AVP, Growth Manager

LPL Financial Holdings, Inc. • $99K — $166K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years in financial services, specifically in wealth management.
  • Proficient in Excel with 5+ years of experience.
  • 5+ years of project management experience required.
  • Ability to travel up to 20%.
  • Bachelor's Degree in Finance, Business, or related field preferred.
  • Series 7, 66, 9 & 10 certifications preferred.

Responsibilities

  • Lead end-to-end management of growth programs, ensuring alignment and measurable outcomes.
  • Develop and implement program governance frameworks for consistent delivery.
  • Collaborate with events team and external partners on conference planning and execution.
  • Act as a trusted advisor to Sales leadership with insights to enhance outcomes.
  • Tactically manage project deliverables aligned with strategic objectives.
  • Conduct quantitative and qualitative analyses to identify scalable best practices.
  • Collect client feedback to support capability expansion initiatives.

Benefits

  • 401K matching.
  • Health benefits.
  • Employee stock options.
  • Paid time off.
  • Volunteer time off.
Full Job Description
Job Overview:

As the AVP, Growth Manager, you will support the development and growth of our LPL supported advisor affiliation with Linsco/ Liquidity & Succession model by supporting and executing the overall growth strategy alongside the Field Management Team. You will be responsible for deploying programs and initiatives that enable our clients, the Financial Advisors, practice growth and bolster the advisor community.

Responsibilities:
  • Lead end-to-end program management for strategic growth programs, from planning through execution, ensuring alignment with organization priorities and measurable business outcomes.
  • Develop and operationalize program governance frameworks, including project plans, timelines, dependencies and communication cadences to ensure consistent delivery and accountability.
  • Partner with the events team and external wholesalers on conference planning, funding, invitations and execution; service as the primary point person for advisor communications related to Recognition trips and ad hoc event needs.
  • Serve as a trusted advisor to Sales leadership, providing fact-based insights to drive results and optimize the sales process.
  • 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
  • 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.

Requirements:
  • 5+ years of financial services experience and experience working in wealth management
  • 5+ years of utilizing Excel in a proficient capacity
  • 5+ years of project management experience
  • Ability to travel up to 20%


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


Preferences:
  • Bachelor's Degree in Finance, Business, or related field
  • Series 7, 66, 9 & 10
  • 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


#LPL-PA

Pay Range:
$99,910.00 - $166,448.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
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Industry
Finance & Insurance
* Ladders Estimates

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