Top Tech Jobs & Startup Jobs

Manages complex strategic relationships with large RIA and OSJ clients, resolving business and service issues, coordinating cross-functional projects, maintaining Salesforce records, overseeing contract accommodations, and ensuring high-touch client satisfaction. Partners with Strategic Account Managers, advisors, enterprise leaders, vendors, and internal departments to drive retention, growth, timely issue resolution, and ongoing communication with VIP and large enterprise clients.

Leads end-to-end technical delivery coordination for Cyan, LPL Financial’s advisor AI experience. Owns the multi-year technical roadmap, aligns product, engineering, data, platform, security, risk, governance, and business teams, and manages dependencies, milestones, release plans, and executive reporting. Coordinates pilot, launch, and production readiness while establishing scalable governance, operational controls, decision frameworks, and accountability across complex organizational workstreams.

Advises senior leaders on talent, leadership, culture, organizational effectiveness, and workforce strategy. Coaches executives, strengthens succession planning and team effectiveness, anticipates workforce needs, and leads change related to AI, automation, and evolving work models. Partners across the People organization to deliver integrated solutions, improve employee experience, and support enterprise priorities through data-driven decision-making and cross-functional collaboration.

Monitor and maintain margin calls, debit balances, trade-related items, and regulatory requirements. Resolve risk-report issues, options and regulatory violations, short positions, and debits. Calculate and reconcile margin requirements, enforce firm guidelines, complete risk-based reports, handle escalations, and coordinate with advisors and internal departments to meet regulatory deadlines.

Supports wealth management settlements through operational problem solving, reporting, risk mitigation, audit support, regulatory deadline management, project testing, and control maintenance. Communicates complex issues to leadership, partners, and clients; tracks trends, recommends solutions, and helps implement new technology. The role requires strong analytical, communication, multitasking, and time-management skills, with experience in wealth management operations or data analytics.

Manage and triage client feedback, ensure timely acknowledgments and closed-loop responses, coordinate SMEs, monitor trends/escalations, improve tooling and workflows, and drive governance and client-centric culture.

Leads enterprise workforce management, forecasting, capacity planning, and optimization across service channels and operations processing. Partners with executive leaders to align staffing with demand, growth, productivity, cost, and client experience goals. Uses AI, automation, predictive analytics, and workforce intelligence to improve operational effectiveness. Establishes governance and performance metrics, plans for business events and demand fluctuations, and builds a high-performing workforce planning and analytics organization.

Leads and supports financial advisors and teams across a region by coaching growth, strengthening retention and satisfaction, executing recruitment and succession strategies, integrating new teams, and promoting LPL resources. Partners with sales and internal consultants to increase adoption of financial planning, advisory, and high-net-worth solutions while driving assets, sales, and client satisfaction outcomes. Requires frequent travel to branch offices and recruit meetings.

Leads advanced penetration testing for LLM, agentic AI, API, application, network, cloud, and infrastructure environments. Responsibilities include scoping and executing assessments, identifying vulnerabilities, bypassing security controls, developing AI-assisted testing tools, reporting findings, recommending mitigations, and validating remediation. The role partners with security architects and technology teams throughout the SDLC and communicates testing status and risks to leadership.

Leads approximately 20 Employer Plan Services professionals, providing coaching, performance management, career development, and service escalation support. Uses performance metrics to identify trends, improve efficiency, and advocate for resources. Oversees hiring, attendance, time-off approvals, and progressive counseling in partnership with HR. The role requires strong customer service, communication, problem-solving, and team leadership skills, with financial services, contact center, and hybrid workforce management experience preferred.