LPL Financial · 13 hours ago
Premium Support Summit - Service Manager
Tempe, AZ
Full-time
Hybrid
Mid, Senior Level
$71K/yr - $119K/yr
3+ years expLPL Financial is a leading wealth management firm that empowers professionals to shape their success. The Premium Support Summit Manager will lead a team of Financial Service Professionals, supporting top-tier advisors through various communication channels and enhancing operational efficiency.
FinanceFinancial Services
Responsibilities
Directly lead and guide a team of about 10 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results
Coach individual team members in real-time, inclusive of coaching sessions after pain points identified or client escalation to further develop your team’s call management skills
Support Service Professionals and clients through service escalations, as needed
Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary
Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary
Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection
Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance
Qualification
Required
SIE and Series 7 are required OR obtained within 90 days
Minimum of 3 years as a team lead or manager of a team
Preferred
Bachelors preferred or equivalent work experience
Financial services or FinTech experience
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
Company data provided by crunchbase