Vice President, Premium Service Greater Phoenix, AZ Area
About the Role
Greater Phoenix, AZ Area (Hybrid)(Tempe, Arizona)
The Company is seeking a Vice President, Premium Service to lead execution of its service strategy and oversee day-to-day operations for a large contact center organization. The role is accountable for advisor outcomes, operational excellence, talent development, and continuous improvement, translating strategic priorities into plans and measurable results. Responsibilities include building strong advisor relationships, resolving complex escalations, using feedback and service data to improve experiences, and partnering across the organization on shared priorities. The Vice President will also optimize performance management and workforce planning, lead change initiatives, and champion process improvements and scalable service solutions. Candidates should have at least five years of leadership experience in financial services, contact centers, relationship management, or service organizations, with demonstrated success leading large, complex service teams and developing talent. Required experience includes delivering measurable operational improvements, leading cross-functional initiatives, managing client relationships, resolving complex issues, and guiding teams through organizational change. A Series 7 license is required. Strong strategic execution, data-driven problem-solving, communication, sound judgment, relationship leadership, and the ability to build accountable, high-performing teams are essential.
Functions:
- Operations
- Account Management/Optimization
About the Company
Profitable broker & financial advisory firm
Industry
Financial Services
Type
Public Company (LPLA)
Age
employees
5001-10,000