Manager, Client Tech Services

LPL Financial

Manager of Client Technology Services leading day-to-day operations for product management at LPL Financial. Driving team performance and ensuring operational excellence across technology products and services.

Posted 6/17/2026full-timeTempe • Arizona, California, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $76,632 - $127,720 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Exceldata analysisoperational trackingprocess optimizationperformance managementclient onboardingclient offboardingrisk assessmentcompliance managementstrategic planning

Soft Skills

leadershipcoachingteam developmentengagement initiativescollaborationinnovationproblem-solvingcommunicationinclusive culturecross-functional partnership