SVP, Premium Service

About the Role

Lead a high-performing organization focused on delivering a differentiated experience for some of LPL's most sophisticated advisors, driving loyalty, growth, and long-term partnership. This highly visible leadership opportunity influences enterprise strategy, leads meaningful transformation, and develops exceptional teams while working across the firm to elevate the advisor experience.

The SVP, Premium Service is responsible for defining and delivering a differentiated service experience for LPL's Premium advisors. This leader will oversee strategy, execution, talent, and advisor outcomes for a high-touch service organization focused on deepening trust, increasing advisor loyalty, and helping advisors achieve their business goals through exceptional service and partnership.

Responsibilities

• Own the end-to-end strategy and service experience for advisors and firms participating in LPL's Premium service model, ensuring a differentiated, relationship-driven experience that deepens advisor loyalty and drives growth.
• Set strategy for Premium Service and evolve a scalable service model combining exceptional talent, advisor-centric processes, and enabling technology to deliver outcomes that matter most to advisors.
• Lead an organization of over 350 full-time employees, attracting, developing, and retaining top service talent and leaders passionate about helping advisors grow and succeed.
• Partner closely with leaders across LPL to develop and execute a premium service experience that anticipates advisor needs and creates meaningful value.
• Balance personalization, scale, and operational excellence to evolve the Premium Service model, ensuring advisors receive proactive support and strategic partnership throughout their lifecycle with LPL.
• Build highly engaged and diverse teams of service leaders and professionals who establish trusted relationships with advisors and consistently deliver exceptional experiences.
• Maintain a deep understanding of the needs, challenges, and ambitions of Premium advisors through direct engagement, advisory councils, site visits, listening forums, and other client feedback mechanisms.
• Leverage advisor insights, service data, industry trends, and competitive intelligence to identify opportunities to enhance the advisor experience, improve retention, and support advisor growth.
• Champion innovation and continuous improvement by incorporating best practices from leading service organizations within and outside the financial services industry.
• Serve as a visible executive sponsor for key advisor relationships, helping navigate complex issues, strengthen trust, and create long-term partnerships.

Requirements

• 10+ years of significant leadership experience in a contact center, preferably in the financial services industry.
• Demonstrated success leading large-scale service organizations serving high-value clients, advisors, or relationship-driven customer segments.
• Experience designing and evolving differentiated service models that improve client satisfaction, retention, and business growth.
• Strong understanding of the wealth management industry and the needs of financial advisors.
• FINRA Series 7 and 24 licenses, or the ability to obtain them upon hire.

Skills

• Strategic leadership: Define a compelling vision for Premium Service, anticipate advisor needs, and connect service strategy to business outcomes.
• Advisor obsession: Deep appreciation for what drives advisor satisfaction, loyalty, and growth, advocating relentlessly for the advisor experience.
• Operational excellence: Translate strategy into measurable results through disciplined execution, strong operating routines, and data-driven decision making.
• Relationship leadership: Build credibility and trust with advisors, executive stakeholders, and cross-functional partners, particularly in high-impact or complex situations.
• Change leadership: Successfully lead teams through growth, transformation, and evolving business priorities while maintaining focus and engagement.
• Talent development: Attract, develop, and retain top talent with a track record of building strong leadership pipelines.
• Executive communication: Communicate clearly and persuasively, tailoring messages to advisors, employees, and senior leaders.
• Culture leadership: Foster an inclusive, high-performing environment built on accountability, trust, teamwork, and continuous improvement.

Pay

Pay Range: $187,975.00 - $313,223.00. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits

LPL offers a highly competitive Total Rewards package designed to support success at work, at home, and at play, including:

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• Additional benefits (recruiter will provide details)

About the Company

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, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. The firm services and custodies approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For more information, visit www.lpl.com.