The
Vice President (VP), Premium Service is responsible for leading the execution of the Premium Service strategy for a defined portfolio of LPL Financial's Premium model advisors, ensuring a differentiated experience that drives advisor satisfaction, loyalty, and growth.
Reporting to the SVP, Premium Service, you will lead the day-to-day operations of a contact center organization of approximately 150 employees and be accountable for advisor outcomes, operational excellence, talent development, and continuous improvement. Leading a team of leaders and service professionals, you will drive proactive advisor support, build trusted relationships, and ensure service delivery consistently enhances advisor loyalty, retention, and growth.
In partnership with Service leadership peers, this role serves as a strategic thought partner to the SVP, helping shape organizational priorities, solve complex business challenges, and identify opportunities to strengthen the advisor experience. This leader translates strategy into actionable plans and measurable results while driving cross-functional collaboration, operational effectiveness, and scalable solutions that position the organization to meet evolving advisor and firm needs. This role requires onsite leadership and in-office attendance a minimum of three days per week.
Responsibilities:- Execute the Premium Service strategy, established by the SVP, translating strategic priorities into operational plans, organizational goals, and measurable outcomes.
- Attract, develop, and retain a high-performing organization focused on delivering exceptional service experiences for Premium advisors.
- Drive strategic problem solving across the Premium Service organization, leveraging data, advisor insights, and business knowledge to improve outcomes and reduce friction.
- Partner closely with leaders across LPL to deliver a seamless advisor experience and advance enterprise priorities.
- Build strong relationships with advisors andfirms, serving as an escalation point for highly complex service situations and business issues.
- Leverage advisor feedback, service metrics, and industry trends to identify opportunities for service enhancement and advisor growth.
- Lead and optimize operating routines, including performance management processes, workforce planning, and service delivery practices.
- Champion innovation, continuous improvement, and process simplification to improve advisor experience and organizational efficiency.
- Lead organizational change initiatives and ensure successful adoption of new business strategies, technologies, and operating models.
What are we looking for?We're looking for strong collaborators and team players who 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:- 5+ years of leadership experience in financial services, contact centers, relationship management, or service organizations
- Demonstrated success leading large service teams.
- Experience developing talent while managing organizations of significant size and complexity.
- Track record of driving operational improvements and delivering measurable client and business outcomes.
- Experience leading cross-functional initiatives and influencing outcomes across large organizations.
- Strong client-facing experience, including relationship management and complex issue resolution.
- Experience leading teams through organizational change and transformation.
Core Competencies:- Strategic Execution: You effectively translate vision into action, balance short- and long-term priorities, and deliver results aligned to organizational objectives.
- Advisor focus: You understand the needs of financial advisors and advocate for experiences that drive satisfaction, loyalty, and business growth.
- Operational excellence: You leverage disciplined execution, data-driven decision-making, and strong operating routines to achieve measurable business outcomes.
- Strategic Problem Solving: You identify root causes, assess trade-offs, and develop practical solutions to complex organizational and advisor challenges.
- Relationship leadership: You build credibility and trust with advisors, leaders, and cross-functional partners while influencing outcomes across the organization.
- Change leadership: You successfully lead teams through transformation, growth, and evolving business priorities.
- Talent development: You have a demonstrated ability to develop leaders, strengthen organizational capability, and build diverse, high-performing teams.
- Communication and influence: You communicate effectively with all levels of the organization and excel in environments where results are achieved through influence and collaboration.
- Sound judgment: You make thoughtful decisions, effectively prioritize competing demands, and appropriately balance risk and business outcomes.
- Culture leadership: You foster an environment of accountability, trust, teamwork, continuous improvement, and inclusion.
#LPL-H1
Pay Range: $109,283.00 - $182,207.00
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!
