Program Manager, Private Client Services Network

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:

$120,100-$200,200/year

 

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:

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 man