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Manager, Client Technology Management

Job ID: R-008238 Date posted: 01/06/2020 Primary Location CA-San Diego Other Locations CA-San Diego

Discover your opportunity with LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer with over 15,000 financial advisors and over 4000 corporate employees where we respect and appreciate the diversity of our employees, our clients, and the communities we serve.

Joining our team as a Manager of a Client Technology Management Team will allow you to support financial advisors by supporting their technology access needs.  Our service and processing team’s main priority is to ensure we are able to provision access and support client facing technology in an accurate and timely manner so provide the best client experience possible.  Being knowledgeable, flexible, and adaptable to competing priorities will be key success factors for this position.

What you will do

The Manager of Client Technology Management (CTM) is responsible for managing the day-to-day activities of CTM's call center operations by working collaboratively with the processing team to make sure our customers interactions are handled with utmost quality. The manager will need to coordinate and understand the delivery of key information to our team to ensure customer account creation, activation, and ongoing maintenance and support for roughly 60+ products and services available through LPL Financial can be effectively communicated to our advisors. The position will require someone who is collaborative, works well under pressure, and has the ability to meet deadlines in a fast-paced environment. The position requires someone who has strong verbal and written communication ability and the ability to work with individuals from various groups and levels inside and outside of LPL.  You will be responsible for motivating your team members in a manner consistent with LPL Financials values. No matter what the situation, your team’s duty remains the same: Providing our clients with timely, correct, and relevant access and information, when and where they need it so that in turn, they can help their clients achieve their own financial dreams.

If you have an entrepreneurial spirit and a passion for coaching, facilitation, and addressing challenging interpersonal dynamics, this would be a rewarding career for you.

The Expertise Were Looking For

Bachelors preferred or equivalent work experience
Minimum Series 99 required within 90 days
3+ years leading and developing others
Proven ability to lead and coach financial professionals while possessing strong mentoring and employee development skills.
Demonstrated high degree of professional maturity and leadership

The Skills You Need

Ability to inspire, motivate, and challenge your team to tackle the opportunities for improvement
Discover and craft a development plan filled with tasks and deliverables that align with the employees growth strategy
Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented and dynamic environment
Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them
Foster a culture of engagement, diversity and inclusion
A positive can-do attitude; willing to "get in the weeds" with employees
Utilize the principles of continuous process improvement to streamline and enhance the operation of the call center
Serve as a subject matter expert
Constantly working on developing team members for succession planning.
Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

The Talents You Deliver

BE BALANCED- Juggle multiple tasks, while maintaining focus
BE PROACTIVE- Take a solution oriented approach to escalated items
BE CURIOUS- identify and take action on process improvements
BE COURAGEOUS- identify potential areas of opportunity for staff and provide ongoing coaching,
BE ENTREPRENEURIAL- understand your role as a business owner and strive to elevate the status quo
BE A MOTIVATOR- Conduct meetings to recognize and share new information with your staff

The Empowerment of Your Role

LPL is transforming our culture and our commitment to the ease of doing business. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this we are all empowered to make things simpler and do what is best for advisors and their investors.

The Quality You Deliver

At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.

You’re Life

LPL Financial has a “we” philosophy rather than a “me” philosophy. Our benefit packages are built to support our colleagues and their families by providing programs that foster health, peace of mind, work/life balance, as well as support for your financial and social goals and commitments. Sound too good to be true? See for yourself and learn more about our benefit offerings.

LPL Financial Benefits

Compensation Grade:


About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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