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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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VP, Service Center

Job ID: R-020611 Date posted: 01/06/2022 Primary Location CA-San Diego Other Locations SC-Fort Mill

Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

As a Vice President, Service you will be responsible for planning and directing projects to help build the sustainable, repeatable capabilities that support delivery of the highest standards of service and execution. This role will also include responsibility for leading special projects to drive more quality, scope, and scale in the offering. It may include management of multiple teams as well. The Vice President of Service is a full time position located in Fort Mill or San Diego

Responsibilities:

This position has day-to-day leadership level responsibility for multiple service teams organization delivering daily transactional support to over 20,000 industry personnel working inside financial institutions and independent financial planning and wealth management offices. Chiefly responsible for developing tactical plans supporting key deliverables inside the broader LPL strategic plan. The Senior Leader must develop a highly motivated and scalable organization, focused on delivering an industry leading client experience. Outcomes achieved should fall into the categories of LPL’s strategic goals and ease of doing business initiatives.

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Prefer 10+ years of experience with a strong emphasis on client interaction roles/models. Candidates must demonstrate sustained high performance and high career potential
  • Bachelor degree required. Masters-level study preferred.
  • C-Suite level presentation experience required. Must be comfortable leading and presenting in front of large groups of clients and staff.
  • Must have demonstrated experience with excelling in an “influence model”, where results are often achieved with and through others.
  • Should have demonstrated experience in human capital capacity and budget management
  • Must evidence the business acumen and organizational agility to manage and lead effectively in a dynamic “change is the norm” environment
  • Should be an expert change management driver who has critical consensus building skills and an ability to drive complex initiatives and change across multiple functions within the organization by partnering with and leveraging others’ expertise and roles
  • Must be able to build sound business relationships across the enterprise. Critical for enabling a strong mutual understanding of risks and opportunities, and achieving close alignment on business needs, direction, and risk appetite.
  • Licenses/Certification Required:  Series 99   Preferred:  Series 7, 24, 63 and 65 (66)
  • Software/Systems Skills Required:  Microsoft applications –Word, PowerPoint and Excel, SalesForce

Soft Skills Required:

  • Excellent verbal and written communication skills
  • Ability to deliver customer-centric solutions when presented with issues or challenges
  • Innovative and have an “outside of the box” thinking when with a pro-active approach to solving and preventing problems
  • Accountable leader and a self-starter who operates highly with minimal directions  for day to day management oversight
  • Able to lead multiple teams and leverages KPIs to hold them accountable for delivering acceptable service standards consistently
  • Fosters diversity of thoughts, seeking input from different background and experiences
  • Ability to work under pressure/deadlines and manage multiple priorities
  • Interface effectively with all levels of management and the ability to positively influence outcomes, particularly in difficult matters
  • Strong time management and organizational skills
  • Demonstrate strong managerial and coaching skills with a goal of developing future accountable leaders for the Service organization

The Skills You Need

  • Initiating, driving, and implementing strategies to improve reliability, ease of doing business and personal attention
  • Championing new ideas and initiatives. Creating an environment supporting innovation and diversity of thoughts
  • Overseeing LPL client service delivery across the full range of contact channels—phone, email, social media, chat, and more.
  • Driving enterprise-wide collaboration on how to deliver greatest value to clients. Liaising with business leaders, colleagues and clients to deliver service satisfaction and loyalty.
  • Development and deployment of key performance measures. Leveraging a strong management routine to drive optimal performance and continuous improvement.
  • Recommend appropriate resource capacity and competency for delivering client service excellence, at the smartest cost possible.
  • Dedicated review and inspection of client feedback trends. Early identification, sizing and prioritization of gaps. Making expeditious changes serving to improve the overall service model and client experience.
  • High attention to the staff interaction model. Fostering collaborative relationships, a sense of teamwork, and a shared sense of engagement towards achieving goals.
  • Construction of a high performing organization. Attracting, developing and retaining talented leaders capable of selecting and cultivating strong front line performers, as well as partnering effectively with other leaders

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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