AVP, Growth Manager

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:

The AVP, Growth Manager, Supported 1099 Models is part of LPL’s Field Management team. Field Management provides end-to-end leadership support to advisors and staff through managing personnel, practices, and properties to drive outsized growth and satisfaction. As part of the Field Management team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

As the AVP Growth Manager, you will be part of the team driving the development and growth of two supported models: LPL Advisor Network and Strategic Wealth Services by creating and executing the overall sales strategy. You will be responsible for deploying programs and initiatives that enable Financial Advisor practice growth and bolster the advisor community.

Responsibilities:

• Develop, execute and manage growth strategies to drive organic growth and advisor retention. Determine KPIs and track towards the growth success of the organization.

• Collaborate with cross functional teams (Advisory Solutions, Financial Planning, Marketing, etc.) to gain alignment and implement growth initiatives.

• Partner with Field Leaders across supported 1099 models to drive the growth of advisory assets, greater client wallet share and adoption of additional LPL services.

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

• Analyze data to identify trends to formulate action plans to positively position the affiliation models as the most profitable models within the firm.

• Act as primary point of contact for supported 1099 Field Leadership to assist with coordinating recruiting meetings and sourcing appropriate home office speakers.

• Execute project deliverables ensuring that sales efforts deliver on the strategic goals

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 7+ years of wealth management experience as a financial advisor or comparable product area or management expertise

• 5+ years of project management experience

• Ability to travel up to 20%

Core Competencies:

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

• Strong interpersonal skills with the ability to build trust

• Exceptional communication and presentation skills with demonstrated ability to influence at all levels

• Confident, flexible and resilient team player that places importance on winning together

• History of unwavering commitment to the pursuit of greatness

• Strong Advisor-focused and customer service mindset

• Entrepreneurial attitude with the tenacity to influence and lead by example

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

• Curiosity to innovative and desire for continuous improvement

• Willing and able to create and share joy 

Preferences:

• FINRA Series 7/66 (or equivalent) preferred; Series 9/10 or 24 is a plus

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

• Ability to manage multiple projects

#LPL-PA

Pay Range:

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.

EAC1.22.25