SVP, Premium Service
$187,975–$313,223 year
On-siteFort Mill, South Carolina, United States
Job Summary
Own the end-to-end strategy and service experience for LPL's Premium advisors and firms, delivering a differentiated, relationship-driven model that deepens loyalty and drives growth. Lead an organization of over 350 full-time employees by setting scalable service strategies, evolving advisor-centric processes, and balancing personalization with operational excellence. Attract, develop, and retain top service talent while partnering with cross-functional leaders to anticipate advisor needs and create meaningful value throughout their lifecycle. Maintain direct engagement with Premium advisors through councils, site visits, and listening forums to leverage insights for retention and growth. Serve as a visible executive sponsor for key advisor relationships, championing innovation and continuous improvement across the financial services industry.
Required Qualifications
- 10+ years of significant leadership experience in a contact center
- Experience 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 license
- FINRA Series 24 license
- Ability to obtain FINRA Series 7 and 24 licenses upon hire
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