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 - $127,720.00Actual 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
Skills Required
- 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 leading teams in fast-paced, collaborative environments while delivering consistent results
- 5+ years of experience in financial services
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
