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.
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.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness
,
act with integrity
, and are
driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together
and
create and share joy
in our work.
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.
Core Competencies
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.
Preferences
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.
Location
Onsite presence required for training. Post-training, onsite at least three days per week based on business needs.
Pay Range:
$66,744.00 - $111,240.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit
www.lpl.com
.
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 (855) 575-6947.
EAC 5.19.26