AVP, Client Experience Manager

LPL Financial

Client Experience Manager enhancing client experience and leading service initiatives at LPL Financial. Driving collaboration, guiding teams, and implementing innovative solutions in a client-first environment.

Posted 5/29/2026full-timeFort Mill • Arizona, California, North Carolina • 🇺🇸 United StatesLead💰 $97,541 - $162,534 per yearWebsite

About the role

Key responsibilities & impact

Serve as the cultural ambassador for service excellence within the pod
Provide leadership and guidance to pod members through routines and coaching
Maintain and evolve pod-level routines, ensuring consistency and efficiency
Identify opportunities to enhance client experience through innovative solutions
Act as the primary point of contact for complex cases and escalations
Utilize and maintain a client-level performance dashboard
Coordinate and host regular meetings with individual offices
Partner with other Client Experience Managers for consistency
Solicit feedback from clients and internal partners

Requirements

What you’ll need

Series 7 required
Minimum of 5 years in the financial services industry
Proven experience influencing teams and driving results without direct authority
Demonstrated success in leading service initiatives within a broker-dealer environment
Strong analytical and problem-solving skills
Past people leadership experience preferred

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

leadershipcoachingclient experience enhancementinfluencing teamsproblem-solvinganalytical skillsservice excellencefeedback solicitation

Certifications

Series 7