Manager, Client Tech Services

Overview

The Manager for Client Technology Services is responsible for leading the day-to-day Product Operations activities of CTM, executing the team’s portfolio objectives, and maintaining accountability for staff development and engagement initiatives. This role focuses on driving operational excellence across a broad portfolio of technology products and services offered through LPL Financial.

• Developing and executing strategic direction for the team to ensure optimal product operations efficiency, overseeing escalation management, and ensuring timely resolution of complex client or operational issues.
• Leads a dedicated POD responsible for Client Works user onboarding and offboarding, ensuring accurate access provisioning, compliance, and a seamless client experience.
• Through strong leadership and process optimization, supports consistent service delivery, scalability, and continuous improvement across Product Operations.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness
, act with integrity
, and are driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 3+ years leading hands on people management in team sizes of 10 plus
• 2+ years Excel
• 1+ Strategy/Operations capacity

• 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.
• Ability to analyze and interpret data to transform insights into actionable strategies that drive informed decision-making and operational improvement.
• Demonstrate leadership capability to identify, assess, and proactively mitigate risks across product operations by setting strategic controls, guiding teams through risk resolution, and ensuring alignment with business, regulatory, and client-impact priorities.

• 5 years of financial services industry experience
• Minimum Series 99 recommended

$76,632-$127,720/year

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!

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, 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

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…