VP, Premium Service
Core
Leading the execution of Premium Service strategy for a portfolio of financial advisors, managing a 150-person contact center to drive advisor satisfaction, loyalty, and growth.
Role type
Senior leadership (VP) in financial services contact center operations
Builds
Advisor experience, service delivery operations, and talent development programs
Domain
Financial services / Wealth management / Contact center operations
Required skills
Strategic execution, operational excellence, talent development, change leadership, relationship leadership, data-driven decision-making, complex issue resolution, cross-functional collaboration
Preferred skills
Experience in financial services, contact centers, or relationship management; ability to lead large organizations through transformation
Technologies
Contact center operating systems, performance management tools, data analytics platforms
Responsibilities
Translate strategic priorities into operational plans and measurable outcomes; attract, develop, and retain high-performing service teams; drive strategic problem solving using data and advisor insights; partner with cross-functional leaders to advance enterprise priorities; serve as an escalation point for complex advisor issues; optimize operating routines including workforce planning and service delivery; champion innovation and process simplification; lead organizational change initiatives
Seniority
VP, strategic leadership with hands-on operational oversight
