SVP, Premium Service (Wealth Management)

Location: Fort Mill/Charlotte, United States

Salary: $187,975–$313,223 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Define and deliver the end-to-end strategy and service experience for advisors participating in the Premium service model.
• Lead an organization of more than 350 full-time employees and oversee strategy, execution, talent, and advisor outcomes.
• Evolve a scalable service model that balances personalization, operational excellence, enabling technology, and proactive advisor support.
• Partner with leaders across LPL to anticipate advisor needs, improve retention, support growth, and strengthen long-term relationships.
• Use advisor insights, service data, industry trends, and competitive intelligence to identify experience improvements.
• Serve as an executive sponsor for complex advisor relationships and lead innovation, transformation, and continuous improvement.

Requirements

• 10+ years of significant leadership experience in a contact center, preferably in financial services.
• Proven 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 satisfaction, retention, and business growth.
• Strong understanding of wealth management and the needs of financial advisors.
• FINRA Series 7 and 24 licenses, or the ability to obtain them after hire.
• Strong capabilities in strategic, operational, relationship, change, talent, culture, and executive leadership.

Culture & Benefits

• Inclusive, high-performing environment focused on accountability, trust, teamwork, and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options, paid time off, and volunteer time off.
• Total Rewards package designed to support employees at work, at home, and at play.

Hiring process

• Apply through the LPL careers platform.
• LPL communicates with applicants only from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank or credit card information.