Manager, Client Tech Services
About The Position
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job 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.
Requirements
- 3+ years leading hands on people management in team sizes of 10 plus
- 2+ years Excel experience
- 1+ Strategy/Operations capacity
Nice To Haves
- 5 years of financial services industry experience
- Minimum Series 99 recommended
Responsibilities
- Include 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
- The Manager leads a dedicated POD responsible for ClientWorks user onboarding and offboarding, ensuring accurate access provisioning, compliance, and a seamless client experience
- Through strong leadership and process optimization, this role supports consistent service delivery, scalability, and continuous improvement across Product Operations
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
