Manager, Client Tech Services

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

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 - $127,720.00
• Company Overview:
• At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and tech

Benefits

Additional Information

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.

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