Program Manager, Private Client Services Network jobs in United States
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LPL Financial · 1 month ago

Program Manager, Private Client Services Network

positionSan Diego
timeFull-time
remoteOnsite
seniorityMid Level
money$117K/yr - $194K/yr
date4+ years exp

LPL Financial is a leading wealth management firm empowering professionals to help clients achieve their financial goals. The Program Manager for the Private Client Services Network will oversee day-to-day operations, manage partner relationships, and ensure the execution of the program aligns with broader wealth management strategies.

FinanceFinancial Services
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H1B Sponsor Likelynote

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

Qualification

Financial services experienceWealth management knowledgeAnalytical skillsVendor managementCompliance understandingProject management skillsExcel proficiencyProactive attitudeCommunication skillsDetail-oriented

Required

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

Preferred

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

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

H1B Sponsorship

LPL Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

Investment News
Advisor moves: $660M UBS team joins RBC in West Coast
2026-01-11
GlobeNewswire
LPL Financial Welcomes Rand, Williams & Associates, LLC
2026-01-09
GlobeNewswire
Somesh Khanna Elected to LPL Financial Board of Directors
2026-01-09
Company data provided by crunchbase