AVP, Growth Manager

Do you have a strategic mindset with strong problem-solving skills? Do you enjoy bringing structure to complex situations, working with a variety of stakeholders to find a path forward? Excited to learn more? If so, then this could be the role for you!  

Job Overview:

As the AVP, Growth Manager you will support the development and growth of a new LPL Advisor affiliation with Linsco/ Liquidity & Capital model by driving and executing the overall sales strategy alongside the Field Management Team.  You will be responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community.

Responsibilities:

• Serve as a trusted advisor to Sales leadership, providing fact-based insights to drive results and optimize the sales process.

• Drive the new affiliation model’s growth while maintaining high advisor satisfaction.

• Critical in building support and momentum for key initiatives driving growth.

• Tactically execute project deliverables, ensuring that sales enablement efforts deliver on the strategic goals.

• Perform quantitative and qualitative analyses to identify and define scalable best practices

• Gather insights and collaborate with cross-functional teams in order to execute initiatives that improve processes and ultimately align with broader growth goals

• Determine and track towards KPI’s around the growth success of the organization.

• Partner with Regional Branch Managers to drive growth of advisory assets, greater client wallet share and adoption of additional LPL Business Solution services.

• Support the growth of the advisor community through conferences, forums and digital community.

• Act as a liaison between the Advisors and the home office partners in an effort to deliver the firm and provide resources

• Responsible for collecting voice of the client feedback and data to support capabilities expansion.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

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Requirements:

• 5+ years of financial services experience and business management expertise

• Ability to travel up to 20%

• Experience working in wealth management

• Project management experience

• Strong interpersonal skills, with the ability to build trust

• Exceptional communication and presentation skills

• A strategic thinker who can assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus

• Demonstrated ability to influence at all levels

Core Competencies:

• Self-starter; willingness to take the initiative with a strong sense of urgency and accountability

• Strong execution and project management skills

• Strong Advisor-focused and customer service mindset

• Ability to manage multiple projects

• Entrepreneurial attitude with the tenacity to influence

• Curiosity to innovative and desire for continuous improvement

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Preferences:

• Bachelor’s Degree in Finance, Business, or related field

• Series 7, 66 preferred. Also open to Series 9 &10

#LI-DM1

Pay Range:

$96,975-$161,625/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

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