VP, Premium Service

LPL Financial•Tempe, AZ

7d•$109,283 - $182,207•Hybrid

About The Position

The VP, Premium Service leads execution of the Premium Service strategy for a defined portfolio of LPL Financial’s Premium model advisors, delivering a differentiated experience that supports advisor satisfaction, loyalty, and growth. Reporting to the SVP, Premium Service, this role leads the day-to-day operations of a contact center organization of approximately 150 employees and is accountable for advisor outcomes, operational excellence, talent development, and continuous improvement. The VP leads a team of leaders and service professionals, driving proactive advisor support, trusted relationships, and service delivery that enhances advisor loyalty, retention, and growth. In partnership with Service leadership peers, the role acts as a strategic thought partner to the SVP, helping shape priorities, address complex business challenges, and identify opportunities to strengthen the advisor experience. The position translates strategy into actionable plans and measurable results, advances cross-functional collaboration, and develops scalable solutions for evolving advisor and firm needs. Onsite leadership is required, with in-office attendance at least three days per week.

Requirements

5+ years of leadership experience in financial services, contact centers, relationship management, or service organizations.
Demonstrated success leading large service teams.
Experience developing talent while managing organizations of significant size and complexity.
Track record of driving operational improvements and delivering measurable client and business outcomes.
Experience leading cross-functional initiatives and influencing outcomes across large organizations.
Strong client-facing experience, including relationship management and complex issue resolution.
Experience leading teams through organizational change and transformation.
Series 7 license.

Responsibilities

Execute the Premium Service strategy established by the SVP, translating priorities into operational plans, organizational goals, and measurable outcomes.
Attract, develop, and retain a high-performing organization focused on exceptional service for Premium advisors.
Drive strategic problem solving across Premium Service, using data, advisor insights, and business knowledge to improve outcomes and reduce friction.
Partner with leaders across LPL to deliver a seamless advisor experience and advance enterprise priorities.
Build relationships with advisors and firms, serving as an escalation point for highly complex service situations and business issues.
Use advisor feedback, service metrics, and industry trends to identify opportunities for service enhancement and advisor growth.
Lead and optimize operating routines, including performance management, workforce planning, and service delivery practices.
Champion innovation, continuous improvement, and process simplification to improve the advisor experience and organizational efficiency.
Lead organizational change initiatives and support adoption of new business strategies, technologies, and operating models.