This leader will oversee strategy, execution, talent, and advisor outcomes for a high-touch service organization focused on deepening trust, increasing advisor loyalty, and helping advisors achieve their business goals through exceptional service and partnership.
Responsibilities:The
SVP, Premium Service owns the end-to-end strategy and service experience for advisors and firms participating in LPL's Premium service model. You will be accountable for delivering a differentiated, relationship-driven experience that deepens advisor loyalty, drives growth, and reinforces LPL's position as the partner of choice for advisors. This includes setting strategy for Premium Service, evolving a scalable service model that combines exceptional talent, advisor-centric processes, and enabling technology, and ensuring your organization consistently delivers outcomes that matter most to advisors. You will lead an organization of over 350 full time employees and will be responsible for attracting, developing, and retaining top service talent and leaders who are passionate about helping advisors grow and succeed.
- Partner closely with leaders across LPL to develop and execute a premium service experience that anticipates advisor needs and creates meaningful value.
- Lead the evolution of the Premium Service model by balancing personalization, scale, and operational excellence, ensuring advisors receive proactive support and strategic partnership throughout their lifecycle with LPL.
- Build highly engaged and diverse teams of service leaders and professionals who establish trusted relationships with advisors and consistently deliver exceptional experiences.
- Maintain a deep understanding of the needs, challenges, and ambitions of Premium advisors through direct engagement, advisory councils, site visits, listening forums, and other client feedback mechanisms.
- Leverage advisor insights, service data, industry trends, and competitive intelligence to identify opportunities to enhance the advisor experience, improve retention, and support advisor growth.
- Champion innovation and continuous improvement by incorporating best practices from leading service organizations both within and outside the financial services industry.
- Serve as a visible executive sponsor for key advisor relationships, helping navigate complex issues, strengthen trust, and create long-term partnerships.
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:- 10+ years of significant leadership experience in a contact center, preferably in the financial services industry.
- Demonstrated success leading large-scale service organizations serving high-value clients, advisors, or relationship-driven customer segments.
- Experience designing and evolving differentiated service models that improve client satisfaction, retention, and business growth.
- Strong understanding of the wealth management industry and the needs of financial advisors.
- FINRA Series 7 and 24 licenses, or the ability to obtain them upon hire.
Core Competencies:- Strategic leadership: You can define a compelling vision for Premium Service, anticipate advisor needs, and connect service strategy to business outcomes.
- Advisor obsession: You have a deep appreciation for what drives advisor satisfaction, loyalty, and growth, and you advocate relentlessly for the advisor experience.
- Operational excellence: You translate strategy into measurable results through disciplined execution, strong operating routines, and data-driven decision making.
- Relationship leadership: You build credibility and trust with advisors, executive stakeholders, and cross-functional partners, particularly in high-impact or complex situations.
- Change leadership: You successfully lead teams through growth, transformation, and evolving business priorities while maintaining focus and engagement.
- Talent development: You attract, develop, and retain top talent and have a track record of building strong leadership pipelines.
- Executive communication: You communicate clearly and persuasively, tailoring messages to advisors, employees, and senior leaders.
- Culture leadership: You foster an inclusive, high-performing environment built on accountability, trust, teamwork, and continuous improvement.
Pay Range: $187,975.00 - $313,223.00
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!
