Tempe, Arizona, United States · Hybrid
$67k–$111k/yr
Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we a…
Skills: Team Leadership, Employee Coaching, Performance Management, Customer Service, Problem Solving
San Diego, California, United States · On-site
$80k–$102k/yr
Axos Bank Target Range: $80,000.00 /Yr. - $102,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an …
Skills: Product Management, Market Research, Competitive Analysis, User Story Writing, Agile Methodologies
San Diego, California, United States · Remote OK
$90k–$115k/yr
The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Found…
Skills: Credit Risk Management, Underwriting, Portfolio Management, Loan Servicing, Partnership Development
San Diego, California, United States · On-site
$19/hr–$27/hr
Join Triumph! At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutio…
Skills: Customer Service, Freight Verification, Risk Management, Microsoft Office, Google Suite
Phoenix, Arizona, United States · On-site
$100k–$124k/yr
Job Title: Assistant Vice President, Commercial Underwriting - SBA Location: CityScape What you'll do: As a SBA Commercial Underwriter II - Business Banking you'll be responsible for underwriting difficult loan requests …
Skills: Commercial Underwriting, SBA SOPs, Financial Analysis, Loan Structuring, Credit Risk Assessment
San Diego, California, United States · Remote OK
$24/hr–$30/hr
Mutual of Omaha is a Fortune 300 Company with an iconic brand and outstanding customer loyalty. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We …
Skills: Reverse Mortgage Processing, Regulatory Compliance, Loan Data Input, Vendor Product Ordering, FHA Connection
San Diego, California, United States · Hybrid
Why GLS? Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one’s family, and the needs of others. Through advanced analytics and t…
Skills: Auto Finance, Sub-prime Financing, Sales, Relationship Management, Cold Calling
San Diego, California, United States · Remote Solely
$140k–$180k/yr
Family Office CPA | High-Net-Worth Family Office | 100% Remote An exceptional opportunity for a CPA who wants more than just closing the books. We're partnering with a rapidly growing private family office seeking a high…
Skills: Tax Preparation, Bookkeeping, Full-cycle Accounting, Financial Statement Analysis, Investment Analysis
Los Angeles, California, United States · Hybrid
$90k–$105k/yr
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Skills: Account Management, Employee Benefits Administration, Client Advocacy, Insurance Marketing, Financial Analysis
San Diego, California, United States · Remote Solely
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Scaling Startups, Strategic Leadership, Product-Market Fit, Sales Force Building
San Diego, California, United States · On-site
$20/hr–$27/hr
Who We AreJoin a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity l…
Skills: Escrow Processing, Document Preparation, Customer Service, Mentoring, Contract Interpretation
San Diego, California, United States · Hybrid
$1/hr–$2/hr
ABOUT AVANTUS Avantus develops, owns and operates utility-scale clean energy projects across California and the Desert Southwest. Our development pipeline of solar with integrated storage will generate enough dispatchabl…
Skills: PV Production Modeling, Energy Storage Modeling, LCOE Optimization, PVsyst, SAM
San Diego, California, United States · Hybrid
$143k–$215k/yr
Why Sony Interactive Entertainment? Sony Interactive Entertainment isn’t just the Best Place to Play — it’s also the Best Place to Work. Sony Interactive Entertainment (SIE) is the company behind the PlayStation brand. A…
Skills: SQL, Python, Statistics, Machine Learning, Experimental Design
San Diego, California, United States · Hybrid
$110k–$155k/yr
What The Role Is Reporting to the Senior Manager, Transmission Modeling, this role will be responsible for supporting the analysis of CAISO and WECC power markets with a focus on transmission analysis, congestion, and cu…
Skills: Transmission Modeling, SCED Analysis, Production-Cost Modeling, Power Flow Analysis, Contingency Analysis
San Diego, California, United States · On-site
$90k–$110k/yr
Overview QXO is a leading distributor and installer of building products serving an $800 billion market. The company’s mission is to modernize the building products industry through advanced technology and a best-in-clas…
Skills: Credit Risk Management, Accounts Receivable, Negotiation, Financial Reporting, Collections
San Diego, California, United States · On-site
Sempra: Where opportunity powers impact At Sempra, a better world begins with better energy—and with people who want to make a difference. That’s why we’re tackling the biggest challenges facing our industry while buil…
Skills: Legal Research, Documentation and Records Management, Regulatory Compliance, Legal Interpretation, Legal Drafting
San Diego, California, United States · On-site
$26/hr–$28/hr
Job Opportunity: Administrative Assistant (On-Site – La Jolla) Location: La Jolla, San Diego, CA (Strictly In-Office) Job Type: Full-Time, Permanent Schedule: Monday – Friday, 8:00 AM to 5:00 PM PST Compensat…
Skills: Office Management, Calendar Management, Executive Coordination, Microsoft Office 365, Time Management
San Diego, California, United States · Hybrid
Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The Global Treasury & Payments Advisor is responsible for managing and growing a por…
Skills: Treasury Management, Liquidity Solutions, Relationship Management, Consultative Selling, Working Capital Optimization
San Diego, California, United States · On-site
Overview If you have a passion for organization and thrive in fast-paced environments, consider the position of Backup Administrative Coordinator at Sprouts Farmers Market. As one of the fastest growing natural foods ret…
Skills: Accounting procedures, Cash handling, Financial reporting, Bookkeeping, Microsoft Excel
San Diego, California, United States · On-site
We are an FQHC community health center dedicated to embodying the values central to American Indian cultures. This includes respect for our patients, acknowledgement of the whole person, and a focus on working together t…
Skills: Managed Care Contracting, Provider Credentialing, Financial Modeling, Contract Negotiation, Regulatory Compliance
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Lead and coach a team of approximately 15 service representatives to deliver exceptional service to investors and advisors. Manage performance metrics, handle service escalations, and execute administrative duties including hiring and timecard approvals.
Requires a minimum of 2 years of team leadership experience and SIE and Series 7 certifications within 90 days of hire. A bachelor's degree is preferred, or 6+ years of progressive experience in related fields.
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success team. In this position, you'll lead a talented group of around 15 Service representatives, serving as a guiding force in delivering exceptional service to our valued investors and advisors. You will play a crucial role in executing on LPL’s mission by providing real time coaching and development of your team, building your team’s capability, and ensuring clients are provided service and experience that reflects our commitment to excellence. You will demonstrate critical thinking and problem-solving skills by navigating a variety of complex topics with your team and leveraging your contact center expertise to provide consultative support to your team and those working directly to build repeatable solutions for our clients and LPL as a whole.
Your dedication to client satisfaction and your ability to effectively lead and coach your team will be instrumental in driving success and maintaining our client-centric values. By taking care of our advisors, you'll enable them to better serve their clients, further solidifying our reputation as a trusted financial partner.
Directly lead and guide a team of about 13 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
Coach individual team members in real time, inclusive of coaching sessions after pain points identified or client escalation so as to further develop your team’s call management skills.
Support Service Professionals and clients through service escalations, as needed
Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary
Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Bachelor’s Degree preferred or 6+ years progressive experience in related fields
Minimum of 2 years as team lead or manager of a team
SIE and Series 7 required within 90 days of employment
Preferred training in multiple skills Move Money, Transfers, New Accounts and Direct Business.
Skilled at coaching, employee development and managing and supporting employee performance
Ability to drive results within a team
Proficiency in customer service
Communication skills; both written and verbal
Problem solving skills and ability to analyze performance data trends
Agile mindset
Financial services or FinTech experience
Call center or service center high volume call and team management
Professional coaching certifications
Knowledge of project management tools and techniques
Experience managing hybrid employees (in-office and remote)
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Empowering financial advisors to deliver personalized advice to all who need it.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US
There are currently 992 open finance & accounting positions in San Diego, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include LPL Financial, Northrop Grumman, Axos Bank, Bank of America, Northrop Grumman Mission Systems, Inc., among others. Browse the listings above to see every active employer.
Yes — 312 of the 992 open finance & accounting positions offer remote or hybrid work (86 remote, 226 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
