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AVP, Client Experience Manager at LPL Financial - ApplyBlast

AVP, Client Experience Manager

LPL Financial

4 months ago

3.5 on Glassdoor

Charlotte, NC

Onsite

Full Time

Senior

0 applicants

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About this role

The Client Experience Manager at LPL Financial leads a client success pod to drive service excellence and enhance the overall client experience without having direct reports. This strategic role involves fostering collaboration, managing complex escalations, optimizing pod-level processes, and leveraging data insights to deliver actionable improvements. The position requires influencing cross-functional teams, overseeing performance metrics like Net Promoter Score, and partnering with departmental leaders to align on service goals.

Responsibilities

Lead and inspire pod members to foster a client-first mindset across multiple functions
Proactively manage complex case escalations and drive root cause analysis for timely resolution
Maintain and evolve pod-level routines to ensure consistency and continuous operational improvement
Track and analyze performance metrics such as Net Promoter Score to share insights with leadership
Coordinate regular client and office meetings to review service needs and deliver actionable best practices

Skills

Qualifications

Series 7 LicenseFive years experience in financial services

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.