SVP, Agent Support Enablement

LPL Financial

. Develop and execute a comprehensive enablement strategy for support agents aligned with the firm’s client experience goals .

Posted 11/5/2026full-timeRemote • Texas • United StatesLead💰 $189,108 - $315,180 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing enablement strategies for client support, leveraging CRM systems, AI-driven tools, and process improvement methodologies to enhance client experience and operational efficiency. Proven ability to lead technology implementations and collaborate with cross-functional teams to drive continuous improvement.

Highest-signal resume keywords

Client Support WorkflowsCRM SystemsSalesforceChange ManagementLean Six Sigma

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technology ImplementationsData AnalyticsWorkflow AutomationPerformance MetricsProcess Improvement

Soft Skills

LeadershipCommunicationStakeholder ManagementAnalytical Mindset

Tools & Technologies

SalesforceServiceNowAI/Chatbot ToolsKnowledge Management Platforms

Industry Keywords

Client ExperienceFinancial ServicesWealth ManagementRegulatory Compliance

Tech Stack

Tools & technologies

ServiceNow

About the role

Key responsibilities & impact

Develop and execute a comprehensive enablement strategy for support agents aligned with the firm’s client experience goals
Partner with senior stakeholders across Technology, Operations, Compliance, and Product to ensure alignment and scalability
Identify, evaluate, and implement CRM, knowledge management, AI/chatbot, and workflow automation platforms
Lead vendor selection and integration efforts for support-related technologies
Collaborate with Learning & Development to design agent training programs
Establish feedback loops to refine tools based on agent input and performance metrics
Use data and analytics to identify support journey pain points and implement solutions
Champion continuous improvement and innovation in client support
Ensure tools and processes comply with regulatory requirements and internal risk standards
Maintain documentation and audit trails for enablement initiatives

Requirements

What you’ll need

10 or more years of experience in client service, operations, or enablement roles within financial services, preferably wealth management
Proven track record of leading large-scale technology implementations and change management initiatives
Strong understanding of client support workflows, CRM systems, and digital engagement tools
Exceptional leadership, communication, and stakeholder management skills
Analytical mindset with experience using KPIs and client feedback to drive decisions
Experience with Salesforce, ServiceNow, or similar platforms
Familiarity with AI-driven support tools and omnichannel service models
Background in Lean Six Sigma or similar process improvement methodologies

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package