Program Manager, Private Client Services Network

LPL Financial•San Diego, TX

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: 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.