Manager, Client Tech Services at LPL Financial (San Diego, CA)

| San Diego, CA
Sorry, this job was removed at 2:52 a.m. (CST) on Saturday, April 16, 2022
Find out who's hiring in San Diego, CA.
See all Operations jobs in San Diego, CA
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Are you passionate about leading people, coaching and development? Do you like problem solving and delivering results? If so, the Manager role for Client Technology Services could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

A Manager for Client Technology Services is responsible for leading the day-to-day customer care activities of CTM, the execution of team's portfolio's objectives, and accountable for staff development and engagement initiatives. Customer Care activities include inbound and outbound calls, customer account creation, activation, and ongoing maintenance and support for roughly 60+ products and services available through LPL Financial.


Providing our clients with timely, correct, and relevant access and information, when and where they need it so that in turn, they can help their clients achieve their own financial dreams by:
  • Motivating your team members in a manner consistent with LPL Financials values.
  • Crafting a development plan filled with tasks and deliverables that align with the employees growth strategy
  • Meet department KPIs to ensure our client expectations are met.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience and develop cross functional relationships with our internal business partners. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

  • Ability to plan for short and long term objectives while taking into account the strengths and weaknesses of their team, the resources available, and market drivers.
  • Possess organizational skills to demonstrate that you can efficiently delegate tasks to get results and juggle multiple priorities
  • Skilled communicator with the capability to give instructions, be an active listener, and persuade and influence others.

  • 5 years of financial services industry experience
  • 3+ years leading and developing others
  • Minimum Series 99 recommended

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

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 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 (800) 877-7210.
More Information on LPL Financial
LPL Financial operates in the Fintech industry. The company is located in San Diego, CA, Fort Mill, SC and Boston, MA. LPL Financial was founded in 1989. It has 8926 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 29 open jobs at LPL Financial, click here.
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Similar Jobs

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView LPL Financial's full profileFind similar jobs