Manager - Service Center

LPL FinancialSan Diego, CA
$66,744 - $111,240Hybrid

About The Position

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.

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.
  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
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