Manager - Banking Service Center
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About The Position
As a manager, in the newly created Banking service team, you will oversee a small call center. This team will serve as the primary point of contact for LPL Financial Professionals who have inquiries related to LPL's cash management account / product. A Cash Management Account (CMA) enables banking features such as checkwriting, debit cards, and bill pay services to an underlying investment account. The manager position will oversee building out this new team, along with day-to-day operations of the call center and work closely with their product partners to drive strategic decisions on enhancements. The ideal candidate would have experience managing service centers within the wealth management or banking industry but have a strong passion for excellence and talent management.
