VP, Premium Service

LPL Financial•Tempe, AZ

5d•Hybrid

About The Position

The Vice President, Premium Service leads execution of the Premium Service strategy for a defined portfolio of LPL Financial’s Premium model advisors. The role is accountable for creating a differentiated experience that supports advisor satisfaction, loyalty, and growth, and for leading day-to-day operations of a contact center organization of approximately 150 employees. The VP leads managers and service professionals and is responsible for advisor outcomes, operational excellence, talent development, and continuous improvement. Reporting to the SVP, Premium Service, this leader serves as a strategic thought partner, helping shape organizational priorities, address complex business challenges, and identify opportunities to strengthen the advisor experience. The VP translates strategy into actionable plans and measurable results while driving cross-functional collaboration, operational effectiveness, and scalable solutions. The role requires onsite leadership and in-office attendance at least three days per week.

Requirements

At least 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 strategic priorities into operational plans, organizational goals, and measurable outcomes.
Attract, develop, and retain a high-performing organization focused on exceptional service experiences 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 strong 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 processes, workforce planning, and service delivery practices.
Champion innovation, continuous improvement, and process simplification to improve advisor experience and organizational efficiency.
Lead organizational change initiatives and ensure adoption of new business strategies, technologies, and operating models.