LPL Financial · 16 hours ago
Manager, Client Tech Services
San Diego
Full-time
Onsite
Mid, Senior Level
$77K/yr - $128K/yr
3+ years expLPL Financial is among the fastest growing wealth management firms in the U.S. and they are seeking a Manager for Client Technology Services who will lead day-to-day Product Operations activities, execute team objectives, and ensure staff development. The role focuses on driving operational excellence across a broad portfolio of technology products and services offered through LPL Financial.
FinanceFinancial Services
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
Qualification
Required
3+ years leading hands on people management in team sizes of 10 plus
2+ years Excel
1+ Strategy/Operations capacity
Ability to plan for short and long term objectives while taking into account the strengths and weaknesses of their team, the resources available, and market drivers
Possess organizational skills to demonstrate that you can efficiently delegate tasks to get results and juggle multiple priorities
Skilled communicator with the capability to give instructions, be an active listener, and persuade and influence others
Ability to analyze and interpret data to transform insights into actionable strategies that drive informed decision-making and operational improvement
Demonstrate leadership capability to identify, assess, and proactively mitigate risks across product operations by setting strategic controls, guiding teams through risk resolution, and ensuring alignment with business, regulatory, and client-impact priorities
Preferred
5 years of financial services industry experience
Minimum Series 99 recommended
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
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 CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
Investment News
2026-01-22
2026-01-16
Company data provided by crunchbase