Program Manager, Private Client Services Network

LPL Financial • San Diego, CA

1d

About The Position

As part of our Wealth Planning services, the Private Client Services Network (PCSN) offers a curated suite of specialized services for high-net-worth clients through trusted third-party providers. These services include investment banking, hedging, and lifestyle solutions such as personal concierge and private healthcare services. We are seeking a motivated and detail-oriented product manager to support and enhance this high-impact business line.

Requirements

• 4–6 years of experience in financial services, wealth management, business operations, or program coordination.
• Exposure to third-party vendor management or contract processes.
• Strong analytical skills and comfort with tools like Excel, Smartsheet, or CRM platforms.
• Understanding of compliance and regulatory considerations in financial services.
• Excellent communication and project management skills.

Nice To Haves

• Familiarity with investment banking or investment management concepts.
• Experience supporting high-net-worth or ultra-high-net-worth client segments.
• Familiarity with referral-based or concierge service models.
• Bachelor’s degree required; advanced degree or MBA a plus.

Responsibilities

• Support the execution of the Private Client Service Network (PCSN) roadmap, ensuring alignment with LPL’s broader wealth management and planning services strategy.
• Coordinate operational processes related to advisor referrals, client onboarding, and compliance workflows in support of our Wealth Planning team.
• Manage partner relationships, including due diligence tracking, contract documentation, and performance monitoring.
• Implement tracking & reporting on program performance, including advisor engagement, referrals sent, and client satisfaction with network partners.
• Collaborate with Legal, Compliance, Risk, and the broader LPL Wealth Planning team to ensure regulatory alignment and a seamless client experience.
• Work closely with subject-matter experts to ensure service delivery aligns with product goals.
• Support internal awareness and engagement efforts by contributing to training, communications, and advisor enablement initiatives.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level