Service Manager

LPL Financial

. Lead a team of Financial Service Professionals supporting LPL Financial’s top-tier Summit Qualifying advisors via phone, email, and chat .

Posted 11/12/2026full-timeUnited StatesJuniorMid-Level💰 $66,744 - $111,240 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing and developing a team of Financial Service Professionals, focusing on performance metrics, coaching, and fostering an inclusive environment. Possesses expertise in financial services, with a commitment to advisor support and operational excellence.

Highest-signal resume keywords

Team LeadershipCoaching and DevelopmentPerformance Metrics ManagementFinancial Services ExperienceSIE and Series 7 Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

IntegrityEngagementDiversity and InclusionAdaptabilityMotivation

Certifications & Qualifications

SIESeries 7

Industry Keywords

Financial ServicesFinTechAdvisor SupportPerformance MetricsSuccession Planning

About the role

Key responsibilities & impact

Lead a team of Financial Service Professionals supporting LPL Financial’s top-tier Summit Qualifying advisors via phone, email, and chat
Handle advisor inquiries ranging from account balances to complex financial transactions
Work in a POD structure with Relationship Management, Supervision, and Marketing Regulatory Review teams
Participate in monthly or quarterly advisor calls to share operational NIGO key learnings
Partner with the PAR team and Client Experience Manager to modify or create advisor-facing performance metrics
Lead and guide approximately 10 service professionals
Establish performance and career objectives, provide coaching, and foster motivation and team engagement
Coach team members in real time, including after pain points or client escalations
Support service professionals and clients through service escalations
Use individual frontline and team performance metrics to coach, develop, and manage performance
Identify performance trends and improvement areas, advocate for additional resources, interview and hire team members
Execute administrative management tasks including timecard approvals, time-off requests, and attendance monitoring

Requirements

What you’ll need

SIE and Series 7 are required OR obtained within 90 days
Minimum of 2+ years as a team lead or manager of a team
Ability to discover and craft personalized employee development plans
Comfort with ambiguity and ability to learn quickly in a complex, growth-oriented, dynamic environment
Ability to lead with integrity and create an inclusive, valued, and supportive environment
Ability to foster engagement, diversity, and inclusion
Experience developing team members for succession planning
Bachelor's degree preferred or equivalent work experience
Financial services or FinTech experience preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package designed to support success at work, at home, and at play