Program Manager, Private Client Services Network

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping

clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As part of our Wealth Planning services, the Private Client Services Network (PCSN) offers a curated suite of specialized services for high-net-worth clients

through trusted third-party providers. These services include investment banking, hedging, and lifestyle solutions such as personal concierge and private healthcare services. We are seeking a motivated and detail-oriented product manager to support and enhance this high-impact business line.

Responsibilities:

As the Program Manager for this referral network focused on the needs of high-net-worth clients, you will support the day-to-day operations and execution of the program, including infrastructure coordination, partner management, management reporting, and advisor experience. You will:

• 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.

What are we looking for?

We’re looking for team players who are passionate about delivering a high-quality services experience in wealth management. To thrive in this role, you’ll need to learn quickly, build strong relationships, and roll up your sleeves, using tools at your disposal (like Smartsheet, Copilot, Forms, PowerBI, MS Power Automate, Teams workflows, etc.) to build processes and reporting that scale. If you’re resourceful, detail-oriented, proactive, and eager to grow in a product role, this is a great opportunity for you.

Requirements:

• 4–6 years of experience in financial services, wealth management, business operations, or program coordination.

Core Competencies:

• 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.

Preferences:

• 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.

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC12.9.25