SVP, Agent Support Enablement

Job not on LinkedIn

🔥 1 minute ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $189.1k - $315.2k / year

⏰ Full Time

🔴 Lead

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Develop and execute a comprehensive enablement strategy for support agents aligned with the firm’s client experience goals • Partner with senior stakeholders across Technology, Operations, Compliance, and Product to ensure alignment and scalability • Identify, evaluate, and implement CRM, knowledge management, AI/chatbot, and workflow automation platforms • Lead vendor selection and integration efforts for support-related technologies • Collaborate with Learning & Development to design agent training programs • Establish feedback loops to refine tools based on agent input and performance metrics • Use data and analytics to identify support journey pain points and implement solutions • Champion continuous improvement and innovation in client support • Ensure tools and processes comply with regulatory requirements and internal risk standards • Maintain documentation and audit trails for enablement initiatives

🎯 Requirements

• 10 or more years of experience in client service, operations, or enablement roles within financial services, preferably wealth management • Proven track record of leading large-scale technology implementations and change management initiatives • Strong understanding of client support workflows, CRM systems, and digital engagement tools • Exceptional leadership, communication, and stakeholder management skills • Analytical mindset with experience using KPIs and client feedback to drive decisions • Experience with Salesforce, ServiceNow, or similar platforms • Familiarity with AI-driven support tools and omnichannel service models • Background in Lean Six Sigma or similar process improvement methodologies

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume