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?
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
Company Overview:
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business the
Benefits
Health insuranceVision insurance401(k)Remote work optionsEquity / stock options
Additional Information
Service Manager, IAN Pod
Lead with Purpose, Unlock Your Team's Passion
At LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today.
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.
Lplfinancial · Fort Mill