Manager, Client Tech Services

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