Manager, Client Tech Services

LPL Financial•Tempe, AZ

10d

About The Position

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.

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
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

Nice To Haves

5+ years of experience in financial 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