SVP, Agent Support Enablement

LPL Financial

. Define and execute a multi-year agent support enablement strategy aligned with advisor and client experience priorities, growth plans, and operating model .

Posted 11/6/2026full-timeUnited StatesLead💰 $189,108 - $315,180 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive leadership in service transformation and platform modernization within regulated financial services, emphasizing CRM, workflow automation, and AI-enabled support capabilities. Proven ability to build high-performing teams and establish governance frameworks while driving measurable improvements in client and employee experiences.

Highest-signal resume keywords

Service Transformation LeadershipEnterprise CRM ManagementWorkflow Automation ExpertiseGenerative AI DeploymentLean Six Sigma Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Service TransformationPlatform ModernizationWorkflow AutomationKnowledge ManagementChange ManagementProduct ManagementData AnalysisProcess RedesignQuality AutomationDigital Service Implementation

Soft Skills

LeadershipCollaborationCoachingChange ReadinessAccountability

Tools & Technologies

SalesforceServiceNowMicrosoft Dynamics 365GenesysNICEAmazon ConnectPegaConversational AIAgent-Assist SolutionsKnowledge Retrieval

Certifications & Qualifications

Lean Six Sigma

Industry Keywords

Wealth ManagementBrokerageBankingInsuranceRegulated Financial ServicesComplianceRisk ManagementGovernanceCybersecurityAuditability

Tech Stack

Tools & technologies

Cyber SecurityServiceNow

About the role

Key responsibilities & impact

Define and execute a multi-year agent support enablement strategy aligned with advisor and client experience priorities, growth plans, and operating model
Own the roadmap for CRM, case management, knowledge management, workflow automation, quality tools, conversational AI, agent-assist capabilities, and omnichannel service experiences
Redesign end-to-end service journeys using data, interaction insights, feedback, and process analysis
Lead platform selection, business cases, vendor governance, implementation, integration, and value realization for enterprise support technologies
Establish a modern knowledge and content operating model delivering accurate, contextual, and compliant guidance
Partner with Learning and Development and business leaders on training, change readiness, adoption, coaching, and reinforcement
Create an enterprise measurement framework covering productivity, quality, client effort, employee experience, digital containment, resolution, risk, and financial impact
Build and lead a high-performing organization with accountability, succession planning, and management of employees, contractors, and strategic partners
Embed governance, privacy, cybersecurity, model risk, records management, supervision, accessibility, and auditability into solution design and operations
Partner across Service, Operations, Technology, Product, Learning and Development, Risk, Compliance, Legal, and Data

Requirements

What you’ll need

12+ years of progressive leadership experience in service, operations, enablement, product, or technology
Significant responsibility in wealth management, brokerage, banking, insurance, or another regulated financial services environment
Demonstrated success leading large-scale service transformation, platform modernization, or operating-model change with measurable improvements
Experience owning enterprise CRM, case management, knowledge management, workflow automation, contact-center, digital service, or AI-enabled support capabilities
Experience leading teams and complex programs across business, technology, data, risk, compliance, and third-party partners
Bachelor’s degree or equivalent relevant experience
Preferred experience with Salesforce, ServiceNow, Microsoft Dynamics 365, Genesys, NICE, Amazon Connect, Pega, or comparable enterprise service platforms
Preferred experience deploying generative AI, conversational AI, intelligent routing, knowledge retrieval, quality automation, or real-time agent-assist solutions with appropriate controls
Lean Six Sigma, product management, change management, or service-design experience preferred

Benefits

Comp & perks

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