Manager, Client Tech Services

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.

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You'll have access to modern tools, a collaborative environment, and opportunities to make a meaningful impact. If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview

The Manager, Client Technology Services leads day-to-day Product Operations for Client Technology Management (CTM). This role is accountable for delivering on portfolio objectives, enabling operational excellence across technology products and services, and fostering an inclusive, high-performing team environment. The Manager oversees staff development, engagement, and performance while ensuring reliable, scalable, and compliant service delivery.

Responsibilities

• Set and execute the strategic direction for Product Operations to optimize efficiency, scalability, and client experience

• Lead, coach, and develop a team of 10+ employees, including performance management, career development, and engagement initiatives

• Oversee escalation management and ensure timely resolution of complex client, operational, or technology issues

• Manage a dedicated POD responsible for ClientWorks user onboarding and offboarding, ensuring accurate access provisioning and adherence to compliance requirements

• Drive continuous improvement through process optimization, standardization, and use of data-driven insights

• Partner cross-functionally with technology, compliance, and business teams to align priorities and deliver outcomes

• Establish and monitor controls to proactively identify, assess, and mitigate risks across product operations

• Promote an inclusive team culture that values diverse perspectives and encourages collaboration and innovation

What We're Looking For

We're seeking collaborative leaders who deliver high-quality client experiences and thrive in team-oriented environments. Ideal candidates demonstrate integrity, accountability, and a commitment to continuous improvement. This role values individuals who bring curiosity, creativity, and a focus on helping clients and colleagues succeed.

Requirements

• 3+ years of people leadership experience managing teams of 10 or more

• 2+ years of experience using Excel for analysis, reporting, or operational tracking

• 1+ year of experience in strategy, operations, or a related function

• 3+ years experience and ability to lead teams in fast-paced, collaborative environments while delivering consistent results

Core Competencies

• Ability to plan and execute both short- and long-term objectives while considering team capabilities, available resources, and market dynamics

• Effective prioritization and delegation skills, with the ability to manage multiple initiatives simultaneously

• Clear and thoughtful communication skills, including active listening and the ability to influence stakeholders

• Analytical mindset with the ability to translate data into actionable insights that inform decisions and improve operations

• Leadership capability to identify, assess, and mitigate risks while aligning with business, regulatory, and client-impact priorities

Preferences

• 5+ years of experience in financial services

Pay Range:

$76,632.00 - $127,720.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

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.

Information on Interviews:

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