Manager, Client Tech Services at LPL Financial — Tempe, AZ

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You’ll have access to modern tools, a collaborative environment, and opportunities to make a meaningful impact. If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview

The Manager, Client Technology Services leads day-to-day Product Operations for Client Technology Management (CTM). This role is accountable for delivering on portfolio objectives, enabling operational excellence across technology products and services, and fostering an inclusive, high-performing team environment. The Manager oversees staff development, engagement, and performance while ensuring reliable, scalable, and compliant service delivery.

Responsibilities

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

What We’re Looking For

We’re seeking collaborative leaders who deliver high-quality client experiences and thrive in team-oriented environments. Ideal candidates demonstrate integrity, accountability, and a commitment to continuous improvement. This role values individuals who bring curiosity, creativity, and a focus on helping clients and colleagues succeed.

Requirements

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

Core Competencies

Ability to plan and execute both short- and long-term objectives while considering team capabilities, available resources, and market dynamics

Effective prioritization and delegation skills, with the ability to manage multiple initiatives simultaneously

Clear and thoughtful communication skills, including active listening and the ability to influence stakeholders

Analytical mindset with the ability to translate data into actionable insights that inform decisions and improve operations

Leadership capability to identify, assess, and mitigate risks while aligning with business, regulatory, and client-impact priorities

Preferences

5+ years of experience in financial services

Pay Range:

$76,632.00 - $127,720.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

Information on Interviews:

EAC 5.19.26