LPL Financial
The manager will lead and develop a team that supports advisors and clients via phone and email, providing expertise on fee‑based solutions, platforms, products, annuities, strategies, and pricing. The role combines hands‑on client interaction with coaching, performance management, and cross‑functional partnership to drive continuous improvement and deliver exceptional service.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
12% below the average for this role
Find an LPL Financial Advisor
Dec 10, 2025
J.P. Morgan Wealth Management – Market Director of Wealth - New York, NY (Manhattan)
JPMorganChase
J.P. Morgan Wealth Management - Market Director of Wealth - Plymouth, MN
JPMorganChase
J.P. Morgan Wealth Management - Market Director of Wealth - Plymouth, MN
JPMorganChase
J.P. Morgan Wealth Management - Market Director of Wealth - North Texas Metro (Allen McKinney)
JPMorganChase
Sales Desk Consultant - TFA
Transamerica
J.P. Morgan Wealth Management - Market Director of Wealth - Troy, MI (South Oakland Market)
JPMorganChase